Electronic Wet Chemicals & Specialty Cleans Market Report 2024-2025 (Critical Materials Report)

TABLE OF CONTENTS

1 EXECUTIVE SUMMARY

• 1.1 WET CHEMICALS AND SPECIALTY CLEANS BUSINESS - MARKET OVERVIEW
• 1.2 MARKET TRENDS IMPACTING 2024 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 COMPETITIVE LANDSCAPE
• 1.8 EHS, TRADE, AND/OR LOGISTICS ISSUES/CONCERNS
• 1.9 ANALYST ASSESSMENT OF WET CHEMICALS AND SPECIALTY CLEANS

2 SCOPE, PURPOSE AND METHODOLOGY

• 2.1 SCOPE
• 2.2 METHODOLOGY
• 2.3 OVERVIEW OF OTHER TECHCET CMR(TM) OFFERINGS

3 SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK

• 3.1 WORLDWIDE ECONOMY AND OUTLOOK
  • 3.1.1 SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY
  • 3.1.2 SEMICONDUCTOR SALES GROWTH
  • 3.1.3 TAIWAN OUTSOURCE MANUFACTURER MONTHLY SALES TRENDS
• 3.2 CHIPS SALES BY ELECTRONIC GOODS SEGMENT
  • 3.2.1 ELECTRONICS OUTLOOK
  • 3.2.2 AUTOMOTIVE INDUSTRY OUTLOOK
    • 3.2.2.1 ELECTRIC VEHICLE (EV) MARKET TRENDS
    • 3.2.2.2 INCREASE IN SEMICONDUCTOR CONTENT FOR AUTOS
  • 3.2.3 SMARTPHONE OUTLOOK
  • 3.2.4 PC OUTLOOK
  • 3.2.5 SERVERS / IT MARKET
• 3.3 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION
  • 3.3.1 IN THE MIDST OF HUGE INVESTMENT IN CHIP EXPANSIONS
  • 3.3.2 NEW FABS IN THE US
  • 3.3.3 WW FAB EXPANSION DRIVING GROWTH
  • 3.3.4 EQUIPMENT SPENDING TRENDS
  • 3.3.5 ADVANCED LOGIC TECHNOLOGY ROADMAPS
    • 3.3.5.1 DRAM TECHNOLOGY ROADMAPS
    • 3.3.5.2 3D NAND TECHNOLOGY ROADMAPS
  • 3.3.6 FAB INVESTMENT ASSESSMENT
• 3.4 POLICY & TRADE TRENDS AND IMPACT
• 3.5 SEMICONDUCTOR MATERIALS OVERVIEW
  • 3.5.1 TECHCET WAFER STARTS FORECAST THROUGH 2028
  • 3.5.2 TECHCET MATERIALS MARKET FORECAST THROUGH 2028

