The Impact Of Chip Expansions On The Europe Wet Chemical Supply Chain– NEW

$8,599.00

• Provides focused information on the Europe chemical demand vs. supply for HCl, H2SO4, HF, NH4OH, and IPA including volumes, import trends and dependencies, wafer start demand, information of leading European chip fabricators, new fab projects, and criteria for new chemical manufacturing investments.

• Who should get this report? Business Development Managers, Supply-Chain Managers, Financial Investment/Advisors, Policy Makers, anyone interested in understanding the dynamic of the Europe Semiconductor Supply-Chains that support chip manufacturing.

Image Source: https://ec.Europa.eu https://ec.europa.eu/avservices/photo/photoByReportage.cfm?sitelang=en&ref=0518730018

Description

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1  EXECUTIVE SUMMARY   14
1.1  EXECUTIVE SUMMARY 1 OF 7                               15
1.2  EXECUTIVE SUMMARY 2 OF 7                               16
1.3  EXECUTIVE SUMMARY 3 OF 7                               17
1.4  EXECUTIVE SUMMARY 4 OF 7                               18
1.5  EXECUTIVE SUMMARY 5 OF 7                               19
1.6  EXECUTIVE SUMMARY 6 OF 7                               20
1.7  EXECUTIVE SUMMARY 7 OF 7                               21

2 THE CURRENT STATE OF AFFAIRS  22
2.1 SHRINKING DOMESTIC EUROPEAN MANUFACTURING SHARE         23
2.2 EUROPEAN CHIPS ACT                                      24
2.3 MATERIAL MARKETS                                        25
2.4 EUROPE WAFER START GROWTH BY DEVICE TYPE                26
2.5 EUROPE INSTALLED FAB CAPACITY BY COMPANY                27
2.5.1  KEY COMPANIES EXPANDING FAB CAPACITY                 28
2.6  COMPLEX AND SOMETIMES OVERLAPPING SUPPLY-CHAIN         29
2.7  SUPPLIER RANKING & OFFERING                            30
2.8  CURRENT CHEMICAL MANUFACTURERS-GENERAL COMMENTS        31
2.9  CHEMICAL MARKET PERSPECTIVE                            32
2.9.1 COMMERCIAL CHEMICAL APPLICATIONS AND END MARKETS      33
2.10  COVID19 IMPACT                                        34

3 EUROPEAN CHIPS ACT AND FAB EXPANSIONS  35
3.1 EUROPEAN CHIPS ACT                                      36
3.1.1 EUROPEAN CHIPS ACT CONTINUED                          37
3.1.2 EUROPEAN CHIPS ACT CONTINUED                          38
3.1.3 INITIAL OBSERVATIONS ON THE EUROPEAN CHIPS ACT        39
3.1.4 INITIAL OBSERVATIONS ON THE EUROPEAN CHIPS ACT CONT.  40
3.2 EUROPE FAB EXPANSION INVESTMENT                         41
3.3 EUROPE FAB CAPACITY EXPANSION BY NODE                   42
3.3.1 FAB CAPACITY IN EUROPE BY DIAMETER                    43
3.3.2 FAB CAPACITY EXPANSIONS IN EUROPE                     44
3.3.3 OTHER EUROPE FAB EXPANSION NEWS                       45
3.3.4 OVERALL FAB CAPACITY GROWTH                           46
3.3.5 2027 FAB CAPACITY BY WAFER DIAMETER                   47
3.3.6 FAB CAPACITY GROWTH BY NODE SHARE                     48
3.3.6.1 2027 FAB CAPACITY BY NODE                           49
3.3.7 FAB CAPACITY GROWTH SCENARIOS                         50
3.4  FAB INVESTMENT ASSESSMENT                              51
3.4.1 CHIP EXPANSION AND CHEMICAL DEMAND                    53

