SEMI Theater 2010


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SEMI Theater 2010

The SEMI Theater at SEMICON WEST 2010 has concluded. Thank you for attending the sessions and hope you will be able to put the information to good use. Also, special thanks to the speakers who participated. If you were not able to attend all these sessions, please feel free to view and/or download the presentations from the URL link listed below.

The SEMI Theater presentations are now available!

 


SlideShare

 

You can also view all the presentations at http://www.slideshare.net/ehallSEMI/tag/semi-theater

Schedule

Tuesday July 13, 2010

 

10:00am–10:20am

Silicon Magic[Video]

 

10:30am–10:50am

Your Voice in Washington: SEMI U.S. Public Policy Update
Jamie Girard, Manager, Public Policy, SEMI |
View Presentation

 

11:00am–11:20am

The U.S. PV Solar Market: Cleared for Takeoff
James Hines, Research Director, Gartner |
View Presentation
The PV market in the US appears to be poised for vibrant growth. But will it be able to overcome the uncertainty of future government support and a balkanized approach to energy policy? Mr. Hines draws upon the results of a recent Gartner survey to examine how enterprise and utility adoption of PV solar energy might drive growth in the US market in the coming years.

 

11:30am–11:50am

Development of the Global PV Manufacturing Equipment Market
Tim Dawson, Research Director, IMS Research |
View Presentation
View Presentation
This presentation will provide in-depth information on the current status of the PV manufacturing equipment market, along with discussion on the trends and factors influencing future market growth. It will provide some insight into the structure of the supplier base, along with an overview of demand for finished cells and modules. Much of the presentation will rely on data and information gathered during primary research with equipment makers, and cell & module manufacturers.

 

12:00pm–12:20pm

Status of China's PV Industry and Market Development
Melody Song,, Sr. Analyst, SEMI China |
View Presentation
2009 was quite a memorable year for China’s PV industry. The presentation will give an overview of the unprecedented industry downturn at the beginning of the year, the remarkable recovery in the later part of the year, and the current status of the industry. 2009 was also a turning point of China’s PV market, as government for the first time initiated a number of policies specifically targeting PV.

 

12:30pm–12:50pm

PV Group Overview
Bettina Weiss, Sr. Director, PV Group, SEMI |
View Presentation|
SEMI PV Group is a global trade association for the solar energy manufacturing supply chain. We develop industry standards, provide EH&S leadership, advocate on public policy issues and provide networking opportunities worldwide. Come and find out more!

 

1:00pm–1:20pm

Update on Trends Impacting Chemicals/Materials for Solar Cells/Modules
Mark Thirsk, Managing Partner, Linx Consulting |
View Presentation
This talk will review broad industry trends, such as changes in FiT and the supply/demand balance for polysilicon that are impacting demand for key materials in solar cells and modules. We will then provide 5 year forecasts for demand of critical materials

 

1:30pm–1:50pm

When is the Next Polysilicon/Wafer Shortage?
Richard Winegarner, President, Sage Concepts |
View Presentation
Polysilicon and silicon wafers are key materials for both the semiconductor industries. After being in short supply for three years, polysilicon has once again become plentiful. In 2009 economic forces resulted in drastically lower prices for both solar and semiconductor wafers. Where does the industry go from here?

 

2:00pm–2:20pm

MOCVD Market Status and Outlook
Ross Young, SVP, IMS Research |
View Presentation
This presentation will examine the current GaN MOCVD market and reveal MOCVD share by supplier. It will also reveal shipments by wafer size and capacity by LED manufacturer. In addition, it will reveal MOCVD supply/demand revealing how many tools will be necessary to meet future HB LED demand as well as demand trends.

 

2:30pm–2:50pm

European Market Update/SEMICON Europa
Beat Mueller, Director, Membership and Outreach, SEMI |
View Presentation

 

3:00pm–3:20pm

High Brightness LEDs: Assembly/Materials Challenges/Opportunities
E. Jan Vardaman, President, TechSearch International |
View Presentation
Packaging and assembly of high brightness LEDs is increasingly recognized as critical in reducing the cost and enabling reliability of products. Packaging has to satisfy requirements for form, fit and function, but must also provide a conductive thermal path for the heat and meet requirements for optics. This presentation addresses critical assembly issues and describes material needs.

 

3:30pm–3:50pm

Supporting the Next Generation: SEMI High Tech U
Lisa Anderson, Vice President, SEMI Foundation

 

4:00pm–4:20pm

SEMI International Standards: Lowering Costs/Spurring Innovation
James Amano, Director, SEMI International Standards |
View Presentation

 

4:30am–5:00pm

Silicon Magic[Video]

Wednesday, July 14, 2010

 

10:00am–10:30am

Cleanroom Technology and Procedures II[Video]

 

10:30am–11:00am

Silicon Run Lite[Video]

 

11:00am–11:20am

Recent Developments in Advanced Packaging Materials/Markets
E. Jan Vardaman, President, TechSearch International |
View Presentation
Over the last few years, companies have seen the price of silicon fabrication fall and the cost of packaging, assembly, and test rise. As semiconductor companies move to the next technology node, packaging and assembly (including materials interactions) are becoming critical to the success of new designs. This presentation examines new developments in advanced packages and the market for materials.

