As chipmakers ramp production for AI, 5G, and advanced logic nodes, TECHCET announces the global electronic gas market will grow by 4.8% year-over-year in 2025 to reach $6.34 billion. This includes 5.2% growth in Specialty Gases and 3.8% growth in Bulk Gases—a critical expansion aligned with semiconductor revenue forecasts exceeding $705B in the same timeframe, as stated in TECHCET’s 2025-26 Critical Materials Report™ on Electronic Gases.
“The surge in EUV adoption, advanced packaging, and AI-centric devices is accelerating demand for ultra-high-purity gases and complex gas mixtures,” said Lita Shon-Roy, President/CEO of TECHCET. “These materials are indispensable for advanced etch, deposition, and chamber cleaning processes.”
Key Takeaways from the 2025 TECHCET Gases CMR™:
- Total Electronic Gases market CAGR (2024–2029): 5.0%
- Specialty Gases CAGR: 5.3%, led by WF₆, NF₃, and isotopically pure gas formulations
- Bulk Gases CAGR: 4.1%, with increased on-site generation of N₂ and H₂
- 2025/2024 Growth Forecasts:
- WF₆ up +12%
- NF₃ up +5%
- Helium up +6%
Geopolitics & Localization: Market Risks and Opportunity
- Tariff policies, and US-China tensions are driving localization and reshoring of materials supply.
- Asian fabs operating in the U.S. continue to source specialty gases from Asia to maintain Fab consistency of inputs.
- Suppliers are responding with regional expansions, while startups in China and Korea seek global scale.
Now Available:
The full TECHCET 2025 Electronic Gases CMR report includes detailed 5-year forecasts, trade risk analysis, and supplier assessments (Air Liquide, Linde, Nippon Sanso, Air Products, Resonac and more), for critical gases across the semiconductor value chain.
