TECHCET Projects Semiconductor Materials Aimed for Growth
San Diego, CA, July 3, 2025: TECHCET — the electronic materials advisory firm providing semiconductor materials supply chain information— is anticipating growth of 6% for the global semiconductor chip manufacturing materials market in 2025. AI-related device demand continues to push wafer starts upwards with total revenue exceeding $87 B USD by 2029.
In 2025, front end “Process Materials” will lead the recovery with an estimated revenue growth of more than 6% over 2024 and an expected 5% CAGR through 2029. Among all process materials tracked by TECHCET, ALD/CVD, Quartz, CMP ancillaries, and metal plating chemicals are expected to have the strongest sequential revenue growth in 2025, each increasing 9% to 10%.
The 2025 H2 and 2026 market is expected to be continually impacted by geopolitical tensions, particularly between the U.S. and China, with more export controls on technology, certain materials, and semiconductor manufacturing equipment. Nonetheless, semiconductor revenue growth is expected to be strong, driven by continued progress in AI and eventually aided by recovery in all markets, including broader compute, automotive, and mobile. Consumer electronics, PC segments, and automotive sectors are expected to have a slow start in 1H2025, with a stronger 2H2025, pushing overall materials revenues up in the 8% to 10% range for the year.
For more details on chip manufacturing materials, including CMP Consumables, ALD/CVD Precursors, Gases, Photoresist Materials, Sputtering Targets, Chemicals, Metal Plating, and Equipment Components go to: https://techcet.com.
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About TECHCET: TECHCET CA LLC is an advisory services firm expert in materials markets and supply chain analysis as applied to electronic applications including the semiconductor, display, solar, and LED industries. For additional information, please email us, call +1-480-332-8336, or go to www.techcet.com