Summary

This report covers the market and supply-chain for Photolithography Materials used in semiconductor device fabrication. 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.

• Focuses on the markets for lithography materials, covering photoresists, extension, and ancillary materials.
• Provides focused information for electronics supply-chain managers, process integration and R&D directors, as well as business development and financial analysts.
• Covers information about key lithography materials suppliers, issues/trends in the lithography materials supply chain, estimates on supplier market share, and lithography materials market forecasting.
• Technological trend analysis, details on the supply-chain for these specialized lithography materials are discussed.
• Includes 3 Quarterly Updates, with updates on market trends and forecasts from the analyst.

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Table of Contents

Lithography Materials Market Report CMR 2025-2026

2025-2026 CMR PHOTOLITHOGRAPHY MATERIALS
SUPPLY-CHAIN & MARKET ANALYSIS
A CRITICALMATERIALS REPORT

Table of Contents

1 EXECUTIVE SUMMARY 11

1.1 PHOTOLITHOGRAPHY MARKET OVERVIEW 12
1.2 PHOTOLITHOGRAPHY MATERIALS BUSINESS-MARKET OVERVIEW 13
1.3 INTERNATIONAL TRENDS IMPACTING PHOTOLITHOGRAPHY 2025 OUTLOOK 15
1.4 PHOTOLITHOGRAPHY APPLICATIONS EFFECTING MARKET TRENDS 16
1.5 PHOTORESIST MATERIALS 5-YEAR VOLUME FORECAST BY SEGMENT 17
1.6 PHOTORESIST MATERIALS 5-YEAR REVENUE FORECAST BY SEGMENT 18
1.7 TECHNOLOGY TRENDS 19
1.8 COMPETITIVE LANDSCAPE-PHOTORESIST SUPPLIERS 22
1.9 REGIONAL USE OF PHOTOLITH MATERIALS 24
1.10 EHS ISSUES-PFAS 25
1.11 ANALYST ASSESSMENT OF PHOTOLITHOGRAPHY MATERIALS 26

2 SCOPE, PURPOSE AND METHODOLOGY 28

2.1 SCOPE, PURPOSE & METHODOLGY 29
2.2 OVERVIEW OF OTHER TECHCET CMR(TM) OFFERINGS 30

3 SEMICONDUCTOR INDUSTRY MARKET STATUS & OUTLOOK 31

3.1 WORLDWIDE ECONOMY AND OUTLOOK 32
3.2 WORLDWIDE ECONOMY AND OVERVIEW 33
3.2.1 WORLDWIDE ECONOMY AND SEMICONDUCTOR MARKET OVERVIEW 34
3.2.2 SEMICONDUCTOR INDUSTRIES TIES TO THE GLOBAL ECONOMY 35
3.2.3 SEMICONDUCTOR SALES GROWTH 36
3.2.4 TAIWAN OUTSOURCE MANUFACTURER MONTHLY SALES TRENDS 37
3.3 CHIPS SALES BY ELECTRONIC GOODS SEGMENT 38
3.3.1 FACTORS IMPACTING ELECTRONIC SYSTEMS OUTLOOK 39
3.3.2 PC OUTLOOK 40
3.3.3 SMARTPHONE OUTLOOK 41
3.3.4 AUTOMOTIVE INDUSTRY OUTLOOK 42
3.3.5 SERVERS / IT MARKET 45
3.4 SEMICONDUCTOR FABRICATION GROWTH & EXPANSION 47
3.4.1 IN THE MIDST OF HUGE INVESTMENT IN CHIP EXPANSIONS 49
3.4.2 PUBLIC FUNDS STIMULATING PRIVATE INVESTMENTS IN EXPANSION ACROSS THE GLOBE 50
3.4.3 SEMICONDUCTOR SUPPLY CHAIN ANNOUNCED EXPANSIONS IN THE US 51
3.4.4 EQUIPMENT SPENDING TRENDS 52
3.4.5 TECHNOLOGY ROADMAPS 53
3.5 POLICY & TRADE TRENDS AND IMPACT 54
3.6 SEMICONDUCTOR MATERIALS OVERVIEW 56
3.6.1 TECHCET WAFER STARTS FORECAST THROUGH 2029 57
3.6.2 TECHCET MATERIALS MARKET FORECAST THROUGH 2029 58

