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LindeIndustrial gas and engineering company supplying atmospheric and process gases worldwide, including the electronic specialty gases and bulk gases consumed by semiconductor fabs.
2021-Q2-2026-Q1
2018-2025
$LIN
Supplies the electronic specialty gases and the bulk nitrogen, oxygen, and hydrogen that fabs consume continuously, usually under long term on-site contracts. ~$34.7B annual revenue, though electronics is a minority end market inside a portfolio weighted toward healthcare, metals, chemicals, and energy. The most diluted AI exposure in this sector: a real fab dependency, but a small share of a diversified industrial gas franchise.