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Semi bottlenecks are now flowing into materials
Specialty gases are becoming the main pressure point
Tungsten hexafluoride, or WF6, is used to deposit tungsten films inside chips, especially in DRAM, NAND and advanced logic
Prices have surged more than 200%, partly due to China’s tungsten export controls and potential output cuts from Japanese suppliers Kanto Denka Kogyo (4047.T) and Central Glass (4044.T)
This benefits alternative suppliers like SK Specialty, Foosung (093370.KS), CSSC Specialty Gases ( Haohua Gas ( and Grandit ( while the customers paying higher prices include Samsung Electronics, SK hynix, TSMC, DB HiTek and SMIC