SEMI Global Update - Europe Edition, April 2008
April 2008

In This Issue

Technical Papers Needed by April 25—PV, Testing, Packaging, and MEMS/MST

Dresden, a Fusion of Photovoltaic and Semiconductor for a Day

REACH Pre-Registration Starts June 1—Impacts Both Equipment and Material Suppliers

Parliamentary, Government and Industry Executive Summit to Focus on Russia

"Is Europe Still Competitive?" Addressed at ISS in Malta

Oral History Interview: Gordon E. Moore

The Silicon Reclaim Wafer Market is expected to grow 27% by 2010

China Leaders Affirm Semiconductor Industry Priorities

The World is Flat: FPD Globalization and Collaboration

SEMI High Tech U in for the Long Haul

An Era of Profitless Prosperity?
 


Welcome to SEMI Global Update—Europe Edition!

Heinz Kundert, President, SEMI EuropeFocus on the Global PV Industry

Last month in China, a number of developments occurred with potentially significant benefits for European PV producers and suppliers.

On March 18, SEMI announced a partnership with Shanghai New Energy Industry Association (SNEIA) to cooperate on PV industry development in the region, including co-organization of the largest PV event in China, PV Power Expo 2009. The agreement with SNIEA is further demonstration of our objective to rationalize the global PV trade show calendar, using partnerships and other means to improve existing shows rather than creating new ones. According Ms. Yue Mi, executive vice chair of SNEIA, "With the help of SEMI, we can introduce global standards, advanced technology and management concepts, and market opportunities to China, and at the same time, introduce China companies to the world."

SEMI also announced the formation of China PV Advisory Committee, comprised of by emerging leaders in the China market, to better serve our members in China and the world. At the nearly the same time, we completed the second annual PV Fab Managers Forum (see article below) that brought together PV leaders from around the world to discuss critical industry challenges and opportunities.

The timing of the events is important as 20 Chinese companies are starting polysilicon manufacturing plants to address the world shortage. The combined capacity of these new factories is estimated at 80,000 to 100,000 tons—more than double the 40,000 tons produced in the entire world today. According to news reports, many of these plants are not implementing sound environment practices. SEMI is committed to helping establish a "green supply chain" for the global PV market and we are taking steps to make this happen on behalf of our members, their customers and, of course, end users and society.

The global reach and influence of SEMI is an important benefit of membership and I am pleased with our progress in China (as well as Korea, Taiwan, North America, and Japan). Together, we can better serve our members, grow the industry, and help make it a model of environmental excellence.

Heinz Kundert
President, SEMI Europe
www.semi.org/europe

Technical Papers Needed by April 25—PV, Testing, Packaging, and MEMS/MST
SEMICON Europa is soliciting for technical papers—operational case studies and application-related presentations. Papers are need in the areas of PV, Testing, Packaging, and MEMS/MST.


Dresden, a Fusion of Photovoltaic and Semiconductor for a Day
On March 10, 270 executives and managers of all parts of the photovoltaics food chain gathered in Dresden to discuss and exchange ideas on manufacturing in PV. How can both industries leverage off each other to expand?

REACH Pre-Registration Starts June 1—Impacts Both Equipment and Material Suppliers
The EU REACH regulation requires, in part, that companies register the chemical substances they manufacture or import into the EU, including chemicals used in the semiconductor industry. SEMI is working with member companies and partners to support industry-wide compliance understanding and measures.

Parliamentary, Government and Industry Executive Summit to Focus on Russia
The SEMI Parliament, Government and Industry Executive Summit in Moscow will cover plans to develop the semiconductor industry in Russia, focusing on critical factors for success: global trade, education, and cooperation.

"Is Europe Still Competitive?" Addressed at ISS in Malta
SEMI Europe's annual ISS took place in Malta on March 2–4. The attendees heard often opposing perspectives on the strengths and concerns of Europe's semiconductor industry. Alain Dutheil, CEO of STMicroelectronics, delivered the keynote speech.

CALL FOR PAPERS

25th Annual Advanced Metallization Conference (AMC)
September 23–25, 2008, San Diego, CA
Leading-edge research in advanced IC design and applications
Abstracts due: June 2, 2008


Oral History Interview: Gordon E. Moore
Interviewed by Craig Addison, SEMI

In this recent interview Gordon Moore provides his perspective on the development of the semiconductor equipment and materials industry—from Shockley Labs through Fairchild to Intel—and reflects on the "law" named after him.

The Silicon Reclaim Wafer Market is expected to grow 27% by 2010
By Lara Chamness, SEMI Industry Research and Statistics

The worldwide reclaim wafer market is estimated at $679 million in 2007 and forecasted to reach $859 million in 2010. Growth is driven by 300 mm, which maintains higher average selling prices on a square inch basis.

China Leaders Affirm Semiconductor Industry Priorities
At SEMICON China, industry and government leaders in China affirmed the central role that semiconductor manufacturing will have in future China economic policy.

Quick Poll:

Improvements in 200 mm fab productivity over the next 5 years will be most achieved by
(select one):
Greater availability of refurbished
equipment
Improved equipment productivity through
enhanced maintenance and spare parts
programs
Improved use of automation technologies
that reduce labor, cycle time and other
requirements
Improved cell and tool layout that reduce
material handling costs and cycle time
Reduced material costs through better
process control, recipe management and
other means

View Results
SEMI Quick Polls are statistically invalid and do not necessarily represent the interests or views of SEMI members or the semiconductor industry.

The World is Flat: FPD Globalization and Collaboration
Globalization, supply chain collaboration, manufacturing efficiency, and technology trends were addressed at the China TV Executive Roundtable, held at FPD China 2008 on March 12.

SEMI High Tech U in for the Long Haul
A major and unique aspect of High Tech U (HTU) is the ongoing engagement with program alumni. HTU strives to stay in contact for almost five years—beginning with a student’s sophomore year in high school and ending after sophomore year in college.

An Era of Profitless Prosperity?
Is the semiconductor industry entering an era of "profitless prosperity"—a time when chip makers can’t generate sufficient return on investment to build the capacity necessary to meet unprecedented customer demand? Stephen Newberry, president and CEO of Lam Research, shares his insights.


Calendar of Events


Europe
SEMI High Tech U, Villach, Austria
2-4 April

SEMI High Tech U, Grenoble, France
9-11 April

S2K
8-9 May

SEMICON Russia 2008
2–4 June

SEMI Member Forum
June 12

9th UCPSS—Ultra Clean Processing of Semiconductor Surfaces
22-24 September

SEMICON Europa 2008
7-9 October

Asia
Global FPD Partners Conference 2008
April 9–12


SEMICON Singapore 2008
May 5–7


North America
NA Standards Spring Meetings
April 6–10


Semiconductor Cleanroom Management
April 14–15


Strategic Business Conference
April 28–30


Advanced Semiconductor Manufacturing Conference (ASMC)
May 5–7


Fundamentals of Product Marketing
May 14–16


Principles of Selling to the Semiconductor Industry
May 21–23


Key Semiconductor Account Selling and Management
June 2–4


Call for Nominations
Bob Graham Award
Due: April 29

Akira Inoue Award
Due: July 25

    


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:

Carlos Lee
Content Manager, SEMI Europe
Avenue des Arts 40 Brussels B-1040, Belgium
Tel: 32.2.289.6490; Fax: 32.2.511.4345; Email: semieurope@semi.org
Website: www.semi.org/europe

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