Air Liquide has announced plans to invest$250 million in a new plant in Idaho aimed at supplying gases to US semiconductor manufacturer Micron Technology Inc. The plant is scheduled to be operational by the end of 2025.

The facility, strategically located to respond to Micron's growing production needs, will produce ultra-high purity gases essential for semiconductor fabrication processes. Micron has started this year with the mass production of its high-bandwidth memory (HBM) semiconductors for use in Nvidia's latest chip for AI.

These gases play a crucial role in ensuring the quality and reliability of semiconductor chips, integral to a wide range of technologies, including smartphones, computers, and automotive electronics. The investment is poised to 'support the production of leading-edge memory chips, notably to meet the growing demand for computing capacities required by AI', according to Matthieu Giard, Air Liquide's CEO for the Americas.

Why does it matter?

The investment by Air Liquide in this new plant is crucial for several reasons. First, it enhances the reliability of the semiconductor supply chain, which has been under strain due to increased global demand and supply chain disruptions. By securing a local and reliable source of critical gases, Micron can better manage production timelines and mitigate risks associated with international logistics. The expansion also aligns with broader industry trends towards enhancing semiconductor manufacturing capabilities. As technology advances, particularly in areas such as AI, 5G networks, and autonomous vehicles, the demand for high-performance semiconductors continues to grow. Air Liquide's investment ensures that Micron is well-positioned to meet this growing demand and maintain its competitive edge in the market.