Electronic Specialty Gases — Global Market to Reach $6.8 Billion in 2026

According to TECHCET data cited by Hua Tai Securities, tHe global electronic specialty gas market is projected to reach $4.64 billion in 2025, growing 5% year-on-year. The electronic bulk gas market is projected to reach $1.67 billion, growing 4% .

For 2026, the electronic specialty gas market is expected to grow 9% to $5.04 billion, while the electronic bulk gas market is projected to grow 7% to $1.78 billion. By 2029, these markets are expected to reach $5.71 billion and $1.96 billion respectively, with compound annual growth rates of 5% and 4% from 2025-2029 .

According to Huao Industry Research Institute data, China's electronic gas market reached 28.08 billion RMB in 2024, with a compound annual growth rate of 14.4% from 2017-2024, significantly outpacing global growth rates. The integrated circuit sector's electronic gas demand reached 12 billion RMB in 2024, up from 7.6 billion RMB in 2020 .

Demand drivers include:

• AI-driven memory chip capital expenditure acceleration

• China's fab expansion supporting continued demand growth

• Advanced semiconductor processes (3D NAND, HBM, advanced packaging) increasing gas consumption per wafer

• According to SK Hynix environmental impact assessment documents, transition from 54nm to 10nm processes significantly increases consumption of nitrogen trifluoride, silane, and other electronic gases 

Sources:

• TECHCET Market Research

• Hua Tai Securities Research Report, March 19, 2026

• Huao Industry Research Institute, March 27, 2026