What key metrics will your business track going forward?
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Historically,
most materials suppliers' businesses have tracked growth in million square
inches (MSI) of silicon shipped or processed. However, Linx analysis has recently identified a divergence
of wafer starts (both 200 and 300mm) with the growth in MSI, as shown below:
This is being caused
by the adoption of 300mm technology as well as the shuttering of 200mm
capacity, especially in the memory segment. Going forward, this trend can have significant impact on a
materials suppliers as fewer wafers are processed, especially if materials
pricing is not linear (with area) between 200 and 300mm applications.
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Now Initiating: CMP Consumables Research Service
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Linx is pleased to
announce the initiation of a new series of reports examining the CMP value
chain. The CMP Consumables and Specialty Abrasives Research Service is an
industry analysis service that builds on Linx Consulting's experience in
CMP. The new service is designed to help planners and market participants succeed in the CMP
market.
The service consists of three reports:
(I) CMP Markets and
Technologies for the 22nm Node In this section, we survey the CMP
material growth in wafer fab processing. We review applications (by
device process module and technology node), and suppliers and conclude
with an analysis of business opportunities.
(II) Specialty
Abrasives for CMP Here we present emerging CMP processes and materials
with emphasis on the trends for abrasives. Additionally, we forecast
abrasive demand using the Linx Materials Models, assess key suppliers, and
analyze potential business opportunities.
(III) Emerging
Applications in CMP: TSV and Thinning TSV offers the potential to reduce
device footprint and increase functionality. In this segment, we present
the key drivers for TSV and survey the different approaches to the
technology. The relevant CMP consumables, major market participants, as
well as potential business opportunities are described.
This industry
report bringing together the three areas of the CMP value chain allows us to
pool our efforts and offers a more cost effective approach to clients. To
develop this service, Linx will conduct extensive primary research consisting
of interviews with supply chain participants and end users.
For more information about the CMP Consumables Research Service call us at 973.698.2331 or email us at info@linx-consulting.com.
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Do you know where copper technology is growing the fastest?
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Linx Consulting indicates that Korea will have the highest compound
annual growth rate for copper processing over the next five years. More details are shown below:
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Now
Available: Patterning Material Forecast Service
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Linx's new Patterning Material Forecast Service
covers spin-on patterning materials including photoresists and patterning
ancillaries. The new service is designed for marketers,
product managers and executive management and offers forecasts on the
market growth of each segment along with market shares in an independent view
of the market. The Patterning Material Forecast Service will allow participants to understand their
position in the global patterning materials market, measure progress, and plan
their strategy and tactical initiatives.
For more information about the Patterning Material Forecast Service, call 973.698.2331 or email us at info@linx-consulting.com.
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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.
Call us at 973.698.2331 or send us an email us at info@linx-consulting.com for more information.
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