Linde Invests $1.8 Billion in Semiconductor Gas Infrastructure
Linde is investing $1.8 billion in Arizona and Taiwan to supply ultra-high-purity industrial gases to a major semiconductor manufacturer.
Linde committed $1.8 billion to expand its industrial gas infrastructure in the United States and Taiwan to support one of the world's largest semiconductor manufacturers. The company announced the long-term supply agreement on July 31, following a record second-quarter financial performance in 2026 that saw electronics sales grow 18% year-over-year.
The investment includes $1 billion to construct two SPECTRA air separation units in Phoenix, Arizona. Additionally, Linde's Taiwanese joint venture, Linde LienHwa, is investing approximately $800 million in air separation and hydrogen production units to support the customer's packaging facilities in Taiwan.
This expansion occurs amid intensifying competition in the industrial gas sector. On July 21, Air Products and Chemicals announced a separate major project to build four air separation units and pipeline infrastructure for a semiconductor manufacturer in Taiwan through its subsidiary, Air Products San Fu Co. Ltd.
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