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AI chip demand to drive Air Liquide electronics sales above €4bn by 2030

Gas
October 5, 2026

AI chip demand to drive Air Liquide electronics sales above €4bn by 2030 | Electronics & Semiconductors | gasworld

32 min ago 1 min read

Air Liquide expects its electronics business to grow from €2.5bn ($2.8bn) in revenue in 2025 to over €4bn ($4.5bn) by 2030, as demand for semiconductors used in AI and cloud computing drives investment in chipmaking capacity.

The plan implies annual growth of around 10% over the period, with more than half of the projected growth already covered by signed long-term contracts, the French industrial gas group said at its Capital Marƒkets Day.

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