반도체 재료 시장 - 산업 규모, 점유율, 동향, 기회, 예측 : 용도별, 포장별, 최종 사용 산업별, 지역별 경쟁(2021-2031년)

The Global Semiconductor Materials Market is projected to expand from USD 70.84 Billion in 2025 to USD 98.91 Billion by 2031, reflecting a CAGR of 5.72%. This market covers specialized chemical compounds and solid substrates, including silicon wafers, photoresists, and packaging dielectrics, which are essential for fabricating and packaging integrated circuits. The industry's expansion is largely driven by surging demand for high-performance computing within artificial intelligence servers and the crucial need for high-bandwidth memory in sophisticated data centers. As noted by SEMI in 2025, global revenue for semiconductor materials rose to USD 67.5 billion during the previous year.

Nevertheless, market growth faces a major obstacle due to rising geopolitical tensions that are fragmenting global supply chains. Export controls and regulatory trade restrictions hinder the seamless transfer of critical raw materials and specialized process chemicals, resulting in volatile procurement conditions and higher production costs. This instability makes inventory management difficult for manufacturers and poses a threat to the capacity investments needed to sustain future technological progress.

Market Driver

The rapid expansion of artificial intelligence and high-performance computing serves as a major driver for the materials industry, creating greater demand for specialized substrates and ultra-pure process chemicals. As chipmakers move toward smaller nodes to accommodate large language models, the use of extreme ultraviolet photoresists and chemical mechanical planarization slurries increases to maintain yield and performance standards. In its 'Third Quarter 2024 Earnings Conference' held in October 2024, TSMC projected that revenue from server AI processors would more than triple year-over-year in 2024, signaling a sharp rise in upstream material procurement for logic devices. This demand is further intensified by the necessity for advanced packaging solutions like chip-on-wafer-on-substrate, which depend on specialized dielectrics and thermal interface materials to manage the heat from dense logic arrays in data centers.

Furthermore, the strategic growth of manufacturing infrastructure and semiconductor foundry capacity reinforces market stability by ensuring a steady baseline for raw material orders. To minimize supply chain risks and satisfy regional needs, leading foundries are actively building new fabrication plants, resulting in ongoing requirements for silicon wafers, deposition precursors, and bulk gases. According to SEMI's 'World Fab Forecast' from September 2024, global capacity for 300mm fabs is expected to grow at a compound annual rate of 7 percent through 2027, driven by regional incentives and new site construction. This infrastructure expansion guarantees a consistent flow of materials even during market downturns, as new lines need qualification samples and continuous chemical inputs. Moreover, SEMI reported in 2024 that global silicon wafer shipments increased by 7.1 percent quarter-over-quarter to 3,035 million square inches in the second quarter, confirming a resurgence in industrial manufacturing momentum.

Market Challenge

The fragmentation of supply chains caused by geopolitical friction stands as a major hurdle for the Global Semiconductor Materials Market. This issue is characterized by strict export controls and trade regulations that interrupt the international movement of vital raw materials. As countries enforce protective policies, manufacturers face the difficulty of managing a complex compliance environment. This situation creates significant volatility in procurement and raises production costs, thereby hindering the market's capacity to sustain the steady material flow necessary for high-volume fabrication.

Additionally, uncertain material availability risks delaying essential capacity investments. When manufacturers are unable to establish reliable long-term supply contracts for specialized process chemicals, they are compelled to delay expansion projects required for technological progress. This reluctance directly decelerates the sector's overall growth trajectory. According to SEMI, worldwide silicon wafer shipments saw a year-over-year rise of just 3% in the third quarter of 2025. This modest increase highlights the operational limitations and slowdown the industry faces as it struggles to expand amidst these persistent logistical and geopolitical challenges.

Market Trends

The accelerating adoption of wide bandgap Silicon Carbide (SiC) and Gallium Nitride (GaN) is significantly transforming the materials landscape, especially regarding power electronics for renewable energy systems and electric vehicles. This trend demands a substantial increase in the production of specialized SiC and GaN wafers, as well as the high-purity epitaxial precursors needed for their manufacturing. Because these materials utilize crystal growth techniques different from traditional silicon processes, manufacturers are aggressively expanding dedicated infrastructure to ensure these critical supplies meet rising demand. As stated in an August 2024 press release regarding the opening of its SiC facility in Malaysia, Infineon has committed to an additional investment of €5 billion for Phase 2 of its Kulim 3 site, intending to build the world's largest 200mm silicon carbide power fabrication plant.

