Description
This report addresses sputtering, the dominant PVD technique used in semiconductor device fabrication, and specifically covers the market and supply-chain for targets within that segment. The report contains data and analysis from TECHCET’s data base and Sr. Analyst experience, as well as that developed from primary and secondary market research. To download full table of contents: click here.
• Provides a detailed look and analysis of the sputter targets market and supply chain
as applied to semiconductor device manufacturing
• Included are raw material supply chain dynamics and companies, target manufacturing cost considerations, pricing trends and more
• Provides focused information for supply-chain managers, process integration and R&D directors, as well as business development and financial analysts
• Covers information about key sputter target suppliers, issues/trends in the electronics material supply chain, estimates on supplier market share, and forecast for the electronic material segments
• Includes 3 Quarterly Updates, with updates on market trends and forecasts from the analyst
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Table of Contents
1 EXECUTIVE SUMMARY 11
1.1 SPUTTERING TARGET BUSINESS – MARKET OVERVIEW 12
1.2 MARKET TRENDS IMPACTING 2025 OUTLOOK 13
1.3 SPUTTERING TARGET 5-YEAR UNIT SHIPMENT FORECAST 14
1.4 SPUTTERING TARGET 5-YEAR REVENUE FORECAST 15
1.5 SPUTTERING TARGET SEGMENT TRENDS 16
1.6 TECHNOLOGY TRENDS 17
1.7 COMPETITIVE LANDSCAPE 18
1.8 SECOND QUARTER 2025 FINANCIALS OF TOP - 5 19
1.9 EHS, TRADE, AND/OR LOGISTICS ISSUES/CONCERNS 20
1.10 ANALYST ASSESSMENT OF SPUTTERING TARGETS 21
2 SCOPE, PURPOSE AND METHODOLOGY 24
2.1 SCOPE, PURPOSE & METHODOLOGY 25
2.2 OVERVIEW OF TECHCET MATERIALS FOCUS AREAS 26
3 SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK 27
3.1 WORLDWIDE ECONOMY AND OUTLOOK 28
3.2 WORLDWIDE ECONOMY AND OVERVIEW 29
3.2.1 WORLDWIDE ECONOMY AND SEMICONDUCTOR MARKET OVERVIEW 30
3.2.2 SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY 31
3.2.3 TECHCET SEMICONDUCTOR SALES GROWTH OUTLOOK THROUGH 2029 32
3.2.4 TAIWAN OUTSOURCE MANUFACTURER MONTHLY SALES TRENDS 33
3.3 CHIPS SALES BY ELECTRONIC GOODS SEGMENT 34
3.3.1 FACTORS IMPACTING ELECTRONIC SYSTEMS OUTLOOK 35
3.3.2 PC OUTLOOK 36
3.3.3 SMARTPHONE OUTLOOK 37
3.3.4 AUTOMOTIVE INDUSTRY OUTLOOK 38
3.3.5 SERVERS / IT MARKET 41
3.4 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION 44
3.4.1 IN THE MIDST OF HUGE INVESTMENT IN CHIP EXPANSIONS 45
3.4.2 PUBLIC FUNDS STIMULATING PRIVATE INVESTMENTS IN EXPANSION ACROSS THE GLOBE 46
