Impact of Chip Expansion on US Chemical Supply-Chain

출판:TechCet

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Impact of Chip Expansion on US Chemical Supply-Chain

구성 영문조사보고서
출판사 TechCet
출판년월 2021년6월
폐이지수 78
가격(사이트 라이센스) USD8,599

 

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Overview

  • Provides focused information for supply-chain managers, process integration and R&D directors, as well as business development and financial analysts
  • Covers information about key suppliers, issues/trends in the material supply chain, estimates on supplier market share, and forecast for the material segments

목차

1.0 EXECUTIVE SUMMARY 1 OF 8 7

1.1 EXECUTIVE SUMMARY 1 OF 8 8
1.2 EXECUTIVE SUMMARY 2 OF 8 9
1.3 EXECUTIVE SUMMARY 3 OF 8 10
1.4 EXECUTIVE SUMMARY 4 OF 8 11
1.5 EXECUTIVE SUMMARY 5 OF 8 12
1.6 EXECUTIVE SUMMARY 6 OF 8 13
1.7 EXECUTIVE SUMMARY 7 OF 8 14
1.7 EXECUTIVE SUMMARY – TECHCET MARKET ASSESSMENT 15

2.0 THE CURRENT STATE OF AFFAIRS 16

2.1 SHRINKING DOMESTIC MARKETS 17
2.2 MATERIAL MARKETS REMAIN SIGNIFICANT 18
2.3 WET CHEMICAL DEMAND WILL RISE >40% FROM LEADING CHIP FAB 19
2.5 IMPACT OF US CHIP EXPANSION ON WET CHEMICAL DEMAND 20
2.5 CURRENT SUPPLIERS – GENERAL COMMENTS 21
2.6 AN OVERVIEW 24

3.0 THE FORECAST CHANGES TO THE STATUS QUO 26

3.1 ANNOUNCED AND PLANNED FAB EXPANSIONS 27
3.2 MAJOR US ANNOUNCED FAB EXPANSIONS 29
3.3 CHIP EXPANSION EXPECTED TO GROW 30
3.4 WET CHEMICAL DEMAND 32

4.0 SUPPLY, DEMAND & CAPACITY 33

4.1 DEFINITIONS OF THE TERMS USED THROUGHOUT THIS REPORT 34
4.2 EXPANSION DRIVES GROWTH IN MATERIALS DEMAND 35
4.3 CAPACITY SHORTFALLS EXPECTED 36
4.4 CHEMICAL DEMAND FORECAST, MANUFACTURING CAPABILITIES & GAP 37
4.5 FAB EXPANSIONS PUSH UP DEMAND FOR ALL MATERIALS 38
4.6 DEMAND GROWTH BY WET CHEMICAL TYPE 39
4.7 WET CHEMICALS SUPPLY-DEMAND FORECASTS 40
4.7.1 SULFURIC ACID – US SUPPLY V. DEMAND 41
4.7.1.1 H2SO4 US MARKET LANDSCAPE OVERVIEW 42
4.7.2 IPA – US SUPPLY V. DEMAND 43
4.7.2.1 IPA US MARKET LANDSCAPE OVERVIEW 44
4.7.3 HYDROGEN PEROXIDE – US SUPPLY V. DEMAND 45
4.7.3.1 H2O2 US MARKET LANDSCAPE OVERVIEW 46
4.7.4 HCL – US SUPPLY V. DEMAND 47
4.7.4.1 HCL US MARKET LANDSCAPE OVERVIEW 48
4.7.5 NH4OH – US SUPPLY V. DEMAND 49
4.7.5.1 NH4OH US MARKET LANDSCAPE OVERVIEW 50
4.7.6 HF US MARKET LANDSCAPE OVERVIEW 51
4.7.6.1 HF US MARKET LANDSCAPE OVERVIEW 52
4.7.7 H3PO4 – US SUPPLY V. DEMAND 53
4.7.7.1 H3PO4 US MARKET LANDSCAPE OVERVIEW 54
4.7.8 HNO3 – US SUPPLY V. DEMAND 55
4.7.8.1 HNO3 US MARKET LANDSCAPE OVERVIEW 56
4.8 KEY TIER II SUPPLIERS SUMMARY 57

5.0 ANTICIPATED MARKET ADJUSTMENTS 58

5.1 ANTICIPATED MARKET ADJUSTMENTS 59
5.2 ANTICIPATED ACTINS 60
5.3 ANTICIPATED ACTIONS BY CURRENT DOMESTIC SUPPLIERS 61
5.4 THE IMPACT OF TSMC 63
5.6 COMMENTS FROM THE PARTICIPANTS 64

6.0 DEPENDENCIES & CHALLENGES OF IMPORTS 67

6.1 US DEPENDENCY ON IMPORTS FOR UHP 68
6.2. A GROWING DEPENDENCY IN IMPORTED PRODUCTS 69
6.3 “TO IMPORT OR NOT TO IMPORT, THAT IS THE QUESTION” 71
6.4 AN ADDITIONAL BUT IMPORTANT CONSIDERATION 73

7.0 PACKAGING & PURITY 74

7.1 EVOLVING PACKAGING REQUIREMENTS 75
7.2 ULTRA HIGH PURITY DEMANDS – A LIABILITY OR OPPORTUNITY 76
7.3 CHEMICAL PURITY TRENDS 77
7.3.1 EVER INCREASING PURITY REQUIREMENTS 78
7.4 SHIP TO CONTROL & EVOLVING REQUIREMENTS 79

