February 2009

In This Issue

"Tough Go" until 2010

Recession... then Boom! McClean Defends his Optimism for the Industry

Opportunities Abound in China's Semiconductor and Solar Industries

CAST Joins SEMI as Special Interest Group

Participants Needed for a New PV Equipment Data Collection Program

SEMI Lobbying for Innovation Provisions in Stimulus Package

SEMI Announces Rich Media Conference Content for ISS and SMC

PV Progress is Important—even in Tough Times


"Tough Go" until 2010
By George Burns, Strategic Marketing Associates
Equipment manufacturers will endure their worst downturn in decades. The value of new fabs coming into production will also sink to historic lows. The stimulus packages in the US, EU and China should turn the economy around by the third quarter, and chip sales and capital spending will see growth again in 2010.

Recession... then Boom! McClean Defends his Optimism for the Industry
At the recently concluded SEMI ISS 2009 conference, Bill McClean, president of IC Insights, took a more optimistic look at the state of the industry in light of the current global economic situation. McClean was quick to point out that over the past thirty years, every recession has been followed by a boom period of strong growth.

Opportunities Abound in China's Semiconductor and Solar Industries
By Lily Feng, SEMI Industry Research & Statistics
China's government unveiled a 4-trillion-yuan (US$586 billion) stimulus package in November 2008, with the funds distributed over the next two years. This package addresses the financial turmoil impacting the global economy and provides a welcome cash infusion to China's commerce.


Collaborative Alliance for Semiconductor Test (CAST) Joins SEMI as Special Interest Group
CAST will join SEMI as a special interest group to accelerate industry progress on critical test issues. CAST members will benefit from administrative efficiencies and SEMI will increase recognition for the CAST agenda.

Participants Needed for a New PV Equipment Data Collection Program
SEMI PV Group has issued a call for participants for a new PV Equipment Data Collection Program. Working in partnership with Yole, the PV Group will release a quarterly PV equipment "Book-to-Bill" report—providing subscribers with up-to-date information on the rapidly expanding global PV equipment market.

SEMI Lobbying for Innovation Provisions in Stimulus Bill; Opportunities Likely
The year is off to a quick start with fast-moving congressional action on a U.S. economic stimulus bill. SEMI North America (NA) is actively lobbying in support of several innovation provisions in this bill that would benefit the industry. Government grants are likely, resulting in opportunities for U.S. companies.


SEMI Announces Rich Media Conference Content for ISS and SMC
SEMI has announced the availability of selected Industry Strategy Symposium (ISS) 2009 and Strategic Materials Conference (SMC) 2009 content in rich media format. Combining PowerPoint presentations synced with audio, the new format delivers the content in an on-demand format.

PV Progress is Important—even in Tough Times
While the current global economic environment has diverted attention from the world's climate crisis, continued investment in photovoltaic (PV) technology can be a key to economic recovery and the transformation of the global energy system, according to Dr. Eicke Weber of Fraunhofer ISE.


Calendar


Asia Events
FPD China
March 11-13

SEMICON China
March 17-19

SOLARCON China
March 17-19

Europe Events
SEMI PV Fab Managers Forum
March 8-10

North America Events
SEMI Arizona Breakfast Forum
February 26


Pacific Northwest PV Industry Lunch
March 25


SEMI New England Breakfast Forum
March 25


NA Standards Spring Meetings
March 29-April 2


SEMI Austin Golf Classic
April 15


Silicon Valley Lunch Forum
April 23


February Classes
MEMS Design & Fabrication

March Classes
Plasma Etching & RIE: Fund & Applications

ABC's of Basic Electronics

Chemical Mechanical Planarization

Semi Optoelectronics & Photonics

Intro to IC Design & Fabrication

Combating Aggressive Supply Chain Mgmt

Experiment Design for Mfg Development

April Classes
Intro to IC Packaging and Assembly

Silicon Photovoltaic Cell Technology

Fundamentals of 3G Wireless

      


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