Summary

This report covers the market and supply-chain for Quartz Fabricated Parts used in semiconductor device fabrication, and the supporting supply chain. The report contains data and analysis from TECHCET’s data base and Sr. Analyst experience, as well as that developed from primary and secondary market research. Topics include High Purity Fabricated Quartz Parts market, supply chain from raw sand/powder, and base materials. Effort has been made to provide breakdown of the supply and market by supplier as well as region.

Forecasts are based on semiconductor wafer starts growth and equipment systems forecast as well as technology developments and regional dynamics.

• Primarily focuses on the electronics/semiconductor related markets of quartz products, including quartz base materials and quartz components
• Technological trend analysis, details on the supply-chain from high purity sand, base material manufacturers, and quartz fabricators are provided
• Identifies trends of the electronics quartz industry, supply and demand highlights, and any shortcomings or issues faced by the industry
• Provides guidance for business decisions relating to purchasing and industry quality improvement decisions
• Provides focused information for supply-chain managers, process integration and R&D directors, as well as business development and financial analysts
• Covers information about key suppliers, issues/trends in the electronics material supply chain, estimates on supplier market share, and forecast for the electronics material segments

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Table of Contents

1 EXECUTIVE SUMMARY                                   11
1.1 QUARTZ FABRICATED PARTS BUSINESS – MARKET OVERVIEW                 12
1.1.1 QUARTZ FABRICATED PARTS BUSINESS – MARKET STRUCTURALOVERVIEW        13
1.2 MARKET TRENDS IMPACTING 2024 OUTLOOK                     15
1.3 QUARTZ FABRICATED PARTS 5-YEAR UNIT SHIPMENT FORECAST BY SEGMENT         16
1.4 QUARTZ FABRICATED PARTS SEGMENT TRENDS                     17
1.5  TECHNOLOGY TRENDS - QUARTZ FABRICATED PARTS                 18
1.6  COMPETITIVE LANDSCAPE  - QUARTZ FABRICATED PARTS                19
1.7 FIRST QUARTER 2024 FINANCIALS OF TOP-4 SUPPLIERS                20
1.8  EHS, TRADE, AND/OR LOGISTICS ISSUES/CONCERNS – QUARTZ FABRICATED PARTS     21
1.9  ANALYST ASSESSMENT OF QUARTZ FABRICATED PARTS                 22

2 SCOPE, PURPOSE AND METHODOLOGY                           23
2.1 SCOPE                                     24
2.2 PURPOSE & METHODOLOGY                             25
2.3 OVERVIEW OF OTHER TECHCET CMR™ OFFERINGS                     26

3 SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK                   23
3.1 WORLDWIDE ECONOMY AND OVERALL INDUSTRY OUTLOOK                 28
3.1.1 SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY            30
3.1.2 SEMICONDUCTOR SALES GROWTH                        31
3.1.3 TAIWAN OUTSOURCE MANUFACTURER MONTHLY SALES TRENDS            32
3.2 CHIPS SALES BY ELECTRONIC GOODS SEGMENT                     33
3.2.1 ELECTRONICS OUTLOOK                            34
3.2.2 AUTOMOTIVE INDUSTRY OUTLOOK                        35
3.2.2.1 ELECTRIC VEHICLE (EV) MARKET TRENDS                    36
3.2.2.2 INCREASE IN SEMICONDUCTOR CONTENT FOR AUTOS                37
3.2.3 SMARTPHONE OUTLOOK                            38
3.2.4 PC OUTLOOK                                39
3.2.5 SERVERS / IT MARKET                            40
3.3 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION                 41
3.3.1 IN THE MIDST OF HUGE INVESTMENT IN CHIP EXPANSIONS            42
3.3.2 NEW FABS IN THE US                            43
3.3.3 WW FAB EXPANSION DRIVING GROWTH                         44
3.3.4 EQUIPMENT SPENDING TRENDS                            45
3.3.5 ADVANCED LOGIC TECHNOLOGY ROADMAPS                    46
3.3.5.1 DRAM TECHNOLOGY ROADMAPS                        47
3.3.5.2 3D NAND TECHNOLOGY ROADMAPS                        48
3.3.6 FAB INVESTMENT ASSESSMENT                            49
3.4 POLICY & TRADE TRENDS AND IMPACT                         50
3.5 SEMICONDUCTOR MATERIALS OVERVIEW                         51
3.5.1 TECHCET WAFER STARTS FORECAST THROUGH 2028                52
3.5.2 TECHCET MATERIALS MARKET FORECAST THROUGH 2028                53

