# Who are Air Liquide's customers? Who does Air Liquide earn revenue from?
Canonical: https://valuechain.wiki/air-liquide · Facet: customers · Updated: 2026-09-24T12:56:01.007063+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Air Liquide's confirmed revenue counterparties include SK하이닉스, Micron Technology, TSMC plus 6 undisclosed/aggregate relationships. Per the valuechain.wiki graph: 9 revenue edges, backed by 6 dated sources, 1 of them primary filings (as of 2026-09-24).

### SK하이닉스 (high)  → /sk-hynix.md
- note: Long-term UHP/specialty-gas supply to SK hynix (incl. Cheongju P&T7, HBM packaging) — an on-site contract axis tied to HBM capacity.
- [confirms] Air Liquide (EN, filing, published 2025-10-28) https://www.airliquide.com/sites/airliquide.com/files/2025-11/air-liquide-pr-25-q3-air-liquide-continues-to-combine-sales-growth-with-commercial-successes-to-shape-the-future.pdf: "Supplies UHP gases/materials to sk-hynix."
- [confirms] e4ds news (KO, news, published 2024-01-01) https://www.e4ds.com/sub_view.asp?ch=5&t=0&idx=16375: "Supplies UHP gases/materials to sk-hynix."

### Micron Technology (mid)  → /micron.md
- note: Supplies UHP/specialty gases to Micron fabs (Idaho and others) — an on-site axis tied to new-fab ramps.
- [confirms] Air Liquide (EN, filing, published 2025-10-28) https://www.airliquide.com/sites/airliquide.com/files/2025-11/air-liquide-pr-25-q3-air-liquide-continues-to-combine-sales-growth-with-commercial-successes-to-shape-the-future.pdf: "Supplies UHP gases/materials to micron."
- [confirms] e4ds news (KO, news, published 2024-01-01) https://www.e4ds.com/sub_view.asp?ch=5&t=0&idx=16375: "Supplies UHP gases/materials to micron."

### TSMC (mid)  → /tsmc.md
- note: Supplies UHP/specialty gases to TSMC fabs — tied to foundry leading-edge demand.
- [confirms] Air Liquide (EN, filing, published 2025-10-28) https://www.airliquide.com/sites/airliquide.com/files/2025-11/air-liquide-pr-25-q3-air-liquide-continues-to-combine-sales-growth-with-commercial-successes-to-shape-the-future.pdf: "Supplies UHP gases/materials to tsmc."
- [confirms] e4ds news (KO, news, published 2024-01-01) https://www.e4ds.com/sub_view.asp?ch=5&t=0&idx=16375: "Supplies UHP gases/materials to tsmc."

### 삼성전자 (mid)  → /samsung-electronics.md
- note: Supplies UHP/specialty gases to Samsung fabs — a demand axis from memory/logic expansion.
- [confirms] Air Liquide (EN, filing, published 2025-10-28) https://www.airliquide.com/sites/airliquide.com/files/2025-11/air-liquide-pr-25-q3-air-liquide-continues-to-combine-sales-growth-with-commercial-successes-to-shape-the-future.pdf: "Supplies UHP gases/materials to samsung-electronics."
- [confirms] e4ds news (KO, news, published 2024-01-01) https://www.e4ds.com/sub_view.asp?ch=5&t=0&idx=16375: "Supplies UHP gases/materials to samsung-electronics."

### 전자·디스플레이·태양광 (가스) (mid)
- note: Electronics, general-industry and healthcare gases — an axis diversifying beyond semiconductors.
- [confirms] Air Liquide (EN, filing, published 2025-10-28) https://www.airliquide.com/sites/airliquide.com/files/2025-11/air-liquide-pr-25-q3-air-liquide-continues-to-combine-sales-growth-with-commercial-successes-to-shape-the-future.pdf: "Also general-industry and healthcare gases."

### 엑슨모빌 (mid)  → /exxonmobil.md
- note: Air Liquide is to build and operate facilities supplying oxygen and nitrogen to ExxonMobil's planned low-carbon hydrogen and ammonia project in Baytown. The arrangement is subject to a final investment decision and its value is not disclosed.
- [confirms] ExxonMobil (EN, ir, published 2024-06-24) https://corporate.exxonmobil.com/news/news-releases/2024/0624_exxonmobil-adds-air-liquide-to-worlds-largest-low-carbon-hydrogen-project: "Air Liquide will build and operate four Large Modular Air separation units"

### 스틸 다이내믹스 (mid)  → /steel-dynamics.md
- note: Air Liquide supplies oxygen, nitrogen, and argon under a long-term agreement for the Sinton, Texas, electric arc furnace mill, while contract payments were not disclosed.
- [confirms] Air Liquide (EN, ir, published 2020-07-07) https://www.airliquide.com/sites/airliquide.com/files/2020-07/air-liquide-signs-long-term-supply-agreement-steel-dynamics-inc-sdi-us_61f11b1d93922.pdf: "Air Liquide has signed a long-term agreement with Steel Dynamics, Inc."

### 다우 (mid)  → /dow.md
- note: Air Liquide will continue supplying oxygen and nitrogen to Dow's St. Charles site in Louisiana under a renewed long-term contract, while Dow's purchase amount is not disclosed.
- [confirms] Air Liquide (EN, ir, published 2025-06-30) https://www.airliquide.com/group/press-releases-news/2025-06-30/air-liquide-invest-200m-usd-louisiana-us-support-industrial-growth: "Air Liquide will continue to supply oxygen and nitrogen to Dow's St. Charles Operations site."

### 퍼스트 솔라 (mid)  → /first-solar.md
- note: Air Liquide supplied an expanded nitrogen generation system through its Malaysian subsidiary for new manufacturing processes at First Solar's Kulim plant, while public sources do not disclose the current contract value or recent delivery volume.
- [confirms] SMA America (EN, news, published 2014-02-17) https://www.sma-america.com/newsroom/news-details/first-solar-supplier-awards-2013: "delivering an expanded nitrogen generation system"

Reverse side: https://valuechain.wiki/air-liquide/suppliers.md · Ripple: https://valuechain.wiki/air-liquide/ripple.md

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