SEMI® Global Update • March 2011
IN THIS ISSUE

Advanced Manufacturing in Europe

Record Capex Leads to Fab Equipment Increase of 28% in 2011

Silicon Reclaim Wafer Market: $348M by 2012

Challenges on Technology Path to 14/15 Node

Tremendous Growth Opportunities in the PV Materials Market

HB-LED Focus: Cost Reduction and Next Gen Digital Intelligence

FPD Market Outlook Affects the Value Chain

Budget Battles Dominate Debate in Wash., D.C.

New PV Standards Published

SEMI Europe Welcomes New Members


SEMI CALENDAR

EUROPE

20-22 March
PV Fab Managers Forum

27-28 April
LED Lighting Summit

24 May
SEMI Brussels Forum

31 May-2 June
SEMICON Russia

8-10 June
Intersolar Europe


SEMICON Europa Call for Papers

Adv Packaging Conf

European Mfrg Test Conf

Intl MEMS/MST Ind Forum


ASIA

15-17 March
SEMICON China

15-17 March
FPD China

11-13 May
SEMICON Singapore


NORTH AMERICA

3 March
SEMICON West Preview Webinar

8 March
CAST Workshop

8-9 March
uv.eb West 2011

23 March
HB-LED Webinar Series

23 March
SEMI NE Forum: Where will the Road lead us? ITRS and More Moore

28-31 March
NA Standards Spring Mtgs

15-18 May
ASMC

Classes

24 May
Combating Aggressive Supply Chain Mgmt

25-27 May
Fundamentals of Prod Mktg



http://www.cseurope.net/

Avantor

LED Lighting

FROM THE SEMI EUROPE PRESIDENT

Heinz Kundert, SEMI Europe PresidentAdvanced Manufacturing in Europe

We often hear that innovation is the key to smart and sustainable growth for Europe. But history has shown that innovation alone is not enough to create sustainable growth and sufficient jobs. To achieve an acceptable return on investment in Europe, advanced manufacturing is indispensible. Therefore, it is good to see that the European Commission has clearly addressed this issue and we are pleased to see that progress is being made! I strongly encourage you to review the video of European Commissioner Neelie Kroes who specifically references the semiconductor industry, as well as the other short videos, which are encouraging for our industry: (more)

View videos on industry competitiveness:
  • Neelie Kroes for SEMI ISS Europe
  • SEMI on European Semiconductor Mfrg Competitiveness
  • SEMI interview at Rusnanotech

  • Heinz Kundert
    www.semi.org/europe
    www.pvgroup.org


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    Record Capex Leads to Fab Equipment Increase of 28% in 2011
    By Christian Gregor Dieseldorff, SEMI Industry Research & Statistics
    Exciting times loom ahead for the industry: 2011 promises record spending levels; there are inklings that the 450 mm era is beginning to take shape; feature sizes will break into 20nm-class; and fabs are showing up in unlikely places. Some companies have surpassed their record investments in 2010 to set new spending records in 2011.


    Silicon Reclaim Wafer Market Expected to Reach $348M by 2012
    By Lara Chamness, SEMI Industry Research & Statistics
    The worldwide reclaim wafer market is estimated at $312 million in 2010 and forecasted to reach $348 million by 2012. Pricing pressure in 2009 caused aggregate pricing for 300 mm wafers to decline 32 percent and an additional 16 percent in 2010.


    Challenges Abound on the Technology Path to the 14/15 Node
    By David Lammers, editor-in-chief, SemiMD
    For logic ICs, the challenge - as Thomas Skotnicki of STMicro recently said - is that "conventional boosters are out of steam." As the device pitch scales, there may be less benefit to strain techniques.

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    What's Next for the Compound Semiconductor Industry?
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    Tremendous Growth Opportunities in the PV Materials Market
    SEMI and Linx-AEI Consulting announce a new report that delivers detailed insights about growth opportunities in the soaring PV materials market. Driven by the global demand for solar power, materials for crystalline silicon and thin-film modules are a growing market for suppliers of electronic materials.


    HB-LED Focus Turns to Cost Reduction and Next Generation Digital Intelligence
    By Paula Doe, SEMI Adjacent Markets
    HB-LED technology has made progress in over the past few years, but big penetration into the general lighting market still requires a 10X reduction in costs to compete with fluorescents, which are also significantly improving.


    FPD Market Outlook Affects the Value Chain
    By Yoshio Tamura, senior VP, senior analyst, DisplaySearch
    Although the flat panel display (FPD) industry is concentrated in Asia, its value chain involves global SEMI members who supply equipment and materials to Korean, Taiwanese, Chinese and Japanese FPD companies.





    Budget Battles Dominate Debate in Wash, D.C.

    The elections of 2010 were historic in terms of the number of newcomers that were voted into office, with many of the rookie lawmakers swept into power with the promise to cut government spending. Now those election promises are being confronted by the reality of the modern lawmaking process in the nationís capital.


    New PV Standards Published
    By James Amano, SEMI
    Initially formed in 2007, the PV Standards Committee has rapidly become one of the most active committees in the SEMI Standards Program, and has now developed and published 15 Standards. The PV industry is increasingly recognizing the value of the SEMI Standards Program.


    SEMI Europe Welcomes New Members
    Ovivo Switzerland, EITech, Sabok Sazan Lowshan




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