4 QUARTZ PARTS MARKET TRENDS                             54
4.1 QUARTZ FABRICATED PARTS BUSINESS – MARKET OVERVIEW                 55
4.1.1 2023 QUARTZ FABRICATED PARTS MARKET LEADING INTO 2024            56
4.1.2 QUARTZ FABRICATED PARTS MARKET OUTLOOK                    57
4.1.3 QUARTZ FABRICATED PARTS 5-YEAR REVENUE FORECASTBY SEGMENT        58
4.1.4 QUARTZ FABRICATED PARTS PRODUCTION CAPACITY OF TOP SUPPLIERS        59
4.1.5 QUARTZ FABRICATED PARTS PRODUCTION BY REGION                 60
4.1.6 QUARTZ FABRICATED PARTS PRODUCTION CAPACITY EXPANSIONS            61
4.1.7 INVESTMENT ANNOUNCEMENTS OVERVIEW                        62
4.1.8 QUARTZ FABRICATED PARTS SUPPLY VS. DEMAND BALANCE – OVERVIEW        63
4.1.8.1  SUPPLY VS. DEMAND BALANCE – QUARTZ FABRICATED PARTS             64
4.2 PRICING TRENDS                                 65
4.3 QUARTZ FABRICATED PARTS GENERAL TECHNOLOGY OVERVIEW             66
4.3.1 QUARTZ FABRICATED PARTS GENERAL TECHNOLOGY OVERVIEW            67
4.3.2 QUARTZ FABRICATED PARTS APPLICATIONS                    68
4.3.3 QUARTZ FABRICATED PARTS GENERAL DESCRIPTION                69
4.3.4 QUARTZ FABRICATED PARTS – WAFER SIZE AND EFFECT ON QUARTZ REQUIREMENTS    71
4.3.5 QUARTZ FABRICATED PARTS TECHNOLOGY TRENDS                    72
4.4 REGIONAL CONSIDERATIONS – QUARTZ FABRICATED PARTS                73
4.4.1 REGIONAL ASPECTS AND DRIVERS                        74
4.5 EHS AND TRADE/LOGISTIC ISSUES                          76
4.5.1 RUSSIA INVASION OF UKRAINE                        77
4.5.2 YEMEN’S HOUTHI ATTACKS IN THE RED SEA AND GULF OF ADEN DISRUPT
GLOBAL SHIPPING                                    78
4.5.3 NEW MIDDLE EAST CONFLICT COULD DISRUPT GLOBAL TECH SUPPLY CHAIN AND
INTEL'S EXPANSION PLANS                                79
4.5.4 PANAMA CANAL HISTORIC DROUGHT                        80
4.5.5 EHS ISSUES – ENVIRONMENTAL IMPACT                        81
4.5.6 TRADE/LOGISTICS ISSUES                            82
4.6  ANALYST ASSESSMENT OF QUARTZ FABRICATED PARTS MARKET TRENDS         83

5 SUPPLY-SIDE MARKET LANDSCAPE                             84
5.1 QUARTZ FABRICATED PARTS MARKET SHARE – FABRICATION MARKET            85
5.1.1 QUARTZ FABRICATED PARTS MARKET SHARE – COLD FABRICATION (MACHINING)    86
5.1.2 QUARTZ FABRICATED PARTS MARKET SHARE – HOT FABRICATION (FUSED)        87
5.1.3  CURRENT QUARTER - SUPPLIERS’ ACTIVITIES & REPORTED REVENUES – QUARTZ    88
5.1.4 FIRST QUARTER 2024 FINANCIALS OF TOP-4 SUPPLIERS                89
5.1.5 CURRENT QUARTER ACTIVITY – SHIN-ETSU                    90
5.1.6 CURRENT QUARTER ACTIVITY – TOSOH QUARTZ                    91
5.1.7 CURRENT QUARTER ACTIVITY – FERROTEC                    92
5.1.8 CURRENT QUARTER ACTIVITY – WONIK                        93
5.1.9 CURRENT ACTIVITY – HERAEUS                        94
5.2 M&A ACTIVITY AND PARTNERSHIPS                         95
5.3 PLANT CLOSURES – NONE                             96
5.4 NEW ENTRANTS                                 97
5.5 SUPPLIERS OR PARTS/PRODUCT LINES THAT ARE AT RISK OF DISCONTINUATIONS     98
5.6 TECHCET ANALYST ASSESSMENT OF QUARTZ  SUPPLIERS                99

