Description
This report covers the market landscape and supply-chain for wet chemicals used in semiconductor device fabrication. It includes information about key suppliers, issues/trends in the material supply chain, estimates on supplier market share, and forecast for the material segments. To download full table of contents: click here.
• Covers the wet chemicals market and supply-chain issues for such used in semiconductor device fabrication.
• Contains data and analysis from TECHCET’s database and Sr. Analyst experience, as well as that developed from primary and secondary market research.
• Provides focused information for electronics supply-chain managers, process integration and R&D directors, as well as business and financial analysts.
• Covers information about key semiconductor wet chemical suppliers, issues/trends in the wet chemicals material supply chain, estimates on supplier market share, and forecast for the wet chemicals 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
1.1 WET CHEMICALS AND SPECIALTY CLEANS BUSINESS – MARKET OVERVIEW
1.2 MARKET TRENDS IMPACTING 2025 OUTLOOK
1.3 WET CHEMICALS AND SPECIALTY CLEANS 5-YEAR UNIT SHIPMENT FORECAST BY SEGMENT
1.4 WET CHEMICALS AND SPECIALTY CLEANS 5-YEAR REVENUE FORECAST BY SEGMENT
1.5 WET CHEMICALS AND SPECIALTY CLEANS SEGMENT TRENDS
1.6 TECHNOLOGY TRENDS
1.7 REGIONAL TRENDS
1.8 FIRST QUARTER 2025 FINANCIALS OF TOP 10
1.9 EHS, TRADE, AND/OR LOGISTICS ISSUES/CONCERNS
1.10 ANALYST ASSESSMENT OF WET CHEMICALS AND SPECIALTY CLEANS
2 SCOPE, PURPOSE AND METHODOLOGY
2.1 SCOPE, PURPOSE & METHODOLOGY
2.2 OVERVIEW OF TECHCET CMR™ OFFERINGS
3 SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK
3.1 WORLDWIDE ECONOMY AND OUTLOOK
3.2 WORLDWIDE ECONOMY AND OVERVIEW
3.2.1 WORLDWIDE ECONOMY AND SEMICONDUCTOR MARKET OVERVIEW
3.2.2 SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY
3.2.3 SEMICONDUCTOR SALES GROWTH
3.2.4 TAIWAN OUTSOURCE MANUFACTURER MONTHLY SALES TRENDS
3.3 CHIPS SALES BY ELECTRONIC GOODS SEGMENT
3.3.1 FACTORS IMPACTING ELECTRONIC SYSTEMS OUTLOOK
3.3.2 PC OUTLOOK
3.3.3 SMARTPHONE OUTLOOK
3.3.4 AUTOMOTIVE INDUSTRY OUTLOOK
3.3.5 SERVERS / IT MARKET
3.4 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION
3.4.1 IN THE MIDST OF HUGE INVESTMENT IN CHIP EXPANSIONS