4 PHOTORESIST SEGMENT MARKET TRENDS 59

4.1 2024 PHOTORESIST SEGMENT MARKET LEADING INTO 2025 60
4.1.1 PHOTORESIST SEGMENT MARKET OUTLOOK 62
4.1.2 PHOTORESIST MATERIALS 5-YEAR VOLUME FORECAST BY SEGMENT 64
4.1.2.1 EUV PHOTORESIST MATERIALS 5-YEAR VOLUME FORECAST BY SEGMENT 65
4.1.2.2 ARF (193NM) AND ARFI PHOTORESIST MATERIALS 5-YEAR VOLUME FORECAST BY SEGMENT 66
4.1.2.3 KRF, I & G-LINE PHOTORESIST MATERIALS 5-YEAR VOLUME FORECAST BY SEGMENT 67
4.1.3 PHOTORESIST MATERIALS 5-YEAR REVENUE FORECAST BY SEGMENT 68
4.1.3.1 EUV PHOTORESIST MATERIALS 5-YEAR REVENUE FORECAST BY SEGMENT 69
4.1.3.2 ARF (193NM) AND ARFI PHOTORESIST MATERIALS 5-YEAR REVENUE FORECAST BY SEGMENT 70
4.1.3.3 KRF, I & G-LINE PHOTORESIST MATERIALS 5-YEAR REVENUE FORECAST BY SEGMENT 71
4.2 SUPPLY CAPACITY AND DEMAND, INVESTMENTS - OUTLINE 72
4.2.1 PHOTORESIST MATERIALS PRODUCTION BY REGION 73
4.2.1.1 CANON PRODUCTION CAPACITY EXPANSIONS 74
4.2.1.2 DUPONT PRODUCTION CAPACITY EXPANSIONS 75
4.2.1.3 DONGJIN PRODUCTION CAPACITY EXPANSIONS 76
4.2.1.4 FUJIFILM PRODUCTION CAPACITY EXPANSIONS 77
4.2.1.5 JSR PRODUCTION CAPACITY EXPANSIONS 78
4.2.1.6 MERCK KGAA, EMD ELECTRONICS PRODUCTION CAPACITY EXPANSIONS 79
4.2.1.7 SHIN-ETSU PRODUCTION CAPACITY EXPANSIONS 80
4.2.1.8 SUMITOMO PRODUCTION CAPACITY EXPANSIONS 81
4.2.1.9 TOK PRODUCTION CAPACITY EXPANSIONS 82
4.2.2 REGIONAL ASPECTS AND DRIVERS 83
4.2.3 INVESTMENT ANNOUNCEMENTS OVERVIEW 84
4.3 PRICING TRENDS 85
4.4 PATTERNING TECHNOLOGY TRENDS 86
4.4.1 PATTERNING TECHNOLOGY TRENDS, EUV EXPOSURE TYPES 88
4.4.2 PATTERNING TECHNOLOGY TRENDS-DSA 89
4.4.3 PATTERNING TECHNOLOGY TRENDS-NANOIMPRINT LITHOGRAPHY (NIL) 91
4.5 PRODUCTION LAYERS BY LITHOGRAPHIC EXPOSURE TYPE 92
4.5.1 3D NAND TRENDS 93
4.6 PHOTORESIST TECHNOLOGY TRENDS 94
4.6.1 SPECIALTY/EMERGING PHOTORESIST MATERIALS/RELATED 96
4.7 REGIONAL CONSIDERATIONS 97
4.7.1 REGIONAL ASPECTS AND DRIVERS 98
4.8 EHS ISSUES 100
4.8.1 EHS ISSUES-PFAS 101
4.8.2 REGIONAL EHS ISSUES-PFAS FOR US, EU, S. KOREA & CHINA 102
4.9 ANALYST ASSESSMENT OF PHOTORESIST SEGMENT MARKET TRENDS 104

