Supply conditions for PTFE improved as affected Chinese facilities restarted production and exporters returned with greater availability. The resumption of operations reduced prompt supply tightness and encouraged suppliers to compete more actively for US business. Although weather disruptions had previously constrained Chinese output, the recovery in production reduced concerns over prolonged shortages. Easing freight costs further supported PTFE import availability and gave US buyers greater flexibility in procurement decisions.
Demand for PTFE remained relatively resilient, supported by continued expansion in the semiconductor industry. Global semiconductor sales reached USD ***.* billion in the second quarter of ****, representing a **.** increase from the first quarter. June sales also rose *.** month-on-month to USD ***.* billion, while year-on-year growth reached ***.**. Strong semiconductor activity across the Americas, Asia Pacific, China, Europe, and Japan continued to provide underlying support for PTFE consumption in semiconductor manufacturing and related applications.
Despite...
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