Friday, September 13, 2024
Material Export Restrictions Poised to Strain Semiconductors
Tuesday, July 12, 2022
Supply chain limited by Russia / US CHIPS Act a game changer
Tuesday, September 22, 2020
Semiconductor Materials Market to Hit $50B in 2020 Up 3% Winds Reverse on the Global Supply-Chain Seas
September 21, 2020:
TECHCET announces that 2020 global materials revenues in semiconductor
fabrication are now forecasted upward year-over-year (YoY) despite
potential disruptions to manufacturing:
- Overall revenues +2.8% to hit over $50B, versus outlook in April for -3%,
- Front End Materials +5% to hit $16.4B, and
- Equipment Components +10% to hit $3.8B.
While
the impact of COVID-19 on the global economy is serious, IC fabrication
is steady for devices to Work From Home (WFH) and School From Home
(SFH). As predicted, leading-edge ICs to build out data centers are in
strong demand this year, as part of forecasted 5.4% Compound Annual
Growth Rate (CAGR) for fab materials through the year 2024 (Figure
below).
“TECHCET now sees Front-End Materials volumes and
revenues for the year 2020 to be buoyed up by cloud computing and
devices to support Work From Home and School From Home,” remarked Lita
Shon-Roy, TECHCET President and CEO.
For Critical Materials Reports™ and Market Briefings: https://techcet.com/shop/
To register for 2020 CMC Conference: https://lnkd.in/eARPxRJ
Monday, November 18, 2019
2020 CMC Conference & Call For Papers
Bruce Tufts, Vice President of Technology and Director of Fab Materials Org., Intel Corp.
The conference committee is soliciting presentations on best practices of sourcing direct and indirect manufacturing materials for pilot lines and for high-volume manufacturing (HVM). Three sessions will cover the following themes:
I. Global Value-chain Issues of Economics and Regulations,
II. Immediate Challenges of Materials & Manufacturing, and
III. Emerging Materials in R&D and Pilot Fabrication.
CMC member companies will be attending the public CMC Conference, which follows the annual members-only CMC meeting to be sponsored by Intel and held April 21-22. Conference attendees will include industry experts handling supply-chains, business-development, R&D, and product management, as well as academics and analysts. Business drives our world, but technology enables the profitable business of manufacturing new devices in IC fabs, and new devices need new materials.
To submit a paper for consideration, please send a 1-page abstract focusing on critical materials supply dynamics by January 15, 2020 to cmcinfo@techcet.com
Wednesday, February 7, 2018
CRITICAL EVENT FOR SEMI MATERIALS - April 26-27 Phoenix
Keynote speaker David Bloss, VP of Technology and Manufacturing Group, and Director of Lithography Technology Sourcing in Global Supply Management, Intel Corp., will start the three-session event exploring:
* Updates on market dynamics and government regulations,
* Trends in the profitable control of all fab materials, and
* Technology forecasts for future critical materials.
Join us in the Phoenix area: http://cmcfabs.org/cmc-events/
Saturday, January 20, 2018
Hafnium product breakthrough consolidates Dubbo Project business case
Summary
- Alkane’s wholly owned subsidiary, Australian Strategic Materials Ltd (ASM), has developed high‐purity hafnium dioxide products tailored to meet market requirements.
- Hafnium oxide exceeding 99.8% HfO2, and 99.9% (Hf+Zr)O2, has been produced using a proprietary process to separate hafnium from zirconium at the demonstration pilot plant at ANSTO.
- Over the past 12 months, ASM has consulted extensively with industry to confirm growing market demand for high‐purity hafnium, which currently depends on supply from the production of zirconium metal for specialty alloys and the nuclear industry.
- Global shortage of hafnium anticipated as demand is poised to outstrip current supply.
- Hafnium metal for super alloys is currently trading in a US$800 ‐ $900/kg range. The ASM business case assumes a conservative product price of US$500/kg for its oxide.
- ASM will initially produce 25tpa hafnium to meet projected market demand, ramping up to higher quantities as required.
Download : Download (PDF, 718KB)
Development of high‐purity hafnium dioxide
The development of this high‐purity hafnium dioxide material demonstrates the ability of ASM to produce a highly marketable hafnium product out of the Dubbo Project. ASM will continue to work with industry to secure offtake agreements and develop further enhanced products, with the view to establishing a customer base for hafnium products ahead of plant commissioning.

Hafnium market and outlook for future growth
Projected growth in demand is poised to exceed current production, which is limited to about 70tpa (83tpa HfO2), since hafnium is typically only extracted from zirconium processing streams for nuclear energy applications requiring high‐purity zirconium. Market research by ASM and independent international market consultants forecasts a 2026 base demand of 112tpa (132tpa HfO2), and an unconstrained high‐demand case of 151tpa (178tpa HfO2).
Hafnium product pricing remains opaque due to security issues and limited production but the metal for super alloys is currently trading in a US$800 ‐ $900/kg range. The ASM business case assumes a conservative product price of US$500/kg for its oxide.
Saturday, March 25, 2017
Hidden Gems in the IEEE IRDS Reports and Roadmaps for ALD Folks!
IRDS Reports
Below are links to the downloadable whitepapers. Materials are to be shared among our industry friends. Thank you for citing the IRDS when using any materials!This list will be updated as other IRDS whitepapers become available.
- Application Benchmarking (PDF, 326 KB)
- More Moore (PDF, 981 KB)
- Beyond CMOS (PDF, 335 KB)
- Outside System Connectivity (PDF, 235 KB)
- Factory Integration (PDF, 403 KB)
- Metrology (PDF, 184 KB)
- Environment, Health, and Safety (PDF, 535 KB)
- Yield (PDF, 571 KB)
- System and Architecture (Preliminary) (PDF, 206 KB)
Thursday, March 9, 2017
UPDATE: REGISTER NOW FOR CRITICAL MATERIALS COUNCIL (CMC) CONFERENCE 2017
‘Braking’ Through Barriers with Materials
** Register Now! **
Join the World’s Leaders
Location: DoubleTree by Hilton, 1981 N Central Expy, Richardson (near Dallas), TX 75080
Conference follows CMC Private meetings:
May 9-10, CMC Fabs
May 10, 1:30-6 pm, CMC Fabs & CMC Associates Joint Session
Keynote Presentation: Hans Stork, Sr. VP of Technology & CTO of ON Semiconductor
Three Powerful Sessions and the Not-So-Usual-Round-Table
I. Global Issues & Supply-Chain ChallengesII. Immediate Challenges of Materials & Manufacturing
III. Emerging Materials Challenges: leading edge today
Attendees include industry experts who work with supply-chain management, business-development, R&D, and product management, as well as academics and analysts. CMC member companies will be attending this meeting, as it is an important part of their membership.
Friday, February 17, 2017
Vital Control in Fab Materials Supply-Chains – Part 2
- Jean-Marc Girard, CTO and Director of R&D, Air Liquide Advanced Materials,
- Jeff Hemphill, Staff Materials R&D Engineer, Intel Corporation,
- Jonas Sundqvist, Sr. Scientist, Fraunhofer IKTS; and co-chair of ALD Conference, and
- John Smythe, Distinguished Member of Technical Staff, Micron Technology.
Full article by Ed Korczynski, Sr. Technical Editor Vital Control in Fab Materials Supply-Chains – Part 2
Thursday, January 12, 2017
CMC Conference 2017 Call For Papers
Friday, January 6, 2017
UPDATE : CMC Conference Call for Papers, May 11-12 2017 Dallas, USA
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