Two posts discuss semiconductor industry dynamics: one analyzes Chemcon Speciality Chemicals' HMDS chemical exposure to semiconductor manufacturing, noting it as a diversified specialty-chemicals company rather than a pure semiconductor play; the other cites JPM forecasts showing cloud capex rising from $491 billion in 2025 to $1.661 trillion by 2030, with accelerator unit shipments growing significantly despite cooling hyperscaler revenue and profit growth rates.
Chemcon Speciality Chemicals Ltd., an Indian manufacturer, produces HMDS (hexamethyldisilazane), a specialized chemical used in semiconductor lithography to improve photoresist adhesion to wafer surfaces. While HMDS provides exposure to the semiconductor value chain, Chemcon is a diversified specialty-chemicals company rather than a pure-play semiconductor firm, with growth dependent on HMDS volume expansion, customer approvals, and production capacity.