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CMP Materials Market to Reach $2.4B by 2022

Slurry and Pad Sub-Markets both ~6% CAGR

San Diego, CA, January 18, 2018: TECHCET—the advisory services firm providing electronic materials information— announced that increased use of 3D structures in commercial ICs leads to the need for more Chemical-Mechanical Planarization (CMP) process steps in commercial IC fabrication to keep the different layers properly aligned. The growing importance of CMP technology will lead to steady growth in the market for consumable materials. In particular, colloidal ceria slurry technology is a growing opportunity for 3D-NAND fabrication, as detailed in the latest quarterly update to the TECHCET Critical Materials Report (CMR) on CMP Slurry and Pads.

“The number of CMP process steps from 28nm- to 10nm-nodes has doubled, and advanced nodes clearly offer more opportunities for CMP and the need for more process consumable products,” explained Diane Scott, TECHCET senior analyst and author of the report. “Based on our proprietary models, at and below the 14nm-node the transistor-level CMP steps exceed the number used to form metal interconnects.”

Due to the recent introduction of cobalt (Co) metal for on-chip interconnects, TECHCET is now tracking direct materials for Co CMP. The rapidly growing market for cobalt CMP slurry is estimated to be about US$4M this year, using slurry sets derived from those used in copper (Cu) CMP. Global slurry and pad revenues for all IC CMP processes are forecast to reach US$2.4 billion by the year 2022.

Suppliers covered in this report include: Ace Nanochem, Adcon Lab, Anii Microelectronics, Asahi Glass, BASF, Bailkowski/PSB, Cabot, Dongjin SemiChem, DowDupont, Eka Chemical/Akzo Nobel, Eikem, Eminess Technologies, Entrepix, Evonik Industries, Ferro, FujiFilm, Fujimi, Fuso Chemical, General Engineering and Research, W.R.Grace, Hitachi Chemical, Innovative Organics, Intersurface Dynamics, JGC C&C, JSR, KC Tech, Kemesys, Merck (incl. former AZ Chemical), Mitsui Mining & Smelting, Nalco, Nano Phase Technologies, Nissan Chemical Industries, Nitta-Haas, Precision Colloids, Rhodia (Solvay), Samsung (Cheil Industries), Showa Denko, Sibond, Saint-Gobain, Soulbrain, UK Abrasives, U Wiz Technology, Universal Photonics, Versum, Wacker Chemie

Purchase Reports Here:

ABOUT TECHCET: TECHCET CA LLC is an advisory service firm focused on process materials supply-chains, electronic materials technology, and materials market analysis for the semiconductor, display, solar/PV, and LED industries. Since 2000, the company has been responsible for producing the SEMATECH Critical Material Reports, covering silicon wafers, semiconductor gases, wet chemicals, CMP consumables, Photoresists, and ALD/CVD Precursors. For additional information about these reports or CMC Fabs membership please contact Diane Scott at +1-480-332-8336, or go to or



CMC Conference 2018 Call For Papers

Semiconductor manufacturing event to be held April 26–27 in Phoenix, Arizona

San Diego, CA:  The Critical Materials Council (CMC) of semiconductor fabricators and TECHCET announce a Call For Papers (CFP) to be presented at the 2018 CMC Conference, April 26-27, 2018 in Phoenix, Arizona. Like the first two CMC Conferences held in Dallas and Portland (, the 2018 event will cover actionable technical and supply-chain information related to critical materials for global semiconductor fabs.

KEYNOTE:  David Bloss, Vice President, Technology and Manufacturing Group Director, Lithography Technology Sourcing, Global Supply Management, Intel Corp.

Three sessions will cover the following themes:

  1. Global supply-chain issues of economics and regulations,
  2. Immediate challenges of materials & manufacturing, and
  3. Emerging materials in R&D and pilot fabrication.

Attendees will include industry experts handling supply-chains, business-development, R&D, and product management, as well as academics and analysts. CMC member companies ( will be attending this meeting, as it is an important part of their membership.

To submit a paper for consideration, please send a 1-page abstract by January 15, 2018 to

On behalf of the CMC Conference committee,

Lita Shon-Roy, Jonas Sundqvist, Ph.D., Ed Korczynski

For more information on CMCFabs or CMC Associate Memberships, please contact Mike Walden at For information on sponsoring the CMC Conference please contact us at, +1-480-382-8336 x1.

