MILPITAS, Calif. – May 15, 2024 – SEMICON West 2024 will gather industry experts and leaders July 9-11 at the Moscone Center in San Francisco for insights into the latest trends and innovations in sustainability, supply chain management, workforce development and other critical industry issues. The event, North America’s premier exhibition and conference for the semiconductor supply chain, will feature keynotes and executive panels with thought leaders from the electronics design and manufacturing ecosystem, academia, and government. Registration is open. Reflecting the intensifying interest in U.S. chip manufacturing, booths in the exhibition halls are sold out.

Themed Stronger Together, SEMICON West 2024 will highlight market trends and critical industry issues including supply chain resilience, heterogeneous integration, cybersecurity, sustainability, and workforce development. The event will also explore the implications of artificial intelligence (AI) as its proliferation continues.

Aimed at fostering global industry growth and innovation, the CEO Summit keynote series returns to highlight investments in the U.S. semiconductor industry. The series will bring together government and industry leaders to address investment opportunities in the U.S. semiconductor supply chain and global industry issues.

“Continuing government and private investment in the U.S. semiconductor industry is critical to expanding the region’s chip ecosystem and strengthening the resilience of the global supply chain,” said Joe Stockunas, President of SEMI Americas. “The grants and tax incentives offered under the CHIPS and Science Act have become a key driver of the expansion of the domestic chip manufacturing industry. We look forward to hosting leaders from government and industry as they explore global growth opportunities and headwinds ahead, including those surrounding AI.”

CEO Summit Day 1 - Investing in America’s Path Forward

• This session will feature updates on the CHIPS Act and state support from government officials, highlighting the $225 billion in public and private investments committed to the industry since the enactment of the U.S. federal statute. Leaders from companies across the supply chain including device manufacturers, equipment suppliers, and materials providers will present.

CEO Summit Day 2 - Seizing the Global Opportunities and Challenges Ahead

• Speakers will address pressing global semiconductor industry issues including supply chain resilience, sustainability, talent, and the state of Moore’s Law.

Also highlighting the CEO Summit will be the executive panel titled Beyond Tier Mapping – Creating a Robust and Resilient Supply Chain Risk Management Program. The panel of supply chain experts will explore solutions to multi-tier supply chain mapping and risk management issues.

CEO Summit Keynote Speakers

• Prabu Raja, Ph.D., President, Semiconductor Products Group: Applied Materials
• Sandra Watson, President and CEO: Arizona Commerce Authority
• Hichem M’Saad, Chair of the Management Board and Chief Executive Officer: ASM
• Mike Wilson, Executive Vice President, Global Logistics Manufacturing Services & Inventory Management Solutions, EVP Latin America: DSV
• John Langan, Ph.D., CTO: EMD Electronics
• Kai Beckmann, Member of the Executive Board of Merck KGaA, Darmstadt, Germany and CEO Electronics: EMD Electronics
• Bertrand Loy, President and CEO: Entegris
• Herbert Blaschitz, Executive Vice President, Global Business Unit Advanced Technology Facilities (ATF): Exyte
• Thomas Caulfield, Ph.D., President and CEO: GlobalFoundries
• Keyvan Esfarjani, Executive VP, Chief Global Operations Officer, General Manager, Foundry Manufacturing and Supply Chain: Intel
• Todd Brady, VP Global Public Affairs and Chief Sustainability Officer: Intel
• Gabriela Cruz Thompson, Director of University Research Collaboration: Intel Labs, Intel
• Sandra Mahadwar, Chief Inclusion and Diversity Officer and Senior VP, Talent Management: KLA
• Tim Archer, President and CEO: Lam Research
• Scott Gatzemeier, Corporate Vice President, Front End US Expansion: Micron Technology
• Jeff Thomas, Executive VP, Corporate Platforms: Nasdaq
• Angela Baker, Chief Sustainability Officer: Qualcomm
• Subodh Kulkarni, Ph.D., President and CEO: Rigetti
• Agustin Lopez Diaz, Chief Sustainability Officer and Customer Satisfaction and Quality Officer: Schneider Electric
• Larry Smith, Executive Committee Inaugural Member of the Texas Semiconductor Innovation Consortium: TEL
• Jose Fernandez, Assistant Secretary of State for Economic Energy and Business Affairs: S. Department of State

FLEX Conference & Exhibition

Co-located with SEMICON West 2024, the FLEX Conference & Exhibition will feature keynotes, panel discussions, technical sessions, funding opportunities, product-based demonstrations and industry tours highlighting the latest innovations in flexible hybrid electronics (FHE), printed electronics and advanced packaging, including heterogeneous integration. Keynote speakers will include experts from industry leaders such as Advanced Semiconductor Engineering, Axiom Space, Intel, and Toyota Research Institute of North America.

