SEMI Global Industry Advocacy:
Perspective
Jonathan DavisGlobal Vice President, Industry Advocacy
26 May 2016
SEMI Connects
SEMI is the global industry association connecting
the electronics supply chain.
900+ SEMI Standards
4,500+ Standards Volunteers
11 Annual Industry Expositions
$35B+ Semiconductor Equipment Annual Revenue
$45B+ Semiconductor Materials Annual Revenue
For more than 40 years, SEMI has
connected its members worldwide to
achieve together what each cannot
accomplish alone.
SEMI provides the platforms for the
electronics manufacturing industry to
connect, synchronize technology,
discover new business opportunities,
and change the world.
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500,000+SEMI Member
Individuals
250,000+Global Attendees at
SEMICON Shows
1,900+SEMI Member
Companies
Worldwide
SEMI Connects the Electronics Supply Chain
LED
FPD
Photonics
Sensors
MEMS
FHE
Etc.
Automotive
Cloud
Storage
Computing
Healthcare
Industry 4.0
IoT
Mobility
Etc.SEMI global platforms, SIGs, committees,
conferences, and expositions gather the
extended electronics supply chain for
comprehension, synchronization, and action.
Semiconductors
Substrates
Materials
Components
Subassemblies
Equipment IP
Design
Fabless
Device
Manufacturing
Packaging
Test
System
Integration
Applications
R&D Consortia
Collaboration is critical to solving issues and innovating new products
Keeping pace with Moore’s Law • Industry 4.0 • Smart Manufacturing • More-than-Moore • Rise of IoT Technologies
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SEMI Connects Where Members do Business
One of the greatest strengths of
SEMI is its network of global offices
providing regional navigation and
services by local experts.
• SEMI staff and offices are located
in major regional centers of
microelectronics manufacturing.
• Global capability with local
specialty and insight.
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Regions OfficesNumber of
Members
Americas San JoseWashington DC
424
China Shanghai 315
Europe BerlinBrussels, Grenoble, Moscow
270
Japan Tokyo 314
Korea Seoul 252
India Bangalore 4
Southeast Asia Singapore 35
Taiwan Hsinchu 299
1,900+ SEMI Members
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SEMI Connects Local to Global
Government and Other Official Connections • Customer and Partner Introductions
Speed Networking • Logistics Committee in China
Local Regional Support
• Find customers, partners suppliers
• Connect with local governments and
agencies
• Data and insight on local markets
• Trade and tax insight and references
Additional SEMI benefits:
• Rich source of data for decision-making
• Information on emerging markets
(regional and adjacent technologies)
• Access to industry expertise
• Marketing opportunities
Advocacy Priorities
Insight
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Access
Visibility
Influence
Leadership
International Trade
Innovation Policy
Workforce Development
Regulatory Compliance
Industry Representation
Focus
LocationAwarded $$ Funds
Example Anchor
CompaniesAgencies Lead
Additive Mfg. & 3D
Printing
Youngstown, OHAugust 16, 2012
$30M Federal
$70M Total
Lockheed Martin, Northrop
Grumman, Boeing, Autodesk,
Siemens, 3D Systems Corp.
Dept. of
Defense
National Center for
Defense
Manufacturing and
Machining
Wide Band-Gap
Semis & Power
Electronics
North Carolina
January 15, 2014 $70M Federal Cree, ToshibaDept. of
Energy
North Carolina
State University
Lightweight Metals
& Alloys
Detroit, MI
February 25, 2014
$70M Federal
$148M Total
Alcoa, Boeing, Lockheed Martin,
NanoSteel, Optomec, PowerMet,
RTI International Metals
Dept. of
DefenseEWI
Digital Design &
Mfg.
