2. Global and European Market and
SEMICON Europa 2010 Webinar
Our program will begin momentarily…

3. SEMICON Europa 2010 Webinar
Beat Mueller
Director, Members Relations

4. Agenda
1. Welcome and Introduction
– Beat Mueller / Director Member Relations, SEMI Europe
2. Global/European Market Update
– Dan Tracy / Sr. Director, SEMI HQ
3. SEMICON Europa Update
– Heinz Kundert / President, SEMI Europe
4. SEMICON Europa Program Update
– Carlos Lee, Sr. Manager, SEMI Europe
5. Q&A

5. Semiconductor Industry Update
Dan Tracy
Senior Director, Industry Research and Statistics, SEMI

6. Source: WSTS/SIA
Billions of Units
0.0
2.0
4.0
6.0
8.0
10.0
12.0
14.0
16.0
Jan-
Mar-03
May 03
-0
Jul-0 3
Sep- 3
Nov-03
0
Jan-0 3
Mar 4
May-04
-0
Jul-0 4
Sep- 4
Nov-04
0
Jan- 4
Mar 05
May-05
-0
Jul-0 5
Sep- 5
Nov-05
0
Jan- 5
Mar 06
May-06
-0
Jul-0 6
Sep- 6
Nov-06
0
Jan-0 6
Mar- 7
May-07
0
Jul-0 7
and ASP Trends
Sep- 7
Nov-07
0
Jan- 7
Mar 08
IC Unit (3-month average)
May-08
-0
Record IC Unit Shipments
Jul-0 8
Sep- 8
Nov-08
0
Jan-0 8
Mar 9
May-09
-0
Jul-0 9
Sep- 9
IC ASP
IC Units
Nov-09
0
Jan-1 9
Mar- 0
10
$0.00
$0.50
$1.00
$1.50
$2.00
$2.50
US$
Chip demand drives material consumption and capital investment

7. Market Drivers
• On-going recovery in economy, though concerns remain (debt,
unemployment, economic growth in 2H 2010?, etc.)
• Electronics market growth (Gartner)
– PC unit production to grow 22% in 2010
– Cell phone unit production to grow 14%
• Improving fab utilization
– 93% in 1Q per SICAS
• Firm average selling prices overall
– Rising ASP for DRAM

8. 2010 Semiconductor Revenue Forecasts-
Outlook at the New Year
22.4% Future Horizons (Dec 09)
22.0% Semico Research (Jan 10)
15.0% IC Insights (Jan 10)
14.0% VLSI Research (Dec 09)
13.0% Gartner (Nov 09)
12.2% WSTS (Nov 09)
10.4% Henderson Ventures (Jan 1
10.2% SIA (Nov 09)
0% 5% 10% 15% 20% 25% 30% 35%
Source: SEMI

9. 2010 Semiconductor Revenue Forecasts-
Updated Outlook
31.0% Future Horizons (May 10)
29.8% Semico Research (May 10)
27.0% IC Insights (May 10)
25.0% VLSI Research (May 10)
27.1% Gartner (Jun 10)
28.6% WSTS (Jun 10)
32.7% Henderson Ventures (Jun 1
28.4% SIA (Jun 10)
0% 5% 10% 15% 20% 25% 30% 35%
Source: SEMI

10. Semiconductor Cycles-
2010 will be a record year
$350 318
100%
Global Semiconductor Revenue US $B
309
Annual Growth % (line graph)
$300 291
75%
256
248 249
$250 228 226
204 213 50%
(bar graph)
$200
166
144 137 150 25%
132 126 141
139
$150
102 0%
$100 77
55 60
45 49 51 -25%
$50 33
$0 -50%
1987
1988
1989
1990
1991
1992
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010F
2011F
2012F
Semiconductor Revenue Annual Growth
Source: SIA/WSTS historical year end reports, SIA June 2010 Forecast

11. Fab Spending-
More than doubling from 2009
Equipment Spending on Front End Facilities
US $ Billion Change (YoY) Taiwan
$45 140.0%
SE Asia
$40 120.0%
100.0% S. Korea
$35
80.0%
$30 Japan
60.0%
$25
40.0% Europe &
$20 Mideast
20.0% China
$15
0.0%
$10 Americas
-20.0%
$5 -40.0% Change %
$- -60.0%
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
• Top spenders: Samsung, GLOBALFOUNDRIES, Intel, TSMC, Hynix, and Toshiba
• 45/40 capacity ramp on-going; investments in 32 nm and below
• Capacity to increase 8% in 2010 and 7% in 2011
• US$1.3 billion in spending for LED fabs
Source: SEMI World Fab Forecast, May 2010

