Ukraine’s main neon gas suppliers include Cryoin, Ingas and Iceblick, whose main production bases are in Mariupol and Odessa. In total, Ukraine supplies 70% of the world’s neon gas, 40% of krypton gas and 30% of foreign gas. However, Mariupol and Odessa are severely affected by the ongoing crisis. At present, Ukraine can produce only less than half of world demand. However, as the war stagnates Ukraine’s special gas production, four Chinese gas suppliers are expanding. In addition to Huate Gas, Chinese gas suppliers (special gas) such as NTU Optoelectronics, Kemet Gas, Jinhong Technology and Heyuan Gas have all launched new devices and expanded production.
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Chinese gas suppliers expand production
Jinhong Gas was founded in 1999, based in Suzhou, and was introduced to the Science and Technology Innovation Council in June 2020. The newsletter shows that ultra-pure ammonia, high-purity nitrous oxide and other highly pure gases attract popular Chinese manufacturers. electronic semiconductors.
In March 2022, Jinhong Gas announced that it would begin to develop the entire solar gas industry chain and launch the rare “helium storage” and “helium transfer” business in China. Its official website shows that it is becoming increasingly difficult for China to obtain sun from the international market by 2020.
On the one hand, the global pandemic has greatly affected helium production and transport. In addition, the outbreak of the Russo-Ukrainian war led many countries to impose sanctions on Russia. This makes production, delivery and sales difficult. In addition, tensions between China and the United States have also made the helium market more difficult.
Κεμέτ Gas was founded in 1991 and is headquartered in Yueyang City, Hunan Province. The company mainly produces dry ice, food additive liquid carbon dioxide and other industrial gases. In addition, in February 2011, Κεμέτ Gas was listed on the main board of the Shenzhen Stock Exchange.
In 2017, Κεμέτ Natural gas manufactured 25 sets of electronic special gas production units and entered the semiconductor sector. Since March this year, it has focused on sharing the krypton, neon and foreign gas capacity at an investor exchange event. This includes 11,750 cubic meters of krypton per year, 900 cubic meters of xenon per year and 68,000 cubic meters of neon per year. In addition, Kemet Gas also plans to install a rare gas extraction device in the new Baling Petrochemical upstream air separation unit. The industry now expects the company to achieve self-sufficiency in rare gases, helium, neon, krypton and alien in the future.
On March 18, Kemet Gas planned to raise $ 1 billion to build a special gas project and the Fujian Hydrogen Peroxide project. Kemet Special Gas Project has an investment of 750 million yuan ($ 112 million). Upon completion, the products mainly include electronic quality hydrogen chloride, electronic quality hydrogen bromide, electronic quality hydrogen iodine, fluorine-based mixed gas, electronic quality chloride trifluoride, electronic quality acetylene, deuterium, etc.
The Kemet hydrogen peroxide project has a total investment of 520 million yuan ($ 77.5 million) and plans to produce 300,000 tons of electronic quality food and hydrogen peroxide. Its products are applicable for cleaning and engraving of large-scale integrated circuits, LCDs and semiconductor fields.
Kemet Gas also claims that its electronically specialized gas products send samples in multiple batches and actively promote ASML certification.
Read also: Russia bans exports of inert gases such as neon and solar
The origin of Heyuan Gas dates back to 2003 with its headquarters in Yichang City, Hubei Province. The company reached the central board of the Shenzhen Stock Exchange in 2020. Its products include argon, helium, medical oxygen, industrial oxygen, nitrogen and special gases, etc. Its customers include Taiwan Semiconductor, Zhirui Semiconductor, Qihong Optoelectronics, etc., TCL, and others.
In March of this year, Heyuan Gas invested in the founding of Heyuan New Materials and built an electronic special gas industrial development zone. The total investment in the first phase of the project is 1.8 billion yuan ($ 268 million). The main products of this project are nitrogen trifluoride, hexafluorobutadiene and other electronic special gases and functional silanes. These are widely applicable to semiconductors, integrated circuits, microelectronics, solar cells, fiber optics and other fields.
Heyuan’s announcement states that there is an urgent need for fluorine-containing electronic gas production technology in China. Developed countries such as Europe, America, Japan and South Korea have a strict technical lock. For this reason, the manufacture of electron-specific fluorine-containing gases has become a kind of “congestion” technology.
The special fluorine-containing electronic gas produced by this project is a basic material for the production of many chips. It is important for the production of artificial intelligence chips, VLSIs, liquid crystal display devices, semiconductor light emitters and semiconductor materials. This is also important for promoting the “independence and control” of China’s chips.
Founded in 2000, NTU Optoelectronics’s national science and technology project, the Seventh Five-Year Plan, “High Purity Metal-Organic Compounds (MO Source)” undertaken by Sun Xiangzhen, a professor at Nanjing University. The company was listed on the Shenzhen Stock Exchange in 2012. Since then, NTU’s photoelectric activities have gradually expanded from MO semiconductor source materials to light-resistant materials, precursors and special gases.
In June of this year, NTU Optoelectronics submitted a prospectus for the issuance of convertible corporate bonds into unspecified items. It plans to raise at least 900 million yuan ($ 134 million). Nanda Optoelectronics claims to be investing 100 million yuan ($ 15 million) in annual production. These funds will be earmarked for the production of 140 tonnes of high purity phosphine, arsenic and technical arsenic transformation projects. It will also invest $ 75 million in the annual production of the 7200T electron fluoride nitrogen. NTU’s current share price is 30.71 yuan ($ 4.58) per share, with a total market capitalization of $ 2.5 billion.