5 PHOTOLITHOGRAPHY ANCILLARIES & EXTENSIONS SEGMENT MARKET TRENDS 107

5.1 ANCILLARIES AND EXTENSION SEGMENT MARKET OUTLOOK 108
5.1.1 ANCILLARIES MATERIALS 5-YEAR VOLUME FORECAST BY SEGMENT 109
5.1.1.1 ANCILLARIES MATERIALS (EBR AND PREWET) 5-YEAR VOLUME FORECAST BY SEGMENT 110
5.1.1.2 ANCILLARIES MATERIALS (NTD AND RINSE) 5-YEAR VOLUME FORECAST BY SEGMENT 111
5.1.1.3 ANCILLARIES MATERIALS (PTD) 5-YEAR VOLUME FORECAST BY SEGMENT 112
5.1.2 ANCILLARIES MATERIALS 5-YEAR REVENUE FORECAST BY SEGMENT 113
5.1.2.1 ANCILLARIES MATERIALS (EBR AND PREWET) 5-YEAR REVENUE FORECAST BY SEGMENT 114
5.1.2.2 ANCILLARIES MATERIALS (NTD AND RINSE) 5-YEAR REVENUE FORECAST BY SEGMENT 115
5.1.2.3 ANCILLARIES MATERIALS (PTD) 5-YEAR REVENUE FORECAST BY SEGMENT 116
5.1.3 EXTENSIONS MATERIALS 5-YEAR VOLUME FORECAST BY SEGMENT 117
5.1.3.1 EXTENSIONS (KRF BARC) 5-YEAR VOLUME FORECAST BY SEGMENT 118
5.1.3.2 EXTENSIONS (ARF BARC) 5-YEAR VOLUME FORECAST BY SEGMENT 119
5.1.3.3 EXTENSIONS (SOC) 5-YEAR VOLUME FORECAST BY SEGMENT 120
5.1.3.4 EXTENSIONS (SI BARC) 5-YEAR VOLUME FORECAST BY SEGMENT 121
5.1.4 EXTENSIONS MATERIALS 5-YEAR REVENUE FORECAST BY SEGMENT 122
5.1.4.1 EXTENSIONS (KRF BARC) 5-YEAR REVENUE FORECAST BY SEGMENT 123
5.1.4.2 EXTENSIONS (ARF BARC) 5-YEAR REVENUE FORECAST BY SEGMENT 124
5.1.4.3 EXTENSIONS (SOC) 5-YEAR REVENUE FORECAST BY SEGMENT 125
5.1.4.4 EXTENSIONS (SI BARC) 5-YEAR REVENUE FORECAST BY SEGMENT 126
5.2 ANCILLARIES AND EXTENSIONS MATERIALS MARKET LANDSCAPE AND INVESTMENTS - OUTLINE 127
5.2.1 MARKET LANDSCAPE / KEY SUPPLIERS OF ANCILLARIES 128
5.2.2 MARKET LANDSCAPE / KEY SUPPLIERS OF ANCILLARIES (NON-PHOTORESIST MAKERS) 129
5.2.3 MARKET LANDSCAPE / KEY SUPPLIERS OF EXTENSION MATERIALS 130
5.2.4 INVESTMENT ANNOUNCEMENTS OVERVIEW 131
5.3 TECHNOLOGY TRENDS/TECHNICAL DRIVERS - OUTLINE 132
5.3.1 PHOTOLITHOGRAPHY ANCILLARIES & EXTENSION MATERIALS GENERAL TECHNOLOGY OVERVIEW 133
5.3.2 PHOTOLITHOGRAPHY ANCILLARIES & EXTENSION MATERIALS TECHNOLOGY TRENDS 134
5.4 EHS AND TRADE/LOGISTIC ISSUES FOR ANCILLARIES AND EXTENSION MATERIALS 136
5.5 ANALYST ASSESSMENT OF ANCILLARIES SEGMENT MARKET TRENDS 137
5.5.1 ANALYST ASSESSMENT OF EXTENSIONS SEGMENT MARKET TRENDS 138

6 PHOTOLITHOGRAPHY MATERIALS MARKET SUPPLIER LANDSCAPE 139

6.1 PHOTORESIST MATERIALS PRODUCTION CAPACITY OF TOP SUPPLIERS 140
6.1.1 CURRENT QUARTER - REPORTED REVENUES & SUPPLIERS’ ACTIVITIES 141
6.2 M&A ACTIVITY AND PARTNERSHIPS 143
6.3 PLANT CLOSURES 144
6.4 NEW ENTRANTS 145
6.5 SUPPLIER DISRUPTIONS 149
6.5.1 SUPPLIERS OR PARTS/PRODUCT LINES AT RISK OF DISCONTINUATION 150
6.6 TECHCET ANALYST ASSESSMENT OF PHOTOLITHOGRAPHIC MATERIALS SUPPLIERS 151

7 SUB-TIER SUPPLY-CHAIN, PHOTOLITHOGRAPHY MATERIALS 153

7.1 SUB-TIER SUPPLY CHAIN: PHOTORESISTS COMPONENTS 154
7.2 PHOTORESIST RESINS 155
7.3 PHOTORESIST SOLVENTS 157
7.4 PHOTORESIST OTHER COMPONENTS 158
7.5 PHOTORESIST COMPONENTS REFERENCES & SOURCES 159

8 SUPPLIER PROFILES 160

AUECC
AVANTOR
ALLRESIST GESELLSCHAFT FÜR CHEMISCHE
BASF
BREWER SCIENCE
and more.

