DRAM 팹용 특수 가스 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the specialty gases market for DRAM Fabs was valued at USD 1.24 billion in 2025 and is estimated to grow from USD 1.37 billion in 2026 to USD 2.07 billion by 2031, at a CAGR of 8.61% during the forecast period (2026-2031).

This report is Segmented by Gas Family (Fluorinated Gases, Silicon Precursors and Hydrides, Noble / Rare Gases, and More), Process Application (Chamber Cleaning, Plasma Etching/Reactive Ion Etching (RIE), Thin-Film Deposition (CVD/ALD/Epitaxy), and More), DRAM Product Type (Standard DRAM, Mobile DRAM (LPDDR), and More), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Insights and Trends of Specialty Gases Market For DRAM Fabs

Rising DRAM Node Complexity and Multi-Patterning Intensity

The specialty gases market for DRAM fabs industry are gaining direct support from the move from 1z toward 1b and 1c process generations, because finer structures raise the number of deposition, spacer, pattern transfer, and clean steps needed to complete each wafer. In practical terms, fabs are using more fluorinated etch gases, more silicon-based materials, and more tightly controlled delivery conditions simply to preserve pattern fidelity as line dimensions narrow. That creates a structural rise in gas consumption per bit manufactured, which is more important than wafer output alone when advanced DRAM node migration is underway. Lam Research's 2025 production adoption of EUV dry photoresist technology by a leading memory manufacturer also showed that step consolidation in one part of the flow can still introduce new gas-phase materials and new purity requirements in another part of the flow. The result is that specialty gases market for DRAM fabs industry continue to benefit even as the process roadmap changes its lithography mix, because the pressure to control pattern transfer, defect density, and film quality remains unchanged. This is why process escalation remains one of the strongest supports for demand growth across South Korean, Taiwanese, and Japanese DRAM fabs.

HBM Stack Count Expansion Increasing Deposition and Etch Cycles

The specialty gases market for DRAM fabs industry are also being boosted by HBM, where each additional die in the stack increases through-silicon via formation, more conformal barrier deposition, and more fill activity at the unit level. This matters because the HBM ramp is not only a volume story, it is also a process-density story, with more gas-intensive steps embedded into every finished package as stack heights rise. Taller stacks need deeper and cleaner etch performance, stronger process uniformity, and more repeatable ALD and CVD cycles, which raises the importance of stable fluorinated and deposition precursor supply. The HBM build-out is already feeding adjacent gas demand in packaging and testing as well, illustrated by Air Liquide's June 2026 agreement to build and operate a nitrogen production unit for SK Hynix's Cheongju P&T7 HBM site in South Korea. Because the specialty gases market for the DRAM fabs sector serve both wafer fabrication and the advanced memory ecosystem around it, HBM has become a demand multiplier rather than a narrow product niche. That is why suppliers are treating HBM-linked capacity, qualification, and localization decisions as core strategic priorities rather than as a side extension of standard DRAM demand.

Tighter Fluorinated Gas Emissions Compliance Costs

Specialty gases market for DRAM fabs industry face clear cost constraints due to tighter controls on fluorinated greenhouse gases, because the same chemistries that remain central to etch and chamber cleaning also carry the greatest emissions burden. The European Union strengthened this direction under Regulation (EU) 2024/573, and the European Commission's Implementing Regulation (EU) 2026/286 provided only a temporary semiconductor chiller exemption through 2029, rather than a permanent carve-out. That policy signal matters well beyond Europe because memory manufacturers often harmonize tool and chemistry decisions across global sites once a tighter standard begins to shape long-term cost and compliance planning. As DRAM etch depth increases and HBM layers rise, gas-intensive steps entail a larger abatement, reporting, and process-optimization burden, which raises the delivered cost of ownership even if physical demand remains firm. This does not stop the specialty gases market for DRAM fabs industry from growing, but it does narrow margin room for both fabs and suppliers and raises the commercial value of lower-GWP alternatives that can pass qualification. Over time, compliance costs will influence not only which gas is purchased, but also which supplier can support monitoring, traceability, and abatement integration at the fab level.

Other drivers and restraints analyzed in the detailed report include:

1. Fab Capacity Additions in Asia-Pacific Memory Hubs
2. Geopolitical Localization of Semiconductor Gas Supply Chains
3. High Qualification Burden for Memory Fab Gas Recipes

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Fluorinated gases retained a 40.61% share of the specialty gases market for DRAM fabs industry in 2025, reflecting their central role in plasma etch and chamber cleaning across every major DRAM process flow. NF3, CF4, C2F6, CHF3, and C4F8 remained difficult to displace because they support high-frequency steps that directly influence chamber condition, feature transfer, and throughput stability. That position is especially important in the specialty-gas market for DRAM fabs because cleaning and etch processes are repeated so often that even small process changes can alter total gas demand at the fab level. At the same time, competitive pressure is emerging, as IOP Science studies in 2026 showed that COF2, including COF2 with N2O addition, can deliver promising silicon nitride chamber-cleaning performance with a much lower GWP profile than legacy options.

