Description
1 Executive Summary 21
1.1 Precursors Market Forecasts & 5-Year CAGRs 21
1.2 Technical Drivers / Material Changes and Transitions 24
1.3 Leading Edge Logic 24
1.4 EQUIPMENT Market Trends 24
1.5 Analyst Assessment 28
1.6 Opportunities for Suppliers 31
2 Scope, Purpose, and Methodology 32
2.1 Scope 32
2.2 Purpose 32
2.3 Methodology 32
2.4 Overview of Other TECHCET CMR™ Reports 33
3 Market outlook 34
3.1 Semiconductor Industry Market Status & Outlook 34
3.2 Global Economy 34
3.2.1 Semiconductor Industries Ties to the Global Economy 35
3.2.2 Semiconductor Sales Growth 36
3.2.3 Taiwan Monthly Sales Trends 37
3.2.4 Semiconductor Industry Outlook 37
3.2.5 Semiconductor Units and Wafer Shipment Growth Forecast 38
3.3 Electronic Goods Market 39
3.3.1 Smartphones 39
3.3.2 PC Unit Shipments 40
3.4 Automotive Sales 41
3.4.1 Automotive Sales and Impact on Semiconductor Sales 41
3.4.2 Electric Vehicle (EV) Market Trends 42
3.4.3 Increase in Semiconductor Content for Autos 43
3.4.4 Semiconductor Content by Automotive Electronic System 44
3.4.5 Servers / IT 44
3.5 Semiconductor Fabrication Growth & Expansion 45
3.5.1 Equipment Spending Trends 45
3.5.2 Overall China Market Trends 48
3.5.3 Policy & Trade Trends and Impact 50
3.5.4 Policy and Trade Issues 50
3.5.5 U.S. CHIPS Act 51
3.5.6 Other Semiconductor Funding Activity 52
3.6 Semiconductor Materials Outlook 52
3.6.1 Wafer Start Growth 53
3.6.2 Materials Forecast 54
4 Semiconductor PRECURSORS MARKET TRENDS 56
4.1 CVD & ALD Metal and High-κ precursors 57
4.2 Sub-Tier Material Trends 58
4.3 Technical Drivers / Material Changes and Transitions 60
4.4 Leading-Edge Logic 60
4.5 DRAM 65
4.6 3DNAND 67
4.7 Emerging Memory Devices 69
4.8 China Status in Memory and Logic 70
4.9 Trends/impact/status of legacy materials 71
4.9.1 Comment on Regional Trends/Drivers 73
4.10 EHS and Logistic Issues 74
4.10.1 Tungsten 74
4.10.2 Titanium 75
4.10.3 Zirconium and Hafnium 75
4.10.4 Cobalt 76
4.10.5 Ruthenium 77
4.10.6 Logic Production Energy demand and Green House Gas emissions 77
4.10.7 Changes in standard packaging/valve types 79
4.11 CVD / ALD Equipment 80
4.12 Literature review and IP filing for
new metallization – Mo and Ru 86
5 Precursors Market Forecast & Market Shares 92
5.1 Fab Material Supply/Demand - Metal Precursors 92
5.1.1 Metal Precursors - Market Forecast 93
5.1.2 Metal Precursors - Market Shares 93
5.1.3 Metal Precursors - Regional Shares 94
5.2 M&A Activity 96
5.2.1 Summary of recent M&A´s 96
5.2.2 Impact of M&A on market leaders 97
5.2.3 Linde-Praxair 97
5.2.4 Versum Materials takeover deal by Merck KGaA 98
5.2.5 2021 - Ascensus acquires a global leader in high-purity
specialty chemicals and CVD/ALD precursors
Strem Chemicals, Inc.Passt M&A 99
5.2.6 Mitsubishi Chemical America Inc. takeover of Gelest Inc. 99
5.2.7 2018/2019 - MPD Chemicals acquires Norquay Technology
and then gets acquired by Entegris in addition
to previously buying DSC. 100
5.2.8 OEM M&A activity in the CVD and ALD Segment 100
5.2.8.1 Applied Materials Kokusai takeover 100
5.3 Regional Market Dynamics - New Plants or Entrants 101
5.3.1 South Korea 101
5.3.2 Taiwan 101
5.3.3 USA 102
5.4 EU and The UK 102
5.5 Plant Closures and Product Discontinuations 102
5.6 New Entrants- no new entrants 102
5.7 Suppliers or parts/product line that is at risk of