The SEMI Market Symposium returns on Monday, July 8 with a midyear update on key market trends and drivers. Leading industry analysts will present market forecasts for the semiconductor, equipment, materials, and other industries in the electronics design and manufacturing space.

Register for SEMICON West 2024. Early-bird registration discounts are available until June 30.

Follow SEMICON West on X: #SEMICONWest
 

About SEMI

SEMI^® is the global industry association connecting over 3,000 member companies and 1.5 million professionals worldwide across the semiconductor and electronics design and manufacturing supply chain. We accelerate member collaboration on solutions to top industry challenges through Advocacy, Workforce Development, Sustainability, Supply Chain Management and other programs. Our SEMICON^® expositions and events, technology communities, standards and market intelligence help advance our members’ business growth and innovations in design, devices, equipment, materials, services and software, enabling smarter, faster, more secure electronics. Visit www.semi.org, contact a regional office, and connect with SEMI on LinkedIn and X to learn more.

Association Contact

Michael Hall/SEMI U.S.
Phone: 1.408.943.7988
Email: [email protected]

• Read more about SEMICON West 2024 to Spotlight U.S. Chip Industry Investments, Supply Chain Resilience, Talent, and Global Growth and Innovation

MILPITAS, Calif. ─ May 13, 2024 ─ SEMI, the industry association serving the global semiconductor and electronics design and manufacturing supply chain, today applauded the United States Department of Commerce’s announcement of a Preliminary Memorandum of Terms for an award under the CHIPS and Science Act to support the expansion and modernization of Polar Semiconductor’s fab in Minnesota. The award includes up to $120 million in grants and an investment tax credit to double the foundry’s production capacity for its customers’ sensor and power chips within two years. The project is expected to create more than 160 jobs.

“SEMI applauds the U.S. Department of Commerce for its continued investments to fortify the domestic semiconductor supply chain,” said Joe Stockunas, President of SEMI Americas. “This proposed CHIPS Act funding for Polar Semiconductor is part of more than $525 million in investments by the company and state, local and private entities to help meet growing demand for sensor and power chips used in a diverse range of applications and markets – from automotive and home appliances to industrial robotics. We congratulate the company on this important step forward for its foundry business.”

As a member of the SEMI Supply Chain Management Initiative and Fab Owners Alliance, Polar Semiconductor collaborates with SEMI members worldwide to advance the global semiconductor industry.

Visit SEMI Global Advocacy to learn more about public policy efforts and developments, and SEMI Workforce Development for more information on efforts to address the microelectronics industry’s talent needs.

About SEMI
SEMI^® is the global industry association connecting over 3,000 member companies and 1.5 million professionals worldwide across the semiconductor and electronics design and manufacturing supply chain. We accelerate member collaboration on solutions to top industry challenges through Advocacy, Workforce Development, Sustainability, Supply Chain Management and other programs. Our SEMICON^® expositions and events, technology communities, standards and market intelligence help advance our members’ business growth and innovations in design, devices, equipment, materials, services and software, enabling smarter, faster, more secure electronics. Visit www.semi.org, contact a regional office, and connect with SEMI on LinkedIn and X to learn more.

Association Contact

Samer Bahou/SEMI US
Phone: 1.408.943.7870
Email: [email protected]

• Read more about SEMI Applauds U.S. CHIPS Act Award for Polar Semiconductor Facility in Minnesota

 MILPITAS, Calif. – May 14, 2024 – The global semiconductor manufacturing industry in the first quarter of 2024 showed signs of improvement with an uptick in electronic sales, stabilizing inventories and an increase in installed wafer fab capacity, SEMI announced today in its Q1 2024 publication of the Semiconductor Manufacturing Monitor (SMM) Report, prepared in partnership with TechInsights. Stronger industry growth is expected in the second half of the year.

In Q1 2024, electronic sales rose 1% year-over-year (YoY), with Q2 2024 forecast to register a 5% YoY increase. IC sales posted robust 22% YoY growth in Q1 2024 and are expected to surge 21% in Q2 2024 as shipments of high-performance computing (HPC) chips increase and memory pricing continues to improve. IC inventory levels stabilized in Q1 2024 and are expected to improve this quarter.