3.4.2 PUBLIC FUNDS STIMULATING PRIVATE INVESTMENTS IN EXPANSION ACROSS THE GLOBE
3.4.3 SEMICONDUCTOR SUPPLY CHAIN ANNOUNCED EXPANSIONS IN THE US
3.4.4 EQUIPMENT SPENDING TRENDS
3.4.5 TECHNOLOGY ROADMAPS
3.5 POLICY & TRADE TRENDS AND IMPACT
3.6 SEMICONDUCTOR PRODUCTION (WAFER STARTS*) AND MATERIALS OVERVIEW
3.6.1 TECHCET WAFER STARTS FORECAST THROUGH 2029
3.6.2 TECHCET ELECTRONIC MATERIALS MARKET FORECAST THROUGH 2028
4 WET CHEMICALS AND SPECIALTY CLEANS MARKET TRENDS
4.1 WET CHEMICALS AND SPECIALTY CLEANS MARKET TRENDS – OUTLINE
4.1.1 2024 WET CHEMICALS AND SPECIALTY CLEANS MARKET LEADING INTO 2025
4.1.2 WET CHEMICALS AND SPECIALTY CLEANS MARKET OUTLOOK
4.1.3 WET CHEMICALS AND SPECIALTY CLEANS 5-YEAR UNIT SHIPMENT FORECAST BY SEGMENT
4.1.4 WET CHEMICALS AND SPECIALTY CLEANS 5-YEAR REVENUE FORECAST BY SEGMENT
4.1.5 WET CHEMICALS AND SPECIALTY CLEANS 5-YEAR UNIT SHIPMENT FORECAST – H2SO4
4.1.6 WET CHEMICALS AND SPECIALTY CLEANS 5-YEAR REVENUE FORECAST – H2SO4
4.1.7 WET CHEMICALS AND SPECIALTY CLEANS 5-YEAR UNIT SHIPMENT FORECAST – HF
4.1.8 WET CHEMICALS AND SPECIALTY CLEANS 5-YEAR REVENUE FORECAST – HF
4.1.9 WET CHEMICALS AND SPECIALTY CLEANS 5-YEAR UNIT SHIPMENT FORECAST – NH4OH
4.1.10 WET CHEMICALS AND SPECIALTY CLEANS 5-YEAR REVENUE FORECAST – NH4OH
4.1.11 WET CHEMICALS AND SPECIALTY CLEANS 5-YEAR UNIT SHIPMENT FORECAST – H2O2
4.1.12 WET CHEMICALS AND SPECIALTY CLEANS 5-YEAR REVENUE FORECAST – H2O2
4.1.13 WET CHEMICALS AND SPECIALTY CLEANS 5-YEAR UNIT SHIPMENT FORECAST – H3PO4
4.1.14 WET CHEMICALS AND SPECIALTY CLEANS 5-YEAR REVENUE FORECAST – H3PO4
4.1.15 WET CHEMICALS AND SPECIALTY CLEANS 5-YEAR UNIT SHIPMENT FORECAST – HCL
4.1.16 WET CHEMICALS AND SPECIALTY CLEANS 5-YEAR REVENUE FORECAST – HCL
4.1.17 WET CHEMICALS AND SPECIALTY CLEANS 5-YEAR UNIT SHIPMENT FORECAST – HNO3
4.1.18 WET CHEMICALS AND SPECIALTY CLEANS 5-YEAR REVENUE FORECAST – HNO3
4.1.19 WET CHEMICALS AND SPECIALTY CLEANS 5-YEAR UNIT SHIPMENT FORECAST – IPA
4.1.20 WET CHEMICALS AND SPECIALTY CLEANS 5-YEAR REVENUE FORECAST – IPA
4.1.21 WET CHEMICALS AND SPECIALTY CLEANS 5-YEAR UNIT SHIPMENT FORECAST – AL PERR
4.1.22 WET CHEMICALS AND SPECIALTY CLEANS 5-YEAR REVENUE FORECAST – AL PERR
4.1.23 WET CHEMICALS AND SPECIALTY CLEANS 5-YEAR UNIT SHIPMENT FORECAST – CU PERR
