CSSC Special Gas: Tungsten Hexafluoride, the Strongest Logic Left?

English summary

### CSSC Special Gas: Tungsten Hexafluoride, the Strongest Logic Left? Time: 2026-07-29 21:52:27 Content: (The following content is reproduced from Xueqiu's 'Wudao de Ke' and does not constitute any advice) Overnight, storage is no longer in shortage, optical modules are going to cut prices, and every segment of the industry is expanding capacity massively, making all logic appear less solid. Storage and computing chip capacity expansion may not be scarce even three years from now, but tungsten hexafluoride benefits from all major fabs' wafer expansion. In chip manufacturing, it is the only commercial gas for depositing tungsten films in CVD processes, with storage chips accounting for the bulk of usage. Demand for tungsten hexafluoride will rapidly inflate with storage technology iterations. Increases in 3D-NAND stacking layers and the rising share of HBM will drive the number of hole structures per storage chip to multiply, thereby driving up the demand for tungsten hexafluoride consumables. Downstream domestic and overseas storage giants have entered a historical-scale expansion cycle. ...