A new report from materials advisory firm TECHCET forecasts an upward five-year CAGR (Compound Annual Growth Rate) of 6.4% for the electronics gas market, warning that critical gases such as diborane and tungsten hexafluoride may face supply constraints ahead.
The positive forecast in electronic gases is primarily due to expansions within the semiconductor industry, with leading-edge logic and 3DNAND applications being the most impactful to growth.
As ongoing fab expansions come online in the next few years, additional supply of gases will be necessary to accommodate demand, hence upping the market performance for gases.
The report, titled Electronic Gases Critical Materials Report™, acknowledges that in the US there are currently six major chipmakers planning to build new fabs: namely GlobalFoundries, Intel, Samsung, TSMC, Texas Instruments, and Micron Technology.
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