Overview of Market Trends in the Semiconductor Materials Industry with Focus on CMP Consumables

12:20 pm - 12:45 pm

This presentation highlights key insights from a semiconductor materials market analysis, conducted as part of a broader research portfolio transitioning from Linx Consulting to SEMI. As artificial intelligence (AI) continues to drive growth across the global semiconductor industry, demand is shifting toward advanced semiconductors with high-performance computing and storage capabilities—subsequently increasing the consumption of semiconductor process materials.

The global semiconductor materials landscape is shaped by four major forces: Geopolitical Tension, Macroeconomic Trends, Global Localization, and Technological Innovation. Among these, geopolitics has emerged as the dominant force, as evidenced by recent industry surveys. Heightened tensions are restructuring global supply chains—exemplified by U.S. tariff enforcement and China’s tighter export controls on critical upstream materials. These developments are accelerating supply chain fragmentation and regionalization, prompting governments to invest in domestic capabilities to enhance strategic and economic resilience.

Following a period of correction characterized by high inventories and underutilized new capacity, the semiconductor process materials market is poised for a robust recovery, underpinned by renewed demand and structural realignment from 2025 onward.

Featured Speakers

Andy Tuan

Managing Director, Linx Consulting Inc. / SEMI

Andy Tuan joined Linx Consulting in 2014 to manage Linx Consulting’s Asian business. Based in Taipei, Taiwan, Mr. Tuan is responsible for business development and project management and overall strategy development in Asia. In addition, he is supporting SEMI to manage the integration of market research business recently acquired from Linx Consulting as a senior consultant to the Market Intelligence Team of SEMI.

Prior to joining Linx, Mr. Tuan was Director of Strategic Marketing of the Global Electronics Division of Air Products and Chemicals, where he focused on Semiconductor, FPD, Photovoltaic, LED, and other emerging electronics industry segments in Asia. Mr. Tuan was also general manager of the Electronics Business in China, and global product manager in the company’s electronics specialty material group at the US headquarters. Mr. Tuan joined Air Products Asia in 1996 where he built and led the regional electronics commercial team in Taipei. In this capacity, he supported the establishment and integration of an intra-Asia electronics materials supply network of manufacturing vendors, affiliate companies, strategic business partners and channel distributors across Asia. He also led several semiconductor and solar cell project activities in Southeast Asia and India as a new fab business development manager.

Before Air Products, Mr. Tuan worked in sales, marketing and product development in other global electronics device and electronics materials companies including Fujitsu in Japan, Merck-Kanto Advanced Chemicals in Taiwan, and Merck KGaA, Germany.

Mr. Tuan holds an International Business Management MBA and a B.S. in Chemical Engineering.