
CO2 Shortage Threatens Advanced Semiconductor Supply as South Korean Refineries Slash Output Amid Middle East Crude Uncertainty
A shortage of high-purity carbon dioxide (CO2), a key material used in advanced semiconductor manufacturing, is raising concerns about future chip production. CO2 is essential for cleaning semiconductor wafers by removing residues and contaminants during fabrication.
The supply decline is linked to reduced operating rates at South Korean oil refineries and petrochemical facilities, which produce raw CO2 as a by-product. Uncertainty in crude oil supply caused by ongoing tensions in the Middle East has further constrained production, limiting the ability of gas suppliers to increase output.
Major semiconductor manufacturers, including Samsung and SK Hynix, continue normal operations but have seen their CO2 inventories fall below previous levels. If shortages persist, advanced chip packaging production could be disrupted.
A prolonged reduction in CO2 supply may tighten the availability of advanced semiconductors, particularly for AI-related applications, potentially increasing chip prices and affecting the broader technology industry.
▮[Source]: wccftech.com