ABOUT TECHCET AND CRITICAL MATERIALS COUNCIL:  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. TECHCET enables CMC activities though producing events, Critical Material Reports and Analyst Alerts. Focus topics include ALD/CVD precursors, CMP consumables, gases, photoresists, silicon wafers, and wet chemicals. For additional information about reports or Associate CMC membership for qualified suppliers contact  +1-480-332-8336, or go to or



Record 10.4 BSI of Silicon Wafers Shipped as Revenues Slip

Techcet Forecasts 2016 Wafer Volumes Up 6.8% to 11.1 BSI Si

Rancho Santa Fe, CA, June 28: The 2015 market for semiconductor silicon wafers fell 5.3% to $7.2B on a record 10.4 BSI Si shipped, according to a new report just released from Techcet Group, “Silicon Wafers Market & Supply Chain 2016, a Techcet Critical Materials Report.” The silicon demand outlook for 2016 is a continued increase of 6.8% to 11.1 BSI, largely due to the strength of the memory market.  Issues with wafer supply will likely continue, as demand for 300mm polished wafers increases beyond capacity, while epitaxial wafer supply at that diameter remains in excess.  Certain 200mm wafers are also in a tight supply situation given strong demand growth from the discrete device fabs coupled with limited supplier capacity, as explained in TECHCET’s report.  Declining ASPs are expected as competition for China’s 200mm wafer demand increases and the 300mm market continues its evolution toward polished wafer usage.

Although shipments of silicon by area recovered after 2009, prices have still not recovered to 2008 (pre-US housing / WW credit crisis) levels.  Silicon area shipments were relatively flat from 2010 through 2013 before rising 10% in 2014. Meanwhile, silicon revenue peaked in 2010-2011 before declining sharply in 2012 and 2013 to begin 4 stagnant years. TECHCET expects aggregate Si ASPs to fall slightly in 2016 before firming or modestly increasing in 2017.

SOI wafer price increases in 2014 due to a temporary supply-demand imbalance have stabilized as new capacity has come online. Some pricing pressure is anticipated in 2016 as the new players vie for market share. The timeline for 450mm wafer pilot has been pushed out to 2019 with a ramp in 2020. While Intel remains bullish, TSMC, Samsung and Global Foundries have not yet joined the 450mm investment track. As a result, only Shin Etsu Handotai (S.E.H.) and SUMCO have invested in 450mm wafer development to date.

The top 5 silicon wafer producers account for roughly 97% of 300mm polished and epitaxial wafers sales (by revenue).  S.E.H. and SUMCO together account for over 55% of that 300mm revenue and more than 60% of the top 5’s total sales.  China has no appreciable market share in the wafer market however, although acquisitions could change this in the future. Soitec dominates the SOI wafer market with 55% share of 300mm SOI and 50% share of 200mm SOI.  S.E.H. has a 30% share of each, with SunEdison capturing the remainder.

Techcet CA, LLC specializes in technical trend analysis and market analysis for the semiconductor, silicon, PV and related electronics industries. The company has been responsible for producing the International Sematech Critical Material Reports since 2001. Other reports released this quarter include:

  • ALD & High-κ Metal Precursors
  • Electronic Gases
  • Photoresist

For additional information about these reports, contact Lita Shon-Roy,, +1-480-336-2160, or visit our website at

SOURCE: Techcet CA, LLC © 2016 Techcet CA, LLC



Copper Sputtering Targets Cost Increases Expected

Ruthenium and Cobalt Starting to Replace Copper IC Interconnects

TECHCET—the advisory service firm providing electronic materials information— announced that copper raw material costs are expected to increase as demand outpaces supply in 2018. Meanwhile, demand for more exotic metals such as cobalt, ruthenium, and tantalum is expected to strain supply-chains starting next year. Trinary, quaternary, or even quinary material targets are needed to process the most advanced non-volatile memory (NVM) chips. In this highly dynamic time, there is financial pressure for corporate mergers and acquisitions among suppliers of metal sputtering targets.

