On June 15, with the artificial intelligence (AI) sector experiencing rapid growth, there has been a notable uptick in demand for AI chips and high-end memory chips. The manufacturing of these chips hinges on a critical component: electronic specialty gases. These gases, boasting purity levels surpassing 99.99%, are electronic-grade gases that serve as the cornerstone materials in the realm of electronic chemicals. They are widely recognized as the lifeblood of the semiconductor industry.

Fueled by robust downstream demand, several key products within the electronic specialty gas market are currently facing a shortage. Leaders from various specialty gas production firms have reported a substantial increase in order volumes, with production lines running at full throttle. These products are predominantly supplied to semiconductor wafer fabrication plants.

Given that some electronic specialty gases are flammable, explosive, and pose significant hazards, customers typically adopt a zero-inventory approach to minimize risks. According to company executives, since the start of the year, there has been an explosive surge in demand for electronic specialty gas transportation from semiconductor wafer manufacturers. This unprecedented demand has stretched the delivery capabilities of these companies to their limits.