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Sanfu Chemicals raises prices, expects growth from semiconductor and AI demand, TSMC AP8 fab expansion

Sunday, January 4, 2026 at 12:02 AM

Sanfu Chemicals has increased chemical prices and expects revenue growth due to demand from the semiconductor and AI sectors. The company anticipates revenue from its TMAH developer recycling business, especially with a major customer in the next quarter, and increased demand for CoWoS photoresist strippers and packaging chemicals as TSMC's AP8 fab expands. Sanfu Chemicals also sees rising demand for pHBA due to AI's development, and its Vietnam air separation plant is increasing capacity and gas prices.

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