This report covers the wet chemicals market and supply-chain issues for such used in semiconductor device fabrication. The report contains data and analysis from TECHCET's data base and Sr. Analyst experience, as well as that developed from primary and secondary market research. This Critical Materials Report™ (CMR) provides focused information for supply-chain managers, process integration and R&D directors, as well as business development managers, and financial analysts. The report covers information about key suppliers, issues/trends in the material supply chain, estimates on supplier market share, and forecast for the material segments.
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. 2023 CHEMICAL CMR REPORT OVERVIEW
- 1.2. CHEMICAL MARKET OVERVIEW
- 1.3. YEAR 2022 IN REVIEW-2023 TRENDS/ LESSONS
- 1.4. MARKET TRENDS
- 1.5. SEGMENT VOLUME TRENDS
- 1.6. EHS ISSUES/CONCERNS
- 1.7. ANALYST ASSESSMENT
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. WET CHEMICAL MARKET TRENDS
- 4.1. 2023 CHEMICAL CMR REPORT OVERVIEW
- 4.2. SUPPLY CAPACITY AND DEMAND, INVESTMENTS
- 4.2.1. CHEMICAL EXPANSIONS I
- 4.2.2. CHEMICAL EXPANSION II
- 4.2.3. CHEMICAL EXPANSION III
- 4.2.4. REGIONAL INVESTMENTS
- 4.2.5. CHEMICAL ANALYSIS JAPAN
- 4.3. TECHNICAL DRIVERS / MATERIAL CHANGES AND TRANSITIONS
- 4.3.1. TECHNOLOGY CHALLENGE
- 4.4. OVERVIEW OF EHS, LOGISTIC, AND ENERGY ISSUES
- 4.4.1. EHS ISSUES
- 4.4.2. LOGISTICS ISSUES
- 4.4.3. ENERGY COSTS
- 4.4.4. WORLD BANK CONCERNS
- 4.4.5. WACKER ENERGY REPORT EUROPE (DECEMBER 2022)
- 4.4.6. EU MANY MATERIALS RESULT FROM REFINERY OPERATIONS
- 4.4.7. IMPACT: BASF MAY HALT PRODUCTION
- 4.4.8. ENERGY INTENSIVE
5. BASIC CHEMICALS MARKETS & FORECASTS
- 5.1. TECHCET ANALYST ASSESSMENT-BASIC CHEMICALS
- 5.1.1. PRICING TRENDS-BASIC WET CHEMICALS
- 5.1.2. COMMENTS ON FORECAST MODELING AND METHODOLOGY
- 5.2. MARKET TRENDS
- 5.3. WET CHEMICALS MARKET SEGMENT
- 5.4. BASIC CHEMICAL FORECAST
- 5.5. SUPPLY-CHAIN TRENDS AND HAPPENINGS HIGHLIGHTS
- 5.6. SULFURIC ACID H2SO4-SECTION OUTLINE
- 5.6.1. H2SO4 OVERVIEW
- 5.6.2. ELECTRONIC GRADE H2SO4 5-YEAR VOLUME FORECAST
- 5.6.3. SULFURIC ACID REVENUE
- 5.6.4. MAJOR SUPPLIERS OR DISTRIBUTORS OF H2SO4
- 5.6.5. SULFURIC ACID SUPPLIERS
- 5.6.6. SULFURIC ACID REGIONAL TRENDS
- 5.6.7. SUPPLY CHAIN-RECYCLE H2SO4
- 5.6.8. ELECTRONIC SULFURIC ACID PRODUCTION
- 5.6.9. CHEMTRADE PRESS ANNOUNCEMENTS
- 5.7. HYDROGEN PEROXIDE H2O2-SECTION OUTLINE
- 5.7.1. H2O2 OVERVIEW
- 5.7.2. HYDROGEN PEROXIDE 5-YEAR FORECAST
- 5.7.3. H2O2 REVENUE FORECAST
- 5.7.4. H2O2 SUPPLIERS
- 5.7.5. H2O2 REGIONAL TRENDS
- 5.7.6. SOLVAY H2O2 PROCESS
- 5.8. PHOSPHORIC ACID H3PO4-SECTION OUTLINE
- 5.8.1. PHOSPHORIC ACID OVERVIEW