6 SUB-TIER SUPPLY-CHAIN, QUARTZ                            100
6.1 SUB-TIER SUPPLY CHAIN: SOURCES & MARKETS OVERVIEW                 101
6.1.1 QUARTZ SUB-TIER SUPPLY-CHAIN MARKET BACKGROUND                102
6.1.2 QUARTZ SUB-TIER SUPPLY-CHAIN MARKET TRENDS                103
6.1.3  QUARTZ BASE MATERIALS 5-YEAR REVENUE FORECAST BY SEGMENT        105
6.1.4 SUB-TIER SUPPLY CHAIN: FUSED QUARTZ BASE MATERIALS MARKET SHARE        106
6.1.5 SUB-TIER SUPPLY CHAIN: FUSED QUARTZ BASE MATERIALS – TUBES AND
RODS MARKET SHARE                                107
6.1.6 SUB-TIER SUPPLY CHAIN: FUSED QUARTZ BASE MATERIALS – INGOTS AND
BOULES MARKET SHARE                                108
6.1.7 SUB-TIER SUPPLY CHAIN: QUARTZ BASE MATERIALS – SAND/POWDER MARKET SHARE    109
6.1.8 SEMICONDUCTOR-GRADE QUARTZ SUB-TIER SUPPLIER NEWS                110
6.2 SUB-TIER SUPPLY-CHAIN – DISRUPTIONS                     111
6.3 SUB-TIER SUPPLY-CHAIN M&A OR PARTNERSHIP ACTIVITY                 112
6.4 SUB-TIER SUPPLY-CHAIN EHS AND LOGISTICS ISSUES – SEE SECTION 4.5         113
6.5 SUB-TIER SUPPLY-CHAIN “NEW” ENTRANTS – NONE                 114
6.6 SUB-TIER SUPPLY-CHAIN PLANT UPDATES                     115
6.7 SUB-TIER SUPPLY-CHAIN PLANT CLOSURES – NONE REPORTED             116
6.8 SUB-TIER SUPPLY-CHAIN PRICING TRENDS                     117
6.9 SUB-TIER SUPPLY-CHAIN TECHCET ANALYST ASSESSMENT                 118

7 SUPPLIER PROFILES (FABRICATORS)                        119
APPLIED CERAMICS, INC.
BEIJING KAIDE QUARTZ CO., LTD
DONGHAI HONGWEI QUARTZ PRODUCTS CO., LTD.
DS TECHNO CO., LTD.
FERROTEC HOLDINGS CORPORATION
…AND 20+ MORE