4 WET CHEMICALS AND SPECIALTY CLEANS MARKET TRENDS

• 4.1 WET CHEMICALS AND SPECIALTY CLEANS MARKET OUTLOOK
  • 4.1.1 2023 WET CHEMICALS AND SPECIALTY CLEANS MARKET LEADING INTO 2024
• 4.2 WET CHEMICALS AND SPECIALTY CLEANS 5-YEAR UNIT SHIPMENT FORECAST BY SEGMENT
  • 4.2.1 WET CHEMICALS AND SPECIALTY CLEANS 5-YEAR REVENUE FORECAST BY SEGMENT
  • 4.2.2 H2SO4 VOLUME FORECAST
    • 4.2.2.1 H2SO4 REVENUE FORECAST
  • 4.2.3 H2O2 VOLUME FORECAST
    • 4.2.3.1 H2O2 REVENUE FORECAST
  • 4.2.4 H3PO4 VOLUME FORECAST
    • 4.2.4.1 H3PO4 REVENUE FORECAST
  • 4.2.5 NH4OH VOLUME FORECAST
    • 4.2.5.1 NH4OH REVENUE FORECAST
  • 4.2.6 IPA VOLUME FORECAST
    • 4.2.6.1 IPA REVENUE FORECAST
  • 4.2.7 HF VOLUME FORECAST
    • 4.2.7.1 HF REVENUE FORECAST
  • 4.2.8 HCL VOLUME FORECAST
    • 4.2.8.1 HCL REVENUE FORECAST
  • 4.2.9 HNO3 VOLUME FORECAST
    • 4.2.9.1 HNO3 REVENUE FORECAST
  • 4.2.10 AL PERR VOLUME FORECAST
    • 4.2.10.1 AL PERR REVENUE FORECAST
  • 4.2.11 CU PERR VOLUME FORECAST
• 4.2.11.1.CU PERR REVENUE FORECAST
  • 4.2.12 PCMP REVENUE FORECAST
• 4.3 WET CHEMICALS AND SPECIALTY CLEANS SUPPLIERS BY REGION
• 4.4 WET CHEMICALS AND SPECIALTY CLEANS PRODUCTION CAPACITY EXPANSIONS
  • 4.4.1 INVESTMENT ANNOUNCEMENTS OVERVIEW
  • 4.4.2 INVESTMENT ACTIVITY ADDITIONAL COMMENTS
• 4.5 WET CHEMICALS AND SPECIALTY CLEANS SUPPLY VS. DEMAND BALANCE - OVERVIEW
• 4.6 PRICING TRENDS
• 4.7 WET CHEMICALS AND SPECIALTY CLEANS GENERAL TECHNOLOGY OVERVIEW
  • 4.7.1 WET CHEMICALS AND SPECIALTY CLEANS TECHNOLOGY TRENDS
  • 4.7.2 EMERGING WET CHEMICALS AND SPECIALTY CLEANS APPLICATION
• 4.8 REGIONAL CONSIDERATIONS
  • 4.8.1 REGIONAL ASPECTS AND DRIVERS
• 4.9 EHS AND TRADE/LOGISTIC ISSUES
  • 4.9.1 EHS ISSUES
  • 4.9.2 TRADE/LOGISTICS ISSUES
• 4.10 ANALYST ASSESSMENT OF WET CHEMICALS AND SPECIALTY CLEANS MARKET TRENDS

5 SUPPLY-SIDE MARKET LANDSCAPE

• 5.1 WET CHEMICALS MARKET SHARE
• 5.2 SPECIALTY CLEANS MARKET SHARE
• 5.3 M&A ACTIVITY AND PARTNERSHIPS
• 5.4 PLANT CLOSURES - NONE
• 5.5 NEW ENTRANTS
• 5.6 SUPPLIERS OR PARTS/PRODUCT LINES THAT ARE AT RISK OF DISCONTINUATIONS - NONE
• 5.7 TECHCET ANALYST ASSESSMENT OF WET CHEMICALS AND SPECIALTY CLEANS SUPPLIERS

6 SUB-TIER SUPPLY CHAIN, WET CHEMICALS AND SPECIALTY CLEANS

• 6.1 SUB-TIER SUPPLY CHAIN: SOURCES & MARKETS OVERVIEW
  • 6.1.1 SUB-TIER SUPPLIERS: A REPRESENTATIVE BUT NON-COMPREHENSIVE LIST
  • 6.1.2 SUB-TIER MATERIAL MARKET BACKGROUND
  • 6.1.3 SUB-TIER MATERIAL MARKET TRENDS
  • 6.1.4 SUB-TIER MATERIAL INDUSTRIAL VS. SEMICONDUCTOR GRADE
  • 6.1.5 SEMICONDUCTOR-GRADE SUB-TIER MATERIAL SUPPLIER NEWS
• 6.2 SUB-TIER SUPPLY CHAIN TECHCET ANALYST ASSESSMENT

