Semiconductor Materials

Semiconductor materials include the chemicals, substrates, soldering materials, coatings and metals required for wafer fabrication, advanced packaging and compound semiconductors. Rising demand for AI chips and servers has recently driven up the consumption and prices of tin, gallium, high-end soldering materials and Ajinomoto Build-up Film (ABF), while companies including Formosa Plastics, Formosa Chemicals & Fibre and Topco Scientific are accelerating their transformation strategies and using AI to develop new materials. Material supplies directly affect chip costs, process upgrades and capacity expansion, making prices, technological advances and supply-chain investment key areas to watch.