discontinuations – none to report at this time 102
5.8 Pricing Trends 102
6 Sub tier material supply chain 104
6.1 Raw Material Sources 104
6.2 Raw Supply Chain Disruptions 104
6.2.1 COVID-19 106
6.3 M&A Activity 107
6.4 Raw Material EHS and Logistics Issues 107
6.5 New entrants 107
7 Sub-tier material Supply-chain Status & Challenges 108
7.1 Tungsten 108
7.2 Cobalt 110
7.3 Tantalum and Niobium 114
7.4 Zirconium and Hafnium 116
7.5 Rare-Earth 119
7.6 Ruthenium & PGM 120
7.7 Titanium 123
7.8 Aluminum 124
8 Supplier profiles 125
8.1. ADEKA Corporation 125
8.1.1 ADEKA CORPORATION - Company Overview 125
8.1.2 ADEKA CORPORATION -Business Segments 126
8.1.3 ADEKA CORPORATION - News 127
8.1.4 ADEKA CORPORATION - Regions Served 129
8.1.5 ADEKA CORPORATION - Key Customers 129
8.1.6 ADEKA CORPORATION - Financial Overview 129
8.1.7 ADEKA CORPORATION - Manufacturing Locations,
Capabilities, and Certifications 130
8.1.8 Sales Reps and Distributors 131
8.1.9 TECHCET Analyst Assessment 132
8.2. Air Liquide (Maker, Purifier, Supplier) 132
8.2.1 Air Liquide - Company Overview 132
8.2.2 Air Liquide - Business Segments 133
8.2.3 Air Liquide - News 133
8.2.4 Air Liquide – Financial Overview 133
8.2.5 Air Liquide - Manufacturing Locations,
Capabilities, and Certifications 134
8.2.6 JVs and Partnerships 135
8.2.7 Sales Reps 135
8.2.8 TECHCET Analyst Assessment 135
8.3. AZmax Co., Ltd 136
8.3.1 AZmax Co., Ltd. - Company Overview 136
8.3.2 AZmax Co., Ltd.-Business Segments 136
8.3.3 Azmax Co., Ltd. – Regions Served 137
8.3.4 Azmax Co., Ltd.- Fiscal Year Financial Overview 137
8.3.5 AZmax Co., Ltd.- Manufacturing Locations,
Capabilities, and Certifications 137
8.3.6 JVs and Partnerships 137
8.3.7 Sales Reps and Distributors 137
8.3.8 TECHCET Analyst Assessment 137
8.4 DNF Co., Ltd 138
8.4.1 DNF Co., Ltd - Company Overview 138
8.4.2 DNF Co., Ltd -Business Segments – all electronics materials 138
8.4.3 DNF Co., Ltd -News 139
8.4.4 DNF Co., Ltd -Regions Served 139
8.4.5 DNF Co., Ltd -Key Customers 139
8.4.6 Fiscal Year Financial Overview 139
8.4.7 DNF Co., Ltd -JVs and Partnerships 141
8.4.8 DNF Co., Ltd -Sales Reps and Distributors 141
8.4.9 DNF Co., Ltd -TECHCET Analyst Assessment 141
8.5 Entegris 142
8.5.1 Entegris - Company Overview 142
8.5.2 ENTEGRIS - Business Segments 142
8.5.3 ENTEGRIS- News 144
8.5.4 ENTEGRIS - Regions Served 144
8.5.5 ENTEGRIS- Key Customers 144
8.5.6 ENTEGRIS- Fiscal Year Financial Overview 144
8.5.7 ENTEGRIS- Manufacturing Locations,
Capabilities, and Certifications 145
8.5.8 JVs and Partnerships 146
8.5.9 Sales Reps and Distributors 146
8.5.10 TECHCET Analyst Assessment 146
8.6 Epivalence 147
8.6.1 EpiValence Ltd. - Company Overview 147
8.6.2 EpiValence Ltd.-Business Segments 148
8.6.3 EpiValence Ltd.- News 149
8.6.4 EpiValence Ltd.- Regions Served 149
8.6.5 EpiValence Ltd.- Key Customers 149
8.6.6 EpiValence Ltd - Fiscal Year Financial Overview 149
8.6.7 EpiValence Ltd - Manufacturing Locations,
Capabilities, and Certifications 150
8.6.8 JVs and Partnerships 150
8.6.9 Sales Reps and Distributors 150
8.6.10 TECHCET Analyst Assessment 150
8.7 Gelest – Mitsubishi Chemicals 150
8.7.1 Gelest Inc. - Company Overview 150
8.7.2 Gelest Inc – Business Segments. 151
8.7.3 Gelest Inc. – News 152
8.7.4 Gelest Inc.- Regions Served 153
8.7.5 Gelest Inc. - Fiscal Year Financial Overview 153
8.7.6 Gelest Inc. - Manufacturing Locations,
