Molly Burgess speaks to EMD Electronics’ Katherine Dei Cas about how the company is adapting its specialty gas supply strategy amid shifting market demands, tariffs, and sustainability pressures
The electronics and semiconductor industries – and therefore also specialty gas suppliers – are at a difficult crossroads. There’s plenty of cause for optimism, fueled by the growing demand for chips to power a world that runs on data, but it is also a time where supply chains are facing up to tariffs, as well as pressures around sustainability.
First, then, the growth story. The industry’s global trade body the Semiconductor Industry Association has said that global sales reached $54.9bn in February 2025, marking a 17.1% increase year-over-year. Regionally, the Americas saw the largest increase (48.4%), followed by Asia Pacific/other regions (10.8%), China (5.6%), and Japan (5.1%), while Europe saw a 8.1% decline.
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