Concurrently, the emergence of glass core substrates for advanced IC packaging is establishing a new material paradigm designed to address the physical constraints of organic interconnects. Glass substrates provide superior thermal stability and ultra-low flatness, characteristics that are vital for supporting the dense interconnect needs of next-generation artificial intelligence processors. This transition is fostering the growth of new manufacturing ecosystems, shifting supply chains away from traditional laminates toward advanced glass-processing technologies. According to a May 2024 report on the 'CHIPS and Science Act Funding', SKC's subsidiary Absolics received up to $75 million in direct funding to commercialize high-performance glass substrate technology at its newly built manufacturing facility in Georgia.

Key Market Players

• BASF SE.
• Indium Corporation.
• Intel Corporation.
• Hitachi Chemical Co. Ltd.
• UTAC Holdings Ltd
• Henkel AG & Company KGAA.
• KYOCERA Corporation
• Nichia Corporation
• Intel Corporation
• International Quantum Epitaxy PLC

Report Scope

In this report, the Global Semiconductor Materials Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:

Semiconductor Materials Market, By Application

• Fabrication
• Process Chemicals
• Photomasks
• Electronic Gases
• Photoresists Ancillaries
• Sputtering Targets
• Silicon

Semiconductor Materials Market, By Packaging

• Substrates
• Lead Frames
• Ceramic Packages
• Bonding Wire
• Encapsulation Resins
• Die Attach Materials

Semiconductor Materials Market, By End-user Industry

• Consumer Electronics
• Telecommunication
• Manufacturing
• Automotive
• Energy
• Utility

Semiconductor Materials Market, By Region

• North America
  • United States
  • Canada
  • Mexico
• Europe
  • France
  • United Kingdom
  • Italy
  • Germany
  • Spain
• Asia Pacific
  • China
  • India
  • Japan
  • Australia
  • South Korea
• South America
  • Brazil
  • Argentina
  • Colombia
• Middle East & Africa
  • South Africa
  • Saudi Arabia
  • UAE

Competitive Landscape

Company Profiles: Detailed analysis of the major companies present in the Global Semiconductor Materials Market.

Available Customizations:

Global Semiconductor Materials Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report:

Company Information

• Detailed analysis and profiling of additional market players (up to five).

Table of Contents

1. Product Overview

• 1.1. Market Definition
• 1.2. Scope of the Market
  • 1.2.1. Markets Covered
  • 1.2.2. Years Considered for Study
  • 1.2.3. Key Market Segmentations

2. Research Methodology

• 2.1. Objective of the Study
• 2.2. Baseline Methodology
• 2.3. Key Industry Partners
• 2.4. Major Association and Secondary Sources
• 2.5. Forecasting Methodology
• 2.6. Data Triangulation & Validation
• 2.7. Assumptions and Limitations

3. Executive Summary

• 3.1. Overview of the Market
• 3.2. Overview of Key Market Segmentations
• 3.3. Overview of Key Market Players
• 3.4. Overview of Key Regions/Countries
• 3.5. Overview of Market Drivers, Challenges, Trends

4. Voice of Customer

5. Global Semiconductor Materials Market Outlook

• 5.1. Market Size & Forecast
  • 5.1.1. By Value
• 5.2. Market Share & Forecast
  • 5.2.1. By Application (Fabrication, Process Chemicals, Photomasks, Electronic Gases, Photoresists Ancillaries, Sputtering Targets, Silicon)
  • 5.2.2. By Packaging (Substrates, Lead Frames, Ceramic Packages, Bonding Wire, Encapsulation Resins, Die Attach Materials)
  • 5.2.3. By End-user Industry (Consumer Electronics, Telecommunication, Manufacturing, Automotive, Energy, Utility)
  • 5.2.4. By Region
  • 5.2.5. By Company (2025)
• 5.3. Market Map

6. North America Semiconductor Materials Market Outlook

• 6.1. Market Size & Forecast
  • 6.1.1. By Value
• 6.2. Market Share & Forecast
  • 6.2.1. By Application
  • 6.2.2. By Packaging
  • 6.2.3. By End-user Industry
  • 6.2.4. By Country
• 6.3. North America: Country Analysis
  • 6.3.1. United States Semiconductor Materials Market Outlook
    • 6.3.1.1. Market Size & Forecast
      • 6.3.1.1.1. By Value
    • 6.3.1.2. Market Share & Forecast
      • 6.3.1.2.1. By Application
      • 6.3.1.2.2. By Packaging
      • 6.3.1.2.3. By End-user Industry
  • 6.3.2. Canada Semiconductor Materials Market Outlook
    • 6.3.2.1. Market Size & Forecast
      • 6.3.2.1.1. By Value
    • 6.3.2.2. Market Share & Forecast
      • 6.3.2.2.1. By Application
      • 6.3.2.2.2. By Packaging
      • 6.3.2.2.3. By End-user Industry
  • 6.3.3. Mexico Semiconductor Materials Market Outlook
    • 6.3.3.1. Market Size & Forecast
      • 6.3.3.1.1. By Value
    • 6.3.3.2. Market Share & Forecast
      • 6.3.3.2.1. By Application
      • 6.3.3.2.2. By Packaging
      • 6.3.3.2.3. By End-user Industry