4.1.24 WET CHEMICALS AND SPECIALTY CLEANS 5-YEAR REVENUE FORECAST – CU PERR
4.1.25 WET CHEMICALS AND SPECIALTY CLEANS 5-YEAR REVENUE FORECAST – PCMP
4.1.26 WET CHEMICALS AND SPECIALTY CLEANS 5-YEAR FORECAST – PCMP CLEANS BY TYPE
4.1.27 WET CHEMICALS AND SPECIALTY CLEANS 5-YEAR FORECAST – PCMP CLEANS BY DEVICE
4.2 WET CHEMICALS AND SPECIALTY CLEANS SUPPLY CAPACITY AND DEMAND, INVESTMENTS - OUTLINE
4.2.1 WET CHEMICALS AND SPECIALTY CLEANS PRODUCTION BY REGION
4.2.2 WET CHEMICALS AND SPECIALTY CLEANS PRODUCTION CAPACITY EXPANSIONS
4.2.3 INVESTMENT ANNOUNCEMENTS OVERVIEW
4.2.4 INVESTMENT ACTIVITY ADDITIONAL COMMENTS
4.2.5 WET CHEMICALS AND SPECIALTY CLEANS SUPPLY VS. DEMAND BALANCE – OVERVIEW
4.3 PRICING TRENDS
4.4 TECHNOLOGY TRENDS/TECHNICAL DRIVERS - OUTLINE
4.4.1 WET CHEMICALS AND SPECIALTY CLEANS GENERAL TECHNOLOGY OVERVIEW
4.4.2 WET CHEMICALS AND SPECIALTY CLEANS TECHNOLOGY TRENDS
4.5 REGIONAL CONSIDERATIONS
4.5.1 REGIONAL ASPECTS AND DRIVERS
4.6 EHS AND TRADE/LOGISTIC ISSUES
4.6.1 EHS ISSUES
4.6.2 TRADE/LOGISTICS ISSUES
4.7 ANALYST ASSESSMENT OF WET CHEMICALS AND SPECIALTY
5 SUPPLY-SIDE MARKET LANDSCAPE
5.1 WET CHEMICALS MARKET SHARE
5.2 SPECIALTY CLEANS MARKET SHARE
5.2.1 CURRENT QUARTER - SUPPLIER ACTIVITIES & REPORTED REVENUES
5.2.2 CURRENT QUARTER TOP 10 SUPPLIER ACTIVITIES & REPORTED REVENUES
5.2.3 CURRENT QUARTER ACTIVITY – DUPONT ELECTRONICS & INDUSTRIAL
5.2.4 CURRENT QUARTER ACTIVITY – FUJIFILM ELECTRONIC MATERIALS
5.2.5 CURRENT QUARTER ACTIVITY – MERCK KGAA/EMD ELECTRONICS
5.2.6 CURRENT QUARTER ACTIVITY – BASF SE
5.2.7 CURRENT QUARTER ACTIVITY – HONEYWELL ADVANCED MATERIALS
5.3 M&A ACTIVITY AND PARTNERSHIPS
5.4 PLANT CLOSURES
5.5 NEW ENTRANTS 5.6 SUPPLIERS OR PARTS/PRODUCT LINES THAT ARE AT RISK OF DISCONTINUATIONS
5.7 TECHCET ANALYST ASSESSMENT OF WET CHEMICALS AND SPECIALTY CLEANS SUPPLIERS
6 SUB-TIER SUPPLY-CHAIN 6.1 SUB-TIER SUPPLY CHAIN: SOURCES & MARKETS OVERVIEW
6.1.1 SUB-TIER MATERIAL SUPPLIER MARKET BACKGROUND
6.1.2 SUB-TIER MATERIAL SUPPLIER MARKET TRENDS
6.1.3 SUB-TIER MATERIAL SUPPLIER INDUSTRIAL VS. SEMICONDUCTOR-GRADE
6.1.4 SUB-TIER SUPPLY CHAIN: SUB-TIER MATERIAL SUPPLIERS
6.1.5 SEMICONDUCTOR-GRADE SUB-TIER MATERIAL SUPPLIER NEWS
6.2 SUB-TIER SUPPLY-CHAIN: DISRUPTIONS
