Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

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To: etchmeister who wrote (24585)	9/30/2010 12:16:49 AM
From: etchmeister	Read Replies (2) of 25522

"We will see STI slurry prices in the $50 per gallon range in the short term," Castellano said. "Slurry suppliers need to reduce the amount of ceria solids in the slurry to keep prices stabilized, yet maintain the slurry’s high performance and selectivities already standard in IC manufacturing." True or false ...the truth is boring..."skyrocketing"..."falling off the cliff" $ 50 per gallon does not really seem to be completely out of line compared to historical pricing - Solid State refers to a range depending on quality - the average would be $ 45 per gallon Solid State (2008) In selective STI (i.e. ceria slurry) Hitachi is the clear leader that other competitors focus on, with ~76% of the market (Figure 2). The 'Other' segment includes DA Nano, Ferro and Asahi Glass. CCMP and RHEM, market leaders in other CMP consumables sectors, have only a small presence in the selective STI market. The semiconductor grade ceria starting material is expensive, thus selective STI slurries run from $30 to >$60/gal.. Market data for estimating the percentage of wafers processed with fixed abrasives, and its impact on the STI slurry market, is not available and is not considered in this market share estimate. electroiq.com

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