Author: techcetftp

5th CMC Conference “After-Hours” Available up to December 11 San Diego, CA, November 5, 2020: How to keep semiconductor fabs supplied with critical materials despite a pandemic and trade wars was discussed by >250 industry experts gathered in virtual space October 21-22 during the 5th annual Critical Materials Council (CMC) Conference. CMC Fab Members and Associate Supplier Members were joined by leading industry analysts, educators, and investors in discussing…

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Increasing demand forecasted through 2024 San Diego, CA, October 21, 2020: TECHCET—the electronic materials advisory firm providing business and technology information—announces that the global market for Physical Vapor Deposition (PVD) including Sputtering consumable materials in semiconductor manufacturing is expected to total over US$1 billion this year. Demand was strong in the first half of 2020 as fabs built up safety stock in response to COVID-19, and sales momentum continued…

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Winds Reverse on the Global Supply-Chain Seas TECHCET announces that 2020 global materials revenues in semiconductor fabrication are now forecasted upward year-over-year (YoY) despite potential disruptions to manufacturing: • Overall revenues +2.8% to hit over $50B, versus outlook in April for -3%, • Front End Materials +5% to hit $16.4B, and • Equipment Components +10% to hit $3.8B. While the impact of COVID-19 on the global economy is serious,…

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Stable world-wide growth in demand forecasted through 2024 San Diego, CA, August 27, 2020: TECHCET—the electronic materials advisory firm providing business and technology information—announces that the global market for chemical-mechanical planarization (CMP) consumable materials in semiconductor manufacturing is expected to total over US$2.5 billion this year. CMP consumables including slurries, pads, and conditioning disks are all in stable supply globally, despite COVID-19 pandemic disruptions. The total sub-market just for…

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China’s de facto monopoly control remains for now San Diego, CA, July 29, 2020: TECHCET—the electronic materials advisory firm providing business and technology information—announces supply-chain challenges ahead for Rare Earth Elements (REE) for semiconductor device manufacturing, due to ongoing global pandemics and trade-wars. The United States is fast-tracking domestic REE refining capability to provide a global alternative to China’s current de facto monopoly, but it could be 2022 or…

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5th Annual Materials Event Will Happen in “Virtual Space” San Diego, CA, July 1, 2020: TECHCET and the Critical Materials Council (CMC) announce that the 5th annual CMC Conference will be delivered “live” October 21-22 weaving worldwide-web services into a valuable digital experience, using a state of the art platform for the best in virtual networking. The 2020 CMC Conference will feature 4 impactful sessions over 2 days with…

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Skilled Labor Shortage for Quartz Tube Fabricator Concerns TECHCET—the electronic materials advisory firm providing business and technology information—announces that the market for quartz components and parts used in Original Equipment Manufacturers (OEM) tools is now forecasted to decline 3-5% in 2020 to reach US$1,187M. However, this market is still expected to experience a 4% CAGR from 2019 to 2024 as shown in the figure. Other highlights from the 2020…

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Pre-registrants for 2020 CMC Conference access COVID-19 Info May 29, 2020: The Critical Materials Council (CMC) of semiconductor fabricators & suppliers is continuing to work to mitigate potential supply-chain disruptions by conducting surveys and holding virtual workshops. The May survey on COVID-19 impacts indicates that the global supply-chain for critical materials is strong, with two-thirds of suppliers reporting no disruptions. The CMC has now opened attendance at monthly COVID-19…

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Pre-registrants for 2020 CMC Conference access COVID-19 Info These extraordinary times of greater risks call for more information, so the Critical Materials Council (CMC) of semiconductor fabricators & suppliers is now meeting briefly several times a month to exchange pre-competitive information to mitigate potential supply-chain disruptions. The last meetings exposed a likely shortage in iso-propyl alcohol (IPA) looming just over the business horizon due to the COVID-19 pandemic. The…

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Risky Sailing on the Global Supply-Chain Seas TECHCET announces that: • 2020 global material revenues in semiconductor manufacturing forecasted to decline by 3.0% year-over-year (YoY) despite growth in 1Q2020, • Impact of COVID-19 pandemic on the global economy is creating choppy waters for shipping and supplying critical materials, as highlighted in recent Critical Materials Council (CMC) monthly meetings, and • With a return of global economic growth by 2021,…

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