SEMI® Global Update ♦ May 2011 IN THIS ISSUE 2010 Semiconductor Equipment and Materials Market Review and Outlook SEMI President and CEO Stan Myers Announces his Retirement LED Costs Drop Faster than Roadmap, but Not Fast Enough SEMI and CPIA Release New Recommendations for China PV Policy Roadmap SEMI Standards Update for 3D-IC, LED and 450 mm Secondary Equipment Market Reaches $6 Billion in 2010 3D-IC Stacked Integrated Circuit Innovations Ready for Prime Time Manufacturing Earthquake Pushes Japan Energy Policy in a New Direction SEMI CALENDAR ASIA May 11-13 SEMICON Singapore EUROPE May 4-5 LED Lighting Summit May 24 SEMI Brussels Forum May 31-June 2 SEMICON Russia June 8-10 Intersolar Europe NORTH AMERICA May 11 Forum: "What's new at the Austin Fabs?" May 15-18 ASMC June 1 Northeast Forum: Mid-year IC Market Trend Update July 11 PV Fab Managers Forum July 11-14 SEMICON West Standards Meetings July 12-14 SEMICON West July 12-14 Intersolar North America Classes May 24 Combating Aggressive Supply Chain Mgmt May 25-27 Fundamentals of Prod Mktg June 7-9 Key Semi Account Selling and Mgmt 2010 Semiconductor Equipment and Materials Market Review and Outlook By Lara Chamness, SEMI Industry Research and Statistics Coming off of two successive negative years for the semiconductor industry, 2010 provided a much needed and welcomed turn of events; device revenues increased 32 percent, materials revenues grew 25 percent, and the new equipment market grew a record 148 percent. SEMI President and CEO Stan Myers Announces his Retirement SEMI president and CEO Stanley T. Myers has informed the SEMI International Board of Directors of his intention to step back from executive leadership of SEMI this year. Advertisement LED Costs Drop Faster than Roadmap, but Not Fast Enough By Paula Doe, SEMI Adjacent Markets The LED sector has improved its lumens-per-dollar performance faster than original roadmap goals set two years ago. But experts at the recent U.S. DOE SSL Manufacturing R&D Workshop concluded the industry needs to reduce cost even more aggressively for real progress in the next three to five years. SEMI and CPIA Release New Recommendations for China PV Policy Roadmap The SEMI PV Group today announced the availability of "China's Solar Future -- A Recommended China PV Policy Roadmap 2.0," a report containing specific recommendations for a China photovoltaic (PV) policy roadmap. Advertisement A New View for Semiconductor Today View the latest edition of Semiconductor Today, now published via the most modern digital magazine software and offering an improved reader experience, including viewing on mobile devices. Subscribe here free of charge. SEMI Standards Update for 3D-IC, LED and 450 mm What's the latest in SEMI International Standards for 3D-IC, HB-LEDs, and 450 mm? Here's a summary of what's happening on the various committees and task forces in these areas. Secondary Equipment Market Reaches $6 Billion in 2010 Secondary market equipment sales reached $6.0 billion in 2010, a 77 percent increase over 2009, according to a new SEMI and Semico Secondary Semiconductor Equipment Market Study. 3D-IC Stacked Integrated Circuit Innovations Ready for Prime Time Manufacturing By Paul Werbaneth, MEMS Investor Journal Why is 3D-IC technology in the news so much lately? Perhaps because the commercial version of 3D-IC technology contains the essence of so much new development work in both chip fabrication and in chip packaging. Earthquake Pushes Japan Energy Policy in a New Direction On the morning of March 11, just a few hours before the massive earthquake and tsunami hit, the Japan Cabinet approved a bill to be presented to the Diet (Japan's legislative body). 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 © Semiconductor Equipment and Materials International (SEMI), all rights reserved