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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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($3.50B)

Data statis (memuat keuangan langsung…)

Semiconductor (52%)

Advanced Electronics (26%)

Specialty Industrial (22%)

Komposisi segmen dan pelanggan utama

Detail produk

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).

Hubungan Rantai Pasok

Pelanggan Utama

Applied Materials

Etch & CVD chamber components

Dampak: critical

Lam Research

RF power, vacuum control

Dampak: major

KLA Corporation

Metrology system components

Dampak: significant

Konteks makro dan pasar

반도체Berita sektor

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

Katalis mendatang

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

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Info Perusahaan

Kantor Pusat

Andover, Massachusetts, USA

Didirikan

1961

Karyawan

11,000

Situs Web

mks.com

Gambaran umum sektor — 반도체

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