Raw material accounts for 10% to 20% of physical vapor deposition (PVD) sputtering target costs. The total available market (TAM) for copper targets is currently growing at just ~3.2% CAGR, while there has been a lack of new investments in mining and refineries. Consequently, copper target prices may increase as the semiconductor manufacturing industry heads into 2019.

“We also can see a disruption in the targets market starting in 2018 due to the beginning use of cobalt and ruthenium interconnects for continued CMOS scaling in advanced nodes,” explained Terry Francis, TECHCET senior analyst and author of the report. “Cobalt supply is problematic because it is a conflict material with some sources tied to ‘artisinal mining’ in the DRC, and prices have risen by 150% recently due to demand for the element as an alloy in lithium batteries for electrical vehicles.”

A positive side-effect of escalating lithium battery manufacturing volumes has been an increase in lithium metal refining and associated tantalum tailings. Tantalum metal supply should now exceed global demand for the near-term, resulting in stable pricing for PVD targets used in IC fabs. New and niche non-volatile memory (NVM) technologies including magnetic RAM (MRAM), ferroelectric RAM (FRAM or FeRAM), and phase-change memory (PCM) all require small production quantities of highly value-added multi-element alloy blends as targets.

Suppliers covered in this report include:  Grikin, Heraus, Honeywell, JX Nippon, KFMI, Kennemetal, Materion, Plansee, Praxair, H.C. Starck, Tanaka, Tosoh SMD

Purchase Reports Here:



Cobalt Conflict,  WW Wafers & Metrology Matters?

What do Cobalt, Wafers and Metrology have in common?

    • The Critical Materials Conference – May 11-12
    • Featuring  Presentations from Industry Leaders
    • CMC Conference, May 11-12, Doubletree Inn, Richardson, TX  
    • ** See Previews, below **

2017 Critical Materials Conference

COBALT CONFLICTS: The supply of cobalt is heavily dependent on the use of small mines in Africa (~ 50% of cobalt comes the Democratic Republic of Congo), which have been tied to human rights abuses.  With the increasing use of cobalt for copper barrier layers and as a possible replacement for tungsten, the mining of cobalt has become a more immediate concern to the semiconductor industry.  Details on supply-chain management and options to reduce risk and control costs will be presented by Oliver Briel, from Umicore, a leading metals/precursors company.

WW WAFERS: China is the largest growing demand for semiconductor materials. Given the country’s push to grow their semiconductor technology vertically and horizontally, many material suppliers are gaining ground in both competency and capability – wafer manufacturing is one key example. At present, only 14.1% of China’s overall wafer demand is supplied domestically, but plans are in place to double this share over the next few years. Richard Chang, Ph.D., Zing Semiconductor’s CEO will present details on this growing market segment including forecasts on semiconductor fab production volumes in China through 2020, revealing a 2.4X growth in demand.

METROLOGY MATTERS: Metrology methods are being challenged by leading edge device designs. Defectivity improvement, a key for HVM yield enhancement, and controlling cost per wafer start with metrology work. Analysis and characterization gaps are revealed and paths toward resolving these gaps are discussed. Metrology Challenges in Controlling Liquids/Slurries will be presented by Jeff Hemphill of Intel.

The CMC conference (which follows the Critical Materials Council Private meetings, May 9-10) is an annual two-day gathering of semiconductor professionals interested in immediate and Future Materials Issues for IC fabrication. Presentations from leading companies such as Intel, Samsung, Cypress, IBM, TEL, KPMG and Keller & Heckman, will address regulatory issues, trends in global markets and the rise of fabs in China, emerging materials and processes among other pertinent and important materials topics.

More than 20 powerful & actionable presentations, a highly differentiated program, with networking opportunities for all attendees.


For more information on the conference go to 

or contact or call 1-480-382-8336 

A Highly Differentiated Program

Brought to you by the CMC and TECHCET
Register now! – May 11-12 event in Richardson, Texas

San Diego, CA, April 18, 2017: TECHCET CA—the advisory service firm providing electronics materials information—and the Critical Materials Council (CMC) of semiconductor fabricators announce that Dr. Hans Stork, SVP and CTO of On Semiconductor, will provide the keynote address at the next CMC Conference to be held May 11-12, 2017 in Richardson, Texas ( Building on the success of the first CMC Conference held last May in Portland, the 2017 event will feature presentations by technologists from Intel, Micron, and Samsung.