8 APPENDIX                                    209
8.1 TECHNOLOGY TRENDS/TECHNICAL DRIVERS – OUTLINE                 210
8.1.1 QUARTZ GENERAL TECHNOLOGY OVERVIEW & TECHNOLOGY TRENDS            211
8.1.2 CUSTOMER DRIVEN TECHNOLOGIES                        212
8.1.3 NAND ROADMAPS AND CHALLENGES – 3D NAND LEVELS W/ STACKS/TIERS        213
8.1.4 3D NAND PROCESS ADVANCES REQUIRED                        214
8.1.5 MICRON UNVEILS BREAKTHROUGH NVDRAM: A DUAL-LAYER 32GBIT NON-VOLATILE
FERROELECTRIC MEMORY WITH NEAR-DRAM PERFORMANCE                215
8.1.6 ADVANCED LOGIC ROADMAPS AND CHALLENGES – LOGIC TRANSISTOR EST. ROADMAP    216
8.1.7 ADVANCED LOGIC (FOUNDRY) NODE HVM ESTIMATE                217
8.1.7.1 THE SEMICONDUCTOR SHOWDOWN: SAMSUNG AND TSMC'S GAA FETS VS.
INTEL'S RIBBONFET                                218
8.1.8 ADV LOGIC FUTURE TECHNOLOGY CHALLENGES                    219
8.1.9 ADVANCING TECHNOLOGIES IMPLICATION TO PHOTOLITHOGRAPHY            221
8.1.9.1 ADVANCING TECHNOLOGIES IMPLICATION TO PHOTOLITHOGRAPHY – DSA        222
8.1.9.2 ADVANCING TECHNOLOGIES IMPLICATION TO PHOTOLITHOGRAPHY: CENTURA SCULPTA
BY APPLIED MATERIALS: SHAPING THE FUTURE OF SEMICONDUCTOR MANUFACTURING        224
8.1.9.3 ADVANCING TECHNOLOGIES IMPLICATION TO PHOTOLITHOGRAPHY:
LINE EDGE ROUGHNESS REDUCTION THRU DEPOSITION                    225
8.1.10 CFET ARCHITECTURE: CFET SCALING ADVANTAGE                 226
8.1.10.1 CFET ARCHITECTURE: COMPLEMENTARY FETS (CFETS)                227
8.1.10.2 CFET ARCHITECTURE: CFET FUTURE PROSPECTS                230
8.1.11 INORGANIC EUV RESIST – SPIN ON DEPOSITION                232
8.1.11.1 INORGANIC EUV RESIST – ALD DEPOSITED                    233
8.1.12 SELF ALIGNED MULTI PATTERNING – SADP                    234
8.1.12.1 SELF ALIGNED MULTI PATTERNING – SAQP                    235
8.1.12.2 SELF ALIGNED MULTI PATTERNING – PEALD EQUIPMENT            236
8.1.12.3 SELF ALIGNED MULTI PATTERNING – CAN SAQP BYPASS EUV BEYOND 7 NM?    237
8.1.13  EUV, MULTI PATTERNING AND GEOPOLITICS                    238
8.1.14 AREA SELECTIVE DEPOSITION (ASD)                        239
8.1.14.1 AREA SELECTIVE DEPOSITION (ASD) – TU EINDHOVEN SELECTIVE ALD
ENABLED BY PLASMA PRETREATMENT                            240
8.1.15  SPECIALTY/EMERGING DIELECTRIC AND APPLICATIONS                241

