This report covers the electronic gas materials market and supply-chain for these materials used in semiconductor device fabrication. One of the challenges that the gas companies encounter is profitability due to the timing of investments and industry downturns for large installations like Air Separation Units (ASUs) and Semiconductor fabs. In the meantime, new suppliers are emerging in the China market to support the "Made in China" program backed by the government. When these suppliers gain in capability and capacity, their influence could dramatically impact the gas supply chain in the next 3+ years.
This report comes with 3 Quarterly Updates featuring updated market information and forecasting from the report analyst.
TABLE OF CONTENTS
1. EXECUTIVE SUMMARY
- 1.1. ELECTRONIC GAS MARKET-HISTORICAL AND 5-YEAR FORECAST
- 1.2. MARKET DRIVERS FOR THE SPECIALTY GAS MARKET
- 1.2.1. SPECIALTY GAS MARKET: 5-YEAR SUPPLY & DEMAND
- 1.3. MARKET TRENDS
- 1.4. TECHNOLOGY TRENDS-DEVICE ROADMAP
- 1.4.1. TECHNOLOGY TRENDS-DEVICE SEGMENT OPPORTUNITIES
- 1.5. COMPETITIVE LANDSCAPE-ELECTRONIC GAS MARKET SHARE
- 1.6. SUPPLY CAPACITY AND DEMAND, INVESTMENTS
- 1.7. EHS AND LOGISTIC ISSUES-GREEN HOUSE GASES FROM LOGIC PRODUCTION
- 1.8. MARKET ASSESSMENT SUMMARY
2. SCOPE, PURPOSE AND METHODOLOGY
- 2.1. SCOPE
- 2.2. PURPOSE
- 2.3. METHODOLOGY
- 2.4. OVERVIEW OF OTHER TECHCET CMR™ REPORTS
3. SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK
- 3.1. WORLDWIDE ECONOMY
- 3.1.1. SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY
- 3.1.2. SEMICONDUCTOR SALES GROWTH
- 3.1.3. TAIWAN MONTHLY SALES TRENDS
- 3.1.4. UNCERTAINTY ABOUNDS ESPECIALLY FOR 2023-SLOWER TO NEGATIVE SEMICONDUCTOR REVENUE GROWTH EXPECTED
- 3.2. CHIPS SALES BY ELECTRONIC GOODS SEGMENT
- 3.2.1. SMARTPHONES
- 3.2.2. PC UNIT SHIPMENTS
- 3.2.3. SERVERS / IT MARKET
- 3.3. SEMICONDUCTOR FABRICATION GROWTH & EXPANSION
- 3.3.1. FAB EXPANSION ANNOUNCEMENT SUMMARY
- 3.3.2. WW FAB EXPANSION DRIVING GROWTH
- 3.3.3. EQUIPMENT SPENDING TRENDS
- 3.3.4. TECHNOLOGY ROADMAPS
- 3.3.5. FAB INVESTMENT ASSESSMENT
- 3.4. POLICY & TRADE TRENDS AND IMPACT
- 3.5. SEMICONDUCTOR MATERIALS OVERVIEW
- 3.5.1. COULD MATERIALS CAPACITY LIMIT CHIP PRODUCTION SCHEDULES?