Installed wafer fab capacity continues to increase and is projected to exceed 40 million wafers per quarter (in 300mm wafer equivalent), rising 1.2% in Q1 2024 with an expected 1.4% uptick in Q2 2024. China continues to log the highest capacity growth among all regions. However, fab utilization rates, particularly for mature nodes, remain a concern with little signs of recovery expected in the first half of 2024. Memory utilization rates were lower than expected in Q1 2024 due to disciplined supply control.

In line with fab utilization trends, semiconductor capital expenditures remain conservative. After falling 17% YoY in Q4 2023, capital expenditures continued to pull back 11% in Q1 2024 before eking out an expected 0.7% gain in Q2 2024. Sequentially in Q2 2024, the trend is turning positive with an expected 8% increase in memory-related capital expenditures as they see slightly stronger growth than non-memory segments.

“Demand in some semiconductor segments is recovering, but the pace of recovery is uneven,” said Clark Tseng, Senior Director of Market Intelligence at SEMI. “AI chips and high-bandwidth memory are currently among devices in the highest demand, leading to increased investment and capacity expansion in these areas. However, the impact of AI chips on IC shipment growth remains limited due to their reliance on a small number of key suppliers.”

“Semiconductor demand in the first half of 2024 is mixed, with memory and logic rebounding due to surging generative AI demand,” said Boris Metodiev, Director of Market Analysis at TechInsights. “However, analog, discrete, and optoelectronics have experienced a slight correction due to the slow recovery of the consumer market coupled with a pullback in demand from the automotive and industrial markets.”

“A full-on recovery is likely to take hold in the second half of the year with the projected boost in consumer demand by AI’s expansion to the edge,” Metodiev said. “Additionally, the automotive and industrial markets are expected to return to growth in the latter part of the year as interest rates fall – providing consumers more purchasing power – and inventory declines.”

Sources: SEMI (www.semi.org) and TechInsights (www.techinsights.com), May 2024

The Semiconductor Manufacturing Monitor (SMM) report provides end-to-end data on the worldwide semiconductor manufacturing industry. The report highlights key trends based on industry indicators including capital equipment, fab capacity, and semiconductor and electronics sales, and includes a capital equipment market forecast. The SMM report also contains two years of quarterly data and a one-quarter outlook for the semiconductor manufacturing supply chain including leading IDM, fabless, foundry, and OSAT companies. An SMM subscription includes quarterly reports.

Download a sample Semiconductor Manufacturing Monitor report. 

For more information on the report or to subscribe, please contact the SEMI Market Intelligence Team at [email protected]. Details on SEMI market data are available at SEMI Market Data.

About SEMI
SEMI^® is the global industry association connecting over 3,000 member companies and 1.5 million professionals worldwide across the semiconductor and electronics design and manufacturing supply chain. We accelerate member collaboration on solutions to top industry challenges through Advocacy, Workforce Development, Sustainability, Supply Chain Management and other programs. Our SEMICON^® expositions and events, technology communities, standards and market intelligence help advance our members’ business growth and innovations in design, devices, equipment, materials, services and software, enabling smarter, faster, more secure electronics. Visit www.semi.org, contact a regional office, and connect with SEMI on LinkedIn and X to learn more.

Association Contact

Michael Hall/SEMI
Phone: 1.408.943.7988
Email: [email protected]

• Read more about Key Measures of Global Semiconductor Manufacturing Industry Strength Improve in Q1 2024, SEMI Reports

ALBANY, New York — May 13, 2024 — The 35^th annual SEMI Advanced Semiconductor Manufacturing Conference (ASMC 2024) opens today to focus on critical topics ranging from yield management and metrology to new developments in artificial intelligence, smart manufacturing and sustainability. More than 120 experts will offer insights into the latest semiconductor manufacturing strategies and methodologies as hundreds of industry stakeholders gather at the May 13-16 conference in Albany, New York.

Featuring keynotes by thought leaders from IBM, Wolfspeed, and Semiconductor Advisors, ASMC 2024 is the premier event where industry professionals network and share insights into best practices for semiconductor manufacturing. The conference is co-chaired by Bradley Wood, Applications Engineering Manager, CMP Filtration at Entegris, and Vijayalakshmi Seshachalam, CVD Process Manager at GlobalFoundries.

