Asian IC Fab Dynamics and Global Materials Markets
Lita Shon-Roy, President and CEO, TECHCET CA LLC, San Diego, California
South Korea and Taiwan province today dominate commercial semiconductor manufacturing, while the critical materials market has been largely dominated by US and Japanese companies. There are shifts in materials suppliers’ market shares, driven by corporate mergers and acquisitions, and the need for local supply-chains. China’s recent 5-year plan to become a semiconductor manufacturing leader creates new opportunities. Materials suppliers in which countries have the greatest growth potential, and which materials offer the best growth opportunities? TECHCET’s presentation will answer these questions, and will provide market statistics and forecasts relating to trends in semiconductor materials.