December 2010

In This Issue

Capitol Commentary: Post-Election Outlook from Washington

Fab Capacity Back in the Black: Up 8 Percent

Semiconductor Investments in Korea

SEMI HB-LED Standards Committee Formed; Call for Participants

MEMS Market Can Expect Steady Growth, Structural Change

China FPD Market Expands to Meet Local Demand, Global Markets

Global PV Competition Creates Increased International Trade Disputes

Hot Topics -- 3D IC, MEMS, and Secondary Equipment -- at SEMICON Taiwan 2010


Capitol Commentary

Maggie HersheyPost-Election Outlook from Washington
The biggest story of the year out of Washington, DC is no doubt the results of the mid-term elections. Democrats suffered huge losses in the House (63 seats) with the GOP claiming the Majority while Democrats barely held on to the Senate. With the each party controlling a chamber of Congress, the big picture for the next two years has the potential for gridlock with the GOP-controlled House passing bills which are then never brought up in the Democrat-controlled Senate (or vice versa). President Obama has veto power and many are calling on him to act as an honest broker to ensure that the federal government can work towards addressing our country's problems and restoring our economy. (more)

Maggie Hershey
Senior Director
SEMI Americas Public Policy
www.semi.org

This issue is sponsored by:


Fab Capacity Back in the Black: Up 8%
Fab Spending to Increase by 18% in 2011; Uncertain Outlook for New Fab Construction
By Christian Gregor Dieseldorff, SEMI IR&S
The latest edition of the SEMI World Fab Forecast predicts 8% annual growth in installed fab capacity for 2010, at least another 8% for 2011 and at least 9% for 2012. This projection is based on input of announced capacity plans and other analysis regarding needed fabs investments.

Semiconductor Investments in Korea
By Daniel Tracy, SEMI IR&S
Investments in Korea have increased steadily over the past decade, especially given the strength of Samsung and Hynix in the memory market. Since 2002, installed 300 mm capacity in Korea has increased sharply, and currently 9% growth in 300 mm capacity is forecasted for 2011 and possibly another 10% or more growth in 2012.

SEMI HB-LED Standards Committee Formed; Call for Participants
Manufacturing Standards Will Help LED Industry Reduce Costs and Accelerate Market Penetration

The overall market for high-brightness (HB) light-emitting diodes (LEDs) will grow 68 percent this year to reach $9.1 billion, with projections of doubling in size to $18.4 billion by 2014, according to industry analysts.


Industry Strategy Symposium 2011 (January 9-12)
Strategic Materials Conference 2011 (January 12-14)
Critical customer inputs. Technology roadmap perspectives. Leading investment and financial analysis. Strategic insights from industry leaders.

MEMS Market Can Expect Steady Growth, Structural Change
By Paula Doe, SEMI Adjacent Markets
High-volume demand for MEMS means steady double-digit growth -- and likely also some structural changes in the market. "MEMS is no longer a niche market," argued Susumu Kaminaga, president of Sumitomo Precision Products Co. Ltd., at the recent MIG MEMS Executive Congress in Scottsdale, Arizona.

China FPD Market Expands to Meet Local Demand, Global Markets
China Government Approves 2 Advanced Korean LCD Fabs
Foreign and domestic Flat Panel Display (FPD) investments are expanding to meet booming demand for TVs and other products in China, as well as to meet international demand.

Global PV Competition Creates Increased International Trade Disputes
By Bettina Weiss, executive director, SEMI PV Group
The solar PV market needs a global trade system without restrictive barriers between countries. Buyers should be able to purchase from suppliers around the world without tariffs or other restrictions that favor local manufacturers. Suppliers should be able to sell without unreasonable tariffs and fees.

Hot Topics -- 3D IC, MEMS, and Secondary Equipment -- at SEMICON Taiwan 2010
SEMICON Taiwan 2010 highlighted emerging markets like LEDs, MEMS, and 3D ICs and Advanced Packaging/Testing, with some emphasis on the Secondary Market for capital equipment too.




Calendar


North America Events
SEMI Austin Technology Tuesday
December 14

ISS 2011: Role of Capital Efficiency Through Cycles
January 9-12

SMC 2011: Material Innovation: Catalyst for Success
January 12-14

Call for Papers
ASMC 2011

Asia Events
SEMICON Korea 2011
January 26-28

LED Korea 2011
January 26-28

Europe Events
ISS Europe
February 27-March 1











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