Summary

NEW for 2021: TECHCET Short Report on the Electronic Gases Market

50 pages of actionable information on critical gases for semiconductor processing

Electronic gases trends for He, Xe, Ne, NF3, Kr, WF6 and 5 year forecasts

Provides informative Technology Trends for Logic and Memory Wafer Forecast, 3D NAND roadmaps, China Status for Logic, DRAM, NAND and more!

Included in this short but compact report are selected Supplier Profiles with analyst assessments.

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Table of Contents

1 EXECUTIVE SUMMARY				                7
1.1 Electronic Gas Market Size and Growth			8
1.2 5-year Specialty Gas Demand			                9
1.3 Competitor Positioning and M&A			        10
1.4 Changes and Market Shifts			                11

2 SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK	        12

 
2.1 Semiconductor Industries Ties to the Global Economy 	13
2.1.1 Semiconductor Sales Growth			        14
2.1.2 Taiwan Monthly Sales Trends			        15
2.2 Changes and Shifts in the Industrial Gas Market		16
2.3 Equipment Spending Trends			                17
2.4 Recent Investment and Fab/Plant Expansion Activity		19
2.5 Leading Edge Nodes Drive Materials Growth		        21
2.6 Semiconductor Process Materials Market Forecast		22
2.7 Overall China Market Trends			                23

3 ELECTRONIC GASES TRENDS				        25

3.1 Helium Demand				                26
3.2 Xenon Demand				                27
3.3 Neon Demand 				                28
3.4 Krypton Demand				                29
3.5 NF3 Demand				                        30
3.6 WF6 Demand				                        31
 
4 MARKET DYNAMICS				                32
4.1 Helium Projects				                33
4.1.1 HE Production Share Shifting East			        35
4.1.2 Pricing Trend - U.S. Helium			        36
4.2 Supply Chain Disruptions Due to COVID-19		        37
4.2.1 Carbon Dioxide Shortages Continue Due to COVID-19		38
4.3 Texas Freeze				                39
4.4 China New Entrant – Huate Gas			        40

5 TECHNOLOGY TRENDS				                41
5.1 Logic and Memory Wafer Forecast			        42
5.2 DRAM Peripheral Transistor High- Metal Gate 
(HKMG) and EUV	                                                43
5.3 Foundry & Logic Roadmaps			                44
5.4 Leading Edge Logic Roadmap			                45
5.5 3DNAND Technology Roadmap			                47
5.6 China Status Logic, DRAM and NAND			        48

6 NON-SEMI MARKET OPPORTUNITIES			                49

6.1 Photovoltaics				                50
6.2 Flat Panel Display (LCD & G7)			        51
6.2.1 Flat Panel Display Supply/Demand			        52
6.3 Segmentation of Gases for FDP 			        53
6.4 Key Takeaways of Non-Semi Market Opportunities	        54

7 SUPPLIER PROFILES				                55
 
Air Liquide				                        58
DuPont					                        64
Linde					                        68
Merck/EMD Electronics			                        75
Taiyo Nippon Sans Corp			                        82        
Guangdong Huate Gas 			                        90

APPENDIX					                94
Summary Table M&A Activities			                95
 

List of Figures
Figure 1: Electronic Market Growth, US$ M)			8
Figure 2: Global Economy and the Electronics Supply Chain(2020) 13
Figure 3: Worldwide Semiconductor Sales 			14
Figure 4: Worldwide Semiconductor Sales
         (TSMC, UMC, VIS, ASE, 
ChipMOS, KYEC) 		        15
Figure 5: 3-month Average Semiconductor Equipment Billings	17
Figure 6: Capital Spending Trends by Technology Nodev		18
Figure 7: Advanced Nodes Wafer Starts History & Forecast	21
Figure 8: Global Semiconductor Materials Outlook		22
Figure 9: China IC Market and Production Trends		        23
Figure 10: He WW Demand (Million Liters/Yr) 			26
Figure 11: Total Xenon Demand (Million Liters/yr)		27
Figure 12: Total Neon Demand (Million Liters/Yr) 		28
Figure 13: Total Krypton Demand (Million Liters/Yr)		29
Figure 14: NF3 Demand				                30
Figure 15: WF6 Forecast				                31
Figure 16: HE Production Share Shifting East			35
Figure 17: US Plant Production of Ethanol			38
Figure 18: Annual Wafer Starts				        42
Figure 19: Samsung DRAM Cell D/R Trend			        43
Figure 20: Logic/Foundry Roadmap for Volume Production 

           (IC Insights, Feb 2021)				44
Figure 21: IMEC 2021 Logic Roadmap			        45
Figure 22: IMEC 2021 Logic Roadmap			        46
Figure 23: 3DNAND Technology Roadmap			        47
Figure 24: Figure 24: SMIC Locations and YMTC 64 layer 
3D NAND	48
Figure 25: Diversification of Global  Solar PV Market		50
Figure 26: OLED Display Capacity Growth			        51
Figure 27: Large Are Supply/Demand by quarter		        52
Figure 28:Electronic Specialty Gases & Bulk Gases		53


List of Tables
Table 1: 5-Year Electronic Gas Supply & Demand		        9
Table 2: Major Asset Change Due to Linde-Praxair Merger		16
Table 3: Major Asset Change Due to Linde-Praxair Merger		19
Table 4: M&A Activities – For All Major Gas Suppliers 

        (Regardless of Industry)				57