TECHCET-the
electronic materials advisory services firm providing business and
technology information- announced that global revenues for semiconductor
manufacturing and packaging materials are expected to grow 3.1%
year-over-year (YoY) in 2019 to US$50.4B, of which 58% represents
semiconductor fab materials. Steadily increasing demand for memory chips
in 2018 lifted total materials market revenues to US$48.9B in 2018,
while the compound annual growth rate (CAGR) through 2023 is forecast at
4.3% as detailed in the latest TECHCET Critical Materials Reports (CMR)
and shown in the attached figure.
Global
trade issues in 2018 run the risk of devolving into real trade wars, if
governments and companies do not negotiate business terms from a place a
mutual respect. "Wars can only have winners and losers," reminded Lita
Shon-Roy, TECHCET President and CEO. "While issues can have win-win
resolutions after mutually-respectful negotiations."
At
the 2018 Critical Materials Council (CMC) Seminar, held last October in
Ningbo, China in coordination with China's IC Materials Technology
Innovation Alliance (ICMtia), representatives of global chip-makers
including Intel, GlobalFoundries, and Texas Instruments discussed ways
to ensure electronic materials supply-chain robustness in an era of
short-sighted protectionist tariffs. All three companies have
high-volume manufacturing (HVM) fabs in mainland China along with the
US, and all need to source a wide range of specialty materials from
global suppliers.
During private face-to-face meetings
between CMC fab members in Ningbo, held just after the public CMC
Seminar, ON Semiconductor shared that they have a plan prepared to deal
with tariffs goings into effect at different levels. Established HVM
chip fabs must keep sourcing specialty materials regardless of political
whims, because our modern world relies on a steady supply of
semiconductor devices to maintain our communications, entertainment,
health-care, and transportation infrastructures.
Critical Materials Reports™ and Market Briefings:
https://techcet.com/shop/
ABOUT
TECHCET: TECHCET CA LLC is an advisory services firm focused on process
materials supply-chains, electronic materials business, and materials
market analysis for the semiconductor, display, solar/PV, and LED
industries. Since 2000, the company has been responsible for producing
the SEMATECH Critical Material Reports™, covering silicon wafers,
semiconductor gases, wet chemicals, CMP consumables, Photoresists, and
ALD/CVD Precursors. The Critical Materials Council (CMC) of
semiconductor fabricators is a business unit of TECHCET, and includes
materials supplier Associate Members. For additional information about
reports, market briefings, CMC membership, or custom consulting please
contact info(at)cmcfabs.org, +1-480-332-8336, or go to
http://www.techcet.com or
http://www.cmcfabs.org.
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