SEMI® Global Update - October 2012 IN THIS ISSUE Japan Semiconductor Industry -- Fabs, Equipment, and Materials TSMC Unveils Schedule for 450mm Mass Production; Lithography is the Key China to Invest $40 Billion by 2015 for Solar Development Semiconductor Materials Market to Surpass $50 Billion in 2013 Semiconductor Industry Moves toward Automated LED Production on 6-inch Wafers Taiwan President Speaks to 500+ Industry Leaders at SEMICON Taiwan Gala Washington Update: Congress Leaves Unfinished Business Successful SEMI Members Day in Korea ARM, Corning, Micron and TSMC Share Strategies for Embracing Change Event Calendar ASIA October 3-5 PV Taiwan 2012 October 12 Korea FPD Metrology Tech Committee Mtg October 19 Korea Facilities Tech Committee Mtg October 19 China LED Manufacturing Technology Conference October 31-November 1 LED Tutorial 2012 December 5-7 SEMICON Japan December 5-7 PV Japan EUROPE October 8-11 Standards Meetings October 9-11 SEMICON Europa October 9-11 Plastic Electronics Exhibition and Conference NORTH AMERICA October 11 Arizona Breakfast Forum October 23-24 Strategic Materials Conference October 28-November 1 Standards Fall 2012 Meetings October 30 Austin Industry Outlook Forum November 4-7 International Technology Partners Conference November 8 SEMI Pacific Northwest Dinner Forum Courses Product Marketing Supply Chain Mgmt Acct Selling and Mgmt Japan Semiconductor Industry -- Fabs, Equipment, and Materials By Dan Tracy, SEMI Industry Research and Statistics Semiconductor manufacturers in Japan are either consolidating or closing fabs, and, in several cases, transitioning to a "fab-lite" strategy, all in a restructuring effort to meet the market challenges ahead. While device manufacturers are consolidating manufacturing operations and plan to outsource more wafer fabrication and package assembly to foundries and packaging subcontractors, a large installed fab capacity remains in Japan. TSMC Unveils Schedule for 450 Mass Production; Lithography is the Key At the SEMICON Taiwan 2012 450mm Supply Chain Forum on September 7, leading foundries and equipment manufacturers (including TSMC, TEL, Lam Research, Applied Materials and KLA-Tencor) convened to discuss the latest trends in 450nm technology, opportunities and challenges. Related Presentation: "450mm Challenges and Opportunities" Dr. C.S. Yoo, TSMC (source: 450 Central website) Advertisement With 4 editions (Americas, Europe, China, SE Asia) and 7 websites (int'l, China, Korea, SE Asia, Japan, Mexico, Brazil), Global SMT & Packaging is THE assembly journal for electronics manufacturers worldwide-- offering solution-led articles, insightful columns, news/events, and the latest technologies. China to Invest $40 Billion by 2015 for Solar Development By Melody Song, SEMI Industry Research and Statistics On September 12, 2012, China's National Energy Administration (NEA) announced the finalized 12th Five-Year Plan for solar development. The plan sets a target of 21GW installed solar capacity by 2015, which includes 20GW PV installations and 1GW CSP installations. Semiconductor Materials Market to Surpass $50 Billion in 2013 By Lara Chamness, SEMI Industry Research & Statistics Given current macroeconomic headwinds, this year is proving to be challenging to forecast. Most analysts have recently downgraded their semiconductor revenue forecasts to flat or low-single digits. Semiconductor Industry Moves toward Automated LED Production on 6-inch Wafers By Paula Doe, SEMI Emerging Markets With the fast-growing demand for HB-LEDs, the industry has added roughly 100 new fabs in the last five years, for a total of 169 LED fabs worldwide. More News: Taiwan President Ma Ying-Jeou Speaks to 500+ Industry Leaders at SEMICON Taiwan Gala Dinner Washington Update: Congress Leaves Unfinished Business before November Elections Successful SEMI Members Day in Korea ARM, Corning, Micron and TSMC Share Strategies for Embracing Change -- at SEMICON Taiwan Executive Summit Call for Papers: ASMC 2013 - Due: Oct 31 Thank you for reading this newsletter. We hope that you find SEMI Global Update informative and relevant. Let us know if we can improve the content and quality of SEMI Global Update. Please send your ideas, comments and suggestions to: Deborah Geiger Content Manager, SEMI 3081 Zanker Road, San Jose, California, 95134 Tel: 1.408.943.6900; Fax: 1.408.428.9600; Email: marketingservices@semi.org Website: www.semi.org Subscribe ¦ Unsubscribe Copyright © 2012 SEMI. All rights reserved.