Video | The $2 trillion semiconductor opportunity - gasworld

In a video report titled 'The $2 trillion semiconductor opportunity,' Eric Balossier, Lead Semiconductor Market Analyst at TechInsights, discusses how artificial intelligence is driving chip developme... Read original →

The AI-driven surge in chip performance is triggering a technical cascade: ultra-high-purity specialty gases have shifted from ancillary materials to critical bottlenecks in advanced node production. Europe, despite hosting gas giants like Linde and Air Liquide, lacks domestic leading-edge fabs, locking it into structural reliance on East Asian foundries through 2030. U.S. and EU chip acts are accelerating regionalized gas supply chains, pushing compliance costs up 15–20%. TSMC (Taiwan, China) and Samsung will secure long-term gas contracts first, while Intel leverages European gas infrastructure for its German fab. Over the next 18 months, specialty gases will become a new geopolitical flashpoint—determining not just yield, but how fast capacity can be deployed. The global specialty gas market may enter a tight supply-demand balance earlier than expected in 2026, sidelining smaller players from the high-end segment.