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Complete internalization of Chinese semiconductor subcontractors, special gas threat to Korea even if semiconductors fail
Published2024.05.17 10:48미국의 대중국 반도체 규제 강화 속에서 중국이 반도체 국산화를 지속하려는 노력이 지속되는 가운데, 반도체를 생산하는 데 필요한 특수가스를 비롯한 소재 분야의 경쟁력이 더욱 강력해져 이에 대비해야 한다는 목소리가 높아지고 있다.
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NF3, ‘significant improvement’ in profitability in the second half… Possibility of shortfall
Nitrogen trifluoride (NF3), an essential material for domestic semiconductor and display production, is expected to see substantial profitability improvements in the second half of the year due to declining raw material prices and increased demand.
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Semiconductor Specialty Gas NF3, Supply Tight… More Serious Than 2015
With tight supply of nitrogen trifluoride (NF3), a specialty gas for semiconductors, there is a risk of shortage if the supply-demand balance breaks during the first-half overhaul period, which could impact domestic semiconductor production, intensifying concerns about semiconductor material supply instability.
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Semiconductor Rare Gas Domestic Production Pitfalls: Is It Economically Sustainable?
Linde, a global industrial gas manufacturer, has announced domestic production of semiconductor rare gases. With Posco, it is expected to lead domestic supply of semiconductor rare gases going forward, while attention is being paid to whether rare gas production requiring hundreds of billions of won in investment will maintain economic viability and whether sustainable production will be possible. <br><br> #rare gases #xenon #krypton #neon #nitrogen #oxygen #Linde #Posco #Samsung Electronics #SK Hynix #Kioxia #Micron #TMSC #Wonkwang Materials #SK Materials #etch gas #NAND #Russia #Ukraine #ASU
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Rare Gas Price Stabilization, Expensive Inventory Companies 'Crisis'
Rare gas distribution prices for semiconductors, such as xenon, krypton, and neon, are stabilizing internationally, and rare gas suppliers are facing management difficulties as they are forced to sell rare gases imported at high prices at lower prices to ensure supply stability. Combined with reduced demand due to semiconductor production cuts, rare gas suppliers are facing increasingly severe challenges.
2023.05.04by 배종인 기자
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POSCO, 130,000N㎥ rare gas production plant for semiconductors begins full-scale operation
POSCO will begin construction this year on a plant capable of producing 130,000 N㎥ of rare gases for semiconductors through a joint venture with China's Zhongtai Corporation.
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