March 2010

In This Issue

From the SEMI North America President: Obama Releases FY 2011 Budget

Fab Spending Heads for 88 Percent Growth in 2010

Economic Realities Suggest a Long, Slow Road to 450 mm

Growth in HB-LED Market Drives 3X Capacity Boost and Possible Shortage

2010 ISS Blue Chip Panel: A "Perfect Storm" (Part 2)

PV Standards: Industry Participation is Critical

Semiconductor Process Technology Enables Energy Harvesting Systems

Government Support Energizes China's PV Market


From the SEMI® North America President

Jonathan Davis, President, SEMI North AmericaObama Releases FY 2011 Budget
What's in it for our Industry?

President Barack Obama presented his $3.8 trillion budget proposal for the fiscal year 2011 to Congress on February 1. As in previous budgets, our industry has multiple reasons to be encouraged by the level of funding for some of its top priorities. There are, however, some proposals that warrant further review...(more)

Jonathan Davis
www.semi.org


SEMICON West 2010 Call for Papers
Speaking opportunities are still available at SEMICON West, a respected platform for presentations on: semiconductor manufacturing, photovoltaic, MEMS, LEDs, printed and flexible electronics, nano-electronics, and more.


Fab Spending Heads for 88 Percent Growth in 2010
By Christian Gregor Dieseldorff and Dan Tracy, SEMI
The latest edition of SEMI's World Fab Forecast reveals that Fab spending, which includes construction and equipping Front-End Facilities, from R&Ds to volume fabs, is expected to increase to over $30B, about 88 percent growth year-over-year.

Economic Realities Suggest a Long, Slow Road to 450 mm
By John Ellis, SEMI
Five years ago, several industry executives foresaw a gap between funding semiconductor R&D and staying on Moore's Law. A SEMI white paper published in October 2005 outlined this looming problem, predicting that by 2010 the industry would need $10.4B to fund basic technology R&D.

Growth in HB-LED Market Drives 3X Capacity Boost and Possible Sapphire Shortage
By Paula Doe, SEMI MEMS & Emerging Markets
The HB-LED market will see more than 50% growth this year. While LED adoption for backlights for LCD TVs and monitors is driving much of this growth, the other growth area for LEDs is general illumination, where device sales jumped 24% in 2009, to $650 million. In 2010, 32% growth is expected, accelerating to 44% average annual growth in the next five years.

2010 ISS Blue Chip Panel: A "Perfect Storm" (Part 2)
By Scott Landstrom, SCI Consulting
Highlights from the January 12 Industry Strategy Symposium are presented (Part 2). The executive panel-- composed of Randhir Thakur (Applied Materials), Rick Wallace (KLA-Tencor), Steve Newberry (Lam), Dave Dutton (Mattson), Rick Hill (Novellus) and Mark Jagiela (Teradyne)-- fielded questions from eight industry luminaries.


PV Standards: Industry Participation is Critical
Momentum is building for the development and widespread adoption of standards in the solar PV manufacturing industry. Defining future standards development efforts is a constant challenge as companies collaborate in a pre-competitive environment to define the best path to foster innovation and market growth.

Semiconductor Process Technology Enables Energy Harvesting Systems
By Paula Doe, SEMI MEMS & Emerging Markets
Semiconductor process technology is moving into the micro-energy space, as MEMS and thin-film energy harvesters and batteries progress towards practical applications. Energy harvesters based on MEMS structures, flip-chip bumps and AlN thin-films are trickle charging thin-film batteries made by vacuum deposition on foil or silicon, to run ultra-low power wireless systems.

Government Support Energizes China's PV Market
At Chinese solar companies, production lines are up and running, some even at full capacity. This is quite a different scene from a year ago when Chinese solar companies had to shut down their lines and let the workers go home due to a sudden drop in demand and tremendous inventory buildup.




Calendar


North America Events
New England Breakfast Forum
March 10

CAST: Test Cell Communication Work Group Meeting
March 24

Standards Spring Meetings
March 29-April 1

Silicon Valley Lunch Forum
April 1

Classes
Principles of Selling to the Semiconductor Industry
May 12-14

Fundamentals of Product Marketing
May 24-26

Asia Events
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 2010
March 18-19

Global FPD Partners Conference
April 8-9

SEMICON Singapore
May 19-21

SOLARCON Singapore
May 19-21

Europe Events
PV Fab Managers Forum
March 7-9



Subscribe to SEMI Newsletters


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