In 2024, DuPont (DD) maintained its position as the leader in the semiconductor consumables market, generating an estimated $2.85 billion in revenue. According to my new report Semiconductor Consumables: Strategic Market Insights, Industry Trends, and Forecasts, which provides an in-depth analysis of the global semiconductor consumables industry. It covers key market drivers, growth trends, and technological advancements that are shaping the future of consumables like CMP pads, slurries, photolithography materials, cleaning solutions, and specialty gases. Contact me for the TOC of the report, since it hasn’t been added to my website yet at The Information Network.
This strong performance reflects its dominance in critical segments such as CMP pads, photolithography materials, and advanced cleaning solutions, which are vital for enabling advanced semiconductor manufacturing processes.
Entegris (ENTG), following its acquisition of Cabot Microelectronics (CMC Materials), solidified its second-place ranking with an estimated $2.2 billion in revenue. The integration of CMC’s expertise in CMP slurries and polishing materials, combined with Entegris’ advanced cleaning solutions and material handling capabilities, allowed the company to expand its market share significantly.
The report highlights the top players dominating the market, including their revenue performance, segment-specific contributions, and strategic initiatives. Additionally, it explores emerging innovations, such as advanced materials for sub-5nm nodes and sustainable manufacturing practices. This comprehensive study is an essential resource for understanding the competitive dynamics and growth opportunities in the semiconductor consumables sector.
Hello Robert!! Im a retail investor looking at the Dupont spinoff (Qnity, the electronics segment). Do you know if Entegris is a good peer? Or Qnity has more commoditized product lines?
I am asking this because the multiples paid for "secondary supply" players (ESI or MKS for example) are way lower than the multiples paid for Entegris (10-15x EBITDA vs 20x EBITDA for Entegris, although is a bit lower right now). Huge thanks!