SEMI® Global Update ♦ March 2012

Equipment Spending Growth Flat in 2012; Record Growth in 2013

Slowing LED Market Spurs Disruptive Manufacturing Solutions

Southeast Asia Fab Capacity to Grow 10% in 2012

European Policy Considerations and 450mm Supply Chain

SEMI Acquires Plastic Electronics Conference

Silicon Valley Supports Chinese Developments Efforts

President Obama Releases 2013 Budget

PV Production and Tech Hall



20-22 March

20-22 March
FPD China

20-22 March

14-17 April
Global FPD Partners Conference

24-26 April
SEMICON Singapore


25-27 March
PV Fab Managers Forum

27-28 March
Europe PV Standards Mtgs

24 April
Beyond 300mm Workshop

25-26 April
MiNaPAD conference

12-13 May
CS Europe

15-16 May
SEMICON Russia 2012


27 March
Webinar: Semiconductor Trends and Outlook

2-5 April
North America Standards Spring Meetings

4 April
SEMI Northeast Forum: A 450mm Update

19 April
Silicon Valley Lunch Forum

24 April
Arizona Breakfast Forum

1 May
Pacific Northwest Breakfast Forum

9 May
Austin Breakfast Forum

15-17 May
Advanced Semiconductor Manufacturing Conference


Business Modeling

Finance and Acctg Concepts (For the Non-Financial)

Pricing and Costing

Product and Product Line Profitability Modeling

Account Support Boot Camp

Combating Aggressive Supply Chain Management

Fundamentals of Product Marketing

Stampede of the Giants: Equipment Spending Growth Flat in 2012
By Christian Gregor Dieseldorff, SEMI Industry Research & Statistics
In January, SEMI analyzed fab spending and capacity growth for 2012 and 2013. At that time, fab equipment spending was expected to improve from -11 percent year-over-year to -4 percent depending on announcements from key spenders. If macroeconomic factors improve and other companies adjust their capex plans, then equipment spending could even cross into positive territory. In addition, record growth is expected in 2013.

Slowing LED Market Spurs Disruptive Manufacturing Solutions
By Paula Doe, SEMI Emerging Markets
With the LED TV backlight market slowing, and the general lighting market yet to take off, LED makers are looking to all sorts of innovative ways to improve cost and performance to drive adoption — from disruptive new technologies to incremental improvements to manufacturing yield.


Semiconductor Today's latest digital issue is now available to view free of charge at: latestissue.htm. Articles include: Honeycomb sweetens nitride solar cell performance, IMEC/AMAT produce first crack-free MOCVD nitride DH-structures on 200mm Si and more...

Southeast Asia Fab Capacity to Grow 10% in 2012--Leading the Packaging Materials Spending
By Clark Tseng and Karen Lo, SEMI Singapore
The industry forecast for semiconductor revenue growth for 2012 is expected to reach a range of 3 to 10 percent. With positive demand in the electronics sector, SEMI expects the semiconductor industry to continue growing. Singapore houses the Asian headquarters or manufacturing sites for many semiconductor makers and testing houses, like Freescale, Infineon, Micron, STMicroelectronics, Siltronic-Samsung Wafer, Intel, Micron Flash and more.

European Policy Considerations for Supporting the 450mm Supply Chain
By Heinz Kundert, SEMI Europe
European competitiveness in the semiconductor industry was the focus of the SEMI ISS Europe 2012 recently held in Munich. Over 200 delegates from 20 countries discussed issues of concern for chip manufacturing in Europe, including the implications of the industry-wide transition to 450mm manufacturing technologies.

GFPC 2012

SEMI Acquires Plastic Electronics Conference
SEMI recently acquired the Plastics Electronics Conference and Exhibition, which has co-located with SEMICON Europa since 2010. The goal will enhance SEMI member value and advance the successful commercialization of new products in the field of organic and inorganic large-area electronics (OLAE), which promises to be a large market potential of over $50 billion by 2020.

Silicon Valley Supports Chinese Development Efforts; Opportunities for SEMI Membership
Government officials and company representatives led by Li Hongzhong, Party chief of Hubei province, signed 17 collaborative MOUs (memos of understanding) with companies, research organizations and associations, mostly based in Silicon Valley. Allen Lu, president of SEMI China, and Jonathan Davis, president of SEMI Semiconductor Business, attended the “Hubei Night in Silicon Valley” event.


  • Semiconductor Trends and Outlook
    March 27, 10:00am Pacific / 1:00pm Eastern
  • LED Manufacturing Outlook (available online now)

    Call for Papers
  • March 15 Deadline: Opportunity to Present at SEMICON West

    President Obama Releases 2013 Budget; Focus on Advanced Manufacturing and Clean Energy
    Although it will be certain to face fierce opposition from Congress, President Obama released his fiscal year 2013 budget request on February 13. This proposal contains many of SEMI’s public policy priorities.

    Manufacturing Community to Address Common Challenges at PV Production and Technology Hall
    Following the success and recent expansion of the PV Production and Technology Halls at Intersolar Europe, Intersolar North America 2012 will showcase the latest developments and innovation solutions in Moscone North Hall on July 10-12 in San Francisco, California.

    SEMICON Singapore 2012

  • MEMS Executive Congress SilcoTek

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