[SEMI Theater] European Market Update and SEMICON Europa

European Market UpdateSEMICON EuropaBeat MuellerDirector, Members RelationsSEMI EuropeAbout SEMI EuropeBrussels Moscow MoscowOfficeOfficeBerlin OfficeGrenoble GrenobleOfficeAbout SEMI Europe– 98 Germany• 220 SEMI Member– 28 France– 19 Netherlands• 83% are SME‘s– 18 Switzerland(0-25 Mio US$)– 16 United Kingdom– 8 Russian Federation• From 22 Countries– 6 Austria– 5 Finland– 5 Israel– 3 Sweden– 2 Italy – 12 othersSemiconductor Cycles-2010 will be a record year$350100%318309291$30075%256249248$25022822650%204213$20016625%144150132137139141$150126102(bar graph)0%$1007745 49 51 55 6033$50-25%Annual Growth % (line graph)$0-50%Global Semiconductor Revenue US $B 198719881989199019911992199319941995199619971998199920002001200220032004200520062007200820092010F2011F2012FSemiconductor Revenue Annual Growth Source: SIA/WSTS historical year end reports, SIA June 2010 ForecastFab Equipment Spending in Europe$3,000• ~170% increase in 2010$2,500• GLOBALFOUNDRIES:• 45/40 nm ramp$2,000• preparing for 28 nmsn• new plans for Dresden expansionillio $1,500 M$S• ST Microelectronics:U $1,000• Crolles2, 32 nm prototype$500• Bosch:• 200 mm fab$-20072008200920102011• IMEC: • Extension of 300 mm Source: SEMI World Fab Forecast May 2010Investment 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, SEMISummary• 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 2011SEMICON Europa 2010 UpdateSEMICON 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