Following the annual members-only CMC meeting to be held May 9-10, the 2017 CMC Conference is open to the public. The Critical Materials Conference seeks to provide you with information and an experience that you can use now and for future planning. Complete with the “Not-so-usual-Round-Table” Session, the CMC Conference provides a structured framework to catalyze the flow of “actionable” technical and supply chain information related to critical materials

Themes of the Conference are centered around the needs of the Critical Materials Council and the global IC fabrication industry. While executive conferences typically focus on the “what” and “why” of materials technologies, this conference will discuss “how” new materials can be controllably, safely, and cost-effectively used in fabs. The Conference will also include market data to validate “when” materials will be needed. Attendees from fabs, OEMs, and materials suppliers alike will have the opportunity to interact with the presenters and colleagues, to gain insights into best-practices of the entire supply-chain. In addition to panel discussions, presentation sessions will focus on the following topics:

  • Global Issues & the Supply Chain,
  • Immediate Challenges of Materials & Manufacturing, and
  • Emerging Materials Challenges.

To register for the conference please got to the website On behalf of the Conference Committee, Lita Shon-Roy, Jonas Sundqvist, Ed Korczynski

ABOUT CMC: The Critical Materials Council (CMC) of Semiconductor Fabricators ( is a membership-based organization that works to anticipate and solve critical materials issues in a pre-competitive environment. The CMC is a unit of TECHCET, an advisory service firm focused on fabrication supply-chains, electronic materials technology, and materials market analysis for the semiconductor, display, solar/PV, and LED industries.

 ABOUT TECHCET: TECHCET CA LLC is an advisory service firm focused on process materials supply chains, electronic materials technology, and materials market analysis for the semiconductor, display, solar/PV, and LED industries. Since 2000, the company has been responsible for producing the SEMATECH Critical Material Reports, covering silicon wafers, semiconductor gases, wet chemicals, CMP consumables, Photoresists, and ALD/CVD Precursors. For additional information about these reports or CMC Fabs membership please contact Diane Scott or Michel Walden at  +1-480-332-8336, or go to or

CMP Pad & Slurry Revenues to Reach $2.09B TECHCET Forecasts 4.3% Growth in 2016

San Diego, CA, September 13: TECHCET CA—the advisory service firm providing electronics materials information—today announced that the chemical-mechanical planarization (CMP) slurry market is anticipated to grow almost 8% to total $1.36B US for 2016, up from $1.26B in 2015. The CMP pad market is expected to grow over 6.5% to total $730M US for 2016, up from $685M in 2015. The outlook for the next 5 years shows a growth rate of 4% to 6% for CMP consumables, with a near-term increase due to an increase in Capex spending in 2H2016. As detailed in the 2016 Critical Materials Report on CMP Consumables by TECHCET, CMP market growth exceeds…

For the full press release, please click here


Press Release: Silicon Wafer Shipments Rise as Revenues Slip; TECHCET Forecasts 2016 Wafer Volumes Up 6.8% to 11.1 BSI Si

TECHCET CA—the advisory service firm providing electronics materials information—today announced that the 2015 market for semiconductor silicon wafers fell 5.3% to $7.2B on a record 10.4 billion square inches (BSI) Si shipped. Silicon demand for 2016 is expected to increase by 6.8% to 11.1 BSI, largely due to a strengthening memory market. Regardless of overall wafer consumption, issues with wafer supply will likely continue, as demand for 300mm polished wafers increases beyond capacity. In contrast, 300mm epitaxial wafer supply remains in excess. Certain 200mm wafers are also in tight supply given strong demand growth from the discrete device fabs coupled with limited supplier capacity, as explained in “Silicon Wafers Market & Supply Chain 2016, a TECHCET Critical Materials Report” by Mike Walden.

For the full press release, please click here

TECHCET 2016 Forecast: $1.39B in Photoresists, $680M in Extensions

San Diego, CA, July 08: Photoresist manufacturers had reason to smile as fiscal 2015 closed, with sales growing nicely to $1.37B, a 6.2% increase over 2014. That bump has to sustain them through 2020, according to a new report from Techcet Group, “Critical Materials Report: Photoresists and Extensions and Ancillaries 2016.” Total volumes for photoresist and extension materials continue to grow with wafer starts, although revenues are expected to hover around $1.4B for the next 4 years.  Revenue growth from wafer starts is partially offset by reductions in photoresist thicknesses for critical layers in leading edge devices.

