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Linx Consulting is pleased to introduce the premier issue of
The Electronic Materials Report
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The Electronic Materials Report is the first in a series of newsletters for the electronic materials industry from Linx Consulting. With years of experience in the chemical industry, Linx Consulting offers a unique perspective of the electronic materials markets for the semiconductor, display, photovoltaic, MEMS, energy and nanotechnology segments.
Every month, The Electronics Material Report will bring you our latest perspectives and insights on the electronic materials industry to help you make the right decisions for your business, reducing risk and increasing results for your company.
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Input Materials for PV Production in Relative Oversupply
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PV's Moore's Law required to drive increased material efficiency
by Debra Vogler, Solid State Technology
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Sept. 23, 2008 - The road to grid parity for PV power generation will
be difficult, needing five or more years to compete with utility power,
unsubsidized, on a large scale, noted Mark Thirsk, managing partner at
Linx Consulting, at a recent SEMI PV forecast luncheon (Sept. 18) in
Santa Clara, CA. Read more....
This graph by Linx Consulting illustrates PV module demand driven by government subsidy. Individual countries
of note: Germany's EEG feed-in tariffs survived a review in 2008; Spain
is restructuring its subsidy law for 2009; Greece's newly drafted
feed-in tariffs will take time to implement; and the next US
administration likely will support some sort of alternative energy
legislation, leading to growth in 2010.
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| New report: Chemicals and Materials for PV Cells and Modules
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 Supported by subsidies in Europe and Japan, the flat plate PV
industry is breaking out of niche applications and becoming an on-grid
alternative. As a polysilicon shortage is resolved with capacity
increases, the potential of lower costs per watt, thin-film
technologies are now emerging to challenge traditional single and
multi-crystalline cells.
This report will deliver
analysis of the industry materials requirements, detailed market
forecasts to 2015, analysis of emerging trends, and discussion of
opportunities for suppliers of chemicals and materials for photovoltaic
cells and modules. This report will be an authoritative source of
strategic, tactical and forecast information for marketers and
executive management for producers and users of these materials. Read More...
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Recently Completed Report: Emerging Materials Opportunities for Semiconductor Devices
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Advanced chemicals and materials continue to be critical in
achieving the performance increase in advanced IC manufacturing
predicted by Moore's "law." The International
Technology Roadmap
for Semiconductors is a document that is aimed to guide product
development and performance requirements for all involved in the
semiconductor supply chain, however, the ITRS has not always been a
reliable guide to material needs.
In
this report Linx Consulting will review anticipated materials needs for
future IC nodes, and discuss the relative challenges, and target
markets for materials on and off the roadmap. Read more...
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New Report: Advanced Thin Film Processes & Materials for FEOL & Interconnect Applications, 2008- 2013
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 The semiconductor industry has relied on CVD and PVD technologies to
meet much of the requirements in thin film depositions. Along with
these process technologies, many
standard materials, such as
SiO2, Al and Ti, have been relied on to meet a majority of the
industry's needs. However, now the industry is facing change with DRAM
using ALD at 90 nm and converting to copper en masse at 45 nm, as well as
low-κ materials, novel gates, and high-κ gate dielectrics all growing
rapidly. Read More...
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Linx offers custom services in addition to electronic materials reports
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Linx Consulting offers other reports on the Electronic Materials Industry. If you don't find exactly what you're looking for in a Linx report, we can design a custom report for your company to address your unique decision-making needs.
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Mike Corbett & Mark Thirsk
Linx Consulting
www.linx-consulting.com
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