Europe Chemical Supply Chain – Impact of Fab Expansions

Risk of Supply Interruption Grows With an Increase in Imports San Diego, CA, May 17, 2022:  TECHCET—the electronic materials advisory firm providing business and technology information— examined critical materials dependencies of Europe’s expanding chip-making industry. Six high purity chemicals were identified as having the highest risk of supply interruption by major Europe chip fabricators: liquid and gas hydrochloric acid (HCl), sulfuric acid (H2SO4), hydrofluoric acid (HF), ammonia hydroxide (NH4OH),…

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Reuters Exclusive: Russia’s attack on Ukraine halts half of world’s neon output for chips

May 11, 2022: By Alexandra Alper WASHINGTON, March 11 (Reuters) – Ukraine’s two leading suppliers of neon, which produce about half the world’s supply of the key ingredient for making chips, have halted their operations as Moscow has sharpened its attack on the country, threatening to raise prices and aggravate the semiconductor shortage. Some 45% to 54% of the world’s semiconductor-grade neon, critical for the lasers used to make…

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Semiconductor Materials at a Critical Tipping Point

Key Industry Issues Revealed San Diego, CA, May 10, 2022:  TECHCET—the electronic materials advisory firm providing business and technology information— held its highly successful and well-attended 2022 Critical Materials Conference in Chandler, Arizona on April 28th and 29th. Over 300 attendees and speakers participated in the event to hear about and to discuss semiconductor material issues and trends that are critical to the entire semiconductor industry supply chain—now and…

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Supply-Chain Threats from Russia-US Tensions

Can Dependencies on Russia Materials Impact US Chip Production? San Diego, CA, February 1, 2022: TECHCET addresses the Supply-Chain Threat from Russia-US turmoil—as the threat of war from Russia on Ukraine wears on, the potential for materials supply interruption is now a concern. TECHCET analysts have uncovered US dependencies on Russian C4F6, Neon, and Palladium, critical materials used to make semiconductor chips. Russia is a crucial source of C4F6…

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2022 Semiconductor Materials Outlook

COVID-19 Pandemic Still Having Lasting Effects on All Materials San Diego, CA, January 17, 2022:  TECHCET—the electronic materials advisory firm — announced that global revenues for semiconductor manufacturing and packaging materials grew approximately 12% year-over-year (YoY) in 2021 to ~US$57.8 B, and are expected to grow 7% in 2022 to over US$61.7 B. The COVID-19 pandemic has created strong demand for both logic and memory ICs to support continued…

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TECHCET’S 2022 CMC CONFERENCE ANNOUNCES CALL FOR PAPERS

TECHCET announces a call for papers for the upcoming 2022 CMC conference – “Mission Critical Materials Keeping Pace with Chip Supply & Demand”. The Conference will focus on challenges of materials and manufacturing of semiconductor devices – those materials issues most critical for today and those needed to be solved for the future. TECHCET is looking to find the best original work from all areas of the semiconductor industry…

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Chip Demand Riding High but for How Long?

Materials Capacity Constraints on the rise with possible correction in 2023 San Diego, CA, October 11, 2021:  TECHCET warns of possible bull-whip effect from the 2020-2021 steep chip growth. A key factor that may ease any sudden inventory correction is limited materials capacity. All materials from wafers to wet chemicals are seeing signs of strain as lead-times are steadily increasing. Leadtime push outs result from the supply-demand imbalances and…

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3rd Quarter Outlook on 2021 Semiconductor Materials

Revenues Top $57B With growth upsides through 2025 San Diego, CA, August 30, 2021:  TECHCET—the electronic materials advisory firm providing business and technology information— announced 2021 semiconductor materials revenues will top $57B, growing by 8% to 30%, covering the spectrum of materials segments. CAGR for all materials is estimated to be at least 5.3% through 2025. The highest growth segments include wafers, equipment components, precursors, cleans, CMP, and photoresists….

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Advanced Packaging and Next Generation Devices Accelerating CMP Consumables Growth

2021 Slurry Market is Forecasted to Reach US$1.80 B up 8% from US$1.66 B in 2020 San Diego, CA, August 3, 2021:  TECHCET—the electronic materials advisory firm providing business and technology information— announced CMP (chemical mechanical planarization) consumables for advanced packaging exhibited high growth of approximately 14.1% in 2021 over 2020 and expected to grow at a CAGR of 12.7% over the next 5 years. Applications such as 3DTSV,…

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Automotive Market Driving Growth for Legacy Quartz

Quartz Market Is Expected To Reach US$1.66 B in 2021 up ~20% San Diego, CA, July 13, 2021: TECHCET—the electronic materials advisory firm providing business and technology information— the automotive chip shortage is driving strong growth of < 200 mm quartz demand. Quartz suppliers have been struggling to ramp up production to meet demand.  As Highlighted in TECHCET’s Quartz Report. “Even 150mm parts demand is coming back,” stated Lita…

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