電子材料ガス (ネオン・キセノンを含む) の世界市場の分析 (2023～2024年)

当レポートでは、半導体デバイスの製造に使用される電子材料ガスの世界市場と、そのサプライチェーンについて分析しております。ガス企業が直面する課題の一つは、空気分離装置 (ASU) や半導体ファウンドリのような大規模設備への投資のタイミングや業界の低迷による収益性です。一方、中国市場では、政府の支援を受けた「中国製造」プログラムを支援する新しいサプライヤーが台頭しています。これらのサプライヤーの能力と能力が向上すれば、その影響力から、今後3年以上の間にガスのサプライチェーンに劇的な影響を与える可能性があります。

電子材料ガス市場の最新情報ととレポートハイライトに関する注目のプレスリリース：

目次

第1章 エグゼクティブサマリー

第2章 調査範囲、目的、および調査手法

第3章 半導体産業市場の現状と展望

• 世界経済
  • 半導体産業と世界経済の連動
  • 半導体の販売増加率
  • 台湾の月次販売動向
  • 2023年の不確実性の高さ - 半導体の収益成長は、鈍化からマイナスになる見通し
• チップの販売動向：電子機器セグメント別
  • スマートフォン
  • PCユニットの出荷台数
  • サーバー/IT市場
• 半導体製造の成長と拡大
  • ファウンドリの拡張発表：概要
  • 世界各国でのファウンドリ拡張による成長促進
  • 設備支出の動向
  • 技術ロードマップ
  • ファウンドリ投資の評価
• 政策と貿易の動向と影響
• 半導体材料の概要
  • 材料の生産能力によってチップの生産スケジュールが制限される可能性
  • 物流問題の緩和
  • TECHCET：ウエハー市場の動向予測 (2027年まで)
  • TECHCET：材料市場の予測

第4章 電子材料ガスの市場動向

• 電子材料ガス事業を牽引する市場動向
• 供給能力と需要・投資
  • WF6の需要促進要因
  • WF6の市場需要
  • WF6の市場需要：MO ALD IP申請
  • WF6の市場需要
• 技術促進要因／材料の変更と移行
  • 過去10年間の一般的傾向：PVD・LPCVDからPECVD・ALDへ
  • 市場動向：デバイスの種類別・ノード別 - 高度デバイス
  • 市場動向：高度ロジック
  • 市場動向：ウエハー投入枚数 (DRAM)
  • 市場動向：ウエハー投入枚数 (NAND)
  • 蒸着プロセス：デバイスの種類別・材料別 - 概要
  • エッチングプロセス：デバイスの種類別 - 電子層エッチング (ALE)
  • 技術の動向と機会：概要
• 地域別の動向
  • 地域別の動向：LINDE
  • 地域別の動向：AIR LIQUIDE
  • 地域別の動向：AIR PRODUCTS
  • 地域別の動向：TAIYO NIPPON SANO
  • 地域別の動向：韓国
  • 地域別の動向：日本
  • 地域別の動向：日本・韓国
  • 地域別の動向：中国
  • 地域別の動向：ロシア
  • 地域別の動向：米国
• 仕様と純度に関する一般的なコメント
• 電子材料ガスのサプライチェーンのリスク要因
  • 地政学的リスク
  • ロシアのリスク
  • サプライチェーンのリスク：原材料価格
  • ロジスティクス
• 市場動向の評価

第5章 EHS (環境・衛生・安全) と持続可能性の問題

• EHSと物流の問題 - 半導体製造からの温室効果ガス
• EHSと物流の問題
• EHSと物流の問題 - 半導体製造からの温室効果ガス
• EHSと物流の問題 - 空気ガス (ネオン) からの温室効果ガス
  • ASUのエネルギー消費量 - GHG排出量
  • ASUのエネルギー消費量 - GHG排出量
  • ネオン供給のウクライナから中国への移行による二酸化炭素排出量
  • ネオン生成による二酸化炭素排出量
  • ISO気体コンテナでのネオン輸送の二酸化炭素排出量
  • ドラフト計算輸送：中国 vs ウクライナ
• 持続可能な半導体工程と製造技術
• ヘリウム：持続可能な生産 - グリーンヘリウム
• ヘリウム：持続可能な生産 - グリーンヘリウム
• NF3代替品：F2ガス
  • フッ素系ガス規制
  • LindeのF-ガスの設置
  • 環境規制リスクを考慮した条約および議定書