4 MATERIAL SUPPLY, DEMAND & SHORTFALLS  54
4.1 DEFINITIONS OF THE TERMS USED THROUGHOUT THIS REPORT
(ESPECIALLY HERE)                                           55
4.2  FAB EXPANSIONS WILL INCREASE DEMAND FOR CHEMICAL       56
4.2.1 CHEMICAL DEMAND UPSURGE- CMC SURVEY                   57
4.2.2 2021 CHEMICAL SURVEY DEMAND BY SOURCE                 58
4.3 CHEMICAL DEMAND GROWTH IN EUROPE                        59
4.4 FORECASTED DEMAND OUTLOOK                               60
4.4.1 SUMMARY OF  PROJECTED DEMAND GROWTH BY WET
      CHEMICAL TYPE                                         61
4.4.2 SUMMARY OF  IMPORTED SUPPLY TO SUPPORT EUROPE DEMAND  62
4.4.3 CAPACITY SHORTFALLS EXPECTED                          63
4.5  WET CHEMICALS SUPPLY-DEMAND FORECASTS                  64
4.5.1  HCL (G)– EUROPE DEMAND                               65
4.5.1.1 2021 HCL (G) SUPPLY BY SOURCE                       66
4.5.1.2 HCL (GAS)  – SUPPLY V. DEMAND                       67
4.5.1.3 EUROPE SUPPLY-CHAIN – HCL (GAS)                     68
4.5.2  HCL (L)– EUROPE DEMAND                               69
4.5.2.1 2021 HCL (L) SUPPLY BY SOURCE                       70
4.5.2.2  HCL (L)  – EUROPE SUPPLY V. DEMAND                 71
4.5.2.3  EUROPE SUPPLY-CHAIN – HCL (LIQUID)                 72
4.5.3  SULFURIC ACID  – EUROPE DEMAND                       73
4.5.3.1 2021 H2SO4 SUPPLY BY SOURCE                         74
4.5.3.2  H2SO4  – EUROPE SUPPLY V. DEMAND                   75
4.5.3.3  EUROPE SUPPLY-CHAIN – H2SO4                        76
4.5.4  HYDROFLUORIC ACID (L)– EUROPE DEMAND                 77
4.5.4.1 2021 HF SUPPLY BY SOURCE                            78
4.5.4.2 HF  – EUROPE SUPPLY V. DEMAND                       79
4.5.4.3  EUROPE SUPPLY-CHAIN – HF                           80
4.5.5  SODIUM HYDROXIDE – EUROPE DEMAND & FORECAST          81
4.5.5.1 2021 NH4OH SUPPLY BY SOURCE                         82
4.5.5.2  NH4OH  – EUROPE SUPPLY V. DEMAND                   83
4.5.5.3  EUROPE SUPPLY-CHAIN – NH4OH                        84
4.5.6  IPA  – EUROPE DEMAND & FORECAST                      85
4.5.6.1 2021 IPA SUPPLY BY SOURCE                           86
4.5.6.2  IPA  – EUROPE SUPPLY V. DEMAND                     87
4.5.6.3  EUROPE SUPPLY-CHAIN – IPA                          88
4.6 KEY TIER 1, TIER 2, AND TIER 3 SUPPLIERS SUMMARY        89
4.7  GENERAL OBSERVATIONS ON THE SPECIFIC CHEMICAL SUPPLY   90

5 ANTICIPATED MARKET ADJUSTMENTS  91
5.1  ANTICIPATED MARKET ADJUSTMENTS                         92
5.2 INTEL                                                   93
5.3 TSMC                                                    96
5.4  OTHER FAB INVESTMENTS IN EUROPE                        99

6 OTHER CONSIDERATIONS - ENERGY & IMPORT CHALLENGES   100
6.1 ENERGY COST ISSUE                                       101
6.1.1 RISING ENERGY COSTS IMPACTS MANUFACTURERS             102
6.1.2 OTHER ENERGY RELATED OBSERVATIONS                     103
6.2 A LIKELY GROWING DEPENDENCY ON IMPORTED PRODUCTS        104
6.2.1 DEPENDENCY ON IMPORTED PRODUCTS- CHINA                105
6.3  “TO IMPORT OR NOT TO IMPORT, THAT IS THE QUESTION”     106
6.4  AN ADDITIONAL BUT IMPORTANT CONSIDERATION              107