12. Fab Equipment Spending in Europe
$3,000 • ~170% increase in 2010
$2,500 • GLOBALFOUNDRIES:
• 45/40 nm ramp
$2,000 • preparing for 28 nm
U S$ Millions
• new plans for Dresden expansion
$1,500
• ST Micro:
$1,000 • Crolles2, 32 nm prototype
$500 • Bosch:
• 200 mm fab
$-
2007 2008 2009 2010 2011
• IMEC:
• Extension of 300 mm
Source: SEMI World Fab Forecast May 2010

13. Packaging and Test Equipment Spending
in Europe
$600.0
$500.0
$400.0
US$ Millions
$300.0
$200.0
$100.0
$0.0
2007 2008 2009 2010F 2011F
Europe 545 421 188 260 300
Source: SEMI

14. Semiconductor Materials
Market in Europe
$4.0
$3.5
$3.0
$2.5
US$ Billions
$2.0
$1.5
$1.0
$0.5
$0.0
2007 2008 2009 2010F 2011F
Europe 3.68 3.32 2.52 2.89 3.09
Source: SEMI Materials Market Data Subscription May 2010

15. 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
both 2010 and 2011

16. SEMICON Europa 2010 Update
Heinz Kundert
President, SEMI Europe

17. 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

18. 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

19. 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

20. 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

21. 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

22. 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

23. Semiconductors matter in Europe
• SEMICON Europa is the ideal forum for the industry to meet and to
collaborate on common interests and issues including:
– European competitiveness
– Collective identity
– European Commission initiatives (e.g. Key Enabling Technologies)
– Maintaining powerful ecosystems
– Collaboration of Clusters
– European R&D projects
– Individual initiatives

24. 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

25. SEMICON Europa 2010
Programs Update
Carlos Lee
Senior Manager, SEMI Europe

26. 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
• Key Segments at SEMICON Europa
– Semiconductor front-end and back-end
– MEMS Micro-Electro-Mechanical Systems
– Plastic Electronics

27. Leading companies presenting at
SEMICON Europa 2010
Companies that have confirmed their participation in conferences
and programs at SEMICON Europa 2010 include:
• Altis • Analog Devices
• Bosch • Colibrys
• CSR (Cambridge Silicon Radio)
• Freescale
• GLOBALFOUNDRIES • Infineon
• Intel • IBM
• Lfoundry • Micron
• Nanium • Nokia
• Numonyx • NXP
• Osram • STMicroelectronics
• Texas Instruments • Thales
• X-Fab

30. Segments/Hot Topics
• Semiconductor
– Front-End/Wafer Processing
• New Materials
• Automation and Process Control
• Metrology Sponsors
• 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;
MEMS process technologies
• Plastic Electronics
www.semiconeuropa.org/ProgramsandEvents

31. 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

32. TechARENA
• Free technical sessions and exhibitor
presentations
– New Materials
– Automation and Process Control
– Metrology
– Lithography
– Secondary equipment, services, and technology
Sponsors
– Exhibitor presentations
• Exhibitor presentation topics: Materials, automation and
process control, MEMS, materials, test, packaging,
lithography, refurbished equipment

33. Exhibitor Opportunities:
Get engaged, get connected
• TechARENA exhibitor • Standards meetings
presentation opportunities – Compound Materials
– MEMS – Silicon Wafer
– Test – Gases and Liquid Chemicals
– Packaging – Equipment Automation
– R&D – Environmental, Health, and
– Metrology Safety
– Materials SEMICON Europa is your
– Process control/Automation
– Lithography
platform for exchanging
– Refurbished/secondary information and driving
equipment technology advancements
forward

34. 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

35. Plan now to exhibit!
• Contact us:
– Exhibition and Sponsorship Contacts
Beat Mueller bmueller@semi.org
Stephan Raithel sraithel@semi.org
– Programs and Standards Contact
Carlos Lee clee@semi.org
www.semiconeuropa.org