SEMI Global Update, July 2008
July 2008

In This Issue

An Interview with Xiaofeng Peng of LDK Solar

Emerging Markets Spark Interest at SEMICON West

Photomask Market—Expect 26% Growth by 2010

New or Old: Fabs Can't Escape the Continuing LEED Efforts at TI

Capital Spending Rebound by the End of Q3

The Sun is Shining on California's PV Industry

Extensions for Solar Energy Incentives and the R&D Tax Credit

Dazzling Display Issues: LCD Market Growth, Glass Size, Fab Cost, and OLEDs

Semiconductor Careers in Singapore are Hot! Learning about the "Big Picture"
 


An Interview with Xiaofeng Peng of LDK Solar
Interviewed by Doris Dong, SEMI China
Four years ago, Xiaofeng Peng was pondering his next career move. He realized that renewable energy would have a big future. In July 2005, Peng founded LDK Solar—now one of the fastest-growing suppliers of solar wafers in the world.

Emerging Market TechXPOTEmerging Markets Spark Interest at SEMICON West
Semiconductor technology continually enters new and emerging markets. Today's leading manufacturing technologies, processes and products had their origins at SEMICON West. This year's Emerging Markets TechXpot continues this tradition, highlighting the latest advances in printed/flexible electronics, thin-film batteries, and energy harvesting.

Photomask Market—Expect 26% Growth by 2010
By Lara Chamness, SEMI Industry Research & Statistics
The photomask market, supplied by both merchant and captive mask shops, is the second largest wafer fabrication materials market behind silicon. Looking forward, the photomask market is expected maintain its number two position in fab materials and reach $3.89 billion by 2010.

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New or Old: Fabs Can't Escape the Continuing LEED Efforts at TI
By Russell Hill, Texas Instruments
Texas Instruments (TI) has been awarded LEED Gold certification for its 300mm wafer fab in Richardson, Texas (RFAB). It is the first gold-certified wafer factory and the second largest LEED for New Construction (LEED-NC) gold-certified project in the world.

Capital Spending Rebound by the End of Q3
By George Burns, Strategic Marketing Associates
The Strategic Marketing Associates Quarterly Fab Report analyzes new fab activity and capital spending plans. Our capital spending forecast looks for a cut of $10 billion to $50 billion in 2008. This is down 17 percent from 2007.

The Sun is Shining on California's PV Industry
In 2006, California Governor Arnold Schwarzenegger signed the "Million Solar Roofs Plan" into law to create incentives for solar power and reduce greenhouse gases. That’s when California’s home-grown PV industry launched into high gear, creating a powerhouse.

The SEMI Award for North America--Nominations Close August 1.

Extensions for Solar Energy Incentives and the R&D Tax Credit
In May, the House passed a "tax extenders" legislative package. Among the provisions, the bill would extend tax incentives for renewable energy sources (including solar energy) which expires the end of this year and the R&D tax credit which expired on December 31, 2007. Unfortunately, in the Senate, the bill ran into a philosophical logjam.

Dazzling Display Issues: LCD Market Growth, Glass Size, Fab Cost, and OLEDs
By Craig Addison, SEMI
From LCD glass demand to Gen 10. From substrate size to the cost of freeways versus fabs. From touch-screen cell phones to LCD TVs in emerging markets and OLEDs in high-end niche applications...all these topics—and more—were discussed at Display Taiwan 2008.

Semiconductor Careers in Singapore are Hot! Learning about the "Big Picture"
Singapore's economy hosts a rich ecosystem of businesses, and over the past decade, the region's electronics industry has experienced tremendous growth—with over 52 percent of Singapore's electronics output in 2007 coming from semiconductors alone.


Calendar of Events


Asia
PVJapan 2008
July 30–August 1

SEMICON Taiwan 2008
September 9–11

PV Power Expo Taiwan 2008
September 9–11

Advanced Semiconductor Technology Symposium
October 28–29

Europe
SEMICON Europa 2008
October 7–9

North America
SEMICON West 2008
July 15–17


SEMICON West SEMI Theater Presents...
July 15–16


Introduction to IC Design and Fabrication
August 8


Silicon Valley Lunch Forum
August 21


Semiconductor Processing Technology
September 16–18


New England Breakfast Forum: Wafers to Wall Street
September 17


SEMI Pacific Northwest Golf Invitational
September 18


Call for Nominations
Akira Inoue Award
Due: July 25

SEMI Award for North America
Due: August 1

Call for Papers
ASMC 2009
Due: September 29



      SEMICON West 2008


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