Aktuelles zu Almonty Industries WKN: A414Q8 ISIN: CA0203987072 Forum: Aktien User: Moly
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.
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