Futures
Access hundreds of perpetual contracts
CFD
Gold
One platform for global traditional assets
Event Contracts
New
Predict price moves and seize opportunities
Options
Hot
Trade European-style vanilla options
Unified Account
Maximize your capital efficiency
Demo Trading
Introduction to Futures Trading
Learn the basics of futures trading
Futures Events
Join events to earn rewards
Demo Trading
Use virtual funds to practice risk-free trading
CFD
Stock CFD Derivatives
US Stocks
0 Fee
Access real US stocks and ETFs
HK Stocks
Trade quality Hong Kong-listed stocks
Korean Stocks
SK Hynix
Real Korean stocks and top assets
JP Stocks
Top Japanese stocks, all in one place
Stock Futures
High leverage, 24/7 trading
Stocks Activities
Trade Popular Stocks and Unlock Generous Airdrops
Tokenized Stocks
Backed by real stock assets
IPO Access
Unlock full access to global stock IPOs
GUSD Flexible US Treasury
3.8%
Earn reliable returns from treasury-backed RWAs
Launch
CandyDrop
Collect candies to earn airdrops
Launchpool
9.99%
Quick staking, earn potential new tokens
HODLer Airdrop
Hold GT and get massive airdrops for free
Pre-IPOs
Unlock full access to global stock IPOs
Alpha Points
Trade on-chain assets and earn airdrops
Futures Points
Earn futures points and claim airdrop rewards
Promotions
AI
Gate AI
Your all-in-one conversational AI partner
Gate AI Bot
Use Gate AI directly in your social App
GateClaw
Gate Blue Lobster, ready to go
Gate for AI Agent
AI infrastructure, Gate MCP, Skills, and CLI
Gate Skills Hub
10K+ Skills
From office tasks to trading, the all-in-one skill hub makes AI even more useful.
#AIBoomDrivesTungstenShortage
Two Japanese producers have already stopped WF₆ output.
The reason is straightforward: raw material supply for tungsten has tightened to the point where production is no longer viable at current input costs. AI data-center buildouts and semiconductor manufacturing are the primary demand drivers, and the market is now looking at potential price increases of 70-90% in the second half of the year if the shortage persists. Tungsten is a critical input for certain high-performance components; when supply is constrained at the source, the effect tends to show up downstream relatively quickly.
This is not a short-term headline. It is a physical shortage meeting accelerating demand from the same AI infrastructure cycle that has already driven other specialized materials higher. When producers in a concentrated supply chain halt output, the adjustment usually comes through price rather than rapid new supply.
On the semiconductor side, names such as 005930 have already been through a meaningful correction from their earlier highs, currently trading near 258,000 after peaking above 370,000. RSI sits around 49 and the 50-period average is overhead. The stock is no longer in the vertical phase of its previous advance, which means any cost-pressure narrative from materials like tungsten arrives at a different point in the cycle than it would have six months ago.
The practical takeaway is that specialized input shortages can become a secondary variable for semiconductor and AI-related equities even when the broader demand story remains intact. Higher tungsten prices would represent a cost item rather than a demand destroyer, but margins in certain segments could feel it if the 70-90% projection materializes.
I am watching the supply updates more closely than any single price target. If more producers report constraints or if inventories continue to decline, the price adjustment is likely to remain one-directional in the near term. The AI buildout has already shown it can absorb higher costs for critical materials; the question is how widely those costs will be passed through.
Are you treating this as a pure commodity story or as a cost-input risk for the semiconductor complex?
$Samsung Electronics
Two Japanese producers have already stopped WF₆ output.
The reason is straightforward: raw material supply for tungsten has tightened to the point where production is no longer viable at current input costs. AI data-center buildouts and semiconductor manufacturing are the primary demand drivers, and the market is now looking at potential price increases of 70-90% in the second half of the year if the shortage persists. Tungsten is a critical input for certain high-performance components; when supply is constrained at the source, the effect tends to show up downstream relatively quickly.
This is not a short-term headline. It is a physical shortage meeting accelerating demand from the same AI infrastructure cycle that has already driven other specialized materials higher. When producers in a concentrated supply chain halt output, the adjustment usually comes through price rather than rapid new supply.
On the semiconductor side, names such as 005930 have already been through a meaningful correction from their earlier highs, currently trading near 258,000 after peaking above 370,000. RSI sits around 49 and the 50-period average is overhead. The stock is no longer in the vertical phase of its previous advance, which means any cost-pressure narrative from materials like tungsten arrives at a different point in the cycle than it would have six months ago.
The practical takeaway is that specialized input shortages can become a secondary variable for semiconductor and AI-related equities even when the broader demand story remains intact. Higher tungsten prices would represent a cost item rather than a demand destroyer, but margins in certain segments could feel it if the 70-90% projection materializes.
I am watching the supply updates more closely than any single price target. If more producers report constraints or if inventories continue to decline, the price adjustment is likely to remain one-directional in the near term. The AI buildout has already shown it can absorb higher costs for critical materials; the question is how widely those costs will be passed through.
Are you treating this as a pure commodity story or as a cost-input risk for the semiconductor complex?
$Samsung Electronics