Fab Intensity Will Define Silicon Parts Growth Through 2030
San Diego, CA, January 29, 2025: TECHCET — the electronic materials advisory firm providing semiconductor materials supply chain information— reports that silicon parts revenues are expected to reach well above US$819 million in 2026, reflecting approximately a potential growth of >7% year-over-year growth as fab utilization rates normalize and production activity stabilizes. From now to 2030, the market is forecast to grow at a >6% CAGR, supported by steady wafer start recovery, continued wafer fab equipment investment, and silicon’s established advantages in cost, machinability, and supply maturity. 300mm applications continue to represent the largest share of demand, according to TECHCET’s 2025–2026 Critical Materials Report™ on Silicon Parts.
Silicon parts demand remains closely tied to tool utilization intensity rather than tool installations alone. While equipment shipments expanded previously, consumables demand lagged as fabs operated below optimal utilization levels amid uneven end-market recovery. Entering 2026, improving demand fundamentals and higher tool run rates are expected to translate into stronger and more consistent consumption of high-purity silicon components as newly installed capacity moves further into sustained production.
Leading equipment OEMs including Lam Research, Applied Materials, and Tokyo Electron continue to anchor demand for silicon parts through ongoing investments in advanced process technologies and global manufacturing infrastructure. At the same time, the transition toward smaller technology nodes and increasingly aggressive etch and deposition processes is accelerating wear mechanisms and particle challenges for traditional silicon components. As a result, the silicon parts market is expected to see strong growth over the next several years.
For more details on drivers and trends in silicon parts, go to www.techcet.com.
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ABOUT: TECHCET CA LLC is an advisory services firm expert in market and supply chain analysis of electronic markets and supply chains for the semiconductor, display, solar, and LED markets. TECHCET offers custom consulting, subscription data service, and the Critical Materials Council and DSS memberships. For additional information, please email us, call +1-480-382-8336, or go to www.techcet.com