Capabilities, and Certifications 153
8.7.7 JVs and Partnerships 154
8.7.8 Sales Reps and Distributors 154
8.7.9 TECHCET Analyst Assessment 155
8.8 Hansol Chemical 155
8.8.1 Hansol Chemical - Company Overview 155
8.8.2 Hansol Chemical - Business Segments 156
8.8.3 Hansol ALD/CVD Products 156
8.8.4 Hansol Chemical - News 156
8.8.5 Hansol Chemical - Regions Served 157
8.8.6 Hansol Chemical - Key Customers 157
8.8.7 Hansol Chemical - Fiscal Year Financial Overview 158
8.8.8 Hansol Chemical - Manufacturing Locations,
Capabilities, and Certifications 158
8.8.9 Hansol Chemical - JVs and Partnerships 159
8.8.10 Hansol Chemical- Sales Reps and Distributors 159
8.8.11 TECHCET Analyst Assessment 160
8.9 H.C. Starck (sub-tier supplier) 160
8.9.1 HC Stark-Company Overview 160
8.9.2 HC Stark -Business Segments 161
8.9.3 HC Stark -Recent News 163
8.9.4 HC Stark -Regions Served 164
8.9.5 HC Stark -Financial Overview 164
8.9.6 HC Stark -Manufacturing Locations,
Capabilities, and Certifications 164
8.9.7 JVs and Partnerships 165
8.9.8 Sales Reps 166
8.9.9 TECHCET Analyst Assessment 167
8.10 Kojundo Chemical Laboratory 167
8.10.1 Kojundo - Company Overview 167
8.10.2 Kojundo -Business Segments 168
8.10.3 Kojundo - News 170
8.10.4 Kojundo– Regions Served 171
8.10.5 Kojundo - Key Customers 171
8.10.6 Kojundo - Manufacturing Locations,
Capabilities, and Certifications 171
8.10.7 TECHCET Analyst Assessment 172
8.11 Linde (Maker, Purifier, Supplier) 172
8.11.1 Linde- Company Overview 172
8.11.2 Linde-Business Segments 174
8.11.3 Linde- News 176
8.11.4 Linde - Key Customers 177
8.11.5 Linde - Regions Served 177
8.11.6 Linde- Fiscal Year Financial Overview 177
8.11.7 Linde- Manufacturing Locations,
Capabilities, and Certifications 177
8.11.8 JVs and Partnerships 178
8.11.9 Sales Reps and Distributors - Linde 179
8.11.10 TECHCET Analyst Assessment 179
8.12 Mecaro 180
8.12.1 Mecaro- Company Overview 180
8.12.2 Business Segments 180
8.12.3 News 181
8.12.4 Regions Served 181
8.12.5 Key Customers 181
8.12.6 Fiscal Year Financial Overview (KRW) 182
8.12.7 Manufacturing Locations, Capabilities,
and Certifications 182
8.12.8 JVs and Partnerships 184
8.12.9 Sales Reps and Distributors 185
8.12.10 TECHCET Analyst Assessment 185
8.13 EMD Electronics/Merck EMD (for old profile Versum products see Sec.26) 186
8.13.1 Merck KGaA / EMD- Company Overview 186
8.13.2 Merck KGaA / EMD - Business Segments 186
8.13.3 Merck KGaA / EMD – Financial Overview 187
8.13.4 Merck KGaA / EMD - News 188
8.13.5 Merck KGaA / EMD - Key Customers 188
8.13.6 Merck KGaA / EMD - Manufacturing Locations,
Capabilities, and Certifications 189
8.13.7 JVs and Partnerships 191
8.13.8 Sales Reps and Distributors 191
8.13.9 TECHCET Analyst Assessment 193
8.14 Nanmat 194
8.14.1 Nanmat -Company Overview 194
8.14.2 Nanmat -Business Segments 194
8.14.3 Nanmat - News 195
8.14.4 Nanmat -Regions Served 196
8.14.5 Nanmat -Key Customers 196
8.14.6 Nanmat -Financial Overview 196
8.14.7 Nanmat -Manufacturing Locations, Capabilities,
and Certifications 196
8.14.8 Nanmat -JVs and Partnerships 197
8.14.9 Nanmat -Sales Reps 197
8.14.10 Nanmat - TECHCET Analyst Assessment 197
8.15 Norquay (old profile, integrated in MPD and aquired by Entegris) 198
8.15.1 Norquay - Company Overview 198
8.15.2 Norquay - Business Segments 198
8.15.3 Norquay - News 200
