TechInsights projects significant growth in the global precursor market, with revenues expected to rise from approximately USD 1.82 billion in 2025 to about USD 2.53 billion by 2030, reflecting an 8% CAGR. This expansion is primarily driven by increased materials intensity per wafer rather than just wafer start growth, as advancements in atomic-scale device architectures and AI performance demands reshape the landscape for deposition across logic, DRAM, and NAND sectors.
The report highlights that advanced logic remains a key growth driver, particularly with the transition to Gate-All-Around architectures that heighten conformality requirements and boost atomic layer deposition (ALD) penetration. Demand for high-k and metal precursors is resilient, supported by complex scaling needs in DRAM and NAND, where increased layer counts and deposition requirements are significantly elevating materials usage.
For market professionals, the key takeaway is that the growth in the precursor market is increasingly linked to process complexity and technological advancements rather than sheer volume, underscoring the strategic importance of advanced precursors in the semiconductor supply chain.
Source: semiconductor-digest.com