The semiconductor market is growing, driven by advances in lithography and scaling technologies in Asia Pacific and North America. Intel’s 18A process challenges TSMC’s 2nm node, while Texas Instruments invests $60 billion to boost U.S. manufacturing.
Policy tensions rise, with U.S. tariffs potentially impacting American tech firms reliant on Taiwanese fabs. In the UK, the government is backing compound semiconductor growth in Wales. These changes bring both opportunity and risk for engineering leaders.
Global Precursor for Semiconductor Market Report Insights
🔗 https://www.openpr.com/news/4078018/global-precursor-for-semiconductor-market-report-insights
The global semiconductor precursor market, critical for processes like CVD, ALD, ion implantation, and etching, was valued at around USD 2.4 billion in 2023 and is set to nearly double to about USD 4.9 billion by 2030, growing at a CAGR of ~10 to 12%. Asia Pacific and North America are leading the charge in demand for advanced node chemicals.
Semiconductor Photosensitizer Market Demonstrates Robust
🔗 https://www.openpr.com/news/4077979/semiconductor-photosensitizer-market-demonstrates-robust
The global photosensitizer market, vital for photolithography, solar cells, and imaging sensors, reached an estimated USD 1.2 billion in 2024 and is projected to grow to USD 2.8 billion by 2033, at about a 10% CAGR. The sector is dominated by Sumitomo Chemical, Shin Etsu, Dow, Merck, and JSR.
US semiconductor tariffs could backfire on American tech giants, claims senior Taiwan official
🔗 https://www.digitimes.com/news/a20250623PD201/taiwan-semiconductors-exports-2025-tsmc.html
A senior Taiwanese official cautioned that U.S. semiconductor tariffs risk hurting American tech companies reliant on Taiwan’s foundries, like TSMC, especially as a 90 day tariff exemption expires and order visibility becomes uncertain in Q3 cleanroomtechnology.comcsconnected.comdigitimes.com+7digitimes.com+7digitimes.com+7.
Intel details 18A process technology, takes on TSMC 2nm with 30% density gain and 25% faster generational performance
Intel’s new 18 angstrom (18A) node delivers a ~25% speed improvement at the same voltage, 36% lower power at equivalent frequency, and over 30% density gain versus Intel 3. It integrates RibbonFET (GAA) and backside power delivery (“PowerVia”) and is slated for mass production in late 2025 overclock3d.net+11tomshardware.com+11semiwiki.com+11.
Texas Instruments Plans To Invest $60B in US Amid Trump Push for Domestic Manufacturing
Texas Instruments is committing over USD 60 billion to build and expand seven fabs across Texas and Utah, the largest U.S. investment in foundational semiconductor production to date. The move is expected to support ~60,000 U.S. jobs and aligns with policy incentives for reshoring chip manufacturing cosmico.org+11ti.com+11investopedia.com+11.
Industrial Strategy to boost growth and jobs in Wales - GOV.UK
🔗 https://www.gov.uk/government/news/industrial-strategy-to-boost-growth-and-jobs-in-wales
Wales is accelerating development of its compound semiconductor cluster, anchored in Newport and Cardiff, with government backed incentives. The initiative includes a £250 million investment supporting over 500 skilled jobs and contributing £434 million in UK GVA, with ripple effects across the regional economy gov.wales+13gov.uk+13csconnected.com+13.
