SEMI says innovation is in, expensive differentiation is out

By Debra Vogler, senior technical editor

May 23, 2011 — SEMI’s been impressed with the ability of the industry to rebound and recover from the impact of the March 11 Japanese earthquake, noted Tom Morrow, EVP, Emerging Markets Group/Chief Marketing Officer, in an interview at ConFab 2011 (May 15-18, Las Vegas, NV). "By and large, the industry is responding," said Morrow.

Listen to Morrow’s talk:

  • Format: mp3
  • Length: 4:13
  • Size: 3.87 MB
  • Date: 05/23/11



Emerging markets — another major ConFab topic — are important for SEMI members, noted Morrow, and last year, the trade organization created a business unit just for these sectors. In particular, the LED industry is booming with long-term growth. "Many of the suppliers who support that industry are semiconductor suppliers as well," explained Morrow. "They see many of the same needs, some of the same processes and need for standards and industry collaboration that the semiconductor industry has developed to a very high degree." This collaboration will be necessary for the LED industry to reduce costs and accelerate the market.

Morrow noted that the trade organization’s standards program has resulted in a very robust 3D IC standards foundation in place for the manufacturing issues that need to be addressed to enable 3D architectures to prosper efficiently and effectively. “If we go into every system becoming a unique requirement, there will be delays to development of that industry,” said Morrow. SEMI has also supported 450mm standards as well as LED standards, which eliminate the kind of expensive differentiation that doesn’t add any value. “We can focus on innovation, which has always been the mechanism for new markets to be developed.”

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