9 APPENDIX 348

9.1 TECHNOLOGY TRENDS 349
9.2 DSA CHEMISTRY EXPLAINED 350
9.3 PHOTOLITHOGRAPHY ANCILLARIES & EXTENSION MATERIALS TECHNOLOGY TRENDS 351

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List of Tables/Graphs

Lithography Materials Market Report CMR 2025-2026

2025-2026 CMR PHOTOLITHOGRAPHY MATERIALS
SUPPLY-CHAIN & MARKET ANALYSIS
A CRITICALMATERIALS REPORT

FIGURES & TABLES

FIGURES

FIGURE 1.1: PHOTOLITHOGRAPHY MATERIALS VOLUME FORECAST BY SEGMENT 17
FIGURE 1.2: PHOTOLITHOGRAPHY MATERIALS REVENUE FORECAST BY SEGMENT 18
FIGURE 1.3: BOTTOM ANTI-REFLECTIVE COATING (BARC) 21
FIGURE 1.4: MARKET SHARES OF TOP PHOTORESIST COMPANIES IN 2024 22
FIGURE 1.5: REGIONAL USAGE OF MATERIALS 2025 FORECAST 24
FIGURE 1.6: ASML EUV AND HIGH NA EUV SYSTEM 26

FIGURE 3.1: HISTORICAL AND FORECASTED GDP GROWTH (2000-2029) 34
FIGURE 3.2: GLOBAL ECONOMY AND THE ELECTRONICS SUPPLY CHAIN (2024) 35
FIGURE 3.3: WORLDWIDE SEMICONDUCTOR SALES ($B) 36
FIGURE 3.4: TECHCET’S TAIWAN SEMICONDUCTOR INDUSTRY INDEX (TTSI) MOMENTUM TRACKER 37
FIGURE 3.5: 2024 SEMICONDUCTOR CHIP APPLICATIONS 38
FIGURE 3.6: SMARTPHONE SHIPMENTS, WW ESTIMATES 41
FIGURE 3.7: GLOBAL LIGHT VEHICLE PRODUCTION FORECAST (IN MILLIONS OF UNITS) 42
FIGURE 3.8: US EV RETAIL SHARE FORECAST 43
FIGURE 3.9: AUTOMOTIVE SEMICONDUCTOR FORECAST ESTIMATES (2018-2029, B$'S USD) 44
FIGURE 3.10: AI INFRASTRUCTURE VALUE FORECAST 46
FIGURE 3.11: SCALE OF TODAY’S AI-CENTRIC DATA CENTERS 47
FIGURE 3.12: TSMC PHOENIX FAB INVESTMENT TO EXCEED US $65B 48
FIGURE 3.13: ESTIMATED GLOBAL FAB INVESTMENT 2024-2029 ($858.6B) 49
FIGURE 3.14: ANNOUNCED PUBLIC STIMULUS AND RESPECTIVE SEMICONDUCTOR CHIP MANUFACTURING REGIONS 50
FIGURE 3.15: SEMICONDUCTOR SUPPLY CHAIN EXPANSIONS WITHIN THE US 51
FIGURE 3.16: GLOBAL TOTAL EQUIPMENT SPENDING (US$ M) 52
FIGURE 3.17: TSMC LOGIC ROADMAP BY NODE 53
FIGURE 3.18: TECHCET WAFER START FORECAST BY NODE SEGMENTS MILLIONS OF 200MM EQUIVALENTS PER YEAR 57
FIGURE 3.19: TECHCET WORLDWIDE ELECTRONIC MATERIALS FORECAST ($M USD) 58

FIGURE 4.1: PHOTORESIST VOLUME FORECAST BY SEGMENT 64
FIGURE 4.2: EUV PHOTORESIST VOLUME FORECAST BY SEGMENT 65
FIGURE 4.3: ARF AND ARFI PHOTORESIST VOLUME FORECAST BY SEGMENT 66
FIGURE 4.4: KRF, I & G-LINE PHOTORESIST VOLUME FORECAST BY SEGMENT 67
FIGURE 4.5: PHOTORESIST REVENUE FORECAST BY SEGMENT 68
FIGURE 4.6: EUV PHOTORESIST REVENUE FORECAST BY SEGMENT 69
FIGURE 4.7: ARF AND ARFI PHOTORESIST REVENUE FORECAST BY SEGMENT 70
FIGURE 4.8: KRF, I & G-LINE PHOTORESIST REVENUE FORECAST BY SEGMENT 71
FIGURE 4.9: SCANNER TECHNOLOGY TRENDS ARF TO EUV 87
FIGURE 4.10: SCANNER TECHNOLOGY-EUV ROADMAP 88
FIGURE 4.11: EUV RESIST RECTIFICATION 89
FIGURE 4.12: RECTIFICATION FLOW USING DSA 90
FIGURE 4.13: NANOIMPRINT LITHOGRAPHY (NIL) 91
FIGURE 4.14: ESTIMATE OF LITHO EXPOSURES BY DEVICE TYPE 92
FIGURE 4.15: EXAMPLE OF 3D NAND LAYERS AND STAIRCASE 93
FIGURE 4.16: CHINESE VERSION OF EUV LITHOGRAPHY TOOL IN DEVELOPMENT 96
FIGURE 4.17: 2025 ESTIMATED PHOTORESIST REVENUE SHARE BY REGION 97
FIGURE 4.18: CO2 EQUIVALENT EMISSIONS PER TECHNOLOGY NODE FOR 300MM PRODUCTION (METRIC TON) 100

