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Wednesday, April 23, 2008

Pssst, looking for growth?

I admit it.

Sometimes I’m the first one to think and speak about the semiconductor industry as if its just one, big, monolithic entity.

But the reality is that each segment, each region, each customer, and even each fab is operating on it own dynamic. Sure, we tally them all open for book-to-bill numbers, forecasts and financials, but operationally we need to be technology-specific, fab-specific and customer-specific.

Which brings me to my point: things are hoppin’ in Singapore. It is estimated that capital spending will decline by 10% to 15% globally in 2008, but the semiconductor equipment market in Southeast Asia is expected to grow from $3.05 billion to $3.13 billion in 2008. The assembly and test equipment market represents about 50% of this market. In materials, the Southeast Asia market will grow from $6.8 billion to close to $7.6 billion—an increase of about 12%. The packaging materials segment within this market is expected to reach $5.0 billion in 2008, surpassing North America. For more information on the region, check out the market summary done by the SEMI Industry Stats team.

In addition to front-end and backend semiconductors, Singapore is also hot on PV. REC and First Solar have announced major plants for the region and government planners and investors see PV as an area for growth.

SEMICON Singapore on May 2-5 is nearly sold out and we expect the show to be like the market and the weather: hot.

I am so impressed with our Committees and the great job they did in putting the program together. We have Scott Kulicke giving one of the keynotes, and the packaging and test programmes (noticed how I used the Queen’s spelling) are deep and targeted as usual. I know the Tuesday PV session will be standing room only.

In addition to the show’s normal strengths in the backend, SEMICON Singapore is also a great opportunity to see market front-end equipment and materials. 38% of the attendees are from IDMs and foundries, twice that of outsourced test and assembly firms. Attendees interest in wafer processing products is comparable to other SEMICONs and Singapore attendees don’t attend any other show. Like all SEMICONs, Singapore serves a huge regional market of buyers and specifiers virtually unreachable by other medium.

If you need more information on SEMICON Singapore or would like to meet at the show, please let know.

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