ALD/CVD、Hi-K 和金屬前驅體市場：2024-2025

本報告調查了半導體裝置製造中使用的 ALD/CVD、Hi-K 和金屬前驅物市場，並總結了市場概況和供應鏈。

目錄

第1章 半導體市場現況與展望

• 世界經濟與展望
• 半導體產業與全球經濟的聯繫
• TECHCET半導體銷售預測
• 台灣外包廠商每月銷售趨勢
• 半導體製造業的成長與擴張
• 晶片擴張的巨額投資
• WW FAB 擴張推動成長
• 美國新廠
• 政策和貿易趨勢及影響
• 半導體材料概述

第2章 ALD Hi-K 前驅體市場

• 前驅體市場前景
• 前驅技術趨勢/推動因素
• 競爭狀況金屬和HIGH-K前驅體
  • 競爭格局-MERCK
  • 競爭格局-AIR LIQUIDE
  • 競爭格局-ENTEGRIS
  • 競爭格局-TECHCET 分析師對前驅物供應商的評估
• 區域考慮因素 - 金屬前驅和高 K 前體
• 前驅供應能力與需求投資
• 前驅 EHS、交易和/或物流問題/疑慮
• 金屬前驅體和 Hi-K 前驅體的分析師評估

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.

TABLE OF CONTENTS

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