For the full press release, please click here


June 28, 2016- Electronic Gases Undergoing Major Shifts;
Techcet Forecasts $3.9B Gas Business for 2016

“The 2015 market for electronic gases totaled $3.65B, up 4.3% over the prior year, according to a new report from Techcet Group, “Critical Materials Report: Electronic Gases 2016.” The 2016 outlook is for 6.8% growth overall, with the electronic spe-cialty gases segment leading the way with 8.9% growth to $2.53B and bulk gases increasing 4.3% to $1.37B. Single digit growth is expected to continue to be the norm, with looming short-ages in neon and helium threatening to retard the pace.
In bulk gases, Air Liquide increased its share by 3% and now dominates the market at 31% share. In specialty gases, market shares revealed major shifts, including former leader Air Products slipping in position behind Air Liquide. Air Liquide has taken the lead position at 27%, with Air Products dropping to 17% after repositioning themselves as an independent entity, now recognized as Versum. Praxair, Linde and TNSC-Matheson, followed by SK Materials (formerly OCI) continue to round out the other global share leaders.
Concerns about the availability of Neon continue to plague the industry. And discovery of new Helium source could alleviate supply issues… “

For the full press release, please click here

January 14, 2016 – Fujifilm to build a  new plant for advanced semiconductor materials in Taiwan

“Fujifilm Corporation recently announced that its semiconductor business subsidiary, FUJIFILM Electronic Materials Co., Ltd. will build a new plant for manufacturing advanced semiconductor materials in the city of Tainan, to expand its production in Taiwan. The new plant is expected to be operational in August 2016, and will begin with production of developing solutions. With the full-scale arrival of the age of the Internet of Things (IoT), the semiconductor market is projected to expand strongly in future.”

For the full press release, please click here

January 19, 2016 – Critical materials council to be managed by TECHCET in 2016

“The Critical Materials Council for Semiconductor Fabricators, originally established by ISMI/SEMATECH in the early 1990’s, will be run by TECHCET CA LLC starting January 01, 2016. Under its new name CMC Fabs, the membership-based organization of semiconductor fab & fabless manufacturers will continue working to identify and remediate issues impacting the supply, availability, and accessibility of both current and emerging semiconductor process materials. In keeping with SEMATECH tradition, the work of the international council takes place in a non-competitive environment for the benefit of the semi device fabrication community.”

For the full press release, please click here

October 21, 2015 – TSMC Drops After Cutting Full-Year Capital Spending Forecast.

Taiwan Semiconductor Manufacturing Co. fell the most in almost a month after cutting its equipment budget as much as 27 percent amid slowing demand for chips and its first profit decline in three years.For a detailed account, please click here

SEMI’s Strategic Materials Conference

“Materials for a Smart and Interconnected World”, Sept. 22-23, 2015, in Mountain View, CA 

For More Info and TO REGISTER Click Here,


TECHCET Webinar on the IoT Market Trends and CMP Consumables – September 15, 2015,  at 8:30am PST and offered again at 5:30pm PST

TO REGISTER FOR 8:30am PST Click Here,   FOR 5:30pm PST Click Here



February 17, 2015 – Supply Chain Crippled by W. Coast LongShoreman Labor Dispute Over the past 9 months, the labor negotiations between the Pacific Maritime Association (an association of the major ship-owners of the West Coast) and the International Longshore and Warehouse Union, have failed to come to a full agreement, resulting in a major slowdown in shipment of products into, and out of, the US West Coast shipping ports. For a detailed account, please click here


January 29, 2015 – China Ends Its Rare Earth Ore Export Quota On December 31, 2014, China’s Ministry of Commerce (MOFCOM) and the General Administration of Customs (GAC) jointly issued two announcements, effective January 1, 2015: “Catalogue of Commodities Subject to Export License Administration in 2015 (Announcement [2014] No.94)” and “License-Issuing Catalogue in Grades of Export License Administration in 2015(Announcement [2014] No.97)”. Enterprises no longer need to provide approved export quota documents from the Ministry of Commerce for a total 8 types of goods: rare earths, tungsten and tungsten products, bauxite, coke, silicon carbide, manganese, molybdenum, and fluorspar. China’s export restrictions are strategic in the sense that they have been producing about 93% of global rare earths, up until the recent reduction to 86% due to other countries and manufacturers increasing their supply. For a detailed account, please click here