 

11:30am–11:50am

Rebound Underway! Outlook Bright for the Semiconductor Industry
Bill McClean, President, IC Insights |
View Presentation
The IC industry is poised for an impressive rebound and solid growth in 2010! Unit demand remains strong, 300mm fabs are running at full capacity, and IC average selling prices are headed higher. For the first time in a long while, companies in the IC industry have reason to be upbeat about the future. Global recessions should be thought of as periods of “pent-up” demand for electronic systems and typically set the stage for a booming IC market.

 

12:00pm–12:20pm

Trends in the Semiconductor Equipment/Materials Markets
Lara Chamness, Sr. Analyst, SEMI Industry Research & Statistics |
View Presentation
After weathering two challenging years, semiconductor equipment and materials suppliers are finally finding themselves in high demand but how long will it last? This presentation will discuss recent revenue trends and provide a forecast through 2011 for semiconductor equipment and materials.

 

12:30pm–12:50pm

Companies Roar Again: Fab Spending and Capacity Trends
Christian Gregor Dieseldorff, Sr. Analyst, SEMI Industry Research & Statistics |
View Presentation
Spending for memories surge again, while LED fabs brightens the future. The presentation will show fab spending and capacity trends from past to end of 2011.

 

1:00pm–1:20pm

Mobile Market SoC Opportunities
Dr. Jon Peddie, President, Jon Peddie Research |
View Presentation
There are ten adjacent markets that low-power SoC providers can participate in ranging from smart phones and tablets to digital picture frames and navigation systems. This presentation will discuss some of those opportunities, identify the key players, and discuss the barriers to entry.

 

1:30pm–1:50pm

Disappearing Supply Chain from Silicon Valley?
John Housley, Sr. Partner, Techcet Group, LLC |
View Presentation
For the past 30 years, Silicon Valley and most of the western U.S. has enjoyed fruitful and (normally) abundant supply chains for semiconductor manufacturing, design and OEM production. With much of the industry moving to Asia, are we now facing weak links or shortages in these supply chains? At Techcet Group, we follow four critical supply chains: OEM parts and materials, Materials (both direct and indirect), Intellectual assets, Skilled labor. We will discuss these supply chains and what we see for near and long term outlooks for them.

 

2:00pm–2:20pm

Performance Analog: Growing Opportunities for Signal Conditioning/Power | View Presentation
Susie Inouye, Research Director, databeans, Inc.

Analog IC technology has been around from the start of the electronics age and the market has been stereotyped as a mature slow moving segment of the semiconductor industry. This just isn’t the case at all. In fact, the more digital the world becomes, the more opportunity for analog as it is a required component allowing us to see, hear, feel, and power our “digital accessories” that we’ve come to rely on every day. Learn about the size, rate of growth, and market share of this fast moving and highly competitive market..

 

2:30pm–2:50pm

Your Voice in Washington: SEMI U.S. Public Policy Update
Jamie Girard, Manager, Public Policy, SEMI |
View Presentation

 

3:00pm–3:50pm

Taiwan Market Update/SEMICON Taiwan
Dan Tracy, Sr. Director, SEMI Industry Research & Statistics
Ana Li, Sr. Representative of Outreach, SEMI Taiwan |
View Presentation
The semiconductor industry in Taiwan continues to grow and is estimated to be number 1 in equipment and number 2 in materials spending for the next 1 to 2 years. This session includes a market update of the semiconductor equipment and materials market as well as an update on the semiconductor fabs in Taiwan. The session will conclude with a discussion on how to leverage SEMICON Taiwan as an effective branding and marketing tool to establish your presence and grow your market share in Taiwan!

 

4:00pm–4:20pm

European Market Update/SEMICON Europa
Beat Mueller, Director, Membership and Outreach, SEMI |
View Presentation

 

4:30pm–4:50pm

Silicon Magic[Video]

Thursday, July 15, 2010

 

10:00am–10:20am

Silicon Magic[Video]

 

10:20am–11:00am

MEMS – Making Micro Machines[Video]

 

11:00am–11:50am

Taiwan Market Update/SEMICON Taiwan
Dan Tracy, Sr. Director, SEMI Industry Research & Statistics
Ana Li, Sr. Representative of Outreach, SEMI Taiwan |
View Presentation
The semiconductor industry in Taiwan continues to grow and is estimated to be number 1 in equipment and number 2 in materials spending for the next 1 to 2 years. This session includes a market update of the semiconductor equipment and materials market as well as an update on the semiconductor fabs in Taiwan. The session will conclude with a discussion on how to leverage SEMICON Taiwan as an effective branding and marketing tool to establish your presence and grow your market share in Taiwan!

 

12:00am–12:50am

Making the Microchip – At the Limits III[Video]

 

1:00pm–1:30pm

Cleanroom Technology and Procedures II[Video]

 

1:30pm–2:00pm

Silicon Run: Deposition[Video]

 

2:00pm–2:30pm

Silicon Run: Lithography[Video]

 

2:30pm–3:00pm

Silicon Run: Implantation[Video]

 

3:00pm–3:40pm

Silicon Run: Etch[Video]

 

3:40pm–4:00pm

Silicon Magic[Video]