ASMC will feature the following:

• Digital Transformation for Sustainability: Empowering the Semiconductor Industry Through AI and Green Practices – The one-hour tutorial by EMD Electronics on Tuesday, May 14 will cover:
  • Multifaceted environmental challenges associated with chip manufacturing
  • How leveraging AI and embracing green practices can enable the industry to develop more sustainable materials, eco-friendly processes, and energy-efficient chips
  • Case studies of collaborations among material suppliers, equipment manufacturers, and foundries and device makers that found great success
• Poster presentations from around the world will be on display at the Poster Session reception on the evening of May 14, covering a range of topics including:
  • Yield Enhancement
  • Advanced Metrology
  • Advanced Equipment Processes and Materials
  • Contamination-Free Manufacturing
• First Robotics Demonstration on Wednesday, May 15 – Sponsored by TEL
  • The First Robotics Team from Shenendehowa High School in Clifton, N.Y. will demonstrate its competition robot and Crescendo game, a unique competition among robots to toss rings through musical hoops.

Also highlighting ASMC 2024 on Wednesday, May 15, will be the workforce development panel discussion titled Talent Pipeline: Building a Sustainable and Diverse Semiconductor Workforce. Panelists will include:

• Kylie Patterson, Senior Advisor, CHIPS for America
• Kevin Younis, COO and Executive Deputy Commissioner, Empire State Development
• Héctor M. Rodríguez, Dean of Science, Technology, Engineering and Math, Hudson Valley Community College
• Fran Dillard, Vice President and Chief Diversity Inclusion Officer, Micron

ASMC 2024 will also feature more than 20 technical sessions covering topics including:

• 3D, TSV, and Novel Advanced Silicon Processing
• Advanced Equipment Processes and Materials
• Advanced Metrology
• Advanced Process Control
• Advanced Semiconductor Technologies
• Artificial Intelligence / Machine Learning
• Big Data Management and Mining
• Contamination Free Manufacturing
• Defect Inspection
• Equipment Optimization
• Factory Automation
• Manufacturing for Sustainability
• Smart Manufacturing / Industrial Engineering
• Yield Enhancement / Yield Methodologies

The Women in Semiconductors (WiS 2024) program takes place on Thursday, May 16 in conjunction with ASMC 2024. The program will address challenges and strategies for promoting diversity and inclusion in the workplace. Complimentary registration is available for ASMC attendees.

For more conference details, please visit the ASMC website or contact Krish Raghunath of SEMI at [email protected].

About SEMI

SEMI^® is the global industry association connecting over 3,000 member companies and 1.5 million professionals worldwide across the semiconductor and electronics design and manufacturing supply chain. We accelerate member collaboration on solutions to top industry challenges through Advocacy, Workforce Development, Sustainability, Supply Chain Management and other programs. Our SEMICON^® expositions and events, technology communities, standards and market intelligence help advance our members’ business growth and innovations in design, devices, equipment, materials, services and software, enabling smarter, faster, more secure electronics. Visit www.semi.org, contact a regional office, and connect with SEMI on LinkedIn and X to learn more.

Association Contact

Michael Hall/SEMI
Phone: 1.408.943.7988
Email: [email protected]

• Read more about ASMC 2024 Opens With AI, Smart Manufacturing and Sustainability in Focus

Initial Course Programs Designed to Meet Rising Industry Demand for Technicians

MILPITAS, Calif. — May 14, 2023 — Aiming to help the global semiconductor industry address its talent gap by training and upskilling workers, SEMI today announced that its SEMI University™ learning platform now offers online course certification programs designed to fast-track semiconductor career development. Tailored to help meet burgeoning industry demand for technicians, the first two SEMI University Semiconductor Certification Programs are designed for new talent seeking rewarding careers in the industry and experienced workers looking to keep their skills current.

“With semiconductor manufacturers investing heavily in new fabs backed in part by government incentives, SEMI projects the global industry will need 1 million new workers worldwide by 2030 to support the chipmaking expansion,” said Shari Liss, Executive Director of the SEMI Foundation, which drives the SEMI Workforce Development program. “Technicians are in the highest demand, accounting for roughly 40% of the semiconductor workforce worldwide. The SEMI University Certification Program will help meet the industry’s pressing need for a diverse range of training and certification programs to close the talent gap.”