第6章 電子材料ガス市場の統計データと予測

• 電子材料ガス市場 - 実績と予測 (5年間分)
  • 産業用ガス市場
  • 電子材料ガス市場
  • サプライヤーの一覧・財務情報・プロファイル
  • 特殊ガス市場の促進要因
• 特殊ガス市場：需要・供給・市場シェア (5年間分)
  • ヘリウム (He)：5年間の需要と供給
  • ネオン (Ne) 5年間の需要と供給
  • ネオン
  • キセノン (XE) 5年間の供給と需要
  • 三フッ化窒素 (NF3) 5年間の供給と需要
  • 六フッ化タングステン (WF6) の5年間の供給と需要
• 企業合併・買収 (M&A) 活動
• 新規工場
  • 新規工場：LINDEの拡張 (2023年)
  • 新規工場：AIR LIQUIDEの拡張 (2022/2023年)
  • NIHON SUO HOLDING CO., LTD.：ジボランの生産能力の拡張
• サプライヤーの工場閉鎖
  • 新規参入企業：K MATERIALSとSHOWA DENKOが、米国の半導体ガス市場への共同参入を模索
  • 新規参入企業：RESONAC
  • 新規参入企業：NEON (中国)
• 価格動向
• ガス供給の評価

第7章 下層の材料サプライチェーン

• 販売チャネル
• 物流要件
  • サブティアサプライチェーン：タングステンの混乱
• 下層のサプライチェーン：M&A活動
• 下層のサプライチェーン：EHSと物流の問題
• 下層のサプライチェーン：価格動向
• 下層のサプライチェーン：TECHCETアナリストの評価

