New Industry Realities for Semi Producers May Lead to New Opportunities for Materials Suppliers
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Semiconductor
producers are creating a point of apparent market bifurcation at 90nm, as
shown below. This new market
reality has many semiconductor producers jumping off the roadmap at 90nm and
staying with less expensive, tried and true technologies such as DUV 248
lithography, aluminum interconnects and conventional dielectrics.
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Most materials
suppliers' development activities have tracked ITRS Roadmaps that are focused
on logic and gaining the next generation "wins." However, our analysis has recently identified a trend
where most advanced node wafer starts will be from memory and not logic. This
trend, coupled with the fact that there is a large market for materials at
older nodes, is leading to the re-evaluation of business models by many suppliers.
Linx Consulting can help your company understand and benefit from this
change
This shift in wafer starts is being caused by high growth in the memory
segment. Going forward, this trend could have significant impact on
materials suppliers as wafers with different materials requirements are
processed.
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Strategic Materials Conference 2010
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| Linx Consulting continues to be a proud participant and sponsor of the SEMI
Strategic Materials Conference.
This year's conference was held in Half Moon Bay, CA, January 13 to 15. Mike Corbett gave a talk on Emerging Materials in Advanced Devices. |
For more information call 973.698.2331 or send us an email.
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New Industry Analysis Reports Underway
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CMP Slurries , Pads
and Abrasives
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Linx is currently working on a 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 and is designed
to help planners and market participants succeed in the CMP market. Preliminary
forecasts show the impact of the downturn as well as structural changes in the
industry, as indicated below:
Forecasted CMP Revenues
For more information about the The CMP Research Service, visit our website, call Mike Corbett at 973.698.2331 or email us at info@linx-consulting.com
Advanced Patterning Materials
Linx is pleased to announce a
new service covering spin-on patterning materials including
photoresists and patterning ancillaries called the Patterning Material Forecast Service.
Forecasted Patterning Materials Revenues
For more information on our Advanced Patterning Materials Service, call Mark Thirsk at 617.273.8837 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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