China expands electronics gas production supply chokeholds

chrismillersnewsletter.substack.com2 min read

Advanced materials like gases are critical for semiconductor supply chains, yet the U.S. faces a growing supply problem for these legacy materials. The author argues that China has rapidly expanded its production of electronics gases and now controls more than half the world's capacity for certain types, creating a heavy import dependency for regions like Taiwan and potentially the U.S. Open article →