8.0 TECHCET’S ASSESSMENT OF RISKS AND OPPORTUNITIES 80

8.1 RISKS AND OPPORTUNITIES 81

9.0 APPENDIX: MANUFACTURING UHP CHEMICALS 84

APPENDIX 9.1 85
APPENDIX 9.2 86
APPENDIX 9.3 87

FIGURES

FIGURE 1: 2025 CHIP FAB CAPACITY- 36M/YR 9
FIGURE 2: US WAFER CAPACITY FORECAST 2020-2025 BY NODE 11
FIGURE 3: SUPPLY-CHAIN CHALLENGES WILL ESCALATE AS CHEMICAL
DEMAND INCREASES (LOS ANGELES, CA, 4/16/2021, BELOW) 15
FIGURE 4: SHARE OF GLOBAL SEMICONDUCTOR MANUFACTURING 17
FIGURE 5: 2020 SEMICONDUCTOR MATERIALS MARKET BY SEGMENT 18
FIGURE 6: US WAFER STARTS ESTIMATE BY DEVICES TYPE AND NODE, 2020-2025 (200MM EQUIV. WAFERS) 19
FIGURE 7: US WET CHEMICAL DEMAND BY CHIP FABRICATOR 2020-2025 (200MM EQUIV. WAFERS) 20
FIGURE 8: SULFURIC ACID 24
FIGURE 9: CHIP EXPANSION EXPECTED TO GROW >40% TO 37M 200MM EQUIVALENT WAFER CAPACITY (17M 300MM) 30
FIGURE 10: WET CHEMICAL DEMAND WILL RISE >40% FROM LEADING CHIP FABS, 2020-2025 32
FIGURE 11: CHIP EXPANSION GROWTH 38
FIGURE 12: H2SO4 SUPPLY VS. DEMAND VOLUME (METRIC TONS) 41
FIGURE 13: HSO4 US VOLUME DEMAND 37% ’25/’21 ; 6% CAGR 42
FIGURE 14: IPA SUPPLY VS. DEMAND VOLUME (METRIC TONS) 43
FIGURE 15: IPA US VOLUME DEMAND 35% GROWTH 6% CAGR 44
FIGURE 16: H2O2 SUPPLY VS. DEMAND (METRIC TONS) 45
FIGURE 17: H2O2 US VOLUME DEMAND 42% GROWTH 7% CAGR 46
FIGURE 18: HCL SUPPLY VS. DEMAND (METRIC TONS) 47
FIGURE 19: HCI US VOLUME DEMAND 47% GROWTH 8% CAGR 48
FIGURE 20: H2SO4 SUPPLY VS. DEMAND (METRIC TONS) 49
FIGURE 21: NH4OH US VOLUME DEMAND 43% GROWTH 7% CAGR 50
FIGURE 22: HF SUPPLY VS. DEMAND (METRIC TONS) 49
FIGURE 23: HF US VOLUME DEMAND 23% GROWTH, 4% CAGR 52
FIGURE 24: H3PO4 SUPPLY VS. DEMAND (METRIC TONS) 53
FIGURE 25: H3PO4 US VOLUME DEMAND 23% GROWTH, 4% CAGR 54
FIGURE 26: HNO3 SUPPLY VS. DEMAND (METRIC TONS) 55
FIGURE 27: HNO3 US VOLUME DEMAND 13% GROWTH, 3% CAGR 56
FIGURE 28: IMPORTING BULK PROCESS CHEMICALS INTO THE US IS
FEASIBLE BUT IT’S NOT EASY AND INCLUDES MULTIPLE STEPS 68
FIGURE 29: SUPPLY-CHAIN LOGISTICS CHALLENGES PERSIST TODAY (LOS ANGELES, CA, 4/16/2021, BELOW) 74
FIGURE 30: SHIP TO CONTROL FOR PROCESS CHEMICALS EXAMPLE 78

TABLES

TABLE 1: CHEMICAL VOLUME GROWTH 2020-2025 10
TABLE 2: CAPACITY SHORTFALLS EXPECTED 12
TABLE 3: US DOMESTIC TIER I SUPPLIERS 22
TABLE 4: KEY PROVISIONS OF THE AMERICAN FOUNDRIES ACT 28
TABLE 5: MAJOR US ANNOUNCED FAB EXPANSIONS 29
TABLE 6: WET CHEMICALS WITH THE HIGHEST DEMAND GROWTH IN THE US 2025/2020 35
TABLE 7: CAPACITY SHORTFALLS EXPECTED 36
TABLE 8: UHP AND IC GRADE SPLIT USED FOR GRAPHS 37
TABLE 9: 2020 – 2025 CHANGE IN VOLUMES REQUIRED FOR US CHIP PRODUCTION 39
TABLE 10: SUMMARY OF KEY US TIER 2 AND TIER 1 SUPPLIERS* 57
TABLE 11: ANTICIPATED ACTIONS BY CURRENT DOMESTIC SUPPLIERS 61
TABLE 12: COMMENTS FROM THE SELECTED PARTICIPANTS 65
TABLE 13: IMPORTING BULK PROCESS CHEMICALS ASSUMPTION 69
TABLE 14: EVOLVING PACKAGING REQUIREMENTS 70
TABLE 15: ALL BULK PROCESS CHEMICALS AND REQUIREMENTS IMPORTED 75
TABLE 16: PURITY REQUIREMENTS 76


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