6.3 SUB-TIER SUPPLY-CHAIN M&A OR PARTNERSHIP ACTIVITY
6.4 SUB-TIER SUPPLY-CHAIN EHS AND LOGISTICS ISSUES
6.5 SUB-TIER SUPPLY-CHAIN “NEW” ENTRANTS
6.6 SUB-TIER SUPPLY-CHAIN RECENT PLANT UPDATES
6.7 SUB-TIER SUPPLY-CHAIN PLANT CLOSURES
6.8 SUB-TIER SUPPLY-CHAIN TECHCET ANALYST ASSESSMENT
7 SUPPLIER PROFILES ARKEMA ATOTECH AUECC AVANTOR BASF AND MORE …
FIGURES
FIGURE 1.1: WET CHEMICALS AND SPECIALTY CLEANS SHIPMENT FORECAST BY SEGMENT
FIGURE 1.2: WET CHEMICALS AND SPECIALTY CLEANS REVENUE FORECAST BY SEGMENT
FIGURE 1.3: 2025 WET CHEMICALS VOLUME SHARE FORECAST BY REGION
FIGURE 1.4: TOP 10 SUPPLIERS QUARTERLY COMBINED SALES (INCLUDES BASF, EVONIK, HONEYWELL, MERCK, MGC, SOLVAY, FFEM, ENTEGRIS, DONGJIN, TOKUYAMA)
FIGURE 3.1: HISTORICAL AND FORECASTED GDP GROWTH (2000 – 2029)
FIGURE 3.2: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2024)
FIGURE 3.3: WORLDWIDE SEMICONDUCTOR SALES ($B)
FIGURE 3.4: TECHCET’S TAIWAN SEMICONDUCTOR INDUSTRY INDEX (TTSI) MOMENTUM TRACKER
FIGURE 3.5: 2024 SEMICONDUCTOR CHIP APPLICATIONS
FIGURE 3.6: SMARTPHONE SHIPMENTS, WW ESTIMATES
FIGURE 3.7: GLOBAL LIGHT VEHICLE PRODUCTION FORECAST (IN MILLIONS OF UNITS)
FIGURE 3.8: US EV RETAIL SHARE FORECAST
FIGURE 3.9: AUTOMOTIVE SEMICONDUCTOR REVENUES HISTORY AND FORECAST (ESTIMATED, B$’S USD)
FIGURE 3.10: AI VALUE FORECAST ($B’S USD)
FIGURE 3.11: SCALE OF TODAY’S AI-CENTRIC DATA CENTERS
FIGURE 3.12: TSMC PHOENIX FAB INVESTMENT TO EXCEED US $65B
FIGURE 3.13: ESTIMATED GLOBAL FAB INVESTMENT 2024-2029 ($858.6B)
FIGURE 3.14: ANNOUNCED PUBLIC STIMULUS AND RESPECTIVE SEMICONDUCTOR CHIP MANUFACTURING REGIONS
FIGURE 3.15: SEMICONDUCTOR SUPPLY CHAIN EXPANSIONS WITHIN THE US
FIGURE 3.16: GLOBAL TOTAL EQUIPMENT SPENDING (US$ M)
FIGURE 3.17: TSMC LOGIC ROADMAP BY NODE
FIGURE 3.18: TECHCET WAFER START FORECAST BY NODE SEGMENTS (MILLIONS OF 200MM EQUIVALENTS PER YEAR)
FIGURE 3.19: TECHCET WORLDWIDE ELECTRONIC MATERIALS FORECAST ($M USD)
FIGURE 4.1: WET CHEMICALS AND SPECIALTY CLEANS SHIPMENT FORECAST BY SEGMENT
FIGURE 4.2: WET CHEMICALS AND SPECIALTY CLEANS REVENUE FORECAST BY SEGMENT
FIGURE 4.3: H2SO4 VOLUME FORECAST
FIGURE 4.4: H2SO4 REVENUE FORECAST
FIGURE 4.5: HF VOLUME FORECAST
FIGURE 4.6: HF REVENUE FORECAST
FIGURE 4.7: NH4OH VOLUME FORECAST
FIGURE 4.8: NH4OH REVENUE FORECAST
