2022 Strong Demand Straining Litho Material Supply-Chains

Supply chain pressures expected to drive pricing upward.

San Diego, CA, April 21, 2022:  TECHCET—the electronic materials advisory firm providing business and technology information— announced that the Photoresist market is forecasted to increase 7% to top US$2.2 billion, up from US$2.1 billion in 2021. This is largely attributed to the rise in KrF type resist demand used for 3D NAND production, and the rise in EUV resists for leading-edge logic devices.

Demand for semiconductor materials such as photoresist (and the extension and ancillary materials necessary to process photoresists) is high, and we expect prices to be pushed higher as supply chains continue to impact raw material availability and costs. Chemical makers are experiencing higher costs for polypropylene, ethylene, resins, containers, and labor. Photoresist suppliers, in general, have been increasing product prices to combat inflationary and supply chain pressures.

EUV type resists are gaining momentum as large semiconductor makers have ramped EUV materials usage. The DRAM segment will be ramping EUV lithography as well, thus, further contributing to growth in this resist segment.

TECHCET is forecasting growth of both Extension and Ancillary materials growing 5% to 6% CAGR by volume through to 2026.

An interesting trend to observe in this materials segment is the on-going investments by China-based suppliers to develop photoresist materials. China is increasing investment in photoresist manufacturing to reduce dependency on foreign sources for these critical materials. These unfolding development initiatives in China will impact the lithography materials markets in the years ahead. In the meantime, the companies traditionally supplying the lithography materials market have announced new investments, especially manufacturing capacity in South Korea and Taiwan, to boost photoresist production.

For more details on the Lithography materials market segments and growth trajectory go to:

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ABOUT TECHCET:  TECHCET CA LLC is an advisory services firm focused on process materials supply-chains, electronic materials business, and materials market analysis for the semiconductor, display, solar/PV, and LED industries. Since 2000, the company has been responsible for producing the Critical Material Reports™, covering silicon wafers, semiconductor gases, wet chemicals, CMP consumables, Photoresists, and ALD/CVD Precursors. The Critical Materials Council (CMC) of semiconductor fabricators is a business service offered by TECHCET, and includes materials supplier Associate Members. For additional information about reports, market briefings, CMC membership, or custom consulting please contact info@cmcfabs.org, +1-480-332-8336, or go to www.techcet.com.