3.4.3 SEMICONDUCTOR SUPPLY CHAIN ANNOUNCED EXPANSIONS IN THE US 47
3.4.4 TECHCET SEMICONDUCTOR EQUIPMENT MARKET FORECAST THROUGH 2029 48
3.4.5 TECHNOLOGY ROADMAPS 49
3.5 POLICY & TRADE TRENDS AND IMPACT 50
3.6 SEMICONDUCTOR PRODUCTION (WAFER STARTS*) AND MATERIALS OVERVIEW 52
3.6.1 TECHCET WAFER STARTS FORECAST THROUGH 2029 53
3.6.2 TECHCET ELECTRONIC MATERIALS MARKET FORECAST THROUGH 2029 54
4 SPUTTERING TARGETS MARKET TRENDS 55
4.1 SPUTTERING TARGETS MARKET TRENDS – OUTLINE 56
4.1.1 SPUTTERING TARGETS OVERVIEW OF APPLICATIONS LANDSCAPE 57
4.1.2 2024 SPUTTERING TARGETS MARKET LEADING INTO 2025 59
4.1.3 SPUTTERING TARGET MARKET OUTLOOK 60
4.1.4 SPUTTER TARGETS 5-YEAR UNIT SHIPMENT FORECAST BY SEGMENT 61
4.2 SPUTTERING TARGET SUPPLY / DEMAND, INVESTMENTS - OUTLINE 63
4.2.1 SPUTTERING TARGETS PRODUCTION BY REGION 64
4.2.2 SPUTTERING TARGET SUPPLY VS. DEMAND BALANCE - OVERVIEW 65
4.2.3 SPUTTERING TARGET PRODUCTION CAPACITY EXPANSIONS/INVESTMENT ANNOUNCEMENTS 66
4.3 PRICING TRENDS 67
4.4 TECHNOLOGY TRENDS/TECHNICAL DRIVERS - OUTLINE 68
4.4.1 SPUTTERING TARGET KEY FUNCTIONAL REQUIREMENTS 69
4.4.2 SPUTTERING TARGET GENERAL TECHNOLOGY OVERVIEW 70
4.4.3 SPUTTERING TARGET TECHNOLOGY DRIVERS AND TRENDS 73
4.4.4 SPECIALTY/EMERGING SPUTTERING TARGET AND APPLICATIONS 77
4.5 REGIONAL CONSIDERATIONS 80
4.5.1 REGIONAL ASPECTS AND DRIVERS 81
4.6 EHS AND TRADE/LOGISTIC ISSUES 82
4.6.1 EHS ISSUES 83
4.6.2 TRADE/LOGISTICS ISSUES 85
4.7 ANALYST ASSESSMENT OF SPUTTERING TARGET MARKET TRENDS 87
5 SUPPLY-SIDE MARKET LANDSCAPE 89
5.1 SPUTTERING TARGET MARKET SHARE 90
5.2 SPUTTERING TARGET SUPPLIER EARNINGS REPORTS 91
5.2.1 CURRENT QUARTER ACTIVITY – JX ADVANCED MATERIALS 92
5.2.2 CURRENT QUARTER ACTIVITY - HONEYWELL 93
5.2.3 CURRENT QUARTER ACTIVITY - KFMI 94
5.2.4 CURRENT QUARTER ACTIVITY - LINDE 95
5.2.6 CURRENT QUARTER ACTIVITY – TOSOH 96
5.3 M&A ACTIVITY AND PARTNERSHIPS 97
5.4 PLANT CLOSURES 98
5.5 NEW ENTRANTS - COMMENTARY 99
5.6 SUPPLIERS OR PARTS/PRODUCT LINES THAT ARE AT RISK OF DISCONTINUATIONS 100
5.7 OTHER NOTABLE ACTIONS 101
5.8 TECHCET ANALYST ASSESSMENT OF SPUTTERING TARGET SUPPLIERS 102
6 SUB-TIER SUPPLY-CHAIN, METALS 103
6.1 SUB-TIER SUPPLY CHAIN: SOURCES & MARKETS OVERVIEW 104
6.1.1 SUB-TIER METAL MARKET BACKGROUND 106
6.1.2 SUB-TIER METALS MARKET TRENDS 107
6.1.3 SUB-TIER METALS ECOSYSTEM NOTABLE PLAYERS 108
6.1.4 SUB-TIER METALS MARKET STATISTICS 109
6.1.4.1 SUB-TIER METALS – CU PRODUCTION AND USAGE OVERVIEW 110
6.1.4.2 SUB-TIER METALS – CU PRICING HISTORY 111
6.1.4.3 SUB-TIER METALS – AL PRODUCTION AND USAGE OVERVIEW 112