7. Europe Semiconductor Materials Market Outlook

• 7.1. Market Size & Forecast
  • 7.1.1. By Value
• 7.2. Market Share & Forecast
  • 7.2.1. By Application
  • 7.2.2. By Packaging
  • 7.2.3. By End-user Industry
  • 7.2.4. By Country
• 7.3. Europe: Country Analysis
  • 7.3.1. Germany Semiconductor Materials Market Outlook
    • 7.3.1.1. Market Size & Forecast
      • 7.3.1.1.1. By Value
    • 7.3.1.2. Market Share & Forecast
      • 7.3.1.2.1. By Application
      • 7.3.1.2.2. By Packaging
      • 7.3.1.2.3. By End-user Industry
  • 7.3.2. France Semiconductor Materials Market Outlook
    • 7.3.2.1. Market Size & Forecast
      • 7.3.2.1.1. By Value
    • 7.3.2.2. Market Share & Forecast
      • 7.3.2.2.1. By Application
      • 7.3.2.2.2. By Packaging
      • 7.3.2.2.3. By End-user Industry
  • 7.3.3. United Kingdom Semiconductor Materials Market Outlook
    • 7.3.3.1. Market Size & Forecast
      • 7.3.3.1.1. By Value
    • 7.3.3.2. Market Share & Forecast
      • 7.3.3.2.1. By Application
      • 7.3.3.2.2. By Packaging
      • 7.3.3.2.3. By End-user Industry
  • 7.3.4. Italy Semiconductor Materials Market Outlook
    • 7.3.4.1. Market Size & Forecast
      • 7.3.4.1.1. By Value
    • 7.3.4.2. Market Share & Forecast
      • 7.3.4.2.1. By Application
      • 7.3.4.2.2. By Packaging
      • 7.3.4.2.3. By End-user Industry
  • 7.3.5. Spain Semiconductor Materials Market Outlook
    • 7.3.5.1. Market Size & Forecast
      • 7.3.5.1.1. By Value
    • 7.3.5.2. Market Share & Forecast
      • 7.3.5.2.1. By Application
      • 7.3.5.2.2. By Packaging
      • 7.3.5.2.3. By End-user Industry

8. Asia Pacific Semiconductor Materials Market Outlook

• 8.1. Market Size & Forecast
  • 8.1.1. By Value
• 8.2. Market Share & Forecast
  • 8.2.1. By Application
  • 8.2.2. By Packaging
  • 8.2.3. By End-user Industry
  • 8.2.4. By Country
• 8.3. Asia Pacific: Country Analysis
  • 8.3.1. China Semiconductor Materials Market Outlook
    • 8.3.1.1. Market Size & Forecast
      • 8.3.1.1.1. By Value
    • 8.3.1.2. Market Share & Forecast
      • 8.3.1.2.1. By Application
      • 8.3.1.2.2. By Packaging
      • 8.3.1.2.3. By End-user Industry
  • 8.3.2. India Semiconductor Materials Market Outlook
    • 8.3.2.1. Market Size & Forecast
      • 8.3.2.1.1. By Value
    • 8.3.2.2. Market Share & Forecast
      • 8.3.2.2.1. By Application
      • 8.3.2.2.2. By Packaging
      • 8.3.2.2.3. By End-user Industry
  • 8.3.3. Japan Semiconductor Materials Market Outlook
    • 8.3.3.1. Market Size & Forecast
      • 8.3.3.1.1. By Value
    • 8.3.3.2. Market Share & Forecast
      • 8.3.3.2.1. By Application
      • 8.3.3.2.2. By Packaging
      • 8.3.3.2.3. By End-user Industry
  • 8.3.4. South Korea Semiconductor Materials Market Outlook
    • 8.3.4.1. Market Size & Forecast
      • 8.3.4.1.1. By Value
    • 8.3.4.2. Market Share & Forecast
      • 8.3.4.2.1. By Application
      • 8.3.4.2.2. By Packaging
      • 8.3.4.2.3. By End-user Industry
  • 8.3.5. Australia Semiconductor Materials Market Outlook
    • 8.3.5.1. Market Size & Forecast
      • 8.3.5.1.1. By Value
    • 8.3.5.2. Market Share & Forecast
      • 8.3.5.2.1. By Application
      • 8.3.5.2.2. By Packaging
      • 8.3.5.2.3. By End-user Industry