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List of Tables/Graphs

FIGURE 1.1: QUARTZ FABRICATED PARTS REVENUE FORECAST BY SEGMENT        16
FIGURE 1.2: 2023 QUARTZ SUPPLIER MARKET SHARE BY REVENUE            19
FIGURE 1.3: TOP-4 QUARTZ MAKERS’ QUARTERLY COMBINED SALES (US$M)        20
FIGURE 3.1: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN  (2023)        30
FIGURE 3.2: WORLDWIDE SEMICONDUCTOR SALES                     31
FIGURE 3.3: TECHCET’S TAIWAN SEMICONDUCTOR INDUSTRY INDEX (TTSII) IN 000’S OF NTD                            32
FIGURE 3.4: 2023 SEMICONDUCTOR CHIP APPLICATIONS                33
FIGURE 3.5: GLOBAL LIGHT VEHICLE UNIT SALES (IN MILLIONS OF UNITS)        35
FIGURE 3.6: ELECTRIFICATION TREND BY WORLD REGION                 36
FIGURE 3.7: AUTOMOTIVE SEMICONDUCTOR PRODUCTION                    37
FIGURE 3.8: MOBILE PHONE SHIPMENTS, WW ESTIMATES                 38
FIGURE 3.9: WORLDWIDE PC AND TABLET FORECAST                    39
FIGURE 3.10: TSMC PHOENIX CAMPUS WITH THE 2ND FAB VISIBLE IN THE BACKGROUND    41
FIGURE 3.11: ESTIMATED GLOBAL FAB SPENDING 2023-2028                42
FIGURE 3.12: FAB EXPANSIONS WITHIN THE US                    43
FIGURE 3.13: SEMICONDUCTOR CHIP MANUFACTURING REGIONS OF THE WORLD        44
FIGURE 3.14: GLOBAL TOTAL EQUIPMENT SPENDING (US$ M) AND Y-O-Y CHANGE        45
FIGURE 3.15: ADVANCED LOGIC DEVICE TECHNOLOGY ROADMAP OVERVIEW            46
FIGURE 3.16: DRAM TECHNOLOGY ROADMAP OVERVIEW                    47
FIGURE 3.17: 3D NAND TECHNOLOGY ROADMAP OVERVIEW                48
FIGURE 3.18: INTEL OHIO PLANT SITE AS OF FEB. 2024                 49
FIGURE 3.19: TECHCET WAFER START FORECAST BYNODE SEGMENTS            52
FIGURE 3.20: TECHCET WORLDWIDE MATERIALS FORECAST ($M USD)            53
FIGURE 4.1: QUARTZ FABRICATED PARTS REVENUE FORECAST BY SEGMENT        58
FIGURE 4.2: FABRICATED QUARTZ COMPONENTS MARKET SHARE % BY SUPPLIER        59
FIGURE 4.3: 2023 FABRICATED QUARTZ COMPONENTS BY REGION                60
FIGURE 4.4: QUARTZ FABRICATED PARTS CAPACITY/DEMAND FORECAST            64
FIGURE 4.5: QUARTZ PRODUCTS FOR SEMICONDUCTOR APPLICATIONS            68
FIGURE 4.6: QUARTZ PRODUCTS FOR SEMICONDUCTOR APPLICATIONS            69
FIGURE 4.7: QUARTZ PRODUCTS FOR DRY ETCH APPLICATIONS                70    
FIGURE 4.8: QUARTZ PRODUCTS FOR EPI APPLICATIONS                70
FIGURE 4.9: 2023 QUARTZ FABRICATED PARTS  REVENUE SHARE BY REGION        73
FIGURE 4.10: ASSESSED CONTROL OF TERRAIN AROUND DONETSK                77
FIGURE 4.11: YEMEN’S HOUTHI ATTACKS DISRUPTING GLOBAL SHIPPING            78
FIGURE 4.12: MIDDLE EAST CONFLICT                        79
FIGURE 4.13: PANAMA CANAL SHIPPING                         80
FIGURE 4.14: GREENHOUSE GAS PROTOCOL, DETAILED CATEGORIES            81
FIGURE 4.15:  SCOPE 3 EMISSIONS FOR SEMICONDUCTOR COMPANIES            81
FIGURE 5.1: 2023 QUARTZ SUPPLIER MARKET SHARE BY REVENUE (HOT & COLD)        85
FIGURE 5.2: 2023 QUARTZ SUPPLIER MARKET SHARE BY REVENUE            86
FIGURE 5.3: 2023 QUARTZ SUPPLIER MARKET SHARE BY REVENUE            87
FIGURE 5.4: TOP-4 QUARTZ MAKERS’ QUARTERLY COMBINED SALES (US$M)        89
FIGURE 5.5: TOSS CORP 2024 FINANCIALS                         91
FIGURE 5.6: WONIK CURRENT QUARTER FINANCIALS                     93
FIGURE 5.7: #2 HERAEUS CONSOLIDATED 2023 FINANCIALS                 94
FIGURE 6.1: QUARTZ PRODUCTS FOR SEMICONDUCTOR APPLICATIONS            101
FIGURE 6.2: QUARTZ BASE MATERIALS REVENUE FORECAST BY SEGMENT            105
FIGURE 6.3: ESTIMATED 2023 FUSED QUARTZ BASE MATERIALS SUPPLIER RANKING- BASE MATERIAL                                    106
FIGURE 6.4: ESTIMATED 2023 FUSED QUARTZ BASE MATERIALS SUPPLIER RANKING- TUBES AND RODS                                    107
FIGURE 6.5: ESTIMATED 2023 FUSED QUARTZ BASE MATERIALS SUPPLIER RANKING- INGOT/BOULE                                    108
FIGURE 6.6: ESTIMATED 2023 FUSED QUARTZ BASE MATERIALS SUPPLIER RANKING- 2023 QUARTZ POWDER                                109
FIGURE 8.1: END USE APPLICATIONS DRIVING NEW DEVICE PROCESSES            212
FIGURE 8.2: 3D NAND STACKING DRIVES DIELECTRICS AND METALS PRECURSOR VOLUME    213
FIGURE 8.3: 3D NAND PROGRESSION                           214
FIGURE 8.4: 32 GB NVDRAM WITH 1T 1C MEMORY LAYERS                215
FIGURE 8.5: GATE STRUCTURE ROADMAP                        216
FIGURE 8.6: ADVANCED LOGIC (FOUNDRY) NODE ROAD MAP                217
FIGURE 8.7: RIBBON FET                                 218
FIGURE 8.8: MONO LAYER NANO SHEETS CHANNELS                    220
FIGURE 8.9: NANO IMPRINT LITHOGRAPHY PROCESS FLOW                 221
FIGURE 8.10: ALD/ALE ENHANCEMENT OF NANO IMPRINT LITHOGRAPHY             221
FIGURE 8.11: DIRECTED SELF-ASSEMBLY                         222
FIGURE 8.12: DSA PATENT FILING BY COMPANY                    223
FIGURE 8.13: DSA PATEN FILING SINCE 2023                    223
FIGURE 8.14: WHAT IS PATTERN SHAPING?                        224
FIGURE 8.15: REFINING EUV PATTERNING BY APPLIED MATERIALS             225
FIGURE 8.16: COMPLEMENTARY FET (CFET)                        226
FIGURE 8.17: CFET IMPROVES PERFORMANCE IN TRACK SCALING                226
FIGURE 8.18: MONOLITHIC CFET PROCESS FLOW EXAMPLE                227
FIGURE 8.19: MCFET NEW FEATURE- MIDDLE DIELECTRIC ISOLATION            227
FIGURE 8.20: LOW TEMPERATURE GATE STACK OPTION EXAMPLES                228
FIGURE 8.21: LOW TEMPERATURE SD/CONTACT OPTION EXAMPLES                228
FIGURE 8.22: BSPDN ADVANTAGE- IR DROP REDUCTION                    229
FIGURE 8.23: INCREASING NUMBER OF ALD STEPS REQUIRED BY NEXT GENERATION GAA-FET AND CFET                                   230
FIGURE 8.24: IMEC SUB-1NM TRANSISTOR ROADMAP, 3D-STACKED CMOS 2.0 PLANS    231
FIGURE 8.25: INPRIA EUV MOR                             232
FIGURE 8.26: INPRIA SPIN ON INORGANIC RESIST IS MUCH THINNER THAN STANDARD STACKS OF PHOTO RESIST                                232
FIGURE 8.27: PATENT FILING FOR MLD DEPOSITED EUV RESISTSEARCH PERFORMED IN PATBASE                                    233
FIGURE 8.28: SADP PROCESS FLOW USING ALD SPACER                    234
FIGURE 8.29: ONE OF MANY FLAVORS OF SAQP PROCESS FLOW                235
FIGURE 8.30: SELECTIVE ALD ENABLED BY PLASMA PRETREATMENT            240
FIGURE 8.31: SPECIALTY/EMERGING DIELECTRIC APPLICATIONS FOR HETEROGENOUS INTEGRATIONS (APPLIED MATERIALS)                        241

