出展者によるセミナー
SPR3
同時通訳
東京ビッグサイト 会議棟 レセプションホールA
12月13日(水)15:10-16:50
SEMIマーケットフォーラム
中国半導体産業の光と影
Sponsored by
概要
半導体サプライチェーン市場は、中国のメモリー/ファウンドリへの旺盛な投資を背景に、大きく成長をしています。本フォーラムでは、中国半導体産業の光と影の中で、各社がビジネス戦略をたてるために有用な予測および見解を提供します。
プログラムアジェンダ
15:10-15:15 開会の辞 Jonathan Davis, SEMI
15:15-15:40
The Rise of China IC Industry - As A Global Ecosystem Partner
SEMI China
プレジデント
Lung Chu
While the global semiconductor industry experienced its consolidation through large-scale mergers and acquisitions in the last 2 years, China’s semiconductor industry is embarking on a new round of expansion with heavy investment from public and private funding. At this presentation, Lung Chu will share the views on China IC industry’s evolution and offer insights on investment, M&A, and development trends in China. He will highlight China Government National IC Development Guidelines, analyze the China industry supply chain status, and summarize opportunities and Challenges for China IC market.
15:40-16:05
EVへのシフトが半導体に与える影響
IHSマークイット
テクノロジー調査部
調査ディレクター
南川 明
欧州、中国の車メーカーがEV化へのシフトを急いでいる。通常のガソリン車では200ドル程度の半導体使用量がEVでは350ドル、自動運転車になると1000ドルを超えてくるため半導体市場へのインパクトは大きい。
一方、EVは電力の需給バランスにどの程度の影響を与えるのだろうか。今回はEV化の可能性と半導体への影響を分析する。
16:05-16:30
Fab Investment Outlook and The Surge of China Projects
SEMI Taiwan
Industry Research & Statistics
Sr. Manager
Clark Tseng
The presentation will cover latest year-to-date figures and forecast into 2019 of fab investment from logic, foundry, and memory sectors. We will discuss new fab construction projects and equipment spending trend by region, wafer size, and major product segments. The presentation will also highlight the surge of China fab investment, especially in memory and foundry sectors. We'll discuss the amount of potential investment and capacity theses projects may bring in the coming years. We would also like to examine the plausibility of these endeavors into semiconductors manufacturing in China.
16:30-16:55
SEMI Market Outlook- Equipment & Materials for 2018
SEMI
Industry Research & Statistics
Sr. Director
Dan Tracy
2017 proved to be a fantastic growth you for the semiconductor industry, including the equipment and materials suppliers. Equipment spending reached new record highs, and 2018 spending is currently expected to surpass 2017. In addition, as applications for advanced devices and advanced packages grows the semiconductor materials market will expand as well. The presentation will provide the latest forecasts from SEMI for equipment and materials spending, including updated information specific to packaging materials.