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SEMI and Linx Consulting Launch Transformative Wafer Fab Materials Quarterly Report

In a significant move for the semiconductor industry, SEMI, the leading global association dedicated to promoting the electronics manufacturing and design supply chain, has partnered with Linx Consulting to introduce the Wafer Fab Materials Quarterly Report. Unveiled on July 7, 2025, this report serves as a vital resource, packed with crucial analysis and forward-looking forecasts that reshape how professionals navigate the complex wafer fab materials markets.

This collaboration builds upon SEMI's recent acquisition of key assets from Linx Consulting, enhancing SEMI’s capabilities in market intelligence specifically regarding semiconductor materials and specialty chemicals. The inaugural 2Q 2025 edition of this report underscores a dynamic turnaround in wafer fab materials, showcasing the industry's resilience and growth trajectory following the fluctuations seen in 2023.

Comprehensive Market Insights

The Wafer Fab Materials Quarterly Report is not just an overview; it is a detailed examination segmented into various product lines including silicon wafers, photoresists, gases, deposition materials, wet chemicals, and chemical mechanical planarization (CMP) materials. Each section provides forecasts tailored to end-use applications and product segments, offering invaluable benchmarks for industry stakeholders.

Additionally, the report delivers exclusive sales data from leading suppliers and semiconductor companies, enabling a precise analysis of market shares and performance metrics. This data becomes particularly advantageous for professionals aiming to position their strategies effectively in a rapidly evolving market.

Tracking Industry Dynamics

One of the standout features of this report is its focus on capacity and materials intensity, providing forecasts by both product type and geographical region, in addition to insights regarding cost-per-wafer by process node. Professionals will find this breakdown essential for strategic planning and operational optimization in their production environments.

The report also contextualizes findings within global macroeconomic indicators such as GDP, industrial production, and consumer price indices (CPI), enriching the reader's understanding of how these factors influence semiconductor market trends. An analysis of overall semiconductor sales, along with capital expenditure (CapEx) statistics, inventory levels, and utilization rates, rounds out the report's comprehensive approach.

Highlights from the Inaugural Report

The 2Q 2025 release reveals impressive recovery in the wafer fab materials sector, with photoresist materials leading the charge. After experiencing an 11% contraction in the previous year, the market rebounded robustly with a 14% growth in 2024. The report delineates how advancements in technology are driving the demand for sophisticated materials, with advanced photoresists now comprising over 80% of the revenue and forecasted to hit 84% by 2028. Additionally, CMP materials are highlighted as a key growth area, largely due to increasing device complexity and layer counts in next-gen semiconductors.

As the capacity for advanced process nodes of less than or equal to 7nm grows at a 20% compound annual growth rate (CAGR) through 2028, the need for innovative material solutions that facilitate atomic-scale manufacturing becomes paramount. The significance of these materials could redefine the future of semiconductor production as industries continue to evolve.

Tailored Data for Informed Decisions

Available in user-friendly Microsoft Excel and PowerPoint formats, the report includes historical data dating back to 2020 and extends forecasts out to 2028. This format allows industry professionals to manipulate, integrate, and analyze their data as needed, fostering informed decision-making in strategic planning and technology innovation across the entire supply chain.

Conclusion

The launch of the Wafer Fab Materials Quarterly Report marks a pivotal leap forward in providing industry leaders with immediate access to actionable insights and extensive market data. As SEMI continues to expand its market intelligence capabilities, professionals in semiconductor manufacturing can expect to make faster and more precise decisions, adapting proactively to the rapid shifts in their operating environments. For more information on SEMI's reports and offerings in the semiconductor sector, interested parties can explore the SEMI Market Data website or contact the SEMI Market Intelligence team directly.

In summary, SEMI and Linx Consulting's collaboration not only enhances the landscape of market intelligence but also sets a new standard for fostering growth and innovation throughout the semiconductor industry.