TABLES
TABLE 1.1: BREAKOUT OF FABRICATED QUARTZ MARKET BY HOT AND COLD FABRICATION    12
TABLE 3.1: GLOBAL GDP AND SEMICONDUCTOR REVENUES                28
TABLE 3.2: BATTERY ELECTRIC VEHICLE (BEV) REGIONAL TRENDS            36
TABLE 3.3: DATA CENTER SYSTEMS AND COMMUNICATIONSERVICES MARKET SPENDING 2023    40
TABLE 4.1: BREAKOUT OF FABRICATED QUARTZ MARKET BY HOT AND COLD FABRICATION    55
TABLE 4.2: ESTIMATED FABRICATED QUARTZ COMPONENTS SHARE BY SUPPLIER        59
TABLE 4.3: QUARTZ FABRICATED PARTS SUPPLIER MANUFACTURING LOCATIONS         60
TABLE 4.4:  OVERVIEW OF ANNOUNCED 2023/2024 QUARTZ FABRICATED PARTS SUPPLIER INVESTMENTS                                62
TABLE 4.5: COMPARISON OF TUBES AND BOATS ATTRIBUTES FOR 200MM AND 300MM PROCESSES                            71
TABLE 4.6: REGIONAL QUARTZ MARKET ATTRIBUTES AND EXPANSION ACTIVITY, (1 OF 2)    74
TABLE 4.7: REGIONAL QUARTZ MARKET ATTRIBUTES AND EXPANSIONACTIVITY, (2 OF 2)    75
TABLE 5.1: MOST RECENT QUARTERLY QUARTZ SUPPLIER SALES (IN US$M)        88
TABLE 5.2: SHIN-ETSU CURRENT QUARTER FINANCIALS (ANNUAL RESULTS)         90
TABLE 5.3: FERROTEC YOY FINANCIALS                         92
TABLE 5.4: FERROTEC ANNUAL (ENDING 3/2024) FINANCIALS                 92
TABLE 8.1: LEADING EDGE LOGIC DESCRIPTIONS BY NODE (TSMC, INTEL)         218
TABLE 8.2: MULTIPATTERNING AT 7NM BY TSMC                    237
TABLE 8.3: SELECTIVE DEPOSITION - SELECTIVELY DEPOSITED MATERIALS        239

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