Meta Description: Discover how KOSDAQ-listed TEMC (694160) is revolutionizing semiconductor specialty gas production amid global supply instability. Learn about neon purification tech, B₂H₆ expansion, and strategic partnerships with Samsung/SK Hynix.
H1: TEMC Emerges as Critical Player in Semiconductor Specialty Gas Localization
March 26 - As geopolitical tensions disrupt global gas supplies, South Korea’s TEMC (KOSDAQ: 694160) is gaining strategic importance in securing domestic semiconductor materials. Established in 2015 and publicly listed in 2023, this specialty gas manufacturer now supplies 90% of Korea’s semiconductor neon needs.
Why Semiconductor Gases Matter
Specialty gases enable critical chipmaking processes:
Wafer Cleaning: Ultra-high purity requirements (<0.1ppb contaminants)
Etching/Deposition: Precise chemical reactions for nanometer-scale patterns
Lithography: Inert environments for EUV light sources
H2: From Steel Mill Byproducts to Chip Fab Essentials
TEMC’s breakthrough lies in transforming POSCO’s steel manufacturing off-gases into semiconductor-grade materials:
| Gas | Purity Level | Key Application |
|---|---|---|
| Neon | 99.9999% | Excimer lasers |
| Boron (B₂H₆) | 99.999% | Doping processes |
| CO | 99.9995% | Deposition reactions |
2022 Performance:
- ₩351.7B revenue (87% YOY growth)
- 55x price surge in neon post-Ukraine war
H2: Strategic Expansions Driving 2024 Growth
Plant 3 Operations (2023 Q4):
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CO production capacity: +300%
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Serves Samsung’s 3nm GAA process
B₂H₆ Facility Upgrade:
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Annual capacity: ₩40B → ₩80B
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Targets SK Hynix’s HBM4 production
Yongin Semiconductor Cluster Project:
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Integrated gas recycling R&D center
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Proximity to Samsung’s mega-fab (2025 operational)
H3: Competitive Edge in Gas Recycling Tech
While SK Hynix develops neon recycling (50% cost reduction vs virgin gas), TEMC’s patented purification system achieves:
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98% recovery rate from steel mill emissions
-
30% lower OPEX vs imported alternatives
Expert Insight: Valuefinder’s Lee Jongheon
“TEMC’s 2017 neon separation tech and POSCO partnership position it to capture 35% of Asia’s specialty gas market
by 2026. Despite POSCO Tech reducing stake to 4.95%, the 12-18 month qualification cycle creates high entry barriers
for competitors.”
H2: Global Client Portfolio
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Memory Leaders: Samsung, SK Hynix, Micron, Kioxia
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Equipment Makers: ASML, Lam Research
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New Markets: China’s YMTC and CXMT
Post time: Apr-08-2025