Linde

AI chips can’t be manufactured without industrial gases.

Linde plc ($LIN) supplies critical gases like:
• Nitrogen
• Hydrogen
• Argon
• Helium

These are essential for semiconductor fabrication, electronics manufacturing, cooling systems, and advanced industrial processes.

Companies like Taiwan Semiconductor Manufacturing Company and Intel rely on this infrastructure behind the scenes.

While the market focuses on GPUs and AI software, Linde powers the physical layer enabling chip production at scale.

No industrial gases → no semiconductor manufacturing.


@Market