Not nearly enough attention is being paid to the pending acquisition of OMG’s electronic chemicals business by MacDermid’s parent company.
This deal will throw even more market share to MacDermid, and the big question becomes how will smaller fabs (i.e., the vast majority of the North American and European markets) handle it? Many of them already use one or the other, and will doubtlessly be affected by the merger. I can’t imagine they are looking forward to this.