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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產品與營收

產品營收佔比

營收結構 ($3.50B)

靜態數據（加載即時財務…）

Semiconductor (52%)

Advanced Electronics (26%)

Specialty Industrial (22%)

業務部門構成與主要客戶

產品詳情

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).

供應鏈關係

主要客戶

Applied Materials

Etch & CVD chamber components

影響: critical

Lam Research

RF power, vacuum control

影響: major

KLA Corporation

Metrology system components

影響: significant

宏觀與市場背景

반도체行業新聞

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

近期催化劑

◆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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企業資訊

總部

Andover, Massachusetts, USA

成立時間

1961

員工人數

11,000

官網

mks.com

行業概況 — 반도체

行業新聞