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Welcome to the SEMI Quarterly Report to Members | |||||||||||||||||||||||||
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SEMI Response to Japan Disaster Public company announcements on the status of major Japan fabs and SEMI Japan member operations are provided on the SEMI website here (www.semi.org/en/node/37556). However, for SEMI members only, a compilation of news reports and other information on the Japan situation is provided by www.semi.org/en/JapanSupplyChainInfo. SEMI did not want to add to the public media speculation by facilitating, contributing or accelerating what may be incomplete information so this link is not public or accessible through the SEMI website because many of these reports contain unsubstantiated information that we cannot verify. SEMI Establishes Fund for Japan Relief Efforts We established a SEMI fund for humanitarian relief efforts. All donations received, along with a SEMI corporate contribution, were directed to the International Red Cross Japan Earthquake and Pacific Tsunami Fund. SEMI encourages the generosity of both SEMI staff members and member companies who wish to contribute. To participate, please write a check in $US dollars to the International Red Cross and send to Jim Jackman, 3081 Zanker Road, San Jose, CA 95134. If you have questions, Jim's email is jjackman@semi.org. New President of SEMI India In January, Debasish Paul Choudhury was appointed to the position of president of SEMI India. Choudhury assumes full responsibility for SEMI operations in India and will oversee development of the association's programs, committees, products and services in the region. He is responsible for relationships with SEMI members as well as industry, government, academia and other local associations in India. Paul Hyland and Dirk Stenkamp Join the SEMI Europe Advisory Board In February, Paul Hyland, president and CEO of AIXTRON SE, and Dirk Stenkamp, Management Board member and Chief Operating Officer (COO) of centrotherm photovoltaics AG, joined the SEMI Europe Advisory Board. Morgan, Teng and Wilhoit Appointed to SEMI Singapore Advisory Board In January, SEMI announced the appointment of Rodney Morgan, co-executive officer of IM Flash Technologies, to serve as chairman of the SEMI Singapore Regional Advisory Board (RAB). Also, David Wilhoit, president and CEO of Siltronic Samsung Wafer Pte Ltd., and Gan Wah Teng, VP of Infineon Technologies (Asia Pacific) Pte Ltd. will serve as vice chairmen. SEMI Foundation/High Tech U The SEMI Foundation delivered three SEMI High Tech U (HTU) career exploration workshops for high school students and one HTU reunion in Q1. Soitec and STMicroelectronics in Grenoble, France delivered two of the programs, and one program was conducted in Washington State. SEMI hosted HTU graduates for a reunion in Silicon Valley. Rick Wallace, president of KLA-Tencor, welcomed the 75 students. The students participated in a Diversity activity and also taped a video message of hope to Japan HTU students after the tsunami. High Tech U, originally scheduled for March 28–29 at Toshiba and JSR in Yokkaichi-city, was cancelled due to earthquake damage at one of the host companies. A significant donation of $100,000 was made to the SEMI Foundation by KLA-Tencor. Without donations such as these, the SEMI Foundation would not be able to continue delivering quality programs to high school students who have the potential to become part of our future technology workforce. New SEMI Members in Q1 2011 Click here to see who joined SEMI in January, February and March 2011. | |||||||||||||||||||||||||
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SEMICON Korea 2011 SEMICON Korea 2011 was held January 26-28 in Seoul. Co-located with LED Korea, total verified attendance (visitors and exhibitors) jumped 40% compared to the 2010 event, with 24,658 people attending. Nearly 400 exhibitors participated. Dr. Yoshio Nishi, Professor of Electrical Engineering at Stanford University, provided the opening keynote address. Onsite booth sales for the 2012 event exceeded expectations, with 95% of space reserved. SEMICON China 2011 SEMICON China 2011 was held March 15-17 in Shanghai, co-located with FPD China and SOLARCON China. Combined attendance was 34,808, with more than 1,000 exhibitors in over 2,200 booths. SEMICON China featured three special exhibit pavilions -- LED Manufacturing, Used IC Fab Line Market and Ecosystem, and IC Applications of China Market -- which accompanied a series of associated conferences and technical programs. SEMICON China also featured a day-long series of keynotes from SMIC, Intel, Grace Semiconductor, GLOBALFOUNDRIES, and Hua Hong-NEC. 3D Stacked-IC Standards The first North America Three-Dimensional Stacked Integrated Circuits (3DS-IC) Standards Committee meeting held in March, yielded good turnout from industry. The committee was chaired by Applied Materials, Qualcomm, Semilab, and ISMI. Three task forces were officially formed: Thin Wafer Handling, Bonded Wafer Stacks, and Inspection & Metrology. SEMI Argues for Lower Export Control Restrictions The U.S. Department of Commerce is restructuring the