Citrini Analyst: Warning Triggered in the Procurement of Semiconductor-Grade High-Purity CO2

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ME News, June 28 (UTC+8), Citrini analyst jukan posted on the X platform stating that warning signals have emerged for the procurement of high-purity carbon dioxide (CO2) used in advanced semiconductor manufacturing processes, due to a significant reduction in raw material CO2 production caused by declining operating rates at oil refining and petrochemical plants. Semiconductor manufacturers and suppliers typically each hold about two weeks of inventory, totaling about one month's supply, but the industry recently believes that inventory has fallen below one month. Samsung Electronics uses approximately 1,800 to 2,000 tons of high-purity CO2 per month, while SK Hynix uses about 600 to 700 tons per month. Currently, Samsung Electronics and SK Hynix have not experienced production disruptions, but inventory margins continue to narrow. Both companies are ramping up procurement, but even with price increases, it is difficult to secure additional supply. The price of liquefied CO2 has risen about 20% since the beginning of the year, and the industry believes that supply tightness is likely to 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. (Source: ODAILY)
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