Semiconductor gases market seen topping $15B by 2030

The semiconductor gases market is projected to grow at an 8.4% compound annual rate and reach $15.2 billion by 2030, according to The Business Research Company. China and Asia-Pacific are expected to lead as new chip fabs, advanced packaging demand and AI infrastructure drive higher consumption of ultra-high-purity gases.

Why it matters: - Semiconductor gases are a critical input for chipmaking, so faster market growth tracks the buildout of new fabs and advanced electronics production. - The forecast points to rising demand for ultra-high-purity gases used in deposition, etching, cleaning and other semiconductor manufacturing steps. - China and Asia-Pacific are expected to anchor much of the next phase of supply-chain expansion.

What happened: - The Business Research Company published its Semiconductor Gases Global Market Report 2026, projecting the market will grow at an 8.4% CAGR and reach $15.2 billion by 2030. - The report says China will be the largest country market by 2030, at $4 billion, up from $3 billion in 2025. - The Asia-Pacific region is projected to be the largest regional market by 2030, reaching $8 billion from $5 billion in 2025. - The report says electronic specialty gases will be the largest segment by 2030, with 61% of the market, or about $9 billion.

The details: - Semiconductor gases are expected to account for about 7% of the broader industrial gas market by 2030, when that market is projected to reach about $230 billion. - Within the chemicals industry, the segment would represent nearly 0.2% of projected 2030 value of $7,007 billion. - The report identifies three main growth drivers: expanding chip manufacturing capacity, innovation in advanced semiconductor devices, and greater use of AI and high-performance computing. - Global fab expansion is expected to add about 1.9% annual growth to the market. - Demand for advanced semiconductor devices is expected to add roughly 1.0% annual growth. - AI and high-performance computing applications are expected to contribute about 0.8% annual growth. - Bulk gases and electronic specialty gases are projected to add more than $5 billion in combined market value by 2030. - Bulk gases are projected to grow by $2 billion between 2025 and 2030, while electronic specialty gases are projected to grow by $3 billion. - The report says semiconductor gases are used in integrated circuit manufacturing, memory devices, logic devices, discrete semiconductors, compound semiconductors, wafer fabrication and advanced packaging. - Processing categories include chamber cleaning, oxidation, deposition, etching and doping. - The market’s top 10 companies accounted for 31% of total revenue in 2025. - Linde plc, Air Liquide Ltd., Air Products and Chemicals Inc. and Nippon Sanso Holdings Corporation each held 4% market share in 2025. - Matheson Tri-Gas Inc. and Messer Group GmbH each held 3%. - Kanto Denka Kogyo Co. Ltd., Hyosung TNC Corporation, Tokuyama Corporation and Solvay SA each held 2%. - The report lists Linde plc as the top seller in global semiconductor gases in 2025. - Linde’s industrial gases division supplies high-purity semiconductor gases, specialty gases, gas delivery solutions and related services.

Between the lines: - The market outlook reflects more than simple volume growth; chipmakers need tighter purity, more reliable delivery and more sophisticated gas handling as process nodes shrink. - China’s projected lead suggests domestic chip policy and fab investment are reshaping regional supplier demand. - Rare gas localization is emerging as a supply-chain priority, especially for neon, xenon and krypton. - POSCO Zhongtai Air Solution launched a high-purity rare gas production business in September 2024 focused on semiconductor use, supplying gases at 99.999% purity. - The report also points to moderate market concentration, which favors suppliers with scale, global networks and process expertise.

What's next: - More fabs in China, Taiwan, South Korea and Japan are likely to keep lifting demand for semiconductor-grade gases. - Suppliers are expected to compete on purification technology, delivery systems, monitoring and automation, and broader specialty gas portfolios. - The report suggests collaboration, product development and geographic expansion will matter more as advanced packaging, AI and high-performance computing continue to grow. - More information is available in the full report and a free sample of the market report.

The bottom line: - Semiconductor gases are moving from a niche industrial input to a strategic bottleneck for next-generation chip production.