Silicon precursors and hydrides are the fastest-growing gas family in the specialty gases market for DRAM fabs industry at a 9.38% CAGR from 2026 to 2031, driven by the shift toward more conformal deposition in higher-aspect-ratio memory structures. As capacitor and barrier architectures become more demanding, fabs need tighter thickness control and cleaner surface behavior, which lifts the importance of ALD-oriented precursor chemistries and delivery stability. Noble and rare gases remain smaller in direct volume terms, but they carry outsize strategic importance because lithography support, etch stability, and purge performance can all be affected when sourcing becomes tight. Other gases such as N2O, CO2, and H2 continue to serve oxidation, carrier, and conditioning roles that keep demand broad-based across the process flow even when they do not lead the mix by value. Within the specialty gases market for DRAM fabs industry, that creates a clear divide between suppliers that can support a broad chemistry basket and those that remain dependent on only 1 or 2 legacy product lines.

Complete Report Scope:

• By Gas Type
  • Fluorinated Gases
  • Silicon Precursors and Hydrides
  • Noble / Rare Gases
  • Other Gas Types
• By Process Application
  • Chamber Cleaning
  • Plasma Etching / Reactive Ion Etching (RIE)
  • Thin-Film Deposition (CVD / ALD / Epitaxy)
  • Doping / Ion Implantation
  • Others Process Applications
• By DRAM Product Type
  • Standard DRAM
  • Mobile DRAM (LPDDR)
  • Graphics DRAM (GDDR)
  • High Bandwidth Memory (HBM)
  • Server DRAM
  • Others DRAM Product Types
• By Geography
  • North America
  • Europe
  • Asia-Pacific
    • China
    • Japan
    • South Korea
    • Taiwan
    • Rest of Asia-Pacific
  • Rest of the World

Geography Analysis

Asia-Pacific commanded 87.58% of the specialty gases market size for DRAM fabs industry in 2025, reflecting the region's overwhelming concentration of advanced DRAM manufacturing and the clustering of gas production assets around those fabs. South Korea remained the single most important national center within the sspecialty gases market for DRAM fabs industry, with Samsung's Pyeongtaek complex and SK Hynix's established and planned sites continuing to anchor long-term gas infrastructure commitments. Air Products' April 2026 selection to build, own, and operate multiple gas production facilities at Samsung's new advanced semiconductor fab in Pyeongtaek showed how deeply the supply base is being embedded into Korean memory expansion plans. SK Hynix's February 2026 Yongin investment decision reinforced the same demand direction, as major fab projects of this scale lock in gas demand for many years once tool installation and qualification progress. Taiwan also strengthened its role in the specialty gases market for DRAM fabs industry through memory and materials activity, supported by Air Liquide's March 2026 inauguration of its first large-scale advanced materials plant in Taichung for deposition and etching products.

Japan remained critical to the specialty gases market for DRAM fabs industry through upstream supply strength rather than sheer DRAM wafer volume, particularly in ultra-pure atmospheric gases, etching chemistries, and precursor support. Air Liquide's April 2026 commitment of EUR 200 million (USD 226 million) for 2 ultra-pure gas production units in Hiroshima showed that Japan continues to attract long-horizon investment where advanced chip output requires extremely reliable gas supply. China is becoming a more important demand center in the specialty gases market for DRAM fabs industry as local memory activity scales and domestic suppliers try to qualify more process gases for advanced use, a direction reflected in CXMT's 2026 IPO prospectus and broader memory build-out plans. The rest of Asia-Pacific remains smaller in DRAM wafer fabrication, but it is becoming more relevant through advanced packaging support and regional supply-chain integration.

North America is the fastest-growing geography in the specialty gases market for DRAM fabs industry at a 9.38% CAGR from 2026 to 2031, because onshore semiconductor investment is creating new demand for local gas infrastructure, delivery systems, and specialty materials support. Entegris' August 2025 plan for USD 700 million in domestic R&D and capital investment, together with its December 2024 CHIPS Act award agreement, showed how the U.S. supply base is expanding around advanced semiconductor materials and purity solutions. Europe and the rest of the world held a much smaller direct share of the specialty gases market for DRAM fabs industry because they do not host the same scale of volume DRAM fabrication. Even so, Europe still influences chemistry decisions globally, since its F-gas rules are pushing fabs and suppliers to prepare for stricter long-term emissions compliance.