7 PACKAGING & PURITY   108
7.1  ULTRA HIGH PURITY DEMAND – A LIABILITY OR OPPORTUNITY  109
7.2  CHEMICAL PURITY TRENDS   110
7.3  PURITY AND CONTAINER REQUIREMENTS/ CMC SURVEY RESULTS  111
7.3.1 HCL (L) PURITY REQUIREMENT AND TRENDS                 112
7.3.2 H2SO4 PURITY REQUIREMENT AND TRENDS                   113
7.3.3 HF PURITY REQUIREMENT AND TRENDS                      114
7.3.4 NH4OH PURITY REQUIREMENT AND TRENDS                   115
7.3.5 IPA PURITY REQUIREMENT AND TRENDS                     116
7.4  INCREASING PURITY REQUIREMENTS                         117
7.5  SHIP TO CONTROL & EVOLVING REQUIREMENTS                118
7.6  EVOLVING PACKAGING REQUIREMENTS                        119
7.6.1 HCL (G) SUPPLY BY SHIPPING CONTAINER TYPE             120
7.6.2 HCL (L) SUPPLY BY SHIPPING CONTAINER TYPE             121
7.6.3 H2SO4 SUPPLY BY SHIPPING CONTAINER TYPE               122
7.6.4 HYDROFLUORIC SUPPLY BY SHIPPING CONTAINER TYPE        123
7.6.5 NH4OH SUPPLY BY SHIPPING CONTAINER TYPE               124
7.6.6 IPA SUPPLY BY SHIPPING CONTAINER TYPE                 125

8 WHAT SUPPLIERS NEED? INCREASING LOCAL MATERIAL CAPACITY  126
CHIP FABRICATORS PERSPECTIVE AND THE BURNING QUESTION…      127
EUROPEAN SUPPLIER PERSPECTIVE – DATA COLLECTION BASIS       128
COMMON THEMES AMONG SUPPLIERS                               129
CONTRACT IDEAS PROPOSED BY SUPPLIERS                        130
WHAT WOULD CONVINCE YOU TO BUILD NEW CHEMICAL PRODUCTION 
IN EUROPE?                                                  131
ROLE FOR THE GOVERNMENT                                     132
SUPPLIERS CONCERNS AND NEEDS REGARDING GROWING 
LOCAL PRODUCTION, 1 OF 3                                    133
SUPPLIERS CONCERNS AND NEEDS REGARDING GROWING 
LOCAL PRODUCTION, 2 OF 3                                    134
SUPPLIERS CONCERNS AND NEEDS REGARDING GROWING 
LOCAL PRODUCTION, 3 OF 3                                    135