第8章 サプライヤーのプロファイル

• ADEKA CORPORATION
• AIR LIQUIDE
• AZMAX CO., LTD
• DNF CO., LTD
• ENTEGRIS
• その他20社以上

第9章 付録

LIST OF FIGURES

• FIGURE 1: ELECTRONIC GAS MARKET
• FIGURE 2: ELECTRONIC GAS MARKET SEGMENTATION
• FIGURE 3: TECHCET WAFER START FORECAST BY NODE
• FIGURE 4: TECHNOLOGY ROADMAP DEVICES
• FIGURE 5: TOTAL ELECTRONIC GAS MARKET SHARE 2021, US$6,3 BILLION
• FIGURE 6: AIR GAS BOILING POINT
• FIGURE 7: COMPARISON OF CO2 EMISSIONS FROM VARIOUS TRANSPORTATION MODES
• FIGURE 8: OCEAN CONTAINER PRICE INDEX-JULY '20 TO MARCH '23
• FIGURE 9: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2022)
• FIGURE 10: WORLDWIDE SEMICONDUCTOR SALES
• FIGURE 11: TECHCET'S TAIWAN SEMICONDUCTOR INDUSTRY INDEX (TTSI)*
• FIGURE 12: 2023 SEMICONDUCTOR INDUSTRY REVENUE GROWTH FORECASTS
• FIGURE 13: 2022 SEMICONDUCTOR CHIP APPLICATIONS
• FIGURE 14: MOBILE PHONE SHIPMENTS WW ESTIMATES
• FIGURE 15: WORLDWIDE PC AND TABLET FORECAST
• FIGURE 16: ELECTRIFICATION TREND BY WORLD REGION
• FIGURE 17: SEMICONDUCTOR AUTOMOTIVE PRODUCTION
• FIGURE 18: TSMC PHOENIX INVESTMENT ESTIMATED WILL BE US $40 B
• FIGURE 19: CHIP EXPANSIONS 2022-2027 US$366 B
• FIGURE 20: SEMICONDUCTOR CHIP MANUFACTURING REGIONS OF THE WORLD
• FIGURE 21: GLOBAL TOTAL EQUIPMENT SPENDING BY SEGMENT (US$ B)
• FIGURE 22: OVERVIEW OF ADVANCED LOGIC DEVICE TECHNOLOGY ROADMAP
• FIGURE 23: INTEL OHIO PLANT SITE FEB. 2023 AND ARTIST RENDERING (ON BOTTOM)
• FIGURE 24: EUROPE CHIP EXPANSION UPSIDE
• FIGURE 25: PORT OF LA
• FIGURE 26: TECHCET WAFER START FORECAST BY NODE SEGMENTS**
• FIGURE 27: GLOBAL SEMICONDUCTOR MATERIALS OUTLOOK
• FIGURE 28: 2D PHASE OF BORON AS POSSIBLE FUTURE TRANSISTOR CHANNEL
• FIGURE 29: 3DNAND MARKET SHARE 2022
• FIGURE 30: 3DNAND STRUCTURE
• FIGURE 31: MO PRECURSORS
• FIGURE 32: PATENT FAMILIES FILED FOR MOLYBDENUM ALD IN THE MEMORY SPACE
• FIGURE 33: WAFER START FORECAST SHOWING TWO TIMING SCENARIOS WHERE MO COULD BE INTRODUCED (MILLIONS OF 200 MM EQUIVALENT / YEAR)
• FIGURE 34: 3D DEVICE ARCHITECTURES
• FIGURE 35: FORECASTS--WAFER STARTS 2021 TO 2027
• FIGURE 36: FORECASTS--WAFER STARTS LOGIC 300 MM
• FIGURE 37: SAMSUNG START 3 NM PILOT RAMP USING GAA-FET TECHNOLOGY JUNE 2022
• FIGURE 38: IMEC 2022 LOGIC ROADMAP
• FIGURE 39: APPLIED MATERIALS CENTURA PATTERN SHAPING CLUSTER
• FIGURE 40: FORECASTS--WAFER STARTS DRAM 300 MM
• FIGURE 41: IP FILING IN THE FIELD OF 3DRAM IS ACCELERATING
• FIGURE 42: FORECASTS--WAFER STARTS NAND 300 MM
• FIGURE 43: PATHWAYS FOR CONTINUED 3D NAND SCALING
• FIGURE 44: 3DNAND SCALING FROM 1 STACK TO 4 STACKS
• FIGURE 45: SELECTIVE W LOWERS RESISTANCE
• FIGURE 46: FINFET/GAA TRANSITION
• FIGURE 47: SELECTIVITY IMPROVEMENT WITH ALE
• FIGURE 48: ALD AND ALE ROADMAPS OF INTEL, TSMC AND SAMSUNG
• FIGURE 49: DEP-ALE STI FILL AND RECESS ETCH
• FIGURE 50: PLASMA AND THERMAL ALE PROCESSES
• FIGURE 51: AIR LIQUIDE FINANCIALS (ANNUAL REPORT 2022 PENDING)
• FIGURE 52: KOREA 2021 NEON IMPORTS
• FIGURE 53: RESONAC BUSINESS SEGMENT REVENUE 2022
• FIGURE 54: TOTAL HELIUM PRODUCTION 160 MILLION M3
• FIGURE 55: FLUORSPAR PRICE IN US 2014-2022
• FIGURE 56: OCEAN CONTAINER PRICE INDEX-JULY '20 TO MARCH '23
• FIGURE 57: CO2 EMISSIONS CONTRIBUTIONS WITHIN A CHIP FAB
• FIGURE 58: GLOBAL WARMING IMPACT FROM VARIOUS PROCESS GASES
• FIGURE 59: TOTAL EMISSIONS AND ENERGY USE PROJECTION PER LOGIC NODE
• FIGURE 60: CO2EQ OUTPUT FROM ETCH GASES
• FIGURE 61: AIR SEPARATION UNIT FLOW CHART
• FIGURE 62: AIR GAS BOILING POINT
• FIGURE 63: CARBON GENERATION FROM AIR SEPARATION PROCESSES
• FIGURE 64: COMPARISON OF CO2 EMISSIONS FROM VARIOUS TRANSPORTATION MODES
• FIGURE 65: F2 AND NF3 ACTIVATION
• FIGURE 66: ELECTRONIC GAS MARKET
• FIGURE 67: TOTAL INDUSTRIAL GAS MARKET 2021, US$97 BILLION
• FIGURE 68: TOTAL ELECTRONIC GAS MARKET 2021, US$6,3 BILLION
• FIGURE 69: ELECTRONIC GAS MARKET SEGMENTATION
• FIGURE 70: HE WW SUPPLY AND DEMAND
• FIGURE 71: 2027 HELIUM SUPPLY
• FIGURE 72: TOTAL NEON DEMAND VS. SUPPLY
• FIGURE 73: KOREA 2021 NEON IMPORTS
• FIGURE 74: TOTAL XENON DEMAND VS. SUPPLY (MILLION LITERS/YR)
• FIGURE 75: TOTAL KRYPTON DEMAND VS. SUPPLY (MILLION LITERS/YR)
• FIGURE 76: NF3 SUPPLY/DEMAND
• FIGURE 77: AWF6 FORECAST
• FIGURE 78: HARDMASK SCHEMATIC
• FIGURE 79: LATEST SITUATION MAP IN UKRAINE, SHOWING TAKEN MAURIUPOL BUT ODESSA STILL FREE
• FIGURE 80: RESONAC BUSINESS SEGMENT REVENUE 2022
• FIGURE 81: RARE GAS PRICE ESCALATION
• FIGURE 65: F2 AND NF3 ACTIVATION
• FIGURE 66: ELECTRONIC GAS MARKET
• FIGURE 67: TOTAL INDUSTRIAL GAS MARKET 2021, US$97 BILLION
• FIGURE 68: TOTAL ELECTRONIC GAS MARKET 2021, US$6,3 BILLION
• FIGURE 69: ELECTRONIC GAS MARKET SEGMENTATION
• FIGURE 70: HE WW SUPPLY AND DEMAND
• FIGURE 71: 2027 HELIUM SUPPLY
• FIGURE 72: TOTAL NEON DEMAND VS. SUPPLY
• FIGURE 73: KOREA 2021 NEON IMPORTS
• FIGURE 74: TOTAL XENON DEMAND VS. SUPPLY (MILLION LITERS/YR)
• FIGURE 75: TOTAL KRYPTON DEMAND VS. SUPPLY (MILLION LITERS/YR)
• FIGURE 76: NF3 SUPPLY/DEMAND
• FIGURE 77: AWF6 FORECAST
• FIGURE 78: HARDMASK SCHEMATIC
• FIGURE 79: LATEST SITUATION MAP IN UKRAINE, SHOWING TAKEN MAURIUPOL BUT ODESSA STILL FREE
• FIGURE 80: RESONAC BUSINESS SEGMENT REVENUE 2022
• FIGURE 81: RARE GAS PRICE ESCALATION
• FIGURE 82: HE MATERIALS SUPPLIER TIER STRUCTURE
• FIGURE 83: TUNGSTEN USE BY INDUSTRY (TECHCET ESTIMATE)
• FIGURE 84: ELECTRONIC SPECIALTY GASES
• FIGURE 85: BULK GASES 177

