Electronic-Grade Hydrofluoric Acid Faces Tight Supply-Demand; Domestic Substitution Accelerates in High-End Market

In 2026, the global electronic-grade hydrofluoric acid (EG-HF) market sees a tight supply-demand balance with a notable shortage in high-end G5-grade products and rising prices. Driven by the expansion of the semiconductor, photovoltaic and AI industries, global demand has increased by 32% year-on-year. The surge in demand for HBM (High-Bandwidth Memory) has boosted per-unit consumable usage by 3–6 times. China’s localization rate has reached 65%, but a gap remains in high-end G5-grade products, and shrinking supply from Japan and South Korea has further intensified the imbalance. Domestic enterprises have accelerated technological breakthroughs, with leaders such as Do-Fluoride and Juhua entering advanced process supply chains of Samsung and TSMC. As new production capacities come online in Jiangxi, Zhejiang and other regions, the industry is advancing toward "quantity and quality growth", supporting the self-reliance of the semiconductor supply chain.