Senior Research Manager, SEMI
Clark is a senior research manager at SEMI, a global industry association serving the manufacturing supply chains for semiconductor industry. His major responsibility is to track and evaluate front-end fab investment in Asia Pacific region. His research also spans over flat panel display and PV industries. His expertise includes in-depth analysis of the industry dynamics, as well as the fundamentals of market forecasting, competitive analysis, and strategic planning.
Prior to SEMI, Clark worked for Qimonda (Infineon) as the manager at Strategy and Business Development division, where he managed market & competitive intelligence function in Asia/Pacific. In this role, he tracked market supply/demand, pricing, competitors’ capacity planning, technology roadmap, and product portfolios.
Clark Tseng received a bachelor business administration and a bachelor of arts in international relations from National Chengchi University in Taiwan.
SEMI Equipment and Materials Market Outlook
This year we witnessed sharp decline in front-end fab equipment spending, a 26% decline from Q4 2008 to Q1 2009 to $3.2B worldwide, according to SEMI World Fab Forecast report. However, the report shows spending bottoming out in the second quarter of 2009. Even though current spending will mainly focus on technology upgrades rather than capacity (wafer start), there is an expectation that equipment spending will continue to improve, off of extreme lows, in the second half of 2009 and into 2010.
This presentation will outline the industry development from the perspectives of semiconductor fab investment, equipment and material market. We’ll show historical data on front-end fab investment and our quarterly forecasts into 2011. We’ll also describe different market dynamics among semiconductor equipment and
material markets during the downturn.