9 TECHCET’S ASSESSMENT OF RISKS AND OPPORTUNITIES  136

10 APPENDIX: MANUFACTURING UHP CHEMICALS  141
FIGURES
FIGURE 1: EUROPE SHARE OF GLOBAL INSTALLED FAB CAPACITY     15
FIGURE 2: INSTALLED FAB CAPACITY TRENDS IN EUROPE           16
FIGURE 3: CHEMICAL DEMAND TRENDS IN EUROPE                  17
FIGURE 4: EUROPE SHARE OF GLOBAL INSTALLED FAB CAPACITY     23
FIGURE 5: 2021 SEMICONDUCTOR MATERIALS MARKET BY SEGMENT    25
FIGURE 6: EUROPE WAFER STARTS ESTIMATE BY DEVICES TYPE 
AND NODE, 2021-2027 (200MM EQUIV. WAFERS)*                  26
FIGURE 7: 2021 EUROPE INSTALLED FAB CAPACITY SHARE          27
FIGURE 8: 2027 EUROPE INSTALLED FAB CAPACITY SHARE          27
FIGURE 9: KEY EUROPE CHIP FABRICATOR EXPANSIONS 
          2021 TO 2027 (200MM EQUIV. WAFERS)                28
FIGURE 10: A COMPLEX AND SOMETIMES OVERLAPPING 
           SUPPLY-CHAIN EXAMPLE – IPA                       29
FIGURE 11: HYDROFLUORIC ACID PRODUCTION EUROPE              30
FIGURE 12: EUROPE CHIP FAB INVESTMENT 2022-2027 US$61B*.    41
FIGURE 13: 2021 EUROPE FAB CAPACITY BY NODE                 42
FIGURE 14: 2021 EUROPE FAB CAPACITY BY DIAMETER             43
FIGURE 15: INSTALLED FAB CAPACITY TRENDS IN EUROPE          46
FIGURE 16: 2027 EUROPE CAPACITY BY WAFER DIAMETER           47
FIGURE 17: 2021 EUROPE FAB CAPACITY BREAKOUT 
           (25.6M 200 MM EQUIV.)                            48
FIGURE 18: 2027 EUROPE FAB CAPACITY BREAKOUT 
           (~36M 200 MM EQUIV.)                             48
FIGURE 19: INSTALLED FAB CAPACITY TRENDS IN EUROPE          50
FIGURE 20: EUROPE FAB CAPACITY BY NODE                      50
FIGURE 21: EUROPE WAFER START GROWTH BY DEVICE 
           TYPE AND NODE                                    56
FIGURE 22: IMPACT OF EXPANSIONS ON EUROPEAN CHEMICAL DEMAND 57
FIGURE 23: 2021 SOURCING DOMESTIC VS. IMPORT SOURCING       58
FIGURE 24: CHEMICAL DEMAND IN EUROPE*                       60
FIGURE 25: EUROPE HCL (G) SUPPLY DEMAND VOLUME              65
FIGURE 26: 2021 EUROPE HCL (G) SUPPLY SHARE                 66
FIGURE 27: HCL SUPPLY VS. DEMAND TRENDS*                    67
FIGURE 28: SUPPLY-CHAIN MAPPING FOR HCL(GAS)                68
FIGURE 29: EUROPE HCL (L) SUPPLY DEMAND VOLUME              69
FIGURE 30: 2021 EUROPE HCL (L) SUPPLY SHARE                 70
FIGURE 31: HCL (L) SUPPLY VS. DEMAND TRENDS                 71
FIGURE 32: SUPPLY-CHAIN MAPPING FOR HCL(LIQUID)             72
FIGURE 33: EUROPE H2SO4 SUPPLY DEMAND VOLUME                73
FIGURE 34: 2021 EUROPE H2SO4 SUPPLY SHARE                   74
FIGURE 35: H2SO4 SUPPLY VS. DEMAND TRENDS                   75
FIGURE 36: SUPPLY-CHAIN MAPPING FOR H2SO4                   76
FIGURE 37: EUROPE HF SUPPLY DEMAND VOLUME                   77
FIGURE 38: 2021 EUROPE HF SUPPLY SHARE                      78
FIGURE 39: HF SUPPLY VS. DEMAND TRENDS                      79
FIGURE 40: SUPPLY-CHAIN MAPPING FOR HF                      80
FIGURE 41: EUROPE NH4OH DEMAND VOLUME                       81
FIGURE 42: 2021 EUROPE NH4OH SUPPLY SHARE                   82
FIGURE 43: NH4OH SUPPLY VS. DEMAND (MILLIONS KG)            83
FIGURE 44: SUPPLY-CHAIN MAPPING FOR NH4OH                   84
FIGURE 45: EUROPE IPA DEMAND VOLUME                         85
FIGURE 46: 2021 EUROPE IPA SUPPLY SHARE                     86
FIGURE 47: IPA SUPPLY VS. DEMAND TRENDS                     87
FIGURE 48: SUPPLY-CHAIN MAPPING FOR IPA                     88
FIGURE 49: WHOLESALE AND RESALE ENERGY COSTS IN 
           EUROPE ‘15-’21                                   101
FIGURE 50: INCREMENTAL NATURAL GAS SPEND 2021 VS. 2020 
           IN EUROPE                                        102
FIGURE 51: FREIGHT PRICE TRENDS SHOWING  7X 
           INCREASE IN PRICE OVER 18 MONTHS.                104
FIGURE 52: TOP CONTAINER SHIP TRADE ROUTES                  106
FIGURE 53: 2021 HCL (L) BY PURITY GRADE                     112
FIGURE 54: 2021 HCL (L), >99.999% (5NS) GRADE 
           DOMESTIC VS. IMPORT                              112
FIGURE 55: 2021 H2SO4 BY PURITY GRADE                       113
FIGURE 56: 2021 H2SO4, >5NS GRADE DOMESTIC VS. IMPORT       113
FIGURE 57: 2021 HF BY PURITY GRADE                          114
FIGURE 58: 2021 HF >5NS GRADE DOMESTIC VS. IMPORT.          114
FIGURE 59: 2021 NH4OH BY PURITY GRADE                       115
FIGURE 60: 2021 NH4OH >5NS GRADE DOMESTIC VS. IMPORT        115
FIGURE 61: 2021 IPA BY PURITY GRADE                         116
FIGURE 62: 2021 IPA, >5NS GRADE DOMESTIC VS. IMPORT         116
FIGURE 63: SHIP TO CONTROL  FOR PROCESS CHEMICALS EXAMPLE   118
FIGURE 64: 2021 HCL (G) BY CONTAINER TYPE                   120
FIGURE 65: 2021 HCL (L) BY CONTAINER TYPE                   121
FIGURE 66: 2025 HCL (L) BY CONTAINER TYPE                   121
FIGURE 67: 2021 H2SO4 BY CONTAINER TYPE                     122
FIGURE 68: 2025 H2SO4 BY CONTAINER TYPE                     122
FIGURE 69: 2021 HF BY CONTAINER TYPE                        123
FIGURE 70: 2021 NH4OH BY CONTAINER TYPE                     124
FIGURE 71: 2025 NH4OH BY CONTAINER TYPE                     124
FIGURE 72: 2021 IPA BY CONTAINER TYPE                       125
FIGURE 73: 2025 IPA BY CONTAINER TYPE                       125