January 28, 2015 – SEMICON Korea – Presentation with Lita Shon-Roy On Wednesday, February 2, 2015, Lita Shon-Roy, president/CEO of Techcet, LLC., will be presenting on the Impact of 3D Devices on The Future of Process Materials- Trends & Opportunities. Click here for more information

November 30, 2014 – ALD/CVD High K and Metal Precursors Rising Market Forecast The market for high-κ CVD and ALD organometallic (OM) precursors continues to be on the rise, expected to grow by ~40% over the next 5 years. Leading-edge capacitors, gate dielectrics and gate electrodes as well as CVD interconnect materials (barrier materials for tungsten and copper) are of keen interest because of the high growth potential associated with the 32/28/20nm (last planar logic transistors), 22/16/14nm (first FinFET logic transistors), future logic technology nodes, as well as advanced memories. Click to Read More

November 13, 2014 – Techcet Report Advisory Service Updated and Launched This Techcet Advisory Service is an enabling component to help chip fabs, OEMs and material suppliers track, anticipate, and control the risk associated with materials supply and market competition. As appliances and home devices start anticipating our every need and access our highly capable portable devices, i.e. our iPhone 6 or our windows watch, more materials and innovative materials will be needed. Click to Read More

September 10, 2014 – Electronic Gases Report Update The 2014 market for electronic gases is anticipated to total greater than $3.2B, a few percentage points above 2013, according to Techcet Group’s report on the “Electronics Gas Market a Techcet Group Critical Materials Report.” The 2014 Electronic Gases report is one of several Critical Material Reports that Techcet generates for Sematech, but is available for purchase by non-member companies. Click to Read More

September 4, 2014 – News Flash…Strategic Materials Conference to be held in San Jose this October. The Strategic Materials Conference–SMC, is the only materials conference that attracts expert speakers and leading content relevant across the entire global materials supply chain. At SMC you’ll meet and hear renowned industry experts, along with the latest generation of technologists and logistics managers to discuss key factors supporting the growth of the microelectronics industry. Register now for the Strategic Materials Conference!
Click to Read More

August 27, 2014 – The Threat of Supply Interruption – Rare Earth Materials The concentration of production of rare earth elements (REE) in China raises the important issue of supply vulnerability for semiconductor industry, as well as for the US defense industry and many high-tech industries. They are central to numerous technologies in the computer, electronics, transportation, energy, and defense industries. Driven by an enormous number of applications, the global market for purified rare-earth starting materials is in the billion-dollar range. Click to Read More

August 27, 2014 – Silicon Wafer Market Increasing or Decreasing? Silicon wafer purchases represent the highest operating expense for many device manufacturers and as a result are a constant target for price reduction. With the continued concentration of the semiconductor manufacturing base to a few large players, silicon producers have little choice but to succumb to the price pressure. Click to Read More

May 19, 2014 – News Flash…Sputtering Targets Market Showing Strong Growth
In 2013, the semiconductor sputtering target market grew 4% to approach a total global revenue of $574 Million. Despite the emergence of alternate sources of raw materials, greater reliance on recycling, and greater competition from Chinese target suppliers, the sputtering target market is forecast to grow at a CAGR of 3.7% though 2018. While market growth will be contained to 300mm and advanced node devises, tantalum and titanium will remain the primary market drivers. JX continues to remain the market share leader of sputtering targets, as Chinese suppliers begin to make inroads by supplying to trailing-edge technologies. The primary semiconductor sputtering target suppliers are poised to supply 450mm targets as there is no insurmountable material supply or process capacity barriers. However, technical concerns including metallurgical and dimensional control for 450mm sputtering targets are currently being addressed, according to a new report from Techcet Group, “Sputtering Targets Market and Supply Chain Report 2014,” a Techcet Critical Materials Report. The outlook is for continued growth …Click here for Table of Contents