LIST OF TABLES

• TABLE 1: SPECIALTY AND BULK GAS REVENUE 2022, 2027
• TABLE 2: ELECTRONIC GAS MARKET GROWTH RATES BY END MARKET
• TABLE 3: 5-YEAR SPECIALTY GAS SUPPLY & DEMAND
• TABLE 4: GAS TRENDS AND OPPORTUNITIES BY DEVICE TYPE & PROCESS TECHNOLOGY
• TABLE 5: GLOBAL GDP AND SEMICONDUCTOR REVENUES*
• TABLE 6: IMF ECONOMIC OUTLOOK*
• TABLE 7: DATA CENTER SYSTEMS AND COMMUNICATION SERVICES MARKET SPENDING 2022
• TABLE 8: OVERVIEW OF DEPOSITION PROCESSES BY DEVICE TYPE AND MATERIAL
• TABLE 9: ETCH GASES SUMMARY TABLE
• TABLE 10: GAS TRENDS AND OPPORTUNITIES BY DEVICE TYPE
• TABLE 11: LINDE FINANCIALS AND REGIONAL SALES
• TABLE 12: AIR PRODUCTS REGIONAL FINANCIALS
• TABLE 13: TAIYO NIPPON SANSO REGIONAL FINANCIALS
• TABLE 14: ESTIMATED SUPPLY CHAIN SUPPLIER RANKING
• TABLE 15: REGIONAL SUMMARY OF GAS MARKET
• TABLE 16: CO2 EMISSIONS PER TONS SHIPPED BY OCEAN, TRUCK OR RAIL
• TABLE 17: GAS GWP AND ATMOSPHERIC LIFETIME
• TABLE 18: ELECTRONIC GAS MARKET SIZE AND GROWTH
• TABLE 19: TOTAL REVENUE 2022 COMPARED TO 2021 OF MAJOR GAS COMPANIES AND GAS SUPPLIERS
• TABLE 20: ELECTRONIC GAS MARKET GROWTH RATES BY END MARKET
• TABLE 21: 5-YEAR SPECIALTY GAS SUPPLY & DEMAND
• TABLE 22: M&A ACTIVITIES
• TABLE 23: SPECIALTY GAS INDUSTRY MATRIX
• TABLE 24: GASES USED IN FPD MANUFACTURING
• TABLE 25: HYDRIDE GAS SUPPLIERS
• TABLE 26: SILICON PRECURSOR SUPPLIERS
• TABLE 27: ETCHANT GAS SUPPLIERS
• TABLE 28: DEPOSITION/MISC. GAS SUPPLIERS
• TABLE 29: BULK GAS SUPPLIERS
• TABLE 30: ETCH ROADMAPS
• TABLE 31: ETCH ROADMAPS
• TABLE 32: ETCH ROADMAPS