9. Middle East & Africa Semiconductor Materials Market Outlook

• 9.1. Market Size & Forecast
  • 9.1.1. By Value
• 9.2. Market Share & Forecast
  • 9.2.1. By Application
  • 9.2.2. By Packaging
  • 9.2.3. By End-user Industry
  • 9.2.4. By Country
• 9.3. Middle East & Africa: Country Analysis
  • 9.3.1. Saudi Arabia Semiconductor Materials Market Outlook
    • 9.3.1.1. Market Size & Forecast
      • 9.3.1.1.1. By Value
    • 9.3.1.2. Market Share & Forecast
      • 9.3.1.2.1. By Application
      • 9.3.1.2.2. By Packaging
      • 9.3.1.2.3. By End-user Industry
  • 9.3.2. UAE Semiconductor Materials Market Outlook
    • 9.3.2.1. Market Size & Forecast
      • 9.3.2.1.1. By Value
    • 9.3.2.2. Market Share & Forecast
      • 9.3.2.2.1. By Application
      • 9.3.2.2.2. By Packaging
      • 9.3.2.2.3. By End-user Industry
  • 9.3.3. South Africa Semiconductor Materials Market Outlook
    • 9.3.3.1. Market Size & Forecast
      • 9.3.3.1.1. By Value
    • 9.3.3.2. Market Share & Forecast
      • 9.3.3.2.1. By Application
      • 9.3.3.2.2. By Packaging
      • 9.3.3.2.3. By End-user Industry

10. South America Semiconductor Materials Market Outlook

• 10.1. Market Size & Forecast
  • 10.1.1. By Value
• 10.2. Market Share & Forecast
  • 10.2.1. By Application
  • 10.2.2. By Packaging
  • 10.2.3. By End-user Industry
  • 10.2.4. By Country
• 10.3. South America: Country Analysis
  • 10.3.1. Brazil Semiconductor Materials Market Outlook
    • 10.3.1.1. Market Size & Forecast
      • 10.3.1.1.1. By Value
    • 10.3.1.2. Market Share & Forecast
      • 10.3.1.2.1. By Application
      • 10.3.1.2.2. By Packaging
      • 10.3.1.2.3. By End-user Industry
  • 10.3.2. Colombia Semiconductor Materials Market Outlook
    • 10.3.2.1. Market Size & Forecast
      • 10.3.2.1.1. By Value
    • 10.3.2.2. Market Share & Forecast
      • 10.3.2.2.1. By Application
      • 10.3.2.2.2. By Packaging
      • 10.3.2.2.3. By End-user Industry
  • 10.3.3. Argentina Semiconductor Materials Market Outlook
    • 10.3.3.1. Market Size & Forecast
      • 10.3.3.1.1. By Value
    • 10.3.3.2. Market Share & Forecast
      • 10.3.3.2.1. By Application
      • 10.3.3.2.2. By Packaging
      • 10.3.3.2.3. By End-user Industry

11. Market Dynamics

• 11.1. Drivers
• 11.2. Challenges

12. Market Trends & Developments

• 12.1. Merger & Acquisition (If Any)
• 12.2. Product Launches (If Any)
• 12.3. Recent Developments

13. Global Semiconductor Materials Market: SWOT Analysis

14. Porter's Five Forces Analysis

• 14.1. Competition in the Industry
• 14.2. Potential of New Entrants
• 14.3. Power of Suppliers
• 14.4. Power of Customers
• 14.5. Threat of Substitute Products

15. Competitive Landscape

• 15.1. BASF SE.
  • 15.1.1. Business Overview
  • 15.1.2. Products & Services
  • 15.1.3. Recent Developments
  • 15.1.4. Key Personnel
  • 15.1.5. SWOT Analysis
• 15.2. Indium Corporation.
• 15.3. Intel Corporation.
• 15.4. Hitachi Chemical Co. Ltd.
• 15.5. UTAC Holdings Ltd
• 15.6. Henkel AG & Company KGAA.
• 15.7. KYOCERA Corporation
• 15.8. Nichia Corporation
• 15.9. Intel Corporation
• 15.10. International Quantum Epitaxy PLC

16. Strategic Recommendations

17. About Us & Disclaimer