China’s new industry investment and government promotion policies outlined in the recent “National Guidelines for Development and Promotion of the IC Industry” represents major opportunities for China and global semiconductor companies. The details of the policy and its implementation are being closely watched by the global industry for the resources China’s government has dedicated and potential impact to the global semiconductor manufacturing supply chain. During SEMICON China 2015, to be held March 17-19 in Shanghai, SEMI organized Market and Investment forums where key government decision makers, IC fund managers, and global industry analysts will share their insights on the policy and impact to the industry. SEMI expects record numbers of global industry executives to attend the world’s largest microelectronics manufacturing exposition to learn about these semiconductor and emerging/adjacent markets opportunities.
The China “National Guidelines for the Development and Promotion of the IC Industry” sets ambitious targets and sizable support for a China National IC industry investment fund. The combined investment in fabless, IDMs, foundries, and OSATs aims to spur industry at annualized growth rates above 20 percent through 2020. China’s ambitious targets cover: IC manufacturing, IC design, IC packaging and test, materials, and equipment. SEMI estimates the implemented investment plan could reach US$100 billion with the total government and associated local industry funding.
“The rapid development of the semiconductor industry in China has already formed an industry base of domestic enterprises. The unprecedented scale of new industry investment signaled by government plans is likely to further impact the global industry landscape,” said Allen Lu, president of SEMI China. “We are pleased to see significant interest in SEMICON China 2015 as an international gathering — with comprehensive attendance from our industry — to identity the latest business intelligence, global trade prospects, and collaboration opportunities.”
Global companies looking to understand the opportunities, challenges, and risks of China’s investment plans will be participating in events and key forums, including the Semiconductor Market and China Opportunity Forum, Tech Investment Forum-China 2015, Build China’s IC Ecosystem Forum, and China Equipment and Materials Forum. SEMICON China is co-located with FPD China and the LED China Conference, leveraging synergies with these emerging and adjacent markets. Featuring more than 900 exhibitors occupying more than 2,600 booths, SEMICON China is the largest exposition of its kind in China with over 50,000 people expected to attend.
The event will present a comprehensive set of topics through its exhibition, keynote addresses, executive panels, technical and business forums and full-day technology conferences. Grand Opening keynote presenters include: Lisa Su, president and CEO of AMD; Tzu-Yin Chiu, CEO and executive director of SMIC; Xinchao Wang, chairman and CEO of JCET; Simon Yang, president and CEO of XMC; and Michael Hurlston, EVP at Broadcom; and Lei Shi, president of Nantong Fujitsu Microelectronics.
“Semiconductor Market and China Opportunity” forum speakers include:
- Zixue Zhou, chief economist, Ministry of Industry and Information Technology (MIIT); vice chairman and secretary-general, China Information Technology Industry Federation (Zhou is a vice minister-level MIIT official and the chief architect of the new China IC initiatives with setting up of the National IC Fund)
- Professor Shaojun Wei, director, Institute of Microelectronics, Tsinghua University (Wei is also the leader of the expert group overseeing China’s National Project 01 responsible for growing China’s core competencies in computing and communication). Plus Handel Jones, founder and CEO of IBS; Jim Feldhan, president, Semico Research; and Dan Tracy, senior director, Industry Research and Statistics, SEMI
“Tech Investment Forum—China 2015” forum speakers include: Mr. Wenwu Ding, the CEO of the newly formed China National IC Fund (Ding has been a director-general of MIIT in charge of Semiconductor industry); Yongzhi Jiang, managing director of Goldman Sachs Securities in charge of M&A; Lip-Bu Tan, founder and chairman of Walden International and CEO of Cadence; and fund managers from CGP Investment, GM E-town Capital, Summitview Capital and Shenzhen Capital.
“Build China’s IC Ecosystem” forum is chaired by Professor Shaojun Wei, with speakers from the complete supply chain from IC design, device makers, to equipment manufacturers. Presenters include executives from Verisilicon, SMIC, XMC, ASMC, JCET, Northern Micro Electronics, and Applied Materials.
“China Equipment and Materials Forum” includes speakers from China and global companies: Sevenstar, TEL, ACM Research, and Shanghai Sinyang with a panel discussion moderated by Mr. Tianchun Ye, director of the Institute of Microelectronics, China Academy of Sciences (Mr. Ye is also the leader of expert group of National Project 02 overseeing developing China’s semiconductor manufacturing core-competencies).
This year’s event features six technical conferences: Mobile Technology Enabled by Semiconductors, China Equipment and Materials Forum, Building China’s IC Ecosystem, Advanced Packaging, LED China Conference, and Intelligent Wearable Industry Seminar. Business programs include: Tech Investment Forum and Semiconductor Market and China Opportunity. Keynote speakers from Intel, IBM, ITRI, University of California, and SMIC will present. FPD China 2015 features special programs on OLED displays, LCD displays, Oxide and LTPS Displays, and Printing Displays and Touch Screens.
China Semiconductor Technology International Conference (CSTIC) is also co-located at SEMICON China. Organized by SEMI and IEEE-EDS , co-organized by China’s High-Tech Expert Committee (CHTEC), and co-sponsored by ECS, MRS and the China Electronics Materials Industry Association, CSTIC 2015 will cover all aspects of semiconductor technology and manufacturing (more than 300 papers), including devices, design, lithography, integration, materials, processes, and manufacturing, as well as emerging semiconductor technologies and silicon material applications. Hot topics, such as 3D integration, III-V semiconductors, carbon nano-electronics, LEDs, MEMS and Photovoltaic Technology will also be addressed in the conference. (CPTIC 2015 has joined CSTIC 2015 as Symposium XII).
Sponsors of SEMICON China 2015 include: Tokyo Electron, Laytec, SMIC, Huahong Group, JCET, Disco, Edwards, Advantest, Vastity, Shanghai Sinyang, Spirox, and many others.