Tungsten Supply Risks Mount as China Controls Exports, Japan Cuts WF6 Output

What happened

Japanese suppliers Kanto Denka and Central Glass are preparing to cut WF6 output in H2 2024 due to Chinese tungsten export controls, notifying Korean chipmakers of potential disruptions. Tungsten powder prices have surged 6-7x over the past year, and WF6 is critical for tungsten deposition in 3D NAND manufacturing. 利多: Direct supply disruption and price pressure on WF6 and tungsten-based semiconductor materials, impacting DRAM, NAND, and logic chip production costs.

Impact and signal

Affected components and suppliers

Source and time

Source: The Elec · 4/3/2026 · View original source