Commerce Control List that outlines which dual-use items require export licenses for certain destinations, such as China. This list is aligned with multilateral controls through the Wassenaar Arrangement. On February 7, SEMI submitted detailed comments to push for the lowest level of control, given the overwhelmingly commercial nature of semiconductor equipment and materials and the presence of significant foreign availability. This is a long-term project and SEMI will continue to provide input. PVJapan Postponed PVJapan 2011, originally scheduled for July 27-29, is postponed until December 5-7, the same week as SEMICON Japan, where we will be occupying the whole Makuhari Messe exposition center. This will be a great week for SEMI to elevate our position in these industries. New SEMICON Japan Committee A new SEMICON Japan committee was launched in March with 14 C-level executives from Advantest, Disco, DNS, Ebara, Hitachi Chemical, JSR, Hitachi Hightech, Murata, Nikon, TEL, and THK, with Tsuneishi-san serving as chair and Maruyama-san as vice-chair. The committee will guide SEMI to create plans jointly that add more value to SEMICON Japan for more exhibitors. China Semiconductor Technology International Conference (CSTIC) China Semiconductor Technology International Conference (CSTIC) had a record 741 attendees. SEMI Submits Comments to the U.S. SEC on Conflict Minerals Legislation In 2010, the U.S. Congress passed new legislation focusing on "Conflict Minerals," which are defined as metals that are derived/mined from areas held by rebel groups waging war with the democratically-elected government in the central African county of DR Congo. Some of these minerals are used in electronic products and the manufacturing equipment used to make these products. In response to the legislation, SEMI set up a regulatory working group to advise SEMI members and industry partners on possible impacts of the legislation. SEMI also provided feedback to the U.S. SEC on the proposed rule. SEMI Industry Research and Statistics
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Market Data SEMI formed a partnership with Linx-AEI to publish the new PV Chemicals and Gases Report. The new report delivers detailed insights about growth opportunities in the soaring PV materials market, including detailed insights into the demand for silicon, slurries, gases, wet chemicals, precursors, dopants, and other critical materials. Public Policy In the U.S., SEMI PV Group responded to a U.S. Senate Energy and National Resources (ENR) Committee request for comment on a proposed Clean Energy Standard (CES). Recommendations called for increased deployment and manufacturing of PV and other renewable technologies be a priority within the Federal CES. PV Group will continue to monitor this legislation and push for the fair treatment of solar in any forthcoming energy policy. SEMI PV Group Hosts "Lobby Day." The SEMI Washington office organized meetings on February 8-9 to bring the PV Group's issues agenda to policymakers. Most participants were member company representatives from the North American PV Advisory Committee's Public Policy Subcommittee. The group met with officials from the White House Office of Science and Technology Policy, the Energy Department and several congressional offices to discuss tax policies, a renewable energy standard and other solar energy policies. Second Edition of the ITRPV Released at the Fab Managers Forum During the 5th PV Fab Managers Forum in Berlin, the Crystalline Cell Technology and Manufacturing Group (CTM), in cooperation with SEMI PV Group released the second (March 2011) edition of the International Technology Roadmap for Photovoltaics (ITRPV). The Roadmap identifies and targets critical technology needs and cost reduction goals for PV materials, manufacturing methods and processes. This second edition of the ITRPV is based on input from approximately 40 companies and institutes, representing an enormous level of effort by the industry and significant progress in mapping key areas of improvement. For more information, visit www.itrpv.net or contact Stephan Raithel at sraithel@semi.org. SEMI International Standards The North American PV Standards Committee and task forces met in San Jose to continue important standardization efforts for equipment and materials. The prolific NA PV Gases and Liquid Chemical Purity Standards Task Force now has over a dozen standards in the works. The first SEMI Standards development proposal from a Chinese company (Suntech) was recently submitted as an activity to develop a specification for anti-reflective (AR) coating glass, which is used in crystalline silicon PV modules. A standard will improve communication between users and suppliers, reduce costs, and increase productivity. The Taiwan Photovoltaic Committee already has a task force developing a module vibration testing method, and a new PV Cell Vibration Test Method Task Force was recently formed. The goal of this activity is to provide a test method to evaluate the defects on PV cells due to stress during transportation. A specification for Solar Grade Silicon Feedstock Materials was approved by the PV Standards Committee, to be