Photoresists: Feedstocks
How a naphtha shock reached the world's chip lines
How a naphtha shock reached the world's chip lines What this tab covers What it is made from and what it feeds: the raw materials and energy per tonne with their share of cost (linked to the commodity table), who is low-cost and why, and the chemicals made from it.Resists are made from specialty monomers, photoacid generators and solvents, all petrochemical. Raw material cost is a small part of price; formulation know-how, ultra-clean manufacturing and qualification decide competitiveness.
Inputs per tonne
| Input | Quantity per tonne | Role | Share of cost | Source |
|---|---|---|---|---|
| Oil Crude oil | not published | polymer backbone | small (indicative) | TrendForce (Apr 2026); indicative |
| Solvents (PGMEA, ethyl lactate, cyclohexanone) | most of resist mass (indicative) | carrier for spin coating | small (indicative) | Indicative |
| F Fluorspar | small (indicative) | acid generation, coating quality | not published | Indicative |
| Sn Tin | not published | EUV absorber | not published | Indicative |
Who is low-cost, and why
Not a cost curve market. Prices reflect qualification, defect performance and supply security; Japanese suppliers command premiums at advanced nodes.