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SunSirs: Japan Shuts Down 25% of Global WF6 Capacity: A Major Supply Chain Blow • Tungsten Hexafluoride Shortage: Showa Denko Kanto and Central Glass, representing 25% of global tungsten hexafluoride capacity, will cease production in July due to depleted inventories. • Impact on Chip Manufacturers: Major chip manufacturers like Samsung, SK Hynix, and TSMC will be affected by the shortage. • China’s Role: China’s high-purity tungsten powder exports to Japan have significantly decreased since January 2026, impacting tungsten hexafluoride production. • Tungsten Hexafluoride Shortage: Global supply gap of tungsten hexafluoride, a crucial material for chip manufacturing, is projected to reach 2000 tons in the second half of the year. • China’s Dominance and Japan’s Dependence: China controls 80% of global tungsten resources and refining capacity, making Japan highly dependent on China for its tungsten supply, especially for high-end military and semiconductor applications. • Ineffectiveness of Strategic Reserves: Unlike oil, strategic reserves of tungsten powder are not a viable solution due to the complexities and limitations of tungsten supply and its crucial role in chip manufacturing. • Tungsten Storage Challenges: Tungsten powder requires specific storage conditions to prevent pollution and maintain quality, impacting its long-term storage feasibility. • Economic Security Act and Strategic Materials: Japan’s Economic Security Act designates semiconductor chips and vehicle batteries as strategic materials, allocating funds to secure critical mineral procurement. • Tungsten’s Priority and Corporate Response: Despite being a strategic material, tungsten receives less attention than other critical minerals. Japanese companies, facing supply gaps, are redirecting customers to alternative suppliers.

• Japanese Semiconductor Material Companies’ Challenges: Facing intensified price competition, rising costs, and declining profitability, leading to production cuts and vulnerability. • South Korea’s Response to Supply Shortages: South Korean companies like SK Specialty and Foosung are actively securing tungsten hexafluoride supply through long-term agreements and expedited certification processes. • Geopolitical Implications for South Korea’s Strategy: South Korea’s continued access to tungsten powder imports, crucial for its semiconductor industry, hinges on current geopolitical conditions that may change. • China’s Strategic Response: China has proactively addressed potential raw material shortages by implementing export controls on tungsten-related items and significantly increasing domestic production of fluorine-containing specialty gases. • Domestic Production Capacity: Zhongshuang Special Gas, a leading Chinese company, has achieved a production capacity of 2,000 tons/year for tungsten hexafluoride, ranking first globally and meeting the 6N grade purity requirement. • Resource Vulnerability: Despite China’s significant tungsten resource advantage, the global nature of tungsten mining and the potential for production and quality control advancements in other countries highlight the need for continued strategic planning. • Global Impact: The global tungsten supply chain is accelerating “de-Sinicization”, leading to a loss of both efficiency and safety in the system. • China’s Situation: While China gained strategic tools and domestic alternatives, its loss of trust in the international market is accelerating. • Other Countries’ Responses: Japan and the US are investing in tungsten recycling and exploring alternative sources to reduce reliance on China. • Global Supply Chain Challenges: The pursuit of supply chain autonomy is hindered by the uneven distribution of resources, making complete self-reliance unattainable for any single country. • Japan’s Semiconductor Predicament: Japan’s technological prowess in semiconductors is undermined by its dependence on foreign raw materials, highlighting the vulnerabilities of an overly specialised global supply chain. • Decline of Japan’s Semiconductor Industry: The decline is attributed to an inability to adapt to industry changes and missed opportunities, as highlighted by scholar Taniegawa Ryunosuke. • Vulnerability of Global Supply Chain: The globalised division of labour, with its high specialisation and geographical concentration, makes it vulnerable to disruptions, as exemplified by the tungsten hexafluoride shortage. • Dependency on Limited Resources: The reliance on a small number of countries for critical materials like tungsten and molybdenum poses a significant risk, as geopolitical tensions can easily disrupt supply chains. • Implications of Decoupling: The process of decoupling from highly interdependent economies is complex and painful, involving gradual disruptions and shortages rather than a sudden separation. • Cause of the Tungsten Shortage: The global semiconductor supply chain’s fragility, prioritising efficiency over safety, led to the shortage. • Future of the Tungsten Supply Chain: Diversification and localisation are likely, but will take time, with new mines and technologies requiring years to develop. • Impact on the Semiconductor Industry: Raw material risk and geopolitical premiums will become permanent expenses, leading to higher costs and lower efficiency in the long run. https://www.sunsirs.com/m/page/commodity-news-detail/commodity-news-detail-33539.html

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