Shortages of a key chemical used in chip production, hydrofluoric acid – a wet chemical used in etching and cleaning silicon wafers – have driven prices up 20%-30% so far amid heavy demand from AI chips (GPUs, ASICs) and HBM memory, media report, noting the high purity of the chemical is difficult to achieve.
Formosa Daikin, a JV between one of Taiwan’s biggest industry groups, the Formosa Plastics Group, and Japan’s Daikin Industries, is the primary supplier to foundry giant TSMC, and is already expanding 2 plants, which will add 6,500 tons of hydrofluoric acid and 2,800 tons of ammonium fluoride capacity. The JV commands 55% of Taiwan’s chip chemical market. $Taiwan Semiconductor(TSM.US) #Daikin #FormosaPlastics #semiconductorsSource: Dan Nystedt
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