Chicago, IL
February 25, 2014GE, Lockheed Martin, Rolls-
Royce, Siemens
Dept. of
DefenseUI Labs
Composite
Materials
Knoxville, TN
January 09, 2015$70M Federal
$250M Total
Airbus, BASF, Boeing Research,
Dassault Systemes, DowAksa,
DuPont, Evonik, Ford GE,VW
Dept. of
Energy
University of
Tennessee-
Knoxville
Integrated
Photonics
Rochester, NY
July 27, 2015
$110M Federal
$610M Total
Intel, GE, HP, Synopsys,
Cadence, Mentor
Dept. of
Defense
Research
Foundation for the
State University of
New York (RF
SUNY)
Flexible & Hybrid
Electronics
San Jose, CAAugust 28, 2015
$75M Federal
$171M Total
Applied Materials, Apple, United
Technologies, Hewlett Packard,
and Qualcomm & end users:
Boeing, GM, the Cleveland Clinic,
Corning, and Motorola
Dept. of
DefenseFlexTech Alliance
Advanced
Functional Fibers of
America
(AFFOA)
Revolutionary
Fibers & Textiles
Cambridge, MA
April 1, 2016
$75M Federal
$317M Total
Warwick Mills, DuPont, Steelcase,
Nike, and Corning, Drexel Univ.,
UofM Amherst, Univ.of Georgia,
Univ. of Tennessee, and UT Austin
Dept. of
Defense
Massachusetts
Institute of
Technology (MIT)
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Source: NATIONAL NETWORK FOR MANUFACTURING
INNOVATION PROGRAM STRATEGIC PLAN Executive Office of the
President National Science and Technology Council Advanced
Manufacturing National Program Office, February 2016
National Network for
Manufacturing Innovation
(NNMI)
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Flexible and Hybrid Electronics
San Jose, CA
7th InstituteFlexible and Hybrid Electronics
• Member participation agreements – Nov. 2015
• 3 tiers Industry Members
• 2 tiers University Members
• 1st Project Calls – December 2015
• ~150 companies in proposal “ready to start”
Established: 28 August 2015
Lead: FlexTech Alliance
Hub Location: San Jose, California
Proposal Contributors: 145+ in 27 states
Federal Funding: $75 million
Committed Matching: $96 million
Gov’t Agencies Engaged: 17 DOD and OGAs
Our Vision is A Powerful Industry Influence
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5/26/201
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Additional Membership Benefits at Regional Levels are Determined by Region
• Regional FHE SIGs will support local events at appropriate level
• Conferences, One-Day Workshop & Webinars
• Lead local advocacy efforts
• Regional offices could have a FAST START in forming local FHE SIG with FlexTech’s membership &
contact databases
FlexTech SIG
Global Executive
Council
Activities:
- Meet once a year at rotating events
- Share globalization of a healthy industry
- Sharing of in-country gov’t sponsored programs & local activity
- Coordination of standards and/or other technical activities
US FlexTech SIG
China FlexTech SIGJapan FlexTech
SIG
Taiwan FlexTech
SIGSEA FlexTech SIG
Europe FlexTech
SIGKorea FlexTech
SIG
Target is to have GEC established by
End of 2017
Target is to have Regional FlexTech
SIGs established by Mid-2017
China National Investment Policy
June 2014 - The PRC State Council
issued the "National Program to
promote the development of the
integrated circuit industry."
• Purpose: Leverage domestic
market advantages, to stimulate
development of the IC industry and
catch up to international levels.
• Reasons cited for accelerating the
development of the integrated
circuit industry:
– IC industry is the core of the
information technology industry
– Support the economic and social
development
– Protection of national security,
– Strategic, fundamental and leading
industry.
Development Goals of China IC Industry
According to “National Integrated Circuit Industry Promotion Summary”:
2015Innovation of both system and mechanism achieves significant progress; establish
financing platform and policy environment which suit the industry environment;
Sale of IC Industry exceeds 350 Billion (Yuan)
2020Reduce the gap to international top level further. IC Industry sales revenue CAGR
of exceed 20%
2030Key nodes of IC Industry chain reach to international advanced level, a group of
enterprises join into international first class and realize leaping-over
development.
Source: Ding Wenwu, President, China National IC Industry Investment Fund,
“Development of China Electronic and IC Industry,” March 2016
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China IC Policy
• “Guidelines to Promote National IC Industry Development” (June 24, 2014)
– Ministry of Industry and Information Technology (MIIT)
– Ministry of Finance (MOF)
– National Development and Reform Commission (NDRC)
– Ministry of Science and Technology (MOST)
China Market Central
A dedicated microsite to help
navigate the unfolding China
market dynamics and aggregate
information on the policy and
market developments
www.semi.org/marketcentral
• Market data
• News
• Analysis
• Presentations from recent
SEMI events
Global Regulatory Engagement
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REGULATORY ISSUES
SEMI Committees monitor issues, engage collaborative analysis
and develop consensus on appropriate response
Urgency
( 1 – 5 )
Impact
( 1 – 5 )
Korea REACH - Clarification 3 4
EU REACH – Articles Definition 4 5
EU REACH – PFOA Restriction 5 5
EU REACH – RCF Restriction 3 4
EU Conflict Minerals Legislation 3 5
EU Machinery Directive Recast 4 4
EU Market Surveillance Legislation 1 3
US TSCA – Fluorinated Restrictions 4 4
US TSCA – Nanomaterials Record Keeping 4 2
US TSCA Reform Legislation 4 3
Taiwan REACH – Substance Restrictions 2 ?
China RoHS Recast 3 5
China Conflict Minerals Regulation 2 3
… among other examples
Summary
• Increasing interdependencies with other sectors and markets.
• Complex global industry must address technological, innovation, policy and regulatory challenges.
– SEMI helps members do together what is more difficult for companies to do alone.
• Support for innovation is critical
• We don’t serve individual national interests as much as we support our members in being effective in regions globally
• SEMI Europe is a resource for member engagement in Europe as well as helping European interests connect with other regions
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Thank Youwww.semi.org