“SEMI University’s new Semiconductor Certification Programs give the industry a fast way to train new talent while enabling current workers to keep pace with its expanding skills requirements,” said SEMI University Director Naresh Naik. “The first two certification programs address critical technician roles. We look forward to adding new certifications to support the industry’s growing workforce needs and career development for our learners.”

The SEMI University Semiconductor Certification Programs include:

• The Semiconductor Technician Certification equips new semiconductor industry workers with the skills necessary to excel in chip manufacturing. The certification program provides comprehensive training in the semiconductor process and on-the-job tasks. Courses cover the function of semiconductors and their manufacture, how electrical circuits work and the physical laws that apply to electrical current, as well as the various applications of electrical testing equipment.
• The Pneumatics/Hydraulics Technician Certification covers the use of vacuum technology in pneumatic systems and hydraulics theory. Courses address the properties of gases and vacuums, how various vacuum types are generated, and hydraulic systems and their components including actuators. The curriculum also compares hydraulic and pneumatic systems.

About SEMI University
The SEMI University learning platform offers more than 575 online courses tailored for the semiconductor industry, providing easy-to-use online training in multiple languages for employees ranging from recently hired facility operators to experienced technicians, engineers and non-technical staff. SEMI U also offers in-person trainings. See the SEMI University Course Calendar.

About the SEMI Workforce Development Program
SEMI has offered in-person training and technology trend for updates more than 50 years, and it hosts webinars covering SEMI standards, market dynamics and semiconductor manufacturing and design best practices. SEMI University builds on this experience and adds to the association’s holistic Workforce Development program offered by the SEMI Foundation.

The non-profit arm of SEMI, the SEMI Foundation works to increase awareness of semiconductor industry careers, connect member companies with university students for mentoring and internships, attract and train military veterans, and develop a more diverse and inclusive workforce. Learn more about semiconductor industry career paths at the SEMI Foundation Career Portal.

About SEMI
SEMI^® is the global industry association connecting over 3,000 member companies and 1.5 million professionals worldwide across the semiconductor and electronics design and manufacturing supply chain. We accelerate member collaboration on solutions to top industry challenges through Advocacy, Workforce Development, Sustainability, Supply Chain Management and other programs. Our SEMICON^® expositions and events, technology communities, standards and market intelligence help advance our members’ business growth and innovations in design, devices, equipment, materials, services and software, enabling smarter, faster, more secure electronics. Visit www.semi.org, contact a regional office, and connect with SEMI on LinkedIn and X to learn more.

Association Contact

Michael Hall/SEMI US
Phone: 1.408.943.7988
Email: [email protected]

• Read more about New SEMI University Online Certification Programs to Fast-Track Semiconductor Skills Development

MILPITAS, Calif. — May 10, 2024 — SEMI, the industry association serving the global electronics design and manufacturing supply chain, today announced that the SEMI North America Advisory Board has presented the annual SEMI Americas Government Leadership Award to U.S. Senate Majority Leader Charles (Chuck) Schumer in recognition of his extraordinary support of the U.S. semiconductor industry. SEMI Americas President Joe Stockunas and TEL Vice President Ben Rathsack presented Senator Schumer with the award this week at the U.S. Capitol Building.

The SEMI North America Advisory Board selects SEMI Americas Government Leadership Award honorees based on their impact on policies and incentives to bolster semiconductor design and manufacturing in the Americas region and advance the growth of the global industry.

"Senator Schumer is the embodiment of a semiconductor industry champion,” Stockunas said. “His visionary leadership was instrumental in the passage of the CHIPS and Science Act, paving the way for the creation of thousands of jobs and the infusion of billions of dollars into the U.S. chip ecosystem to help strengthen the resilience of the global semiconductor supply chain. The funding awards include recent grants for GlobalFoundries and Micron facilities in New York that will support research and development at the Albany NanoTech Complex critical to national security.”

“Senator Schumer’s steadfast support, from the drafting of the CHIPS Act to its implementation, continues to bring tangible benefits to communities, businesses and the U.S. as a whole, contributing to its national and economic security,” Stockunas said. “We commend
Senator Schumer for his outstanding contributions and tireless efforts to help ensure the semiconductor industry reaches its full potential."

The North America Advisory Board provides guidance on SEMI Americas programs designed to advance their business interests and address significant challenges in the electronics manufacturing and design supply chain. The Board’s mission is to strengthen the financial, market, and technology performance of SEMI member companies operating in North America.

Visit SEMI Global Advocacy to learn more about public policy efforts and developments.

