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[News] Korea’s High-Purity CO₂ Inventory Reportedly Falls Below One Month; Samsung, SK hynix Under Pressure

What happened

South Korea's high-purity CO₂ inventory has dropped below one month, with prices up ~20% YTD. Tight supply stems from geopolitical risks and low petrochemical utilization. Bullish: Supply constraints are expected to persist through 2026, pressuring Samsung and SK hynix procurement and potentially raising chip manufacturing costs.

Impact and signal

High impactImpact score: 95/100

Affected components and suppliers

High-purity CO₂
shortageprice-hikesupply-chain

Source and time

Source: TrendForce · 6/28/2026 · View original source

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