European Market Update

SEMICON Europa

Beat Mueller

Director, Members Relations

SEMI Europe

About SEMI Europe

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About SEMI Europe

• 220 SEMI Member

• 83% are SME‘s

(0-25 Mio US$)

• From 22 Countries

– 98 Germany

– 28 France

– 19 Netherlands

– 18 Switzerland

– 16 United Kingdom

– 8 Russian Federation

– 6 Austria

– 5 Finland

– 5 Israel

– 3 Sweden

– 2 Italy

– 12 others

Semiconductor Cycles-2010 will be a record year

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2011

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Semiconductor Revenue Annual Growth

Source: SIA/WSTS historical year end reports, SIA June 2010 Forecast

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2007 2008 2009 2010 2011

US$

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ions

Source: SEMI World Fab Forecast May 2010

• ~170% increase in 2010

• GLOBALFOUNDRIES:• 45/40 nm ramp• preparing for 28 nm• new plans for Dresden expansion

• ST Microelectronics:• Crolles2, 32 nm prototype

• Bosch:• 200 mm fab

• IMEC: • Extension of 300 mm

Investment in Europe

• Big investment in Europe – spending over US$2.8 billion expected this year*– GLOBALFOUNDRIES (Dresden)—$1.35B

• Recently announced a new 300 mm fab plan to increase capacity to 80,000 wpm

– Intel $740M (includes Israel)

– ST ~$200M

– IMEC ~$150M

– Bosch ~$80M

• SEMICON Europa continues to be the most important semiconductor industry event in Europe

*Source: World Fab Forecast, SEMI

Summary

• Record year for semiconductor sales and unit shipments, continuing growth in 2011

• Strong capital/equipment spending plans– Ramping advanced technologies

– Capacity expansion

• European market– Investing in advanced technologies

– $5 billion per year to be spent on semiconductor equipment and materials in both2010 and 2011

SEMICON Europa 2010 Update

SEMICON Europa 2010 Overview

• Date: October 19-21, 2010

• Location: Messe Dresden, Germany

– GLOBALFOUNDRIES and Infineon fabs and 240 related semiconductor companies nearby

• Exhibition and related conference

• New for 2010: Co-located with Plastic Electronics Conference

Attendee Profile

• SEMICON Europa is an international and pan-European event

– 6000+ professional attendees

– 50+ countries represented

– Buying teams and engineers from all major European Fabs

– 50% represent Management Level

– 65% are involved in Product Selection and Purchasing Decisions

SEMICON Europa 2010:Focused on hot topics and critical industry issues

• MEMS/MST Applications

• Advanced Packaging

• Test

• Solid State Lighting

• Foundries Manufacturing Challenges

• Fab Enhancement and Improvement

• Research and Development

SEMICON Europa 2010:Special Interest Pavilions

• Science Park / European Research and Development Centers

• MEMS Pavilion

• Packaging and Test Pavilion

• Secondary Equipment Pavilion

• French Pavilion

• Silicon Saxony Pavilion

• Scottish Pavilion

• New York Loves Nanotech Pavilion

• SEMI Pavilion

New for 2010:Plastic Electronics Conference

• The co-location with the Plastic Electronics Conference makes use of many synergies the two events are offering

• Learn more about tomorrow's technology and applications

• Connect with 500+ conference attendees from this emerging industry

SEMICON Europa:Your Platform for Success• No other event in Europe offers you the same great opportunities at one

time under one roof:

– Meet with new and existing customers

– Meet with your OEM partners

– Showcase your products and brand

– Network among industry peers

– Demonstrate and learn about new technologies

– Learn about industry trends

– Maintain and enlarge your network

SEMICON Europa 2010

Programs Update

SEMICON Europa 2010:Programs

• 41 programs and events scheduled

– 12 Technology conferences

– 13 Free technology and standardization sessions

– 4 Executive and networking events

– 12 Courses

Leading companies presenting at SEMICON Europa 2010

• Altis

• Bosch

• CSR (Cambridge Silicon Radio)

• GLOBALFOUNDRIES

• Intel

• Lfoundry

• Nanium

• Numonyx

• Osram

• Texas Instruments

• X-Fab

• Analog Devices

• Colibrys

• Freescale

• Infineon

• IBM

• Micron

• Nokia

• NXP

• STMicroelectronics

• Thales

Companies that have confirmed their participation in conferences and programs at SEMICON Europa 2010 include:

Segments/Hot Topics• Semiconductor

– Front-End/Wafer Processing• New Materials• Automation and Process Control • Metrology• Lithography• Refurbished Equipment• 450mm

– Back-End/Test, Assembly & Packaging• Integrated analog/mixed signal test; improvements in test operations;

docking and mounting• Packaging technologies for system integration; embedded wafer level

packaging; alternative device packaging

• MEMS

– MEMS applications; manufacturing strategies and challenges; MEMSprocess technologies

• Plastic Electronics

Sponsors

www.semiconeuropa.org/ProgramsandEvents

Technical Conference Keynotes

• "Trends for Automotive Micromechanical Sensors" – Bosch

• "Monolithic to Multi Chip: Smart Partitioning" – Analog Devices

• "III-V and III-V on Si for Future Nanoelectronics" – Intel

• "Systems Design Drives Package Design, Drives Silicon Design" – CSR

• "Revolution and Evolution of Consumer MEMS Applications" – Bosch Sensortec

• "High Brightness Phosphor Converted White LEDs" – Osram Opto Semiconductors

• "RF and Optoelectronic System Applications of Compound Semiconductors" – Thales

• "Substitute Materials for High-Lead Solders" – Robert Bosch GmbH

TechARENA

• Free technical sessions and exhibitor presentations

– New Materials

– Automation and Process Control

– Metrology

– Lithography

– Secondary equipment, services, and technology

– Exhibitor presentations

• Exhibitor presentation topics: Materials, automation and processcontrol, MEMS, materials, test, packaging, lithography, refurbished equipment

Sponsors

Summary Programs Update

• 41 Programs and Events

• Key segments

– Semiconductor front-end and back-end

– MEMS Micro-Electro-Mechanical Systems

– Plastic Electronics

• All major European fabs present

www.semiconeuropa.org/ProgramsandEvents

Plan now to attend!

• Contact us:

– Exhibition and Sponsorship ContactsBeat Mueller bmueller@semi.orgStephan Raithel sraithel@semi.org

– Programs and Standards ContactCarlos Lee clee@semi.org

www.semiconeuropa.org

Thank you!