- 5.8.2. H3PO4 5-YEAR VOLUME FORECAST
- 5.8.3. PHOSPHORIC ACID REVENUE
- 5.8.4. H3PO4 MAJOR SUPPLIERS /PRODUCERS
- 5.8.5. H3PO4 MARKET DYNAMICS
- 5.8.6. HSNE MIXTURE
- 5.9. HYDROFLUORIC ACID HF-SECTION OUTLINE
- 5.9.1. HF ACID OVERVIEW
- 5.9.2. HF 5-YEAR VOLUME FORECAST
- 5.9.3. HF REVENUE FORECAST
- 5.9.4. MAJOR SUPPLIERS OR DISTRIBUTORS OF HF
- 5.9.5. HF REGIONAL SUPPLY
- 5.9.6. HF REGIONAL SUPPLY
- 5.9.7. HF SUPPLY-CHAIN DYNAMICS
- 5.10. NITRIC ACID HNO3-SECTION OUTLINE
- 5.10.1. NITRIC ACID OVERVIEW
- 5.10.2. HNO3 5-YEAR VOLUME FORECAST
- 5.10.3. HNO3 REVENUE
- 5.10.4. NITRIC ACID SUPPLIERS
- 5.10.5. HNO3 SUPPLY CHAIN
- 5.11. ISOPROPANOL IPA-SECTION OUTLINE
- 5.11.1. IPA OVERVIEW
- 5.11.2. ELECTRONIC IPA 5-YEAR VOLUME FORECAST
- 5.11.3. IPA REVENUE FORECAST
- 5.11.4. IPA SUPPLIERS
- 5.11.5. REGIONAL TRENDS
- 5.11.6. SUPPLY CHAIN DYNAMICS
- 5.12. HCL-SECTION OUTLINE
- 5.12.1. HCL OVERVIEW
- 5.12.2. HCL VOLUME FORECAST
- 5.12.3. HCL REVENUE
- 5.12.4. HCL SUPPLIERS
- 5.12.5. REGIONAL TRENDS
- 5.12.6. SUPPLY CHAIN DYNAMICS
- 5.13. NH4OH-SECTION OUTLINE
- 5.13.1. NH4OH OVERVIEW
- 5.13.2. NH4OH VOLUME FORECAST
- 5.13.3. NH4OH REVENUE FORECAST
- 5.13.4. NH4OH SUPPLIERS
- 5.13.5. REGIONAL TRENDS
- 5.13.6. SUPPLY CHAIN DYNAMICS
- 5.14. ESTIMATED SUPPLIER RANKING BY REGION
- 5.15. BASIC WET CHEMICALS ASSESSMENT
6. FORMULATED CLEANS
- 6.1. PERRS OVERVIEW-WHAT DO THEY CONSIST OF
- 6.1.2. CU PERR RELATIVE VOLUME GROWTH BY DEVICE
- 6.1.3. AL PERR RELATIVE VOLUME GROWTH BY DEVICE
- 6.1.4. PERR TRENDS-LEGACY VS. LEADING EDGE
- 6.1.5. PERR MARKET SHARE
- 6.1.6. PERR TRENDS-CLEANING COMPLEXITY
- 6.1.7. PERR CHEMISTRY ADDITIVES EXAMPLES
- 6.1.8. PERR MARKET DRIVERS
- 6.2. POST CMP CLEANS PCMP-SECTION OUTLINE
- 6.2.1. PCMP CLEANING
- 6.2.2. PCMP REVENUE FORECAST
- 6.2.3. PCMP CLEANS BY TYPE
- 6.2.4. POST CMP CLEANS BY DEVICE
- 6.2.5. PCMP CLEAN
- 6.2.6. PCMP CLEAN MARKET DYNAMICS
- 6.2.7. GROWTH DRIVERS OF CMP CLEANS
- 6.2.8. PCMP CLEANING TRENDS & CHALLENGES
- 6.2.9. PCMP FUTURE PAST AND PRESENT-MATURE, INNOVATE AND EXPAND PCMP
- 6.2.10. TECHCET ASSESSMENT OF PCMP CLEANING MARKET
7. SUMMARY
- 7.1. YEAR 2023
- 7.2. 2023 CHEMICAL CMR REPORT OVERVIEW
8. APPENDIX
- 8.1. SUPPLY CHAIN-RECYCLE H2SO4
- 8.1.1. SUPPLY CHAIN-SULFURIC ACID PRODUCTION
- 8.2. SUPPLY CHAIN-CHALLENGE OF PRODUCING H3PO4-PURITY
- 8.3. SUPPLY CHAIN-OLEUM
- 8.4. SUPPLY CHAIN-HF PRODUCTION
- 8.4.1. SUPPLY CHAIN-HF SUB-TIER-AHF PRODUCTION
- 8.4.2. HF / BOE MARKET
- 8.4.3. SUPPLY CHAIN-HF SUB-TIER FLUORSPAR COST COMPONENTS
- 8.5. SUB-TIER SUPPLY CHAIN DEPENDENCIES-IPA PRODUCTION
- 8.5.1. ACETONE IN THE SUPPLY-CHAIN FOR IPA
9. SUPPLIER PROFILES
- ATOTECH
- AUECC
- AVANTOR
- BASF
- CHANG CHUN PETROCHEMICAL
- CHEMTRADE
- ...and 40+ more