This report covers the electronic gas materials market and supply-chain for these materials used in semiconductor device fabrication. One of the challenges that the gas companies encounter is profitability due to the timing of investments and industry downturns for large installations like Air Separation Units (ASUs) and Semiconductor fabs. In the meantime, new suppliers are emerging in the China market to support the "Made in China" program backed by the government. When these suppliers gain in capability and capacity, their influence could dramatically impact the gas supply chain in the next 3+ years.

This report comes with 3 Quarterly Updates featuring updated market information and forecasting from the report analyst.

TABLE OF CONTENTS

1. EXECUTIVE SUMMARY

• 1.1. ELECTRONIC GAS MARKET-HISTORICAL AND 5-YEAR FORECAST
• 1.2. MARKET DRIVERS FOR THE SPECIALTY GAS MARKET
  • 1.2.1. SPECIALTY GAS MARKET: 5-YEAR SUPPLY & DEMAND
• 1.3. MARKET TRENDS
• 1.4. TECHNOLOGY TRENDS-DEVICE ROADMAP
  • 1.4.1. TECHNOLOGY TRENDS-DEVICE SEGMENT OPPORTUNITIES
• 1.5. COMPETITIVE LANDSCAPE-ELECTRONIC GAS MARKET SHARE
• 1.6. SUPPLY CAPACITY AND DEMAND, INVESTMENTS
• 1.7. EHS AND LOGISTIC ISSUES-GREEN HOUSE GASES FROM LOGIC PRODUCTION
• 1.8. MARKET ASSESSMENT SUMMARY

2. SCOPE, PURPOSE AND METHODOLOGY

• 2.1. SCOPE
• 2.2. PURPOSE
• 2.3. METHODOLOGY
• 2.4. OVERVIEW OF OTHER TECHCET CMR™ REPORTS

3. SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK

• 3.1. WORLDWIDE ECONOMY
  • 3.1.1. SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY
  • 3.1.2. SEMICONDUCTOR SALES GROWTH
  • 3.1.3. TAIWAN MONTHLY SALES TRENDS
  • 3.1.4. UNCERTAINTY ABOUNDS ESPECIALLY FOR 2023-SLOWER TO NEGATIVE SEMICONDUCTOR REVENUE GROWTH EXPECTED
• 3.2. CHIPS SALES BY ELECTRONIC GOODS SEGMENT
  • 3.2.1. SMARTPHONES
  • 3.2.2. PC UNIT SHIPMENTS
  • 3.2.3. SERVERS / IT MARKET
• 3.3. SEMICONDUCTOR FABRICATION GROWTH & EXPANSION
  • 3.3.1. FAB EXPANSION ANNOUNCEMENT SUMMARY
  • 3.3.2. WW FAB EXPANSION DRIVING GROWTH
  • 3.3.3. EQUIPMENT SPENDING TRENDS
  • 3.3.4. TECHNOLOGY ROADMAPS
  • 3.3.5. FAB INVESTMENT ASSESSMENT
• 3.4. POLICY & TRADE TRENDS AND IMPACT
• 3.5. SEMICONDUCTOR MATERIALS OVERVIEW
  • 3.5.1. COULD MATERIALS CAPACITY LIMIT CHIP PRODUCTION SCHEDULES?
  • 3.5.2. LOGISTICS ISSUES EASED DOWN
  • 3.5.3. TECHCET WAFER STARTS FORECAST THROUGH 2027
  • 3.5.4. TECHCET'S MATERIAL FORECAST