- 3.5.2. LOGISTICS ISSUES EASED DOWN
- 3.5.3. TECHCET WAFER STARTS FORECAST THROUGH 2027
- 3.5.4. TECHCET'S MATERIAL FORECAST
4. ELECTRONIC GASES MARKET TRENDS
- 4.1. MARKET TRENDS DRIVING THE ELECTRONIC GAS BUSINESS
- 4.2. SUPPLY CAPACITY AND DEMAND, INVESTMENTS
- 4.2.1. WF6 DEMAND DRIVERS
- 4.2.2. WF6 MARKET DEMAND
- 4.2.3. WF6 MARKET DEMAND-MO ALD IP FILING
- 4.2.4. WF6 MARKET DEMAND
- 4.3. TECHNICAL DRIVERS / MATERIAL CHANGES AND TRANSITIONS
- 4.3.1. GENERAL TREND LAST DECADE GOING FROM PVD & LPCVD TO PECVD
- 4.3.2. MARKET TRENDS BY DEVICE TYPE AND NODE-ADVANCED DEVICES
- 4.3.3. MARKET TRENDS-ADVANCED LOGIC
- 4.3.4. MARKET TRENDS-WAFER STARTS DRAM
- 4.3.5. MARKET TRENDS-WAFER STARTS NAND
- 4.3.6. DEPOSITION PROCESS BY DEVICE TYPE AND MATERIAL-AN OVERVIEW
- 4.3.7. ETCH PROCESS BY DEVICE TYPE-ATOMIC LAYER ETCHING ALE
- 4.3.8. SUMMARY OF TECHNICAL TRENDS AND OPPORTUNITIES
- 4.4. REGIONAL TRENDS
- 4.4.1. REGIONAL TRENDS-LINDE
- 4.4.2. REGIONAL TRENDS-AIR LIQUIDE
- 4.4.3. REGIONAL TRENDS-AIR PRODUCTS
- 4.4.5. REGIONAL TRENDS-TAIYO NIPPON SANO
- 4.4.6. REGIONAL TRENDS-KOREA
- 4.4.7. REGIONAL TRENDS-JAPAN
- 4.4.8. REGIONAL TRENDS-JAPAN & KOREA
- 4.3.15. REGIONAL TRENDS-CHINA
- 4.4.9. REGIONAL TRENDS-RUSSIA
- 4.4.10. REGIONAL TRENDS-USA
- 4.5. GENERAL COMMENTS ON SPECIFICATIONS AND PURITY
- 4.6. ELECTRONIC GAS SUPPLY CHAIN RISK FACTORS
- 4.6.1. GEOPOLITICAL RISKS
- 4.6.2. RUSSIA RISKS
- 4.6.3. SUPPLY CHAIN RISKS-RAW MATERIAL PRICING
- 4.6.4. LOGISTICS
- 4.7. MARKET TRENDS ASSESSMENT
5. EHS AND SUSTAINABILITY ISSUES
- 5.1. EHS AND LOGISTIC ISSUES-GREEN HOUSE GASES FROM SEMICONDUCTOR PRODUCTION
- 5.2. EHS AND LOGISTICS ISSUES
- 5.3. EHS AND LOGISTIC ISSUE-GREEN HOUSE GASES FROM SEMICONDUCTOR PRODUCTION
- 5.4. EHS AND LOGISTIC ISSUES-GREEN HOUSE GASES FROM AIR GASES (NEON)
- 5.4.1. ASU ENERGY CONSUMPTION-GHG EMISSIONS
- 5.4.2. ASU ENERGY CONSUMPTION-GHG EMISSIONS
- 5.4.3. CARBON FOOTPRINT OF SHIFTING NEON SUPPLY FROM UKRAINE TO CHINA
- 5.4.4. CARBON FOOTPRINT OF NEON PRODUCTION
- 5.4.5. CARBON FOOTPRINT OF NEON SHIPPING IN GAS ISO CONTAINER
- 5.4.6. DRAFT CALCULATION TRANSPORT: CHINA VS UKRAINE
- 5.5. SUSTAINABLE SEMICONDUCTOR PROCESSES AND MANUFACTURING TECHNOLOGIES
