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Iran Conflict Disrupts Japan Photoresist Supply Chain on Solvent Shortage

What happened

Japan photoresist suppliers face shortages of key solvents PGME and PGMEA due to naphtha supply disruptions from the Iran conflict, with spot prices surging 92%. This supply shock threatens production for major clients like Samsung and SK hynix, likely driving up material costs.

Impact and signal

High impactImpact score: 95/100

Affected components and suppliers

PGMEPGMEAPhotoresistNaphthaPropylene Oxide

Shin-Etsu ChemicalTokyo Ohka KogyoJSRFujifilmNissan Chemical CorporationSamsung Electronics

shortageprice-hikesupply-chaingeopolitical

Source and time

Source: The Elec · 4/23/2026 · View original source

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Iran Conflict Disrupts Japan Photoresist Supply Chain on Solvent Shortage

What happened

Impact and signal

Affected components and suppliers

Source and time

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