Subject: Ultrapure Water market on the upswing
The new chip plants with larger wafers and finer line sizes need the most ultrapure water. There are 25 wafer fabs online that can process wafers of 300-mm diameter, and when ramped to full production, they would have an aggregate manufacturing capacity of 400,000 wafer starts per month. But this is just the beginning. This is the wave of the future and lots of suppliers will be forced to retire their existing 200-mm facilities and build new plants. This will lead to an acceleration of expenditures for ultrapure water systems.
Wisconsin, Illinois, Kentucky, and Indiana are just a few of the states where new coal-fired plants are under design and construction. McIlvaine is tracking over 70 new coal-fired boiler projects in the U.S. alone. China is planning more than 30 big 1000 MW plants per year. These coal-fired plants will require four times as much ultrapure water as a gas turbine plant of the same output. So, this is good news for UPW suppliers.
Every month in Ultrapure Water: World Markets we e-mail subscribers an update. Here are the most recent headlines:
Ultrapure Water Update
February 2004
· Immersion Tech Likely to See the Light
· SIA says 4.5% increase in worldwide semiconductor sales
· North American semiconductor orders reach $930 million
· WSTS says world semiconductor market will reach $161 billion
· South Korea to spend $830 million on semiconductor R&D
· UMC’s John Hsuan urges Taiwan to ease chip industry restrictions
· Intel begins $2 billion upgrade
· Taiwan is leader in 300 mm capacity
· President Bush signs $3.7 billion nanotechnology appropriation
· Sharp says LCD TV market will jump to 12 million units by 2006
· US Biotech market stands divided
· Ernst & Young says biotech could be profitable within five years
· 80% of top drugs sold in US are manufactured in Puerto Rico
· Singapore triples production of pharmaceuticals
· FDA reforms encourage the adoption of new manufacturing technologies
· India proves attractive for pharmaceutical outsourcing
· Homestake lab complex could use 1 million tons of ultrapure water
· Cadence Design Systems to help develop Chinese IC design training program
· $9 million Nanoscience facility opens at McGill University
· Perdue to open FDA approved pharmaceutical manufacturing plant
· Tropical Beverage Announces First Shipments to Southern California School Districts
· Ionics Awarded Multiple Wastewater Projects for Taiwan's Largest Semiconductor Manufacturer
In the body of the report each month we analyze developments and revise some of the 50,000 forecasts to reflect the impact of these developments. For more information on Ultrapure: Water World Markets click on: http://www.mcilvainecompany.com/water.html#N029 .
Bob McIlvaine
847-784-0012