BlockBeats news, on June 13, "White-Haired Stock God" Serenity posted on social media that South Korean semiconductor materials company Foosung (market cap approximately $1.344 billion) may be entering a critical revaluation window, as disruptions in Japan’s related WF₆ (tungsten hexafluoride) supply chain could impact this key precursor material essential for semiconductor etching and deposition processes, which are critical to global wafer manufacturing.
Serenity noted that a continued tightening of WF₆ supply could directly impact global critical production capacity demand chains accounting for about one-quarter of the total, affecting major wafer fabs such as SK Hynix, Samsung Electronics, and TSMC, in a manner reminiscent of a "Hormuz Strait-style" supply bottleneck.
Foosung is currently estimated to account for approximately 10% of the global WF₆ supply; however, under conditions of supply contraction or restructuring, its strategic weight could rise significantly. This perspective is based solely on market observation and hypothetical analysis, and no positions in this area are currently held.
In addition, key South Korean suppliers such as SK Specialty and Foosung have officially notified major chipmakers including Samsung Electronics and SK Hynix that they will significantly increase the price of tungsten hexafluoride in 2026, with expected increases of up to 70% to 90%.