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…
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….
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,…
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…
Is the US Wet Chemical Supply-Demand out of Balance? San Diego, CA, July 8, 2021: TECHCET—the electronic materials advisory firm providing business and technology information— warns that semiconductor materials are at risk of shortage in the US. In response to President Biden Executive Order on America’s Supply-Chains, TECHCET submitted a report highlighting US semiconductor material supply-chains at risk. The oncoming expansions planned in the US by Intel, TSMC, Samsung,…
Supply-chains straining to keep up with demand San Diego, CA, May 20, 2021: TECHCET—the electronic materials advisory firm providing business and technology information— announced that the total electronic gas market will reach $6.25B for 2021, more than 7% above 2020 revenues. Over the next several years, steady growth is expected thanks to growing demand for chips and fab expansions worldwide. As highlighted in TECHCET’s recently published 2021 Critical Materials…
San Diego, CA, April 5, 2021: TECHCET—the electronic materials advisory firm providing business and technology information—announces that the global market for atomic-layer deposition (ALD) and chemical-vapor deposition (CVD) metal precursors for semiconductor manufacturing in 2020 was worth ~US$640M. Driven by advanced logic and 3D-NAND memory chip fabrication needs, demand for ALD and CVD metal precursors is forecast to see a 2020-2024 compound annual growth rate (CAGR) of ~10% as…
24 March 2021, San Diego – TECHCET CA LLC’s prediction of a wet chemical supply fallout is materializing. The reduction of petrochemical refinery output that the Company has been tracking throughout 2020 combined with severe winter storms in Texas has been more than the supply-chain could support without interruptions. As TECHCET pointed out to its CMC (Critical Materials Council) members in the fall of 2020, the US wet chemical…
High growth in demand for logic and memory 3D metal San Diego, CA, February 17, 2021: 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 grow over 13% year-over-year (YoY) to US$2.93 billion in 2021. CMP consumables including slurries, pads, and conditioning disks are all in high demand due to the need…
Pandemic pushing people to Work From Home and School From Home San Diego, CA, January 12, 2021: TECHCET announced that global revenues for semiconductor manufacturing and packaging materials grew approximately 4% year-over-year (YoY) in 2020 to ~US$50B, and are expected to grow ~7% in 2021 to nearly US$54B. The COVID-19 pandemic has created strong demand for both logic and memory ICs to support Work From Home (WFH) and School…
TECHCET CA LLC is an advisory services firm focused on materials supply-chain market analysis and technologies for electronic device markets.
Now integrated with TECHCET, the Critical Material Council (CMC) of leading semiconductor fabricators works to solve supply-chain issues in a pre-competitive environment.
Will Aluminum Nitride & SiC Markets Continue to Grow?…
Materials Capacity Constraints on the rise with possible correction…