NuAxiSemiconductor trade intelligence
[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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