1. Linde plc
2. Air Liquide S.A.
3. Air Products and Chemicals, Inc.
4. Nippon Sanso Corporation
5. SK Materials Co., Ltd.
6. Merck KGaA
7. Kanto Denka Kogyo Co., Ltd.
8. Showa Denko K.K.
9. Chengdu Taiyu Industrial Gases Co., Ltd.
10. Linde Korea Ltd.
11. Dongwoo Fine-Chem Co., Ltd.
12. Solvay S.A.
13. Iwatani Corporation
14. Matheson Tri-Gas, Inc.
15. Guangdong Huate Gas Co., Ltd.
16. China Mengfei Group Limited
17. REC Silicon ASA
18. Entegris, Inc.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Rising DRAM Node Complexity and Multi-Patterning Intensity
  • 4.2.2 HBM Stack Count Expansion Increasing Deposition and Etch Cycles
  • 4.2.3 Fab Capacity Additions in Asia-Pacific Memory Hubs
  • 4.2.4 Geopolitical Localization of Semiconductor Gas Supply Chains
  • 4.2.5 Shift Toward Ultra-High-Purity In-Line Gas Delivery and Monitoring
  • 4.2.6 Increased Demand for Low-Defect Chamber Cleaning Chemistry
• 4.3 Market Restraints
  • 4.3.1 Tighter Fluorinated Gas Emissions Compliance Costs
  • 4.3.2 High Qualification Burden for Memory Fab Gas Recipes
  • 4.3.3 Feedstock Concentration Risk for Rare Gases
  • 4.3.4 Long Procurement Cycles and Supplier Switching Inertia
• 4.4 Industry Value Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Impact of Macroeconomic Factors on the Market
• 4.8 Porter's Five Forces Analysis
  • 4.8.1 Threat of New Entrants
  • 4.8.2 Bargaining Power of Buyers
  • 4.8.3 Bargaining Power of Suppliers
  • 4.8.4 Threat of Substitutes
  • 4.8.5 Industry Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Gas Type
  • 5.1.1 Fluorinated Gases
  • 5.1.2 Silicon Precursors and Hydrides
  • 5.1.3 Noble / Rare Gases
  • 5.1.4 Other Gas Types
• 5.2 By Process Application
  • 5.2.1 Chamber Cleaning
  • 5.2.2 Plasma Etching / Reactive Ion Etching (RIE)
  • 5.2.3 Thin-Film Deposition (CVD / ALD / Epitaxy)
  • 5.2.4 Doping / Ion Implantation
  • 5.2.5 Others Process Applications
• 5.3 By DRAM Product Type
  • 5.3.1 Standard DRAM
  • 5.3.2 Mobile DRAM (LPDDR)
  • 5.3.3 Graphics DRAM (GDDR)
  • 5.3.4 High Bandwidth Memory (HBM)
  • 5.3.5 Server DRAM
  • 5.3.6 Others DRAM Product Types
• 5.4 By Geography
  • 5.4.1 North America
  • 5.4.2 Europe
  • 5.4.3 Asia-Pacific
    • 5.4.3.1 China
    • 5.4.3.2 Japan
    • 5.4.3.3 South Korea
    • 5.4.3.4 Taiwan
    • 5.4.3.5 Rest of Asia-Pacific
  • 5.4.4 Rest of the World

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (includes Global Level Overview, Market Level Overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share, Products and Services, Recent Developments)
  • 6.4.1 Linde plc
  • 6.4.2 Air Liquide S.A.
  • 6.4.3 Air Products and Chemicals, Inc.
  • 6.4.4 Nippon Sanso Corporation
  • 6.4.5 SK Materials Co., Ltd.
  • 6.4.6 Merck KGaA
  • 6.4.7 Kanto Denka Kogyo Co., Ltd.
  • 6.4.8 Showa Denko K.K.
  • 6.4.9 Chengdu Taiyu Industrial Gases Co., Ltd.
  • 6.4.10 Linde Korea Ltd.
  • 6.4.11 Dongwoo Fine-Chem Co., Ltd.
  • 6.4.12 Solvay S.A.
  • 6.4.13 Iwatani Corporation
  • 6.4.14 Matheson Tri-Gas, Inc.
  • 6.4.15 Guangdong Huate Gas Co., Ltd.
  • 6.4.16 China Mengfei Group Limited
  • 6.4.17 REC Silicon ASA
  • 6.4.18 Entegris, Inc.

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment