SEMI, Linx Consulting Unveil Wafer Fab Materials Quarterly Report
July 7, 2025 | SEMIEstimated reading time: 2 minutes
SEMI, the global industry association advancing the electronics manufacturing and design supply chain, launched the new Wafer Fab Materials Quarterly report in collaboration with Linx Consulting. SEMI recently acquired select assets from Linx Consulting, including market reports and conferences, to amplify its market intelligence capabilities in semiconductor materials and specialty chemicals.
The Wafer Fab Materials Quarterly is a comprehensive report delivering in-depth analysis and forecasts for global wafer fab materials markets. Published quarterly in January, April, July, and b9e4cccaee7c4273be8746e0fefdd4e9.pngOctober, it equips industry professionals with actionable insights into economic trends, material usage, sales performance, and capacity forecasts. This collaborative effort harnesses SEMI’s extensive industry data and Linx Consulting’s analytical and forecasting expertise to support strategic and operational decision-making.
“The launch of this new quarterly materials report complements our market intelligence portfolio, offering deeper insights into the increasingly important materials market,” said Clark Tseng, Senior Director of Market Intelligence at SEMI. “By delivering detailed, forward-looking data every quarter, the Wafer Fab Materials Quarterly helps industry leaders to quickly respond to market shifts and make more informed decisions than annual reports allow.”
Report highlights:
- Comprehensive Market Coverage: Segmented forecasts for silicon wafers, photoresists, gases, deposition materials, wet chemicals, and CMP materials, with breakdowns by product segment and end-use application.
- Quarterly Performance Tracking: Exclusive sales data for leading suppliers and semiconductor companies, enabling benchmarking and market share analysis.
- Capacity and Materials Intensity: Capacity forecasts by product type, region, and wafer size, plus cost-per-wafer insights by process node.
- Macroeconomic Context: Global indicators like GDP, industrial production, and CPI to frame semiconductor market trends.
- Industry Overview: Analysis of semiconductor sales, CapEx, silicon MSI, inventory, and utilization rates.
The inaugural 2Q 2025 edition reveals a dynamic transformation in wafer fab materials markets, with the industry demonstrating remarkable resilience through its recovery trajectory. Following the 2023 materials downturn, the sector achieved robust growth in 2024, led by photoresist materials surging 14% after an 11% contraction the previous year.
The report highlights how technology evolution is driving unprecedented demand for advanced materials, with advanced photoresist now representing over 80% of market revenue and projected to reach 84% by 2028. Chemical mechanical planarization (CMP) materials emerge as the standout growth segment, benefiting significantly from increasing device complexity and layer counts in next-generation semiconductors. With advanced process nodes (≤7nm) capacity growing at a 20% CAGR through 2028, there is increasing demand for innovative material solutions that support atomic-scale precision manufacturing.
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