AI data centers and TSMC’s 2nm fab expansion are fueling a shortage of materials used in air filtration, and shortages & price hikes are expected, media report. Semiconductor fabs are cleaner than hospital surgery rooms. Airborne Molecular Containment (AMC) materials from firms like GreenFiltec, Yesiang and Camfil AB are critical to advanced production because a speck of dust can destroy a chip on the line. AMC price contracts for 2026 are already set, but 2027 will see hikes. 1/3 $Taiwan Semiconductor(TSM.US) $NVIDIA(NVDA.US) $Apple(AAPL.US) $Amazon(AMZN.US) $Alphabet(GOOGL.US) $Microsoft(MSFT.US) $Meta Platforms(META.US) $6823TW #semiconductors #datacenter #AI

Source: Dan Nystedt