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Companies exposed to Process chemicals & gases

The AI stocks the model maps to Process chemicals & gases — part of the chips layer, ranked by how strongly each name is exposed.

46 companies · ranked by exposure

What is Process chemicals & gases?

The ultra-pure chemicals and gases fabs consume every day to print and clean chips.

Full explainer: what Process chemicals & gases is & who makes it →

Every wafer pass consumes them; supply is concentrated in few plants, few companies, mostly one country. When Process chemicals & gases tightens, the companies below are the ones in its path — which is why the model tracks their exposure to it.

The companies, ranked by exposure to Process chemicals & gases

  1. 1JCJSR CorporationSupplier85
  2. 2SSSK SpecialtyProducer85
  3. 34186.TTokyo Ohka Kogyo4186.TSupplier85
  4. 4Shin-Etsu Chemical Co., Ltd. logoShin-Etsu Chemical Co., Ltd.4063.TProducer78
  5. 55384.TFujimi Incorporated5384.TSupplier75
  6. 64047.TKanto Denka Kogyo4047.TProducer75
  7. 7Entegris, Inc. logoEntegris, Inc.ENTGProducer70
  8. 8Resonac Holdings logoResonac Holdings4004.TSupplier70
  9. 9357780.KQSoulbrain Co., Ltd.357780.KQSupplier70
  10. 10Air Liquide logoAir LiquideAI.PASupplier66
  11. 11092070.KQDNF Co., Ltd.092070.KQProducer65
  12. 12005290.KSDongjin Semichem Co., Ltd.005290.KSSupplier65
  13. 13Merck KGaA logoMerck KGaAMRK.DESupplier65
  14. 144109.TStella Chemifa Corporation4109.TSupplier65
  15. 154369.TTri Chemical Laboratories Inc.4369.TSupplier65
  16. 16Linde plc logoLinde plcLINSupplier64
  17. 17102710.KQENF Technology Co., Ltd.102710.KQSupplier60
  18. 18FUJIFILM Holdings logoFUJIFILM Holdings4901.TSupplier60
  19. 19Mitsubishi Gas Chemical logoMitsubishi Gas Chemical4182.TProducer60
  20. 20104830.KQWonik Materials Co., Ltd.104830.KQSupplier60
  21. 21688019.SSAnji Microelectronics Technology688019.SSSupplier55
  22. 22688268.SSGuangdong Huate Gas Co., Ltd.688268.SSSupplier55
  23. 23KCKanto Chemical Co., Inc.Supplier55
  24. 24281820.KSKCTech Co., Ltd.281820.KSSupplier55
  25. 25Nippon Sanso Holdings (Taiyo Nippon Sanso) logoNippon Sanso Holdings (Taiyo Nippon Sanso)4091.TSupplier55
  26. 264005.TSumitomo Chemical4005.TSupplier55
  27. 274401.TADEKA Corporation4401.TSupplier50
  28. 28Air Products and Chemicals logoAir Products and ChemicalsAPDSupplier50
  29. 293104.TFujibo Holdings, Inc.3104.TSupplier50
  30. 30Hubei Dinglong Co., Ltd. logoHubei Dinglong Co., Ltd.300054.SZSupplier50
  31. 31101490.KQS&S Tech Corporation101490.KQSupplier50
  32. 32DuPont de Nemours, Inc. logoDuPont de Nemours, Inc.DDSupplier45
  33. 33600392.SSShenghe Resources Holding600392.SSProducer45
  34. 34300346.SZJiangsu Nata Opto-electronic Material300346.SZProducer40
  35. 35002409.SZJiangsu Yoke Technology002409.SZProducer40
  36. 36SCREEN Holdings logoSCREEN Holdings7735.TIntegrator35
  37. 37300236.SZShanghai Sinyang Semiconductor Materials300236.SZProducer35
  38. 38Zeon Corporation logoZeon Corporation4205.TSupplier35
  39. 39Jingrui Electronic Materials (Crystal Clear) logoJingrui Electronic Materials (Crystal Clear)300655.SZProducer30
  40. 405016.TJX Advanced Metals Corporation5016.TSupplier30
  41. 41603650.SSRed Avenue New Materials Group603650.SSProducer30
  42. 42Suzhou Jinhong Gas logoSuzhou Jinhong Gas688106.SSProducer30
  43. 43MMM3M CompanyMMMSupplier25
  44. 44AVTRAvantor, Inc.AVTRSupplier25
  45. 45002549.SZHunan Kaimeite Gases002549.SZProducer25
  46. 46Jiangyin Jianghua Microelectronics Materials logoJiangyin Jianghua Microelectronics Materials603078.SSProducer25

Frequently asked

What are the top Process chemicals & gases stocks?

By modeled exposure to Process chemicals & gases: JSR Corporation, SK Specialty, Tokyo Ohka Kogyo, Shin-Etsu Chemical Co., Ltd., Fujimi Incorporated, Kanto Denka Kogyo. The full ranked list of 46 names is below.

Which companies make Process chemicals & gases?

The names the model tags as producers or suppliers of Process chemicals & gases: JSR Corporation, SK Specialty, Tokyo Ohka Kogyo, Shin-Etsu Chemical Co., Ltd., Fujimi Incorporated, Kanto Denka Kogyo.

What is Process chemicals & gases?

The ultra-pure chemicals and gases fabs consume every day to print and clean chips.

What happens if Process chemicals & gases runs short?

A single-plant outage or export restriction throttles fab output within weeks — inventory buffers are thin.

Exposure scores are illustrative, order-of-magnitude reads from our model of the AI value chain — not investment advice.

as of 2026-07-17Medium confidence model v0.7.0