6.1.4.4 SUB-TIER METALS – AL PRICING HISTORY 113
6.1.4.5 SUB-TIER METALS – TI PRODUCTION, USAGE, AND PRICE HISTORY OVERVIEW 114
6.1.4.6 SUB-TIER METALS – TA PRODUCTION, USAGE, AND PRICE HISTORY OVERVIEW 115
6.1.4.7 SUB-TIER METALS – W PRODUCTION, USAGE, AND PRICE HISTORY OVERVIEW 116
6.1.4.8 SUB-TIER METALS – NI PRODUCTION, USAGE, AND PRICE HISTORY OVERVIEW 117
6.1.4.9 SUB-TIER METALS – CO PRODUCTION, USAGE, AND PRICE HISTORY OVERVIEW 118
6.1.4.10 SUB-TIER METALS – MO PRODUCTION, USAGE, AND PRICE HISTORY OVERVIEW 119
6.1.4.11 SUB-TIER METALS – CR PRODUCTION, USAGE, AND PRICE HISTORY OVERVIEW 120
6.1.4.12 SUB-TIER METALS – IN PRODUCTION, USAGE, AND PRICE HISTORY OVERVIEW 121
6.1.4.13 SUB-TIER METALS – RU PRODUCTION, USAGE, AND PRICE HISTORY OVERVIEW 122
6.1.4.14 SUB-TIER METALS – AU PRODUCTION, USAGE, AND PRICE HISTORY OVERVIEW 123
6.1.4.15 SUB-TIER METALS – AG PRODUCTION, USAGE, AND PRICE HISTORY OVERVIEW 124
6.1.4.16 SUB-TIER METALS – PT PRODUCTION, USAGE, AND PRICE HISTORY OVERVIEW 125
6.1.4.17 SUB-TIER METALS – PD PRODUCTION, USAGE, AND PRICE HISTORY OVERVIEW 126
6.1.4.18 SUB-TIER METALS – PT PRODUCTION, USAGE, AND PRICE HISTORY OVERVIEW 127
6.1.5 SEMICONDUCTOR-GRADE SUB-TIER METAL SUPPLIER NEWS 128
6.2 SUB-TIER SUPPLY-CHAIN: DISRUPTIONS 129
6.3 SUB-TIER SUPPLY-CHAIN M&A OR PARTNERSHIP ACTIVITY 131
6.4 SUB-TIER SUPPLY-CHAIN EHS AND LOGISTICS / TRADE ISSUES 132
6.5 SUB-TIER SUPPLY-CHAIN “NEW” ENTRANTS 137
6.6 SUB-TIER SUPPLY-CHAIN PLANT UPDATES 140
6.7 SUB-TIER SUPPLY-CHAIN PLANT CLOSURES 141
6.8 SUB-TIER SUPPLY-CHAIN TECHCET ANALYST ASSESSMENT 143
7 SUPPLIER PROFILES 145
ADVANCED TARGETS MATERIALS CO., LTD.
AMERICAN ELEMENTS
FURUYA METAL CO
8 APPENDIX 276
8.1 SPUTTERING TARGET MARKET BARRIERS TO ENTRY 277
8.2 SUB-TIER METALS SUPPLY CHAIN MANAGEMENT CONSIDERATIONS 278
8.2.1 COINCIDENT METALS UNDER IEA CLEANTECH TRANSITION SCENARIOS 279
8.2.2 SELECT SUB-TIER METALS SUPPLY VERSUS DEMAND 280
8.2.3 SELECT SUB-TIER METALS REGIONALITY OF SOURCE DEPENDENCIES 281
8.2.4 SELECT SUB-TIER METALS RISK ASSESSMENT 282
8.3 SUB-TIER METALS SUPPLY CHAIN SUPPLY SIDE OVERVIEW 283
8.3.1 SUB-TIER SUPPLY CHAIN: KEY COMPANIES ALONG THE VALUE CHAIN 284
8.3.2 SUB-TIER METALS SUPPLIER LOCATIONS AND CUMULATIVE CAPEX SINCE 2013 285
8.3.3 SUB-TIER METALS CAPITAL EXPENDITURES ON PRODUCTION 286
8.3.4 SUB-TIER METALS EXPLORATION SPENDING 288
8.3.5 VENTURE CAPITAL INVESTMENTS IN CRITICAL MINERALS SECTOR 289
8.3.6 SUB-TIER METALS RELATED ETFS 290
8.4 SUB-TIER METAL EFFECTS ON SPUTTERING TARGET PRICING 291
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