TECHCET— the electronic materials advisory firm providing semiconductor materials supply chain information —is forecasting growth for semiconductor ceramic components in 2025, up 5%. This follows a year of 0% growth in 2024 over 2023, totaling US$2.56 billion. “Increased layers of advanced tech nodes are driving more deposition and etch steps, especially for advanced logic, 3DNAND, which will increase demand for components,” stated Danny Elzer, Sr. Analyst of TECHCET. These advanced nodes will grow as a result of chip expansions in every region in addition to steeply growing AI applications, as indicated in TECHCET’s newly released Critical Materials Report™ on Ceramic Equipment Components.
Geopolitical factors are continuing to drive localization for finished ceramic goods, impacting sourcing strategy and decision making throughout the supply chain. For example, China is seeing growth in demand as both end users and some OEMs are turning toward local suppliers to fulfill supply directly. Growth in China has been further enabled by the availability of funding from private and government sources, allowing small startups capable of supplying less-technically-challenging parts to crop up.
In addition to localization, end users are also making efforts to cultivate relationships with local suppliers to achieve cost-saving goals. Some larger players are developing relationships with smaller, regional players to enable more flexibility to meet customer needs in upturns and cut costs in downturns.
The newly released TECHCET Equipment Components Critical Materials Report™ on Ceramics contains details on market drivers and technology trends as well as detailed supplier profiles. For the full table of contents or to request a sample report, visit https://techcet.com/product/ceramics/. Take advantage of our 30 Years of CMC Promotional: all reports are discounted 20% through 12/12/24 (use coupon code “REPORTS20”).