4. ELECTRONIC GASES MARKET TRENDS

• 4.1. MARKET TRENDS DRIVING THE ELECTRONIC GAS BUSINESS
• 4.2. SUPPLY CAPACITY AND DEMAND, INVESTMENTS
  • 4.2.1. WF6 DEMAND DRIVERS
  • 4.2.2. WF6 MARKET DEMAND
  • 4.2.3. WF6 MARKET DEMAND-MO ALD IP FILING
  • 4.2.4. WF6 MARKET DEMAND
• 4.3. TECHNICAL DRIVERS / MATERIAL CHANGES AND TRANSITIONS
  • 4.3.1. GENERAL TREND LAST DECADE GOING FROM PVD & LPCVD TO PECVD
  • 4.3.2. MARKET TRENDS BY DEVICE TYPE AND NODE-ADVANCED DEVICES
  • 4.3.3. MARKET TRENDS-ADVANCED LOGIC
  • 4.3.4. MARKET TRENDS-WAFER STARTS DRAM
  • 4.3.5. MARKET TRENDS-WAFER STARTS NAND
  • 4.3.6. DEPOSITION PROCESS BY DEVICE TYPE AND MATERIAL-AN OVERVIEW
  • 4.3.7. ETCH PROCESS BY DEVICE TYPE-ATOMIC LAYER ETCHING ALE
  • 4.3.8. SUMMARY OF TECHNICAL TRENDS AND OPPORTUNITIES
• 4.4. REGIONAL TRENDS
  • 4.4.1. REGIONAL TRENDS-LINDE
  • 4.4.2. REGIONAL TRENDS-AIR LIQUIDE
  • 4.4.3. REGIONAL TRENDS-AIR PRODUCTS
  • 4.4.5. REGIONAL TRENDS-TAIYO NIPPON SANO
  • 4.4.6. REGIONAL TRENDS-KOREA
  • 4.4.7. REGIONAL TRENDS-JAPAN
  • 4.4.8. REGIONAL TRENDS-JAPAN & KOREA
  • 4.3.15. REGIONAL TRENDS-CHINA
  • 4.4.9. REGIONAL TRENDS-RUSSIA
  • 4.4.10. REGIONAL TRENDS-USA
• 4.5. GENERAL COMMENTS ON SPECIFICATIONS AND PURITY
• 4.6. ELECTRONIC GAS SUPPLY CHAIN RISK FACTORS
  • 4.6.1. GEOPOLITICAL RISKS
  • 4.6.2. RUSSIA RISKS
  • 4.6.3. SUPPLY CHAIN RISKS-RAW MATERIAL PRICING
  • 4.6.4. LOGISTICS
• 4.7. MARKET TRENDS ASSESSMENT

5. EHS AND SUSTAINABILITY ISSUES

• 5.1. EHS AND LOGISTIC ISSUES-GREEN HOUSE GASES FROM SEMICONDUCTOR PRODUCTION
• 5.2. EHS AND LOGISTICS ISSUES
• 5.3. EHS AND LOGISTIC ISSUE-GREEN HOUSE GASES FROM SEMICONDUCTOR PRODUCTION
• 5.4. EHS AND LOGISTIC ISSUES-GREEN HOUSE GASES FROM AIR GASES (NEON)
  • 5.4.1. ASU ENERGY CONSUMPTION-GHG EMISSIONS
  • 5.4.2. ASU ENERGY CONSUMPTION-GHG EMISSIONS
  • 5.4.3. CARBON FOOTPRINT OF SHIFTING NEON SUPPLY FROM UKRAINE TO CHINA
  • 5.4.4. CARBON FOOTPRINT OF NEON PRODUCTION
  • 5.4.5. CARBON FOOTPRINT OF NEON SHIPPING IN GAS ISO CONTAINER
  • 5.4.6. DRAFT CALCULATION TRANSPORT: CHINA VS UKRAINE
• 5.5. SUSTAINABLE SEMICONDUCTOR PROCESSES AND MANUFACTURING TECHNOLOGIES
• 5.6. HELIUM-SUSTAINABLE PRODUCTION-GREEN HELIUM
• 5.7. HELIUM-SUSTAINABLE PRODUCTION-GREEN HELIUM
• 5.8. NF3 REPLACEMENT: F2 GAS
  • 5.8.1. FLUORINATED GAS REGULATIONS
  • 5.8.3. LINDE F-GAS INSTALLATION
  • 5.8.4. ENVIRONMENT REGULATION RISK-IMPLEMENTED TREATIES AND PROTOCOLS