About SEMI
SEMI^® is the global industry association connecting over 3,000 member companies and 1.5 million professionals worldwide across the semiconductor and electronics design and manufacturing supply chain. We accelerate member collaboration on solutions to top industry challenges through Advocacy, Workforce Development, Sustainability, Supply Chain Management and other programs. Our SEMICON^® expositions and events, technology communities, standards and market intelligence help advance our members’ business growth and innovations in design, devices, equipment, materials, services and software, enabling smarter, faster, more secure electronics. Visit www.semi.org, contact a regional office, and connect with SEMI on LinkedIn and X to learn more.
 

Association Contact

Michael Hall/SEMI
Phone: 1.408.943.7988
Email: [email protected]

• Read more about SEMI Recognizes U.S. Senator Majority Leader Charles Schumer With Government Leadership Award for Outstanding Support of U.S. Chip Industry

MILPITAS, Calif. — May 8, 2024 — SEMI today released the report A Rising Tide: Building a Climate-Resilient Semiconductor Value Chain that spotlights the maturity of the semiconductor value chain as it strives toward greater climate resilience and develops climate risk mitigation strategies. Led by the SEMI Sustainability Initiative Environmental Risk Mitigation and Reporting (ERMR) working group, the study identifies strengths, gaps and challenges faced by the industry in implementing recommendations of the Taskforce on Climate-related Financial Disclosures (TCFD). The report also offers recommendations on industry best practices to enhance climate disclosure maturity. Download the report.

The report leveraged Nasdaq Sustainable Lens™, an AI-powered ESG intelligence platform, to analyze and assess the maturity level of each segment of the semiconductor value chain based on publicly available sustainability and climate information of 100 leading semiconductor companies against TCFD recommendations. Nasdaq Sustainable Lens™ reviewed over 2,200 corporate annual financial reports, sustainability reports, low-carbon transition and climate action plans and other sustainability and climate information released between 2021 and 2023. The platform uncovered five key takeaways:

1. Maturity of semiconductor industry-level climate disclosures are in the Established phase as defined by Nasdaq. The semiconductor companies included in the assessment showed 40% higher TCFD alignment than the market average, represented by over 9,000 global companies across all industries beyond semiconductors.
2. Corporate climate reporting varies by semiconductor value chain segment largely due to different stakeholder expectations, jurisdiction-level reporting requirements, the level of resources dedicated to corporate climate work, as well as board- and executive-level engagement in climate initiatives.
3. Companies prioritize near-term climate targets, though only some have set long-term net zero goals. On average, value chain segments demonstrated the most comprehensive TCFD alignment with the Metrics & Targets pillar, particularly as it relates to near-term greenhouse gas (GHG) emissions reduction targets.
4. Addressing organizational resilience to climate change appears to be the biggest industry-level challenge. The most underreported categories included climate scenario analysis, quantitative physical and transition climate risk assessments, and setting an internal carbon price. This indicates that the core question of how a company’s business strategy will perform under various climate scenarios remains a major gap across all semiconductor value chain segments.
5. Ensuring climate resilience of the value chain is a business imperative for semiconductor companies. Industry-level recognition of the vulnerability of the semiconductor value chain to existing and potential climate-related risks and proactively building a path towards climate resilience are crucial for long-term business continuity.

“Our study aims to raise awareness of climate risk as a key business risk and demonstrate an important role that climate resilience plays in ensuring business continuity and long-term resilience of the semiconductor value chain,” said Alua Suleimenova, Senior Sustainability Program Manager at Marvell and leader of the ERMR working group. “This analysis will inform business leaders’ decisions around measuring and reporting on corporate climate action. Further, this study can help SEMI members enhance transparency of their climate disclosures in alignment with emerging reporting requirements, including the TCFD recommendations, which are now housed within the International Sustainability Standards Board (ISSB).”

“The analysis made possible by Nasdaq Sustainable Lens™ is a key step forward in understanding and improving sustainability risk assessment and reporting across the semiconductor value chain,” said Dr. Mousumi Bhat, Vice President of Global Sustainability Programs at SEMI. “Marvell’s leadership and the companies that provided case studies were crucial to delivering these important insights.”

Webinar on Report

SEMI and Nasdaq will host a webinar titled Climate Risk as a Business Risk on May 23, 2024, at 9:00am PT that will highlight key takeaways from the A Rising Tide: Building a Climate-Resilient Semiconductor Value Chain report. Registration is open.