published in May pending procedural review. This activity was initiated in Europe, but also received contributions from major players in Japan, NA, and China, as the industry is in need of a standardized specification. SEMI Taiwan Member Day The SEMI Taiwan Member Day addressed Taiwan's challenges in raw materials and domestic production of PV cell manufacturing equipment. Recommendations were made to reduce reliance on turn-key solutions and focus energy on developing the next generation of photovoltaic technology. PVJapan 2011 Rescheduled to December 5-7 PV Japan 2011 was rescheduled to December 5-7, the same week as SEMICON Japan. SOLARCON China 2011 Over 12,500 attendees visited SOLARCON China, held in conjunction with SEMICON China, specifically interested in PV, including over 2500 attendees from China cell and module manufacturers. Over 7000 attendees had an interest in PV equipment and materials. Dr. Zhengrong Shi, Founder and Chairman of Suntech Power provided the keynote address. The PV Day conference attracted over 300 attendees. India National Solar Mission SEMI India initiated a stakeholder survey on 'One Year of India's National Solar Mission' which will culminate with the presentation of a report to the Ministry of New and Renewable Energy in May 2011. SEMI India also initiated a discussion with the National Center for PV Research & Education (NCPRE) at IIT Bombay to jointly roll out training programs across the country. In addition, the India PV Advisory Committee has been expanded from 10 to 15 members. In addition, SOLARCON India received U.S. Department of Commerce certification. | |||||||||||||||||||||||||
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SEMI-Yole Développement LED Webinar Series SEMI-Yole Développement LED Webinar series on “HB-LED Manufacturing Growth & Transition--Challenges, Solutions & Opportunities” took place in February and March. The webinars featured Yole Développement and Tom Morrow, EVP of the SEMI Emerging Markets Business Unit. The webinar series was free to SEMI members and $99 for non-members. Over 400 participants registered for the event. LED Korea 2011 LED Korea 2011 featured more than 50 exhibitors in over 150 booths. Over 4,000 attendees interested in LED manufacturing visited the event and leading exhibitors Aixtron, Veeco, KLA-Tencor, and Ju Sung were there. Strategies in Light 2011 SEMI co-sponsored and helped organize the Manufacturing Forum at Strategies in Light in February to discuss ways to advance cost reduction and industry-wide supply chain coordination. China LED Pavilion and LED Forum As part of SEMICON China, over 400 people attended the LED Manufacturing Forum which included speakers from Cree, Philips and Epistar. An LED Manufacturing Pavilion was constructed in the center of the SEMICON China with 16 sponsors. Emerging Markets Forum at SEMICON Korea 2011 An Emerging Markets Forum, focusing on MEMS and Printed Electronics, was held for the first time at SEMICON Korea. FPD China 2011 FPD China 2011 was held March 15-17 in Shanghai. Over 39,000 attended our combined SEMICON China, FPD China and SOLARCON China overall with over 17,000 interested in FPD equipment and materials. The China FPD Conference was attended by 385 executives. For the first time, FPD China attracted exhibitor participation from seven of the world's leading panel manufacturers from five different countries/regions including Samsung, LG, Chimei-Innolux, Mitsubishi, Mirasole, Tianma, and Visionlux. Three special FPD programs were held during the event: the China LCD Era Summit, the Next Display Forum, and the Road for Local Suppliers. GFPC Postponed The Global FPD Partners Conference, originally scheduled for April 10-12, has been postponed due to the Japan Earthquake. High-Brightness LED Standards The North America HB-LED Standards Committee meetings in February and March led to the official approval of three task forces: wafer, equipment automation, and assembly. The committee is led by Philips Lumileds, Veeco, and Semilab. Members are also thinking about looking at safety technology in fabs for III/V process operations. EHS Activities for the LED/SSL Industry A meeting was held in Seoul between SEMI and leading Korea and Taiwan LED manufacturers to discuss ways to collaborate on EHS challenges in the industry. The group agreed to meet quarterly and expand the meeting to include more international members. To advise on these new activities, SEMI has established new LED EHS committees in Korea and Taiwan, with additional committees proposed for China, North America, and Japan. SEMI Working on Fix to LED Export Requirement Some manufacturers of MOCVD tools for LED applications are required to get export licenses before shipping to certain destinations. This control is overly broad and governments do not appear to want to capture tools used for applications such as lighting. On March 16, SEMI joined representatives from Applied Materials and Veeco to meet with U.S. Commerce Department Assistant Secretary for Export Administration Kevin Wolf to discuss ideas for a technical fix to the regulation. | |||||||||||||||||||||||||
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