6. ELECTRONIC GASES MARKET STATISTICS & FORECASTS

• 6.1. ELECTRONIC GAS MARKET-HISTORICAL AND 5-YEAR FORECAST
  • 6.1.1. INDUSTRIAL GAS MARKET
  • 6.1.2. ELECTRONIC GAS MA
  • 6.1.3. SUPPLIER LIST, FINANCIALS AND PROFILES
  • 6.1.4. MARKET DRIVERS FOR THE SPECIALTY GAS MARKET
• 6.2. SPECIALTY GAS MARKET: 5-YEAR SUPPLY & DEMAND RKET SHARE
  • 6.2.1. HE 5-YEAR SUPPLY & DEMAND
  • 6.2.2. NE 5-YEAR SUPPLY & DEMAND
  • 6.2.3. NEON
  • 6.2.4. XE 5-YEAR SUPPLY & DEMAND
  • 6.2.5. NF3 5-YEAR SUPPLY & DEMAND
  • 6.2.6. TUNGSTEN HEXAFLUORIDE 5-YEAR SUPPLY & DEMAND
• 6.3. M&A ACTIVITIES
• 6.4. NEW PLANTS
  • 6.4.1. NEW PLANTS, LINDE EXPANSIONS 2023
  • 6.4.2. NEW PLANTS, AIR LIQUIDE EXPANSIONS 2022/2023
  • 6.4.3. NIHON SUO HOLDING CO., LTD. TO INCREASE DIBORANE CAPACITY
• 6.5. SUPPLIER PLANT CLOSURES
  • 6.5.1. NEW ENTRANTS-SK MATERIALS, SHOWA DENKO SEEK JOINT ENTRY INTO US SEMICONDUCTOR GAS MARKET
  • 6.5.2. NEW ENTRANTS-RESONAC
  • 6.5.3. NEW ENTRANTS-NEON, CHINA
• 6.6. PRICING TRENDS
• 6.7. GAS SUPPLY ASSESSMENT

7. SUB TIER MATERIAL SUPPLY CHAIN

• 7.1. SALES CHANNELS
• 7.2. LOGISTICS REQUIREMENTS
  • 7.2.1. SUB-TIER SUPPLY-CHAIN: TUNGSTEN DISRUPTIONS
• 7.3. SUB-TIER SUPPLY-CHAIN M&A ACTIVITY
• 7.4. SUB-TIER SUPPLY-CHAIN EHS AND LOGISTICS ISSUES
• 7.5. SUB-TIER SUPPLY-CHAIN PRICING TRENDS
• 7.6. SUB-TIER SUPPLY-CHAIN TECHCET ANALYST ASSESSMENT

8. SUPPLIER PROFILES

• ADEKA CORPORATION
• AIR LIQUIDE
• AZMAX CO., LTD
• DNF CO., LTD
• ENTEGRIS
• ...and 20+ more

9. APPENDIX

• 9.1. GASES USED BY MULTIPLE INDUSTRIES
  • 9.1.1. SPECIALTY GAS INDUSTRY MATRIX
  • 9.1.2. GASES USED FOR SEMICONDUCTOR DEVICE MANUFACTURING
  • 9.1.3. GASES USED IN THE DISPLAY INDUSTRY
• 9.2. SUPPLIER LISTING BY GAS TYPE
  • 9.2.1. HYDRIDES
  • 9.2.2. SILICON PRECURSORS (SILANES)
  • 9.2.3. ETCHANTS/CHAMBER CLEAN
  • 9.2.4. DEPOSITION/MISC
  • 9.2.5. BULK GASES
• 9.3. ETCH GAS ROADMAPS
  • 9.3.1. ETCH ROADMAPS 1 OF 3
  • 9.3.2. ETCH ROADMAPS 2 OF 3
  • 9.3.3. ETCH ROADMAPS 3 OF 3