TABLES
TABLE 1: 2021 VS 2027  %  IMPORTED SUPPLY REQUIRED          18
TABLE 2: EUROPE’S DOMESTIC TIER I LEADING SUPPLIERS         30
TABLE 3: KEY APPLICATIONS AND END USERS FOR 
         BASIC CHEMICALS                                    33
TABLE 4: POSSIBLE FAB EXPANSIONS IN EUROPE                  44
TABLE 5: POTENTIAL CAPACITY ADDITION BY NODE                49
TABLE 6: IMPORT SOURCE COUNTRIES                            58
TABLE 7: WET CHEMICAL DEMAND GROWTH IN THE EUROPE 2027/2021 59
TABLE 8: 2021 – 2027 CHANGE IN VOLUMES REQUIRED FOR 
         EUROPE CHIP PRODUCTION                             61
TABLE 9: 2021 VS 2027  %  IMPORTED SUPPLY REQUIRED          62
TABLE 10: CAPACITY SHORTFALLS EXPECTED                      63
TABLE 11: SUMMARY OF KEY EUROPE’S TIER 1, TIER 2 AND  
          TIER 3 SUPPLIERS*                                 89
TABLE 12: GENERAL OBSERVATIONS ON CHEMICAL SUPPLY           90
TABLE 13: SUMMARY OF INTEL FABS                             94
TABLE 14: INTEL GERMANY FAB ASSUMPTIONS                     95
TABLE 15: TSMC EUROPE FAB ASSUMPTIONS                       98
TABLE 16: FAB EXPANSIONS FOR FOUR SEMICONDUCTOR COMPANIES   99
TABLE 17: SUPPLIER OBSERVATIONS CONCERNING ENERGY COSTS     103
TABLE 18: PURITY REQUIREMENTS                               117
TABLE 19: EVOLVING PACKAGING REQUIREMENTS                   119
TABLE 20: SUMMARY OF SUPPLIER CONCERNS ON LOCAL PRODUCTION  133


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