FIGURE 4.9: H2O2 VOLUME FORECAST
FIGURE 4.10: H2O2 REVENUE FORECAST
FIGURE 4.11: H3PO4 VOLUME FORECAST
FIGURE 4.12: H3PO4 REVENUE FORECAST
FIGURE 4.13: HCL VOLUME FORECAST
FIGURE 4.14: HCL REVENUE FORECAST
FIGURE 4.15: HNO3 VOLUME FORECAST
FIGURE 4.16: HNO3 REVENUE FORECAST
FIGURE 4.17: IPA VOLUME FORECAST
FIGURE 4.18: IPA REVENUE FORECAST
FIGURE 4.19: AL PERR VOLUME FORECAST
FIGURE 4.20: AL PERR REVENUE FORECAST
FIGURE 4.21: CU PERR VOLUME FORECAST
FIGURE 4.22: CU PERR REVENUE FORECAST
FIGURE 4.23: PCMP REVENUE FORECAST
FIGURE 4.24: PCMP CLEANS BY SLURRY TYPE
FIGURE 4.25: PCMP CLEANS BY DEVICE
FIGURE 4.26: MO ETCHING CHALLENGES
FIGURE 4.27: SIGE ETCHING CHALLENGES
FIGURE 4.28: 2025 WET CHEMICALS VOLUME SHARE FORECAST BY REGION
FIGURE 5.1: 2024 SPECIALTY CLEANS SUPPLIER MARKET SHARE BY REVENUE
FIGURE 5.2: TOP 10 SUPPLIERS QUARTERLY COMBINED SALES (INCLUDES BASF, EVONIK, HONEYWELL, MERCK, MGC, SOLVAY, FFEM, ENTEGRIS, DONGJIN, TOKUYAMA) FIGURE 5.3: DUPONT CURRENT QUARTER FINANCIALS
FIGURE 5.4: FUJIFILM ELECTRONICS CURRENT QUARTER FINANCIALS
FIGURE 5.5: MERCK KGAA CURRENT QUARTER FINANCIALS
FIGURE 5.6: BASF CURRENT QUARTER FINANCIALS
FIGURE 5.7: HONEYWELL CURRENT QUARTER FINANCIALS
FIGURE 6.1: SUB-TIER MATERIAL SUPPLIER DEMAND SEMICONDUCTOR VS. INDUSTRIAL
FIGURE 6.2: FLUORSPAR PRICING
FIGURE 6.3: PHOSPHATE ROCK PRICING
FIGURE 6.4: ENERGY COST TRENDS (REPORTED BY ST. LOUIS FED 5/2025)
TABLES
TABLE 1.1: WET CHEMICALS AND SPECIALTY CLEANS GROWTH OVERVIEW
TABLE 3.1: GLOBAL GDP AND SEMICONDUCTOR REVENUES
TABLE 3.2: INITIALLY ANNOUNCED* US RECIPROCAL TARIFF SCHEDULE
TABLE 3.3: WORLDWIDE PC FORECAST BY SEGMENT
TABLE 3.4: IT MARKET SPENDING FORECAST, 2025
TABLE 4.1: PCMP CLEANS BY SLURRY TYPE CAGR
TABLE 4.2: PCMP CLEANS BY DEVICE TYPE CAGR
TABLE 4.3: WET CHEMICALS SUPPLIER MANUFACTURING LOCATIONS
TABLE 4.4: SPECIALTY CLEANS SUPPLIER MANUFACTURING LOCATIONS
TABLE 4.5: OVERVIEW OF ANNOUNCED 2024/2025 WET CHEMICALS AND SPECIALTY CLEANS SUPPLIER INVESTMENTS
TABLE 4.6: REGIONAL WET CHEMICALS AND SPECIALTY CLEANS MARKETS
TABLE 5.1: TIER 1 WET CHEMICALS SUPPLIERS
TABLE 5.2: MOST RECENT QUARTERLY WET CHEMICAL AND SPECIALTY CLEANS SUPPLIER SALES (IN LOCAL REPORTING CURRENCY)
TABLE 6.1: SEMICONDUCTOR–GRADE SUB-TIER MATERIAL SUPPLIERS
