February 2010

In This Issue

From the SEMI North America President--Planning for the Rebound?

Productivity Transfer Propels Further Growth of China Packaging Industry

PV Group Advances Solar Policy Best Practices at Congressional Briefing, International Webcast

Printed Electronics Executives Discuss Predictions for Massive Development in 2010

Can Government Help High Tech and Spur Economic Growth?

SEMI Seeks RoHS Exclusion for Semiconductor and PV Manufacturing Equipment

MEMS Webinar Series: Energy Harvesting Technologies

2010 ISS Executive Blue Chip Panel: A "Perfect Storm"

SEMI Export Control Proposals Approved Globally


From the SEMI® North America President

Jonathan Davis, President, SEMI North AmericaPlanning for the Rebound?
Industry analysts and forecasting experts at the recent Industry Strategy Symposium (ISS) agreed that the market is looking up for 2010. The experts gave a decidedly improved outlook from the difficult year that we faced in 2009.

Each year, industry executives convene at ISS to get a strategic outlook on the coming year. For those that didn't attend, this was one of those years where each analyst forecast seemingly tried to top the other. Handel Jones from International Business Strategies (IBS) expects the IC market will grow 12.3 percent in 2010. VLSI Research predicted that the IC market will grow 14 percent in 2010. Bill McClean of IC Insights said the IC market is expected to hit $270.7 billion in 2010, up 15 percent over 2009, but this was ''a conservative forecast...this could go over 20 percent.'' Semico Research predicts the sector will grow by 22 percent in 2010.

All these predictions are good for semiconductor and materials companies. VLSI estimated the equipment market will grow 35.5 percent in 2010. Gartner issued forecasts for the chip equipment market to grow in excess of 50 percent in 2010, and last week iSuppli Corp. issued its forecast for...(more)

Jonathan Davis
www.semi.org



Productivity Transfer Propels Further Growth of China Packaging Industry
By Bin Chou, SEMI Shanghai China
There has been strong growth of China's semiconductor assembly industry over the past several years as foreign semiconductor companies increase their manufacturing presence in China. This trend will continue as the intense pressure to reduce costs drives advanced packaging production to China.

PV Group Advances Solar Policy Best Practices at Congressional Briefing, International Webcast
In support of the PV Group's policy position on feed-in tariffs (FIT), the PV Group recently took part in a renewable energy policy briefing on Capitol Hill and organized an online webcast on FIT Best Practices with leading policy experts around the world.

Printed Electronics Executives Discuss Predictions for Massive Development in 2010
Over 200 of the leading companies in the emerging Printed Electronics (PE) industry will gather at the Printed Electronics Summit taking place May 10-11 in San Diego, California. Tim Lovatt from PE Futures interviewed some of the conference's presenters.

Can Government Help High Tech and Spur Economic Growth?
As governments around the world try to create the next great boon in economic growth, we wondered, "Do these efforts really help and what specifically can governments do to boost entrepreneurial activity in the private sector?" SEMI interviewed Josh Lerner, the author of "Boulevard of Broken Dreams," about some key issues.


SEMI Seeks RoHS Exclusion for Semiconductor and PV Manufacturing Equipment
By Heinz Kundert, president, SEMI Europe
Europe's RoHS regulation restricts the use of certain hazardous substances in electrical and electronic equipment. While semiconductor and PV manufacturing equipment are currently excluded from the scope of RoHS under the LSIT exclusion, a new proposal would include them in RoHS.

MEMS Webinar Series: Energy Harvesting Technologies
Power consumption presents long-term technical challenges for the semiconductor industry. These SEMI MEMS webinars take place on February 17, March 17, and April 14. Register now for one or all three Webinars.

2010 ISS Blue Chip Panel: A "Perfect Storm"
By Scott Landstrom, SCI Consulting
On January 12 at the annual SEMI Industry Strategy Symposium (ISS), the Executive Panel session focused on "The Structural Evolution of the Semiconductor Equipment Industry." Panelists were from: Applied Materials, KLA-Tencor, Lam Research, Mattson Technology, Novellus Systems, and Teradyne.

SEMI Export Control Proposals Approved Globally
The export control requirements for etch equipment and cluster tools will be reduced as a result of SEMI's public policy work. Each year SEMI works closely with member companies to push for improvements to the export control list maintained by the multilateral Wassenaar Arrangement as part of their annual list review.


Calendar


North America Events
Austin Tech Tuesday
February 16


Austin Solar PV & Alternative Energy Review
February 22


New England Breakfast Forum
March 10


Standards Spring Meetings
March 29-April 1


Silicon Valley Lunch Forum
April 1


Asia Events
SEMICON Korea 2010
February 3-5

SOLARCON Korea 2010
February 3-5

LED Korea 2010
February 3-5

SEMICON China
March 16-18

SOLARCON China
March 16-18

2010 China FPD Conference (CFC)
March 16-17

FPD China
March 16-18

China Semiconductor Technology International Conference (CSTIC) 2010
March 18-19

Global FPD Partners Conference
April 8-9

Europe Events
ISS Europe 2010
February 7-9

PV Fab Managers Forum
March 7-9

Call for Papers
ASMC 2010



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