8.15.4 Norquay - Manufacturing Locations, Capabilities,
and Certifications 201
8.15.5 Norquay - JVs and Partnerships 201
8.15.6 Norquay - Sales Reps 201
8.15.7 Norquay - TECHCET Analyst Assessment 202
8.16 Pegasus Chemicals 202
8.16.1 Pegasus Chemicals - Company Overview 202
8.16.2 Pegasus Chemicals - Business Segments 202
8.16.3 Pegasus Chemicals - News 207
8.16.4 Pegasus Chemicals - Regions Served 208
8.16.5 Pegasus Chemicals - Financial Overview 208
8.16.6 Pegasus Chemicals - Manufacturing Locations,
Capabilities, and Certifications 208
8.16.7 Pegasus Chemicals - JVs and Partnerships 208
8.16.8 Pegasus Chemicals - Sales Reps 209
8.16.9 Pegasus Chemicals - TECHCET Analyst Assessment 209
8.17 Soulbrain 209
8.17.1 Soulbrain- Company Overview 209
8.17.2 Soulbrain -Business Segments 210
8.17.3 Soulbrain -News 211
8.17.4 Soulbrain -Regions Served 212
8.17.5 Soulbrain -Key Customers 212
8.17.6 Fiscal Year Financial Overview 212
8.17.7 Soulbrain -Manufacturing Locations, Capabilities,
and Certifications 212
8.17.8 Soulbrain -JVs and Partnerships 213
8.17.9 Soulbrain - Sales Reps and Distributors 214
8.17.10 Soulbrain -TECHCET Analyst Assessment 214
8.18 Strem 215
8.18.1 Strem - Company Overview 215
8.18.2 Strem - Products 215
8.18.3 Strem - News 216
8.18.4 Strem -Regions Served 217
8.18.5 Strem -Key Customers 217
8.18.6 Strem - Financial Overview 217
8.18.7 Strem - Manufacturing Locations, Capabilities,
and Certifications 217
8.18.8 Strem -JVs and Partnerships 218
8.18.9 Strem -Sales Reps 218
8.18.10 Strem -TECHCET Analyst Assessment 218
8.19 Tanaka Kikinzoku Group 219
8.19.1 Tanaka Kikinzoku Group - Company Overview 219
8.19.2 Tanaka Kikinzoku Group -Business Segments 219
8.19.3 Tanaka Kikinzoku Group - News 220
8.19.4 Tanaka Kikinzoku Group - Regions Served 221
8.19.5 Tanaka Kikinzoku Group - Key Customers 221
8.19.6 Tanaka Holdings - Fiscal Year Financial Overview 221
8.19.7 Tanaka Kikinzoku Group - Manufacturing Locations,
Capabilities, and Certifications 222
8.19.8 Tanaka Kikinzoku Group - JVs and Partnerships 223
8.19.9 Tanaka Kikinzoku Group - Sales Reps and Distributors 223
8.19.10 Tanaka Kikinzoku Group - TECHCET Analyst Assessment 224
8.20 Tokyo Chemical Industry Co., Ltd. 224
8.20.1 TCI - Company Overview 224
8.20.2 TCI-Business Segments 225
8.20.3 TCI- News 225
8.20.4 TCI - Regions Served 226
8.20.5 TCI- Fiscal Year Financial Overview 226
8.20.6 TCI- Manufacturing Locations, Capabilities,
and Certifications 226
8.20.7 TCI-JVs and Partnerships 226
8.20.8 TCI-Sales Reps and Distributors 227
8.20.9 TCI-TECHCET Analyst Assessment 227
8.21 Tri Chemical Laboratories 227
8.21.1 Tri Chemical Laboratories Inc.- Company Overview 227
8.21.2 Tri Chemical Laboratories Inc.-Business Segments 227
8.21.3 Tri Chemical Laboratories Inc.- News 229
8.21.4 Tri Chemical Laboratories Inc. - Regions Served 229
8.21.5 Tri Chemical Laboratories Inc.- Key Customers 229
8.21.6 Tri Chemical Laboratories Inc.- Financial Overview 229
8.21.7 Tri Chemical Laboratories Inc.- Manufacturing Locations,
Capabilities, and Certifications 229
8.21.8 Tri Chemical Laboratories Inc.- JVs and Partnerships 230
8.21.9 Tri Chemical Laboratories Inc.- Sales Reps and Distributors 230
8.21.10 Tri Chemical Laboratories Inc.- TECHCET Analyst Assessment 230
8.22 Umicore 231
8.22.1 Umicore - Company Overview 231
8.22.2 Umicore - Business Segments 231
