Messer Boosts Vietnam Gas Capacity to Support Semiconductor Growth

Messer is strengthening its industrial gas production network in Northern Vietnam with two major capacity expansion projects in Thai Nguyen Province. The investment is designed to support the region’s rapidly expanding electronics, semiconductor, and other high-tech manufacturing industries.

The company will establish a new air separation unit (ASU) at its existing facility in Yen Binh. The unit will have a production capacity of 600 metric tons per day of nitrogen, oxygen, and argon. Messer will also install a new nitrogen liquefier at its existing Song Cong facility, adding another 300 metric tons per day of capacity.

Together, the projects represent an investment of approximately $40 million, equivalent to around €35 million. Once completed, the expansion will increase Messer’s liquid gas production capacity in Northern Vietnam by 900 metric tons per day. The company’s overall production capacity in the region will subsequently reach about 2,000 metric tons per day.

The additional capacity will primarily strengthen the availability of liquid nitrogen, which plays an important role in electronics and semiconductor manufacturing. Demand for industrial gases has been rising alongside foreign direct investment and the expansion of major technology manufacturers in Vietnam. The country has increasingly emerged as an important manufacturing base in Southeast Asia, attracting investments across electronics, semiconductors, and other advanced industrial sectors.

Messer expects the new nitrogen liquefier at Song Cong to begin operations by mid-2027. The new ASU at Yen Binh is scheduled to start production by the end of 2027. The phased commissioning will allow the company to progressively increase supply while responding to growing customer requirements.

The projects are also expected to improve Messer’s ability to serve both existing customers and new manufacturing projects in the region. By expanding production at established facilities, the company can strengthen its local supply network while supporting long-term industrial development.

Peter Mohnen, CEO of Messer, said the investment demonstrates the company’s commitment to sustainable and long-term growth in Southeast Asia. He highlighted Messer’s nearly three decades of partnership with Vietnamese industries and its continued investment in local production infrastructure.

Adrien Rameaux, Country Manager of Messer in Vietnam, said Vietnam remains one of Southeast Asia’s most promising industrial markets. He added that the expanded capacity will allow Messer to better serve high-growth sectors and remain a dependable industrial gas supplier.

Overall, Messer’s expansion reflects the increasing importance of Vietnam’s industrial gas market. Growing semiconductor and electronics manufacturing, supported by foreign investment, is expected to create sustained demand for nitrogen, oxygen, argon, and other specialty gases.

Product Impact and Chemical Commodity Price Impact

Messer’s expansion is expected to have a positive impact on industrial gas availability, particularly liquid nitrogen, across Northern Vietnam. The additional 900 metric tons per day of capacity should reduce supply constraints and improve reliability for semiconductor and electronics manufacturers. For nitrogen, the increased local production could place downward pressure on regional prices by reducing dependence on external supplies and transportation. Oxygen and argon availability will also improve after the ASU starts operations. However, stronger semiconductor and high-tech manufacturing demand could absorb part of the new capacity. For Chemanalyst-tracked commodities, nitrogen prices may face mild bearish pressure, while downstream specialty gas demand could remain firm.