7 SUPPLIER PROFILES

• ATOTECH
• AUECC
• AVANTOR
• BASF
• CHANG CHUN PETROCHEMICAL
• ...AND 40+ MORE

LIST OF 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: 2023 SPECIALTY CLEANS SUPPLIER MARKET SHARE BY REVENUE
• FIGURE 3.1: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2023)
• FIGURE 3.2: WORLDWIDE SEMICONDUCTOR SALES
• FIGURE 3.3: TECHCET'S TAIWAN SEMICONDUCTOR INDUSTRY INDEX (TTSI)
• FIGURE 3.4: 2023 SEMICONDUCTOR CHIP APPLICATIONS
• FIGURE 3.5: GLOBAL LIGHT VEHICLE UNIT SALES (IN MILLIONS OF UNITS)
• FIGURE 3.6: ELECTRIFICATION TREND BY WORLD REGION
• FIGURE 3.7: AUTOMOTIVE SEMICONDUCTOR PRODUCTION
• FIGURE 3.8: MOBILE PHONE SHIPMENTS, WW ESTIMATES
• FIGURE 3.9: WORLDWIDE PC AND TABLET FORECAST
• FIGURE 3.10: TSMC PHOENIX CAMPUS WITH THE 2ND FAB VISIBLE IN THE BACKGROUND
• FIGURE 3.11: ESTIMATED GLOBAL FAB SPENDING 2023-2028
• FIGURE 3.12: FAB EXPANSIONS WITHIN THE US
• FIGURE 3.13: SEMICONDUCTOR CHIP MANUFACTURING REGIONS OF THE WORLD
• FIGURE 3.14: GLOBAL TOTAL EQUIPMENT SPENDING (US$ M) AND Y-O-Y CHANGE
• FIGURE 3.15: ADVANCED LOGIC DEVICE TECHNOLOGY ROADMAP OVERVIEW
• FIGURE 3.16: DRAM TECHNOLOGY ROADMAP OVERVIEW
• FIGURE 3.17: 3D NAND TECHNOLOGY ROADMAP OVERVIEW
• FIGURE 3.18: INTEL OHIO PLANT SITE AS OF FEB. 2024
• FIGURE 3.19: TECHCET WAFER START FORECAST BY NODE SEGMENTS
• FIGURE 3.20: TECHCET WORLDWIDE 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: H2O2 VOLUME FORECAST
• FIGURE 4.6: H2O2 REVENUE FORECAST
• FIGURE 4.7: H3PO4 VOLUME FORECAST
• FIGURE 4.8: H3PO4 REVENUE FORECAST
• FIGURE 4.9: NH4OH VOLUME FORECAST
• FIGURE 4.10: NH4OH REVENUE FORECAST
• FIGURE 4.11: IPA VOLUME FORECAST
• FIGURE 4.12: IPA REVENUE FORECAST
• FIGURE 4.13: HF VOLUME FORECAST
• FIGURE 4.14: HF REVENUE FORECAST
• FIGURE 4.15: HCL VOLUME FORECAST
• FIGURE 4.16: HCL REVENUE FORECAST
• FIGURE 4.17: HNO3 VOLUME FORECAST
• FIGURE 4.18: HNO3 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: SELECTIVE ISOTROPIC SIGE ETCH
• FIGURE 4.25: CMP PROCESSES IN FEOL, MOL, BEOL
• FIGURE 4.26: 4NM METALLIZATION STACK EMPLOYING W, CU, TA, CO
• FIGURE 4.27: PHOTORESIST PATTERN COLLAPSE
• FIGURE 4.28: 2023 WET CHEMICALS AND SPECIALTY CLEANS REVENUE SHARE ESTIMATE BY REGION
• FIGURE 5.1: 2023 SPECIALTY CLEANS SUPPLIER MARKET SHARE BY REVENUE
• FIGURE 6.1: MATERIAL DEMAND SEMICONDUCTOR VS. GLOBAL
• FIGURE 6.2: ENERGY COST TRENDS (NATURAL GAS AND CRUDE OIL REPORTED BY ST. LOUIS FED 5/2024)
• FIGURE 6.3: FLUORSPAR PRICING
• FIGURE 6.4: PROPYLENE PRICING

LIST OF TABLES

• TABLE 1.1: WET CHEMICALS AND SPECIALTY CLEANS GROWTH OVERVIEW
• TABLE 3.1: GLOBAL GDP AND SEMICONDUCTOR REVENUES
• TABLE 3.2: WORLD BANK ECONOMIC OUTLOOK (JANUARY 2024)
• TABLE 3.3: BATTERY ELECTRIC VEHICLE (BEV) REGIONAL TRENDS
• TABLE 3.4: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES MARKET SPENDING 2023
• TABLE 4.1: WET CHEMICALS AND SPECIALTY CLEANS LEADING SUPPLIER MANUFACTURING LOCATIONS
• TABLE 4.2: OVERVIEW OF ANNOUNCED 2023/2024 WET CHEMICALS AND SPECIALTY CLEANS SUPPLIER INVESTMENTS
• TABLE 4.3: OVERVIEW OF ANNOUNCED 2023/2024 WET CHEMICALSAND SPECIALTY CLEANS SUPPLIER INVESTMENTS, CONTINUED
• TABLE 4.4: REGIONAL WET CHEMICALS AND SPECIALTY CLEANS MARKETS
• TABLE 4.5: REGIONAL WET CHEMICALS AND SPECIALTY CLEANS MARKETS, CONTINUED
• TABLE 5.1: 2023 TIER 1 WET CHEMICALS SUPPLIER BREADTH OF OFFERINGS
• TABLE 6.1: SUB-TIER SUPPLIERS