Semiconductors lie at the heart of the digital revolution that is profoundly transforming society. In the ultra-competitive electronics sector, the innovation race encourages the design of increasingly smaller and more powerful components, all while reducing their environmental impact. As a strategic partner to major electronic customers, Air Liquide supports their geographic expansion and helps them face technological challenges, from supplying advanced materials to relocating production units.
157Kmetric ton of CO₂ emissions avoided in the electronics industry thanks to Air Liquide's enScribe™ solutions in 2021
100%of latest-generation smartphones contain chips, memory, sensors and displays made with Air Liquide's gases and advanced materials
Foster
What role does Air Liquide play in the electronics industry?
As society becomes increasingly digital, the electronics industry is faced with growing demands for increased performance and production of semiconductors. Air Liquide helps the industry by providing the ultra-pure gases and innovative materials necessary for manufacturing chips. The Group’s innovation capacity facilitates the development and manufacturing of the highest-quality, fastest and most powerful nanoscale devices.
What challenges are electronics players facing?
In roughly 15 years, the size of silicon transistors has already decreased from 65 to 5 nanometers. At this scale, flawless quality, product stability, safety and reliability are critical, which is why the electronics industry has specific and very stringent quality requirements for all gases and chemicals supplied to its production plants. In addition to these technological challenges, the industry is also committed to producing semiconductors with smaller environmental footprints, to contribute to low-carbon computing.
How is Air Liquide supporting customers to meet these challenges?
We are driven by our innovative mindset. Since the early 2000s, we have been working on materials called precursors, which deliver specific tailored solutions to customers in the memory and logic segments. More recently, enScribe™ range materials allow etching at a nanoscale with a minimized environmental impact. Over the years, we have ramped up our expertise and now we offer a unique portfolio of solutions and advanced materials backed by the best innovation capability in the industry.
In 2021, Air Liquide signed new contracts with a key Taiwanese electronics player. Can you tell us more?
Air Liquide’s global presence and its unique product portfolio make it an attractive partner to electronics leaders around the world. We are proud to have signed new contracts with a key Taiwanese customer who is taking its geographical expansion up a notch. This customer will be opening a new manufacturing site in Arizona, U.S., with a monthly capacity of 20,000 wafers1, and we will be supplying ultra high purity hydrogen, helium, and carbon dioxide to this facility. We are also in talks with them to partner on further expansion in Taiwan Island and Japan.
How does Air Liquide make the difference from its competitors in the electronics sector?
When it comes to overseas expansion, semiconductor manufacturers want to partner with suppliers they know and trust. We have been supporting this customer and most of the key electronics players for years. They are reassured by our international presence and ability to provide a single customer interface anywhere in the world. Additionally, our product portfolio is simply the most comprehensive on the market, from ultra-pure carrier gases to novel advanced materials.
There is currently strong demand for semiconductors, but an uncertain outlook in areas such as supply chains and international trade. Which challenges is Air Liquide facing as it supports customers expansion?
Sustaining the rapid growth of the industry is not easy. Our expertise and proximity with our customers around the world promote optimal responsiveness and strict quality control. Throughout the Covid-19 pandemic, we didn’t have a single supply chain interruption. Our locations in key electronics hubs like Japan and China also allow us to secure the most cutting-edge solutions for our customers and to support them in their relocation and expansion plans.
Achieve
A lasting carrier gas partnership in Virginia, U.S.
Supplying one of the world’s largest semiconductor manufacturers with extensive carrier gas.
For over 30 years, Air Liquide has worked closely with a key manufacturer, a powerhouse of innovative memory solutions present in Asia and North America. Upon expanding their Manassas, Virginia site to meet growing demand for digital products, this customer agreed to a 15-year contract extension with Air Liquide, increasing the carrier gas supply requirements at its site. This partnership is now Air Liquide Electronics U.S.’ single largest investment to date.
Ultra-high purity low-carbon hydrogen electrolyzers, Taiwan Island
Constructing low-carbon hydrogen electrolyzers at the Tainan and Hsinchu Science Parks.
To meet the growing demand for high-purity hydrogen in the electronics sector, Air Liquide is investing in production units at the Tainan and Hsinchu Science Parks, two of the most advanced semiconductor basins in the world. The first electrolyzer was successfully delivered in 2021. When completed, the production site will have a total capacity of 25 MW and will avoid 35,000 metric tons of CO2 direct emissions annually. Those plants will allow the Group to supply low-carbon hydrogen to local semiconductor manufacturing plants.
For a more sustainable semiconductor industry
Helping the electronics industry reduce its carbon emissions through more efficient semiconductors.
Air Liquide’s Advanced Materials centers design cutting-edge technologies that enable the production of the smallest semiconductors yet. In turn, as devices shrink, they become better insulated and more energy efficient, which has allowed for energy savings even as global demand surges. Between 2010 and 2018 alone, data centers reduced their electricity consumption by ~297 TWHr thanks in part to the continued performance improvement of semiconductors and Air Liquide’s advanced materials.
Localization of advanced materials production
Supporting customers as they relocate production closer to home for increased supply chain security.
Microchip manufacturing sites are facing increased demand for advanced materials and growing risks related to complex global supply chains. This context is pushing them to localize their materials sourcing. Air Liquide invests alongside industry leaders in materials production facilities, allowing them to ensure the quality and the security of their supply. The recently commissioned facility in Singapore expands our existing network of centers, strategically located in electronics hubs in Japan, South Korea, Taiwan Island, the U.S. and Europe.
Invent
The acceleration of the digital transformation both inspires and tests the limits of the electronics industry. Air Liquide is leveraging its rich expertise, innovation capability and global presence to help industry leaders meet their challenges and make the most advanced technologies a reality in everyone’s daily life.
Autonomous driving
The rapid growth of driver-assistance and car connectivity functions is bringing us closer and closer to self-driving cars. This progress is supported by smarter infrastructure, more powerful on-board processing and the miniaturization of real-time sensors, all of which require larger quantities of increasingly efficient semiconductors. Air Liquide’s innovative materials allow the semiconductor industry to meet this performance challenge. The Group’s global presence, production capacity and quality management system support both the growth and the zero-defect production demanded by the automotive industry.
Artificial intelligence
The reach of artificial intelligence (AI) has expanded rapidly in the last decade, leaving no sector of our daily life untouched. AI requires extremely powerful processors to access and treat enormous quantities of data in a record time, imitating the functionalities of a human brain but surpassing by far its capacity and processing speed. The semiconductors behind these calculations must be extremely powerful and fast, but also energy efficient. Air Liquide leverages its innovation capabilities and proximity with the semiconductor ecosystem to invent new materials which allow the semiconductor industry to meet these challenges and advance the abilities of AI.
Nanometric solutions
The newest semiconductors must be of impeccable quality and capable of delivering peak performance and minimal environmental impact, all at the smallest possible size. EnScribe™, an Air Liquide portfolio of advanced tech materials, was developed in partnership with semiconductor manufacturer partners to help them meet both the technological and environmental challenges of manufacturing the tiniest microchips. A significant step towards low-carbon computing.
1. Silicon wafers used for the manufacturing of integrated circuits.