ALD/CVD, Hi-K & Metal Precursors Executive Edition Market Report 2024-2025

Description

List of Tables

This report provides an executive overview of the market landscape and supply-chain for ALD/CVD, Hi-K and Metal Precursor used in semiconductor device fabrication. It includes concise information about key suppliers, issues/trends in the material supply chain, estimates on supplier share ranking, and forecasts for the material segments.This Executive Edition(TM) report provides focused information for Business Development Managers, Supply Chain Managers, R&D directors, Investors / Financial Analysts and Policy Makers.

1. SEMICONDUCTOR MARKET STATUS & OUTLOOK

1.1. WORLDWIDE ECONOMY AND OUTLOOK
1.2. SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY
1.3. TECHCET'S SEMICONDUCTOR REVENUE FORECAST
1.4. TAIWAN OUTSOURCE MANUFACTURER MONTHLY SALES TRENDS
1.5. SEMICONDUCTOR FABRICATION GROWTH & EXPANSION
1.6. IN THE MIDST OF HUGE INVESTMENT IN CHIP EXPANSIONS
1.7. WW FAB EXPANSION DRIVING GROWTH
1.8. NEW FABS IN THE US
1.9. POLICY & TRADE TRENDS AND IMPACT
1.10. SEMICONDUCTOR MATERIALS OVERVIEW

2. ALD HI-K PRECURSOR MARKET

2.1. PRECURSOR MARKET OUTLOOK
- 2.1.1. MARKET SEGMENT FORECAST THROUGH 2028
- 2.1.2. 5-YEAR UNIT SHIPMENT FORECAST BY SEGMENT: METAL AND HIGH-K PRECURSORS
- 2.1.3. METAL AND HIGH-K PRECURSORS 5-YEAR UNIT SHIPMENT FORECAST BY SEGMENT
2.2. PRECURSOR TECHNOLOGY TRENDS/DRIVERS
- 2.2.1. TECHNOLOGY TRENDS/TECHNICAL DRIVERS-OUTLINE
- 2.2.2. PRECURSOR TECHNOLOGY TRENDS- MOLYBDENUM
2.3. COMPETITIVE LANDSCAPE METAL & HIGH-K PRECURSORS
- 2.3.1. COMPETITIVE LANDSCAPE-MERCK
- 2.3.2. COMPETITIVE LANDSCAPE-AIR LIQUIDE
- 2.3.3. COMPETITIVE LANDSCAPE-ENTEGRIS
- 2.3.4. COMPETITIVE LANDSCAPE-TECHCET ANALYST ASSESSMENT OF PRECURSOR SUPPLIERS
2.4. REGIONAL CONSIDERATIONS-METAL AND HIGH-K
- 2.4.1. METAL & HIGH-K PRODUCTION BY REGION
2.5. PRECURSORS SUPPLY CAPACITY AND DEMAND-INVESTMENTS
- 2.5.1. PRECURSORS SUPPLY CAPACITY AND DEMAND, INVESTMENTS-EXPANSIONS
- 2.5.2. PRECURSORS SUPPLY CAPACITY AND DEMAND, INVESTMENTS-EXPANSION OVERVIEW
- 2.5.3. PRECURSORS SUPPLY VS. DEMAND BALANCE-OVERVIEW
2.6. PRECURSOR EHS, TRADE, AND/OR LOGISTICS ISSUES/CONCERNS
2.7. ANALYST ASSESSMENT OF METAL AND HIGH-K PRECURSORS

LIST OF FIGURES

FIGURE 1.1: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2023)
FIGURE 1.2: SEMICONDUCTOR CHIP REVENUE FORECAST
FIGURE 1.3: TECHCET'S TAIWAN SEMICONDUCTOR INDUSTRY INDEX (TTSITM)
FIGURE 1.4: TSMC PHOENIX CAMPUS WITH THE 2ND FAB VISIBLE IN THE BACKGROUND
FIGURE 1.5: ESTIMATED GLOBAL FAB SPENDING 2023-2028
FIGURE 1.6: SEMICONDUCTOR CHIP MANUFACTURING REGIONS OF THE WORLD
FIGURE 1.7: FAB EXPANSIONS WITHIN THE US
FIGURE 2.1: TECHCET WAFER STARTS FORECAST THROUGH 2028
FIGURE 2.2: METAL & HIGH-K PRECURSOR REVENUE (M USD) FORECAST BY SEGMENT
FIGURE 2.3: MERCK ELECTRONICS REVENUE 2022-2023 (M EUR), LEFT. SEMICONDUCTOR SOLUTIONS ANNUAL REVENUE FORECAST (M EUR), RIGHT.
FIGURE 2.4: AIR LIQUIDE ELECTRONICS REVENUE FORECAST (M EUR)
FIGURE 2.5: THE MS (MATERIAL SOLUTIONS) DIVISION OF ENTEGRIS REVENUE FORECAST
FIGURE 2.6: 2023 METAL & HIGH-K REVENUE SHARE BY REGION
FIGURE 2.7: MEMORY SUPPLY/DEMAND SITUATION 2024

LIST OF TABLES

TABLE 1.1: GLOBAL GDP AND SEMICONDUCTOR REVENUES
TABLE 2.1: METAL AND HIGH-K PRECURSORS REVENUES AND GROWTH RATES
TABLE 2.2: SUPPLIER RANKING 2023
TABLE 2.3: MERCK SUPPLIER CURRENT QUARTER FINANCIALS
TABLE 2.4: AIR LIQUIDE CURRENT QUARTER FINANCIALS
TABLE 2.5: ENTEGRIS SUPPLIER CURRENT QUARTER FINANCIALS
TABLE 2.6: METAL & HIGH-K PRECURSOR MARKET REGIONAL ASSESSMENT 2023
TABLE 2.7: OVERVIEW OF ANNOUNCED 2023/2024 MATERIAL SUPPLIER INVESTMENTS