Material Insights · Understanding the Material World

Electronic specialty gases: Trading

Who sells chip gases and how helium is priced

What this tab covers How it is bought and sold: buyers and sellers, price benchmarks and who publishes them, exchanges, contract types, traders, how Indian buyers price it, recent price points, and good sources to follow.

Who buys, and where

  • Fabs in Taiwan (TSMC, PSMC, VIS), Korea (Samsung, SK hynix), China, Japan, the US and, from 2025-26, India (Micron Sanand)
  • Display and solar cell makers (NF3, silane)

Who sells, and from where

  • Air Liquide, Linde, Air Products, Nippon Sanso
  • Specialists: SK Specialty, Hyosung, Kanto Denka, Resonac, Merck, Peric, Huate

Price benchmarks

BenchmarkPublisherBasis
Helium Grade-A base priceUSGS (annual estimate)$/m3, annual
Chinese NF3 and rare gas pricesSMM and Chinese gas industry sites (indicative)spot, CNY

Exchanges

VenueContractNotes
Noneno futuresall contract

Contract types

  • Multi-year supply agreements with qualification
  • On-site build-own-operate contracts for bulk gases (15-20 years, indicative)
  • Bulk specialty gas delivery and gas management services in the sub-fab

Traders and distributors

  • Few; distribution is controlled by gas majors

How Indian buyers price it

  • Imported at supplier list or contract prices; Semicon 2.0 incentives may support local filling, purification and on-site plants

Recent price points

DatePriceBasisSource
2025about $12/m3 ($330/Mcf)Grade-A helium base price, USUSGS MCS 2026
Jun 2026spot about double pre-conflict levelshelium, AsiaIUMI (Jun 2026)

Good sources to follow

Semiconductor Digest (TECHCET market notes)free newsletter · Semiconductor Digest

semiconductor materials market forecasts

gasworldfreemium newsletter · industrial gas trade publisher

industrial and electronic gases, helium market

Smith market intelligencefree blog · Smith (electronic components distributor)

supply-chain risk notes such as the 2026 helium shortage

IUMI newsletterfree newsletter · International Union of Marine Insurance

cargo and supply disruptions, including the 2026 Qatari helium shortage