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Boron trifluoride prices in the US surged in March **** as a convergence of supply-side shocks and robust chip-sector demand tightened available volumes. Early March disruptions from the closure of the Strait of Hormuz raised energy and logistics risk, forcing vessel rerouting and longer transit times; later in the month carriers added risk surcharges that further constrained seaborne flows. Meanwhile, aggressive procurement and forward booking by buyers, particularly in the semiconductor space, amplified upward pressure on spot boron trifluoride availability, with suppliers increasingly prioritizing contractual commitments over loose spot sales. The net effect was a pronounced tightening of the boron trifluoride market across the month, even as demand from some industrial end-uses showed seasonal softness.
The semiconductor and electronics sector remained the primary driver of strength, with boron trifluoride used for doping and etching in chip fabrication seeing sharply higher uptake. TSMC’s strong March revenue performance and double-digit...
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