- 5.6. HELIUM-SUSTAINABLE PRODUCTION-GREEN HELIUM
- 5.7. HELIUM-SUSTAINABLE PRODUCTION-GREEN HELIUM
- 5.8. NF3 REPLACEMENT: F2 GAS
- 5.8.1. FLUORINATED GAS REGULATIONS
- 5.8.3. LINDE F-GAS INSTALLATION
- 5.8.4. ENVIRONMENT REGULATION RISK-IMPLEMENTED TREATIES AND PROTOCOLS
6. ELECTRONIC GASES MARKET STATISTICS & FORECASTS
- 6.1. ELECTRONIC GAS MARKET-HISTORICAL AND 5-YEAR FORECAST
- 6.1.1. INDUSTRIAL GAS MARKET
- 6.1.2. ELECTRONIC GAS MA
- 6.1.3. SUPPLIER LIST, FINANCIALS AND PROFILES
- 6.1.4. MARKET DRIVERS FOR THE SPECIALTY GAS MARKET
- 6.2. SPECIALTY GAS MARKET: 5-YEAR SUPPLY & DEMAND RKET SHARE
- 6.2.1. HE 5-YEAR SUPPLY & DEMAND
- 6.2.2. NE 5-YEAR SUPPLY & DEMAND
- 6.2.3. NEON
- 6.2.4. XE 5-YEAR SUPPLY & DEMAND
- 6.2.5. NF3 5-YEAR SUPPLY & DEMAND
- 6.2.6. TUNGSTEN HEXAFLUORIDE 5-YEAR SUPPLY & DEMAND
- 6.3. M&A ACTIVITIES
- 6.4. NEW PLANTS
- 6.4.1. NEW PLANTS, LINDE EXPANSIONS 2023
- 6.4.2. NEW PLANTS, AIR LIQUIDE EXPANSIONS 2022/2023
- 6.4.3. NIHON SUO HOLDING CO., LTD. TO INCREASE DIBORANE CAPACITY
- 6.5. SUPPLIER PLANT CLOSURES
- 6.5.1. NEW ENTRANTS-SK MATERIALS, SHOWA DENKO SEEK JOINT ENTRY INTO US SEMICONDUCTOR GAS MARKET
- 6.5.2. NEW ENTRANTS-RESONAC
- 6.5.3. NEW ENTRANTS-NEON, CHINA
- 6.6. PRICING TRENDS
- 6.7. GAS SUPPLY ASSESSMENT
7. SUB TIER MATERIAL SUPPLY CHAIN
- 7.1. SALES CHANNELS
- 7.2. LOGISTICS REQUIREMENTS
- 7.2.1. SUB-TIER SUPPLY-CHAIN: TUNGSTEN DISRUPTIONS
- 7.3. SUB-TIER SUPPLY-CHAIN M&A ACTIVITY
- 7.4. SUB-TIER SUPPLY-CHAIN EHS AND LOGISTICS ISSUES
- 7.5. SUB-TIER SUPPLY-CHAIN PRICING TRENDS
- 7.6. SUB-TIER SUPPLY-CHAIN TECHCET ANALYST ASSESSMENT
8. SUPPLIER PROFILES
- ADEKA CORPORATION
- AIR LIQUIDE
- AZMAX CO., LTD
- DNF CO., LTD
- ENTEGRIS
- ...and 20+ more
9. APPENDIX
- 9.1. GASES USED BY MULTIPLE INDUSTRIES
- 9.1.1. SPECIALTY GAS INDUSTRY MATRIX
- 9.1.2. GASES USED FOR SEMICONDUCTOR DEVICE MANUFACTURING
- 9.1.3. GASES USED IN THE DISPLAY INDUSTRY
- 9.2. SUPPLIER LISTING BY GAS TYPE
- 9.2.1. HYDRIDES
- 9.2.2. SILICON PRECURSORS (SILANES)
- 9.2.3. ETCHANTS/CHAMBER CLEAN
- 9.2.4. DEPOSITION/MISC
- 9.2.5. BULK GASES
- 9.3. ETCH GAS ROADMAPS
- 9.3.1. ETCH ROADMAPS 1 OF 3
- 9.3.2. ETCH ROADMAPS 2 OF 3
- 9.3.3. ETCH ROADMAPS 3 OF 3