Back to allRecorded Webinar: “Timing is Everything”
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- Marina Cameron, FTD — Session 2 of the Semiconductor Water Innovation Series highlights why timing is critical as the industry faces accelerating manufacturing demand, tighter regulation, and growing resource constraints. The goal is to examine what must happen now to overcome key gaps in semiconductor water management.
- Dr. Slava Libman, FTD — Next Generation Alliance (NGA) is introduced as a coordinated effort to accelerate water innovation, reduce commercialization risk, and create a structured path from unmet need → solution → scalable adoption. The focus of this session is answering why the urgency has shifted from “why solutions are needed” to “why they must happen now.”
- Mustafa Badaroglu, Qualcomm & IRDS — The industry is entering an AI-driven era of distributed computing which requires massive silicon volume, advanced packaging, new materials, and higher bandwidth under tight thermal limits. These shifts are radically increasing process complexity and reliability risk which drives new pressures on facilities and makes scalable technology adoption urgent.
- Felipe Pavez, Intel — Rapid build-out of fabs, packaging plants, and data centers is raising energy and water demands to unprecedented levels. To meet global production needs, the industry must transition from isolated systems (UPW, wastewater) to full-site circularity, supported by strategic partnerships, phased deployment, and business-driven innovation.
- Steven Smith, Texas Instruments — Water is becoming a hard business constraint, not just a sustainability metric. At new TI fabs, semiconductor production can represent 20–50% of local municipal water and wastewater capacity. High recycling and advanced treatment are now prerequisites for expansion, directly affecting economic growth and site planning.
- Alan Knapp, Xylem — Water management has shifted from a background utility to a strategic competitive function. Advanced nodes (EUV, high-spec wet cleans) require explosive UPW volume and sub-ppb/ppt water quality, making circularity and metrology advancements essential. Industry collaboration is now critical to ensure reliability, ESG compliance, and future capacity.
- Q&A