MKS Instruments

MKSIsupplier

MKS Instruments supplies critical subsystems (gas, vacuum, plasma, RF power) to semiconductor equipment OEMs, making it a second-tier but essential component of the chip supply chain.

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Productos e Ingresos

Participación de Ingresos por Producto

Desglose de Ingresos ($3.50B)

Datos estáticos (cargando finanzas en tiempo real…)

Semiconductor (52%)

Advanced Electronics (26%)

Specialty Industrial (22%)

Composición de segmentos y clientes principales

Detalles del producto

Vacuum & Gas Control35%

Mass flow controllers, pressure sensors, and vacuum gauges critical to etch, CVD, and ALD chambers.

RF Power & Plasma28%

RF generators and impedance matching networks for plasma-based semiconductor processes.

Photonics (Coherent legacy)22%

Laser and optics subsystems for semiconductor lithography and materials processing.

Advanced Electronics (PCB)15%

Chemical delivery, plasma etch systems, and advanced packaging tools (Newport acquisition).

Relaciones en la Cadena de Suministro

Clientes Clave

Applied Materials

Etch & CVD chamber components

Impacto: critical

Lam Research

RF power, vacuum control

Impacto: major

KLA Corporation

Metrology system components

Impacto: significant

Contexto macro y de mercado

반도체Noticias del sector

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Próximos catalizadores

◆TSMC Q2 실적 (2026.04.17)◆NVIDIA GB300 양산 착수 발표◆AMAT/LRCX/KLAC 실적 시즌 (2026.05)

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Información de la Empresa

Sede Central

Andover, Massachusetts, USA

Fundación

1961

Empleados

11,000

Sitio Web

mks.com

Estado del sector — 반도체

Noticias del sector