FIGURE 5.1: ANCILLARIES VOLUME FORECAST BY SEGMENT 109
FIGURE 5.2: EBR AND PREWET VOLUME FORECAST BY SEGMENT 110
FIGURE 5.3: NTD CHEMICALS VOLUME FORECAST BY SEGMENT 111
FIGURE 5.4: PTD VOLUME FORECAST BY SEGMENT 112
FIGURE 5.5: ANCILLARIES REVENUE FORECAST BY SEGMENT 113
FIGURE 5.6: EBR AND PREWET REVENUE FORECAST BY SEGMENT 114
FIGURE 5.7: NTD CHEMICALS REVENUE FORECAST BY SEGMENT 115
FIGURE 5.8: PTD REVENUE FORECAST BY SEGMENT 116
FIGURE 5.9: EXTENSIONS VOLUME FORECAST BY SEGMENT 117
FIGURE 5.10: KRF BARC VOLUME FORECAST BY SEGMENT 118
FIGURE 5.11: ARF BARC VOLUME FORECAST BY SEGMENT 119
FIGURE 5.12: SOC VOLUME FORECAST BY SEGMENT 120
FIGURE 5.13: SI BARC VOLUME FORECAST BY SEGMENT 121
FIGURE 5.14: EXTENSIONS REVENUE FORECAST BY SEGMENT 122
FIGURE 5.15: KRF BARC REVENUE FORECAST BY SEGMENT 123
FIGURE 5.16: ARF BARC REVENUE FORECAST BY SEGMENT 124
FIGURE 5.17: SOC REVENUE FORECAST BY SEGMENT 125
FIGURE 5.18: SI BARC REVENUE FORECAST BY SEGMENT 126
FIGURE 5.19: SOLVENT IMPACT FOR POSITIVE VS. NEGATIVE PHOTORESIST 135

FIGURE 6.1: MARKET SHARES OF TOP PHOTORESIST COMPANIES IN 2024 140
FIGURE 6.2: DRY EUV METAL OXIDE PHOTOLITHOGRAPHY PROCESS AND PRINTED IMAGE 147

FIGURE 9.1 : TRADE OFFS WITH EUV 162
FIGURE 9.2: SELECTIVE DSA EXAMPLE 163
FIGURE 9.3: DEVELOPER TRANSITION 164

TABLES

TABLE 1.1: PHOTOLITHOGRAPHY MATERIALS GROWTH OVERVIEW 12
TABLE 3.1: GLOBAL GDP AND SEMICONDUCTOR REVENUES 32
TABLE 3.2: INITIALLY ANNOUNCED US RECIPROCAL TARIFF SCHEDULE, BY COUNTRY 33
TABLE 3.3: WORLDWIDE PC FORECAST BY SEGMENT 40
TABLE 3.4: IT MARKET SPENDING FORECAST, 2025 45
TABLE 4.1: MATERIAL SUPPLIER MANUFACTURING LOCATIONS 73
TABLE 4.2: OVERVIEW OF ANNOUNCED 2023 - 2025 PHOTORESIST MATERIALS SUPPLIER INVESTMENTS 84
TABLE 4.3: REGIONAL PHOTOLITHOGRAPHY MATERIALS TRENDS 98
TABLE 4.4: REGIONAL LITHOGRAPHY MATERIALS SUPPLIER EXPANSION SUMMARY 99
TABLE 5.1: SOLVENT SUPPLIERS 128
TABLE 5.2: ANCILLARY SUPPLIER LANDSCAPE 129
TABLE 5.3: KEY SUPPLIERS OF EXTENSION MATERIALS 130
TABLE 5.4: OVERVIEW OF ANNOUNCED 2023 - 2025 ANCILLARY & EXTENSION MATERIALS SUPPLIER INVESTMENTS 131
TABLE 6.1: MOST RECENT REPORTED QUARTERLY LITHO MATERIAL SUPPLIER SALES (IN LOCAL REPORTING CURRENCY) 141

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