8.22.3 Umicore - News 232
8.22.4 Umicore - Regions Served 233
8.22.5 Umicore - Key Customers 233
8.22.6 Umicore - Financial Overview 234
8.22.7 Umicore - JVs and Partnerships 236
8.22.8 Umicore - Sales Reps 236
8.22.9 Umicore - TECHCET Analyst Assessment 236
8.23 UP Chemical/ Yoke (China HQ) 237
8.23.1 UP Chemical- Company Overview 237
8.23.2 UP Chemical- Business Segments 237
8.23.3 UP Chemical- News 238
8.23.4 UP Chemical - Key Customers 238
8.23.5 UP Chemical- Regions Served 238
8.23.6 UP Chemical- Manufacturing Locations,
Capabilities, and Certifications 238
8.23.7 UP Chemical- JVs and Partnerships 239
8.23.8 UP Chemical- Client/Partners 240
8.23.9 UP Chemical- Sales Reps and Distributors 240
8.23.10 UP Chemical- TECHCET Analyst Assessment 241
8.24 VERSUM (Maker, Purifier, Supplier) - OLD Profile, now MERCK 241
8.24.1 Versum - Company Overview 241
8.24.2 VERSUM - Business Segments 242
8.24.3 VERSUM- Financial Overview 242
8.24.4 VERSUM - News 243
8.24.5 VERSUM- Manufacturing Locations, Capabilities,
and Certifications 244
8.24.6 VERSUM- JVs and Partnerships 244
8.24.7 VERSUM- Sales Reps and Distributors 244
8.24.8 VERSUM- TECHCET Analyst Assessment 245
8.25 Wonik Materials Co. Ltd. 246
8.25.1 Wonik Materials - Company Overview 246
8.25.2 Wonik Materials - Business Segments 246
8.25.3 Wonik Materials - News 249
8.25.4 Wonik Materials - Regions Served 250
8.25.5 Wonik Materials - Key Customers 250
8.25.6 Wonik Materials - Financial Overview 250
8.25.7 Wonik Materials - Manufacturing Locations,
Capabilities, and Certifications 251
8.25.8 Wonik Materials - JVs and Partnerships 253
8.25.9 Wonik Materials - Sales Reps and Distributors 253
8.25.10 Wonik Materials - TECHCET Analyst Assessment 253
8.26 Zillion Tek Co., Ltd 254
8.26.1 Zillion Tek - Company Overview 254
8.26.2 Zillion Tek -Business Segments 254
8.26.3 Zillion Tek - News 256
8.26.4 Zillion Tek - Regions Served 257
8.26.5 Zillion Tek - Key Customers 257
8.26.6 Zillion Tek - Financial Overview 257
8.26.7 Zillion Tek - Manufacturing Locations, Capabilities,
and Certifications 257
8.26.8 Zillion Tek - Sales Reps and Distributors 258
8.26.9 Zillion Tek - TECHCET Analyst Assessment 258
9 APENDIX 1- FUNDAMENTALS OF THIN FILM DEPOSITION BY CVD, ALD, AND SOD, AND ASD AND ALE 259
9.1 Chemical Vapor Deposition - CVD 260
9.2 Atomic Layer Deposition – ALD 262
9.3 Spin-on Dielectrics (SOD) 264
9.4 Atomic Layer Etching (ALE) 264
9.5 Area Selective Deposition (ASD) 266
10 APPENDIX 2 LOGIC AND MEMORY TECHNOLOGIES AND ROADMAPS 268
10.1.1 Multi-patterning & EUV Lithography 268
10.1.2 Interconnect Trends 278
10.1.2.1 Copper Interconnect 279
10.1.2.2 Cobalt interconnects, liners, and caps 280
10.1.2.3 Ruthenium Interconnects 285
10.1.2.4 High-aspect-ratio ruthenium power rails 286
10.1.2.5 Manganese Barrier Metal 289
10.1.3 Logic Transistor Evolution 289
10.1.3.1 5 nm and beyond 295
10.1.3.2 Extending FinFET to Horizontal Nanowires GAA FETs 296
10.1.3.3 Realizing vertical Logic - Going vertical (2.5/3D) 301
10.1.4 Memory Evolution & Future Trends 304
10.1.4.1 DRAM 305
10.1.4.2 2D to 3DNAND transition 311
10.1.4.3 Alternative NVM Technologies 314
10.1.4.3.1 3D XPoint 314
10.1.4.3.2 Ferroelectric FRAM and FeFET 315
10.1.4.3.3 Emerging Negative Capacitance Devices: 317
11 APPENDIX 3 - ACRONYMS 320
Reviews
There are no reviews yet.