Chinese American Semiconductor Professional Association David W. Wang February 25, 2005
Introduction Founded in 1991. A nonprofit, membership-based professional organization focusing on global semiconductor industry. 70+ corporate sponsors and 3500 individual members in high-tech industry. 10 locations worldwide. North America HQ in Silicon Valley Austin, Phoenix, Dallas and Oregon Chapter Overseas: China, Taiwan, Hong Kong, Singapore Shanghai Alumni Chapter, Beijing Liaison Office Pearl River Delta Chapter (Hong Kong, ShenZhen, ZhuHai) Taiwan HsinChu Alumni Chapter Singapore Chapter Website: www.caspa.com Email: caspa@ix.netcom.com 2
Charter Provide networking and business expansion for corporate sponsors and individual members Facilitate collaboration and communication among professionals and companies in the semiconductor industry Promote the welfare of the members by supporting their interests Exchange information regarding job opportunities and career development globally 3
Global Organization & Liaison Chin a Beijing Japan Shanghai Hong Kong Taiwan Silicon Valley, HQ Phoenix Portland Dallas Austin Singapore HQ, local chapters Corporate Sponsors Alliances 4
2005 Organization Headquarters President Jeff Shu Vice President George Wan Treasurer M. Han CIO Ching Hu Board of Directors Board of Advisors Board of Volunteers Local Chapters Austin: Dallas HsinChu: Phoenix: Portland: PRD: Jimmy Qin George Wan Genda Hu Ken Wu Xianfeng Ding Peir Chu Al Kwok Singapore: KC Tay Shanghai: Peter Yin Mark Ding 5
Honorary Advisors Dr. Chintay Shih Dean, College of Technology Management, National Tsing Hua University Dr. Che-Ho Wei President, Institute of Engineering Education Mr.Stanley Wang President, Pantronix Corp. Dr. David NK Wang Senior Vice President, Applied Materials Dr. Ta-Lin Hsu Chairman & Founder of H&Q Asia Pacific Mr. Zhongyu Yu President of China Semiconductor Industry Association(CSIA) Dr. Shichang Zou Chairman of Shanghai IC Industry Association & Grace Semiconductor Manufacturing Corporation 6
Industry Alliance 7
Industry Alliance 8
Diamond Sponsors 9
Platinum Sponsors 10
Gold Sponsors 11
Sliver Sponsors 12
Sliver Sponsors 13
Industry Trend and Environment 14
Electronic System Production Outlook Growth (%) 12 9 6 3 0-3 -6-9 4.9% 8.2% 8.2% -12 2000 2001 2002 2003 2004 2005 2006 2007 2008 Source: 2004 Gartner 15
Semiconductor Cycles Global Semiconductor Revenue US $B (bar graph) $250 $200 $150 $100 $50 $0 33 45 49 51 55 60 1987 1988 1989 1990 1991 1992 77 1993 144 102 1994 1995 150 132 137 126 1996 1997 1998 1999 204 2000 214 166 139 141 2001 2002 2003 2004 (F) 100% 75% 50% 25% 0% -25% -50% Annual Growth % (line graph) Semiconductor Revenue Annual Growth Source: SIA/WSTS historical year end reports 16
Regional Semiconductor Equipment Markets Taiwan 21% Rest of World 12% China 7% Europe 9% Japan 23% Region 2003 2004 % $B $B Change Europe 2.56 3.47 36% Japan 5.56 8.26 49% Korea 3.18 4.61 45% North America 4.73 5.81 23% Taiwan 2.90 7.72 166% North America 15% 2004 $37.0 Billion Korea 13% China 1.15 2.70 135% Rest of World 2.10 4.44 111% Total Regions 22.18 37.01 67% Totals may not add due to rounding Source: SEMI/SEAJ February 2005 17
Fab Capacity 3,000,000 2,500,000 2,000,000 1,500,000 1,000,000 500,000 0 200 mm wafer equivalents Current Operational Fab Capacity Planned Additional Fab Capacity Japan North America Europe Taiwan Korea China Rest of World Source: World Fab Watch January 2005 18
Market Transition 2004-2005 50% of sales driven by consumers 50% of market in Asia 19
Supply Chain Fabless Design House Qualcomm Boradcom NVidia ATI Technologies Agere Xilinx Sandisk Media Tek Marvell Semiconductor Conexant Altera A-Data Via Technology Qlogic Adaptec Areoflex UTMC Novatek Silicon Lab SunPlus Silicon Storage Technology Foundry TSMC UMC SMIC Chartered Semiconductor Packaging and Test ASE Amkor ASAT 20
Key Elements for the Development IC Industry Technology Innovation Industry Policy Capital Talents Infrastructure Market Development 21
2004 CASPA Hi-Tech Job Fair Chinese American Semiconductor Professional Association Santa Clara May 8, 2004 Í ª Ï ßfi Ω Ω q D ~ j j Austin May 10-11 Phoenix May 12-13 Portland May 14-15
2004 CASPA Hi-Tech Job Fair Chinese American Semiconductor Professional Association Santa Clara May 8, 2004 ͪ Ïßfi Ω q D ~ j Austin May 10-11 Phoenix May 12-13 Portland May 14-15
Special Thanks to Stanford / SPRIE ITRI