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The New Cycle of Semiconductor is Approaching, and Domestic Replacement is in Full Swing

The global semiconductor industry is entering a new growth cycle, driven by the increasing demand for chips in artificial intelligence, electric vehicles and IoT devices. According to industry forecasts, global semiconductor sales will grow by 13% in 2026, reaching $650 billion.

In China, the semiconductor industry is undergoing a rapid transformation, with domestic replacement becoming a key trend. The Chinese government has made significant investments in the semiconductor industry to reduce dependence on foreign suppliers, particularly in the areas of chip manufacturing and materials.

Specialty gases are a critical component of semiconductor manufacturing, accounting for about 15% of the total cost of chip production. Historically, the high-purity specialty gas market has been dominated by foreign companies. However, in recent years, Chinese manufacturers have made significant progress in developing and producing high-quality specialty gases.

Domestic Replacement Progress Case: Wenzhou Yingyue New Materials has successfully developed 5N (99.999%) grade hydrogen sulfide and hydrogen bromide gases, which meet the mainstream specifications of the semiconductor industry. We are currently conducting 6-month long-term stability tests with three leading domestic 12-inch wafer manufacturers. Initial test results show that our products perform comparably to imported alternatives in most key parameters.

We are committed to supporting the development of China's semiconductor industry by providing high-quality, cost-effective specialty gas solutions. For more information about our semiconductor-grade gases, please visit www.yycheme.com.


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