Helium prices soar, global semiconductor giants closely monitor process material supply Camtek hits the daily limit up

GateUser-bd883c58 · 2026-04-01T22:21:07+00:00

On March 27, the photolithography equipment concept stocks generally rose, with Kemet Gas hitting the daily limit. Due to the surge in spot helium prices by over 50%, semiconductor manufacturers are closely monitoring material supply and price fluctuations. Helium is a key raw material in semiconductor manufacturing, second only to silicon wafers.

GateUser-bd883c58

2026-04-01 22:21:07

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On March 27, shares in the lithography machine concept sector surged amid volatility, with Camet Gas (002549.SZ) hitting the daily limit. Maolai Optics (688502.SH), CSSC Special Gas (688146.SH), Wavelength Opto-Electronics (301421.SZ), and Jiu Ri New Materials (688199.SH) all rose.

On the news front, geopolitical games have continued to intensify. According to media reports, industry insiders said that the spot price of helium has skyrocketed and has already increased by more than 50%. Procurement departments at semiconductor manufacturers such as Samsung Electronics, SK hynix, and Dongfang Hi-Tech are checking the supply status and price fluctuations of key materials every day to prevent production disruptions.

It is understood that helium is widely used in core processes such as lithography and etching in semiconductor manufacturing as a protective gas and carrier gas. It is the second-largest raw material in wafer manufacturing costs, behind silicon wafers.

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