About the SEMI Sustainability Initiative

The SEMI Sustainability Initiative works to accelerate the development of climate solutions for the semiconductor value chain through collaboration, communications, alignment and guidelines development. The Initiative consists of Working Groups collaborating on topics such as materiality, risk mitigation and reporting, climate equity, social justice, carbon markets and circularity. It also includes the Semiconductor Climate Consortium (SCC), whose members collaborate to help their organizations set and pursue net zero goals to reduce greenhouse gas emissions.

About SEMI
SEMI^® is the global industry association connecting over 3,000 member companies and 1.5 million professionals worldwide across the semiconductor and electronics design and manufacturing supply chain. We accelerate member collaboration on solutions to top industry challenges through Advocacy, Workforce Development, Sustainability, Supply Chain Management and other programs. Our SEMICON^® expositions and events, technology communities, standards and market intelligence help advance our members’ business growth and innovations in design, devices, equipment, materials, services and software, enabling smarter, faster, more secure electronics. Visit www.semi.org, contact a regional office, and connect with SEMI on LinkedIn and X to learn more.

Association Contact

Michael Hall/SEMI
Phone: 1.408.943.7988
Email: [email protected]

• Read more about SEMI Releases Report on Maturity of Semiconductor Sector Corporate Climate Disclosures

MILPITAS, Calif. — May 6, 2024 — Global semiconductor materials market revenue in 2023 contracted 8.2% to $66.7 billion from the market record of $72.7 billion set in 2022, SEMI, the global industry association representing the electronics manufacturing and design supply chain, reported today in its Materials Market Data Subscription (MMDS).

Wafer fabrication materials revenue declined 7.0% to $41.5 billion in 2023, while packaging materials revenue fell 10.1% to $25.2 billion last year. The silicon, photoresist ancillaries, wet chemicals, and chemical mechanical planarization (CMP) segments logged the biggest contractions in the wafer fabrication materials market. The organic substrates segment accounted for much of the packaging materials market contraction.

Demand for semiconductors softened in 2023 as the industry worked to reduce excess inventory, leading to lower fab utilization rates and, consequently, a drop in materials consumption.

Taiwan, at $19.2 billion in revenue, was the world's largest consumer of semiconductor materials for the 14th consecutive year. China, at $13.1 billion in revenue, continued to register year-over-year growth, ranking second in 2023, while Korea remained the third largest consumer with $10.6 billion in revenue. All regions except China posted high single- or double-digit declines in 2023.

Note: Summed subtotals may not equal the total due to rounding.
Rest of the World includes Singapore, Malaysia, the Philippines, other areas of Southeast Asia, and smaller global markets.

The Materials Market Data Subscription from SEMI provides annual revenue with 10 years of historical data and a two-year forecast. The annual subscription includes quarterly updates for the materials segment and reports revenue for seven market regions (North America, Europe, Japan, Taiwan, South Korea, China and Rest of World). The report also features detailed historical data for silicon shipments and revenues for photoresist, photoresist ancillaries, process gases and lead frames.

For more information about the report or to subscribe, please contact the SEMI Market Intelligence Team at [email protected]. More details are also available on the SEMI Market Data webpage.

Download a sample of the MMDS report.

About SEMI
SEMI^® is the global industry association connecting over 3,000 member companies and 1.5 million professionals worldwide across the semiconductor and electronics design and manufacturing supply chain. We accelerate member collaboration on solutions to top industry challenges through Advocacy, Workforce Development, Sustainability, Supply Chain Management and other programs. Our SEMICON^® expositions and events, technology communities, standards and market intelligence help advance our members’ business growth and innovations in design, devices, equipment, materials, services and software, enabling smarter, faster, more secure electronics. Visit www.semi.org, contact a regional office, and connect with SEMI on LinkedIn and X to learn more.

Association Contact

Michael Hall/SEMI
Phone: 1.408.943.7988
Email: [email protected]

• Read more about 2023 Global Semiconductor Materials Market Revenue Declines From 2022 Record High, SEMI Reports

MILPITAS, Calif. — May 1, 2024 — Worldwide silicon wafer shipments decreased 5.4% quarter-over-quarter to 2,834 million square inches in the first quarter of 2024, a 13.2% drop from the 3,265 million square inches recorded during the same quarter last year, the SEMI Silicon Manufacturers Group (SMG) reported in its quarterly analysis of the silicon wafer industry.

