In 2023, the semiconductor industry continued to rely heavily on a select group of bulk gas suppliers - bulk gases include helium, argon, nitrogen, etc that form a crucial component for manufacturing integrated circuits. The market, valued at ~US$4.5bn, is dominated by Linde with a 32% share, followed by Air Liquide at 27%, Air Products at 23%, and Matherson/TNS capturing 12%. The remaining 6% is shared by other smaller players. This oligopolistic structure underscores the critical dependency of semiconductor manufacturers on these suppliers for essential gases like helium. Given helium’s importance and its current pricing trends, it likely constitutes a significant portion of revenue from bulk gases. As demand for semiconductors is projected to increase in the coming years, these suppliers are poised to see substantial benefits. The tight market control suggests potential for increased pricing power and profitability for these key players.
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