Citrini analyst: Semiconductor high-purity CO2 procurement issues have emerged as a warning.
Odaily reports that Citrini analyst jukan posted on the X platform, stating that there is a warning signal for sourcing high-purity carbon dioxide (CO2), which is used in advanced semiconductor manufacturing processes. The reason is a significant decrease in CO2 production due to reduced operating rates at oil refining and petrochemical plants.
Semiconductor manufacturers and suppliers typically each hold around two weeks of inventory, totaling about a month's supply, but the industry now believes inventories have dropped below one month. Samsung Electronics uses about 1,800 to 2,000 tons of high-purity CO2 per month, and SK Hynix uses about 600 to 700 tons per month. Currently, Samsung Electronics and SK Hynix have not experienced production interruptions, but their inventory reserves are continuously shrinking. Both companies are ramping up procurement, and even with price increases, it is difficult to secure additional supply.
The price of liquefied CO2 has risen by about 20% since the beginning of the year, and the industry expects supply shortages to likely persist until the end of the year. Major domestic high-purity CO2 suppliers include Taekyung Chemical, Sundo Chemical, Dongkwang Chemical, and SK Air Plus, with Taekyung Chemical considered the leading company.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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