“The continuing decline in IC fab utilization and inventory adjustment led to negative growth across all wafer sizes in Q1 2024, with polished wafer shipments falling slightly more year-over-year than EPI wafer shipments,” said Lee Chungwei (李崇偉), Chairman of SEMI SMG and Vice President and Chief Auditor at GlobalWafers. “Notably, utilization by some fabs bottomed out in Q4 2023 as growing AI adoption fueled rising demand for advanced node logic products and memory for data centers.”
 

Silicon Area Shipment Trends – Semiconductor Applications Only

Silicon wafers are the fundamental building material for the majority of semiconductors, which are vital components of all electronic devices. The highly engineered thin disks are produced in diameters of up to 12 inches and serve as the substrate material on which most semiconductors are fabricated.

The SMG is a sub-committee of the SEMI Electronic Materials Group (EMG) and is open to SEMI members involved in manufacturing polycrystalline silicon, monocrystalline silicon or silicon wafers (e.g., as cut, polished, epi). The SMG facilitates collective efforts on issues related to the silicon industry including the development of market information and statistics about the silicon industry and the semiconductor market.

For more information, visit SEMI Worldwide Silicon Wafer Shipment Statistics.

About SEMI

SEMI^® is the global industry association connecting over 3,000 member companies and 1.5 million professionals worldwide across the semiconductor and electronics design and manufacturing supply chain. We accelerate member collaboration on solutions to top industry challenges through Advocacy, Workforce Development, Sustainability, Supply Chain Management and other programs. Our SEMICON^® expositions and events, technology communities, standards and market intelligence help advance our members’ business growth and innovations in design, devices, equipment, materials, services and software, enabling smarter, faster, more secure electronics. Visit www.semi.org, contact a regional office, and connect with SEMI on LinkedIn and X to learn more.

Association Contact

Michael Hall/SEMI
Phone: 1.408.943.7988
Email: [email protected]

• Read more about Worldwide Silicon Wafer Shipments Dip 5% in Q1 2024, SEMI Reports

SEOUL, South Korea — April 25, 2024 — With Korea a major consumer of semiconductor materials and advanced materials a key driver of innovation on the industry’s path to $1 trillion, industry leaders and experts will gather at SMC (Strategic Materials Conference) Korea 2024 on May 29 at the Suwon Convention Center in Gyeonggi-do, South Korea to provide insights into the latest materials developments and trends. Registration is open.

Themed Materials Resilience: Navigating Challenges, Embracing Opportunities, SMC Korea 2024 will feature 14 global visionaries presenting on advanced materials, technology trends, sustainability and market forecasts to approximately 400 semiconductor industry professionals.

SMC Korea 2024 Keynote

Seong Tae Oh, Fellow TEL Process Technologies for Continuous Scaling of Logic Devices

SMC Korea 2024 will also feature the following sessions:

• Market Trends – Experts from Korea Institute for International Economic Policy (KIEP), Linx Consulting and Yole Group will present the industry outlook and discuss semiconductor materials supply chain challenges.
• Advanced Materials – Visionaries from Entegris, Lam Research and Resonac Corporation will explore materials technology trends in wafer processes and packaging.
• Sustainability – Experts from Corbion, DuPont, Korea Research Institute of Chemical Technology (KRICT), SK hynix and Syensqo will share sustainability best practices and a technology roadmap for PFAS and carbon reduction.
• Collaboration – Leaders of top domestic chipmakers Samsung Electronics and SK hynix will discuss collaborations essential to driving innovation and solutions to industry challenges.

An SMC Korea 2024 pre-registration discount is available until May 22.

SMC Korea 2024 Sponsors

About SEMI
SEMI® is the global industry association connecting over 3,000 member companies and 1.5 million professionals worldwide across the semiconductor and electronics design and manufacturing supply chain. We accelerate member collaboration on solutions to top industry challenges through Advocacy, Workforce Development, Sustainability, Supply Chain Management and other programs. Our SEMICON® expositions and events, technology communities, standards and market intelligence help advance our members’ business growth and innovations in design, devices, equipment, materials, services and software, enabling smarter, faster, more secure electronics. Visit www.semi.org, contact a regional office, and connect with SEMI on LinkedIn and X to learn more.

Association Contacts

Jaegwan Shim/SEMI Korea
Phone: 82+2.531.7804
Email: [email protected]

Michael Hall/SEMI US
Phone: 1.408.943.7988
Email: [email protected]

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