ALD/CVD Materials Market Bright Outlook
Shannon Davis
3 days ago
TECHCET — the electronic materials advisory firm providing strategic information on semiconductor materials markets & supply chains — reported strong momentum in the ALD/CVD dielectric and metallization precursors. Revenues for dielectric precursors rebounded in 2024 with an 18% increase, while metallization precursors are expected to post 11% YoY growth from 2025 to 2026. Looking longer term, 2024–2029 CAGRs are forecast at 9% for dielectrics and 7% for metals, according to TECHCET’s 2025-2026 Critical Materials Report™ on ALD/CVD Precursors.
The market is being propelled by increased demand for Low-K and high aspect ratio (AR) dielectrics to enable scaling in advanced logic and memory, with the DIPAS/BDEAS segment expected to lead dielectric growth. At the same time, alternative metals such as molybdenum (Mo) are gaining traction for backside power delivery and 3D NAND structures, alongside rising use of Zr, Hf, Co, and W. New opportunities are also emerging for Mo and Ru in advanced metallization, with Tier 1 suppliers and OEMs already reporting Mo ramping for leading-edge logic and 3D NAND metal gates. Together, these trends highlight the growing importance of dielectric and metal precursors in enabling next-generation device performance and semiconductor scaling.
For more details on drivers and trends in precursor materials, go to www.techcet.com or contact us to meet at SEMICON West by clicking here. Don’t forget to also attend the CMC Seminar, October 28-29: techcet.com to gain knowledge from TECHCET analysts and the semiconductor ecosystem. |
