Description
This report provides an executive overview of the market landscape and supply-chain for wet chemicals and specialty cleaning chemistry used in semiconductor device fabrication. It includes concise information about key suppliers, issues/trends in the material supply chain, estimates on supplier share ranking, and forecasts for the material segments.This Executive Edition™ report provides focused information for Business Development Managers, Supply Chain Managers, R&D directors, Investors / Financial Analysts and Policy Makers.
Table of Contents:
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1 SEMICONDUCTOR MARKET STATUS & OUTLOOK 6 1.1 WORLDWIDE ECONOMY AND OUTLOOK 7 1.2 SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY 8 1.3 TECHCET’S SEMICONDUCTOR REVENUE FORECAST 9 1.4 TAIWAN OUTSOURCE MANUFACTURER MONTHLY SALES TRENDS 10 1.5 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION 11 1.6 IN THE MIDST OF HUGE INVESTMENT IN CHIP EXPANSIONS 12 1.7 WW FAB EXPANSION DRIVING GROWTH 13 1.8 NEW FABS IN THE US 14 1.9 POLICY & TRADE TRENDS AND IMPACT 15 1.10 SEMICONDUCTOR MATERIALS OVERVIEW 16 2 WET CHEMICALS AND SPECIALTY CLEANS MARKET TRENDS 17 2.1 WET CHEMICALS AND SPECIALTY CLEANS BUSINESS – MARKET OVERVIEW 18 2.2 MARKET TRENDS IMPACTING 2024 OUTLOOK 19 2.3 WET CHEMICALS AND SPECIALTY CLEANS 5-YEAR VOLUME FORECAST 20 2.3.1 H2SO4 VOLUME FORECAST BY DEVICE TYPE 21 2.3.2 HF VOLUME FORECAST BY DEVICE TYPE 22 2.3.3 IPA VOLUME FORECAST BY DEVICE TYPE 23 2.4 WET CHEMICALS AND SPECIALTY CLEANS 5-YEAR REVENUE FORECAST 24 2.4.1 H2S04 REVENUE FORECAST BY DEVICE TYPE 25 2.4.2 HF REVENUE FORECAST BY DEVICE TYPE 26 2.4.3 IPA REVENUE FORECAST BY DEVICE TYPE 27 2.5 WET CHEMICALS AND SPECIALTY CLEANS SEGMENT TRENDS 28 2.6 WET CHEMICALS AND SPECIALTY CLEANS GENERAL TECHNOLOGY OVERVIEW 29 2.6.1 WET CHEMICALS AND SPECIALTY CLEANS TECHNOLOGY TRENDS 30 2.6.2 EMERGING WET CHEMICALS AND SPECIALTY CLEANS APPLICATION 31 2.7 COMPETITIVE LANDSCAPE 32 2.8 WET CHEMICALS AND SPECIALTY CLEANS SUPPLIERS BY REGION 33 2.9 REGIONAL CONSIDERATIONS 34 2.9.1 REGIONAL ASPECTS AND DRIVERS 35 2.10 WET CHEMICALS AND SPECIALTY CLEANS SUPPLY VS. DEMAND BALANCE – OVERVIEW 37 2.10.1 WET CHEMICALS AND SPECIALTY CLEANS PRODUCTION CAPACITY EXPANSIONS 38 2.10.2 INVESTM\NT ANNOUNCEMENTS OVERVIEW 39 2.10.3 INVESTMENT ACTIVITY ADDITIONAL COMMENTS 41 2.11 EHS ISSUES 42 2.12 TRADE/LOGISTICS ISSUES 44 2.13 ANALYST ASSESSMENT OF WET CHEMICALS AND SPECIALTY CLEANS 46 LIST OF FIGURES FIGURE 1.1: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2023) 8 FIGURE 1.2: SEMICONDUCTOR CHIP REVENUE FORECAST 9 FIGURE 1.3: TECHCET’S TAIWAN SEMICONDUCTOR INDUSTRY INDEX (TTSITM) 10 FIGURE 1.4: TSMC PHOENIX CAMPUS WITH THE 2ND FAB VISIBLE IN THE BACKGROUND 11 FIGURE 1.5 : ESTIMATED GLOBAL FAB SPENDING 2023-2028 12 FIGURE 1.6: SEMICONDUCTOR CHIP MANUFACTURING REGIONS OF THE WORLD 13 FIGURE 1.7: FAB EXPANSIONS WITHIN THE US 14 FIGURE 2.1: WET CHEMICALS AND SPECIALTY CLEANS VOLUME FORECAST BY SEGMENT 20 FIGURE 2.2: H2SO4 VOLUME FORECAST 21 FIGURE 2.3: HF VOLUME FORECAST 22 FIGURE 2.4: IPA VOLUME FORECAST 23 FIGURE 2.5: WET CHEMICALS AND SPECIALTY CLEANS REVENUE FORECAST BY SEGMENT 24 FIGURE 2.6: H2SO4 REVENUE FORECAST 25 FIGURE 2.7: HF REVENUE FORECAST 26 FIGURE 2.8: IPA REVENUE FORECAST 27 FIGURE 2.9: SELECTIVE ISOTROPIC SIGE ETCH 31 FIGURE 2.10: CMP PROCESSES IN FEOL, MOL, BEOL 31 FIGURE 2.11: 4NM METALLIZATION STACK EMPLOYING W, CU, TA, CO 31 FIGURE 2.12: PHOTORESIST PATTERN COLLAPSE 31 FIGURE 2.13: 2023 WET CHEMICALS AND SPECIALTY CLEANS REVENUE SHARE ESTIMATE BY REGION 34 LIST OF TABLES TABLE 1.1: GLOBAL GDP AND SEMICONDUCTOR REVENUES 7 TABLE 2.1: WET CHEMICALS AND SPECIALTY CLEANS GROWTH OVERVIEW 18 TABLE 2.2: 2023 TOP-5 SPECIALTY CLEANS SUPPLIER RANKING BY REVENUE 32 TABLE 2.3: WET CHEMICALS AND SPECIALTY CLEANS LEADING SUPPLIER MANUFACTURING LOCATIONS 33 TABLE 2.4: REGIONAL WET CHEMICALS AND SPECIALTY CLEANS MARKETS 35 TABLE 2.5: REGIONAL WET CHEMICALS AND SPECIALTY CLEANS MARKETS, CONTINUED 36 TABLE 2.6: OVERVIEW OF ANNOUNCED 2023/2024 WET CHEMICALS AND SPECIALTY CLEANS SUPPLIER INVESTMENTS 39 TABLE 2.7: OVERVIEW OF ANNOUNCED 2023/2024 WET CHEMICALS AND SPECIALTY CLEANS SUPPLIER INVESTMENTS, CONTINUED 40
