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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产品与营收

产品营收占比

营收构成 ($3.50B)

静态数据（加载实时财务…）

Semiconductor (52%)

Advanced Electronics (26%)

Specialty Industrial (22%)

业务板块构成与主要客户

产品详情

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).

供应链关系

主要客户

Applied Materials

Etch & CVD chamber components

影响: critical

Lam Research

RF power, vacuum control

影响: major

KLA Corporation

Metrology system components

影响: significant

宏观与市场背景

반도체行业新闻

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

近期催化剂

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

AI 分析

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企业信息

总部

Andover, Massachusetts, USA

成立时间

1961

员工人数

11,000

官网

mks.com

行业概况 — 반도체

行业新闻