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Released July 31, 2025 | SUGAR LAND
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Researched by Industrial Info Resources (Sugar Land, Texas)--Gas services titan Air Liquide (Paris, France) is riding a tidal wave of demand for artificial intelligence (AI) and other emerging technologies, as developers seek the specialty gases needed for semiconductor chips, batteries and other key components. Industrial Info is tracking more than $4.3 billion worth of active and proposed projects from Air Liquide worldwide, including more than $1.15 billion worth of projects in the U.S. and Canada that have a medium-to-high likelihood (70% or more) of beginning construction as planned.
Click on the image at right for a graph detailing the top 10 countries for active and proposed projects from Air Liquide, by total investment value.
Several of Air Liquide's active projects directly supply developers of semiconductor chips and other major components of the AI sector. One of its projects under construction is the $250 million Ultra-Pure Nitrogen Plant in Boise, Idaho, which is designed to produce nitrogen, oxygen and argon for Micron Technology Incorporated's (Boise) $3 billion expansion of a semiconductors-manufacturing complex in Boise. These gases are crucial components in the development of high-bandwidth memory chips, which are used in Micron customer NVIDIA's (Santa Clara, California)'s graphics processing unit (GPU) technology.
Air Liquide says the plant is designed to be 5% more efficient than previous facilities of its type, and it aims to source its energy entirely from renewables within the next five years. Subscribers to Industrial Info's Global Market Intelligence (GMI) Chemical Processing and Industrial Manufacturing Project databases can read detailed project reports on the nitrogen and semiconductor plants.
The gases to be produced at the Boise plant are examples of "carrier gases," an ultra-pure product widely used by NVIDIA and other AI technology developers. Deloitte (London, England) and other analysts expect industrial gas demand in the semiconductor sector to grow at a rate of 6% to 8% annually through 2030. Globally, Air Liquide's reported a "strong increase in carrier gas sales of more than 10% in the first half of 2025, supported by the start-up of seven production units," according to the press release.
Indeed, near-term demand growth for carrier gases is a certainty, with Micron and Texas Instruments Incorporated (Dallas, Texas) recently pledging to invest $200 billion and $60 billion, respectively, to boost U.S. semiconductor manufacturing. For more information, see June 23, 2025, article - Private Investment Aims to Boost U.S. Semiconductor Manufacturing.
Meanwhile, in the emerging market for renewable natural gas (RNG), Air Liquide has two projects under construction in the Great Lakes region: the $30 million Holland Township RNG Plant in Holland, Michigan, and the $30 million Center Township RNG Plant in Coral, Pennsylvania, both of which are designed to process dairy waste from partnering farmers into pipeline-quality RNG. Groundbreaking took place on both this year, and they are expected to finish construction in the second and fourth quarters of 2026, respectively. Subscribers can read detailed reports on the Holland Township and Center Township projects.
Despite pushbacks against renewable energy from President Donald Trump and his Republican allies in the U.S. Congress, RNG emerged from the recently enacted "One Big, Beautiful Bill" mostly unscathed, with one key provision, the Clean Fuel Production Credit (Section 45Z), extended through 2029. The bill does impose several new restrictions on receiving the credit, such as requiring feedstock to be sourced from the U.S., Mexico or Canada, but this does not appear to affect either of Air Liquide's RNG projects under construction.
Many analysts expect RNG demand to grow substantially in the coming years, and earlier this year a bipartisan group of U.S. senators and representatives reintroduced legislation to bolster its development with a $1-per-gallon tax credit. For more information, see June 19, 2025, article - RNG Demand Drives Development in U.S. Alternative Fuel Industry.
Subscribers to Industrial Info's GMI Project and Plant databases can click here for a full list of detailed reports for projects mentioned in this article, and click here for a full list of related plant profiles.
Subscribers can click here for a full list of reports for active and planned projects worldwide from Air Liquide.
Industrial Info Resources (IIR) is the leading provider of industrial market intelligence. Since 1983, IIR has provided comprehensive research, news and analysis on the industrial process, manufacturing and energy related industries. IIR's Global Market Intelligence (GMI) platform helps companies identify and pursue trends across multiple markets with access to real, qualified and validated plant and project opportunities. Across the world, IIR is tracking more than 200,000 current and future projects worth $17.8 trillion (USD).
Click on the image at right for a graph detailing the top 10 countries for active and proposed projects from Air Liquide, by total investment value.Several of Air Liquide's active projects directly supply developers of semiconductor chips and other major components of the AI sector. One of its projects under construction is the $250 million Ultra-Pure Nitrogen Plant in Boise, Idaho, which is designed to produce nitrogen, oxygen and argon for Micron Technology Incorporated's (Boise) $3 billion expansion of a semiconductors-manufacturing complex in Boise. These gases are crucial components in the development of high-bandwidth memory chips, which are used in Micron customer NVIDIA's (Santa Clara, California)'s graphics processing unit (GPU) technology.
Air Liquide says the plant is designed to be 5% more efficient than previous facilities of its type, and it aims to source its energy entirely from renewables within the next five years. Subscribers to Industrial Info's Global Market Intelligence (GMI) Chemical Processing and Industrial Manufacturing Project databases can read detailed project reports on the nitrogen and semiconductor plants.
The gases to be produced at the Boise plant are examples of "carrier gases," an ultra-pure product widely used by NVIDIA and other AI technology developers. Deloitte (London, England) and other analysts expect industrial gas demand in the semiconductor sector to grow at a rate of 6% to 8% annually through 2030. Globally, Air Liquide's reported a "strong increase in carrier gas sales of more than 10% in the first half of 2025, supported by the start-up of seven production units," according to the press release.
Indeed, near-term demand growth for carrier gases is a certainty, with Micron and Texas Instruments Incorporated (Dallas, Texas) recently pledging to invest $200 billion and $60 billion, respectively, to boost U.S. semiconductor manufacturing. For more information, see June 23, 2025, article - Private Investment Aims to Boost U.S. Semiconductor Manufacturing.
Meanwhile, in the emerging market for renewable natural gas (RNG), Air Liquide has two projects under construction in the Great Lakes region: the $30 million Holland Township RNG Plant in Holland, Michigan, and the $30 million Center Township RNG Plant in Coral, Pennsylvania, both of which are designed to process dairy waste from partnering farmers into pipeline-quality RNG. Groundbreaking took place on both this year, and they are expected to finish construction in the second and fourth quarters of 2026, respectively. Subscribers can read detailed reports on the Holland Township and Center Township projects.
Despite pushbacks against renewable energy from President Donald Trump and his Republican allies in the U.S. Congress, RNG emerged from the recently enacted "One Big, Beautiful Bill" mostly unscathed, with one key provision, the Clean Fuel Production Credit (Section 45Z), extended through 2029. The bill does impose several new restrictions on receiving the credit, such as requiring feedstock to be sourced from the U.S., Mexico or Canada, but this does not appear to affect either of Air Liquide's RNG projects under construction.
Many analysts expect RNG demand to grow substantially in the coming years, and earlier this year a bipartisan group of U.S. senators and representatives reintroduced legislation to bolster its development with a $1-per-gallon tax credit. For more information, see June 19, 2025, article - RNG Demand Drives Development in U.S. Alternative Fuel Industry.
Subscribers to Industrial Info's GMI Project and Plant databases can click here for a full list of detailed reports for projects mentioned in this article, and click here for a full list of related plant profiles.
Subscribers can click here for a full list of reports for active and planned projects worldwide from Air Liquide.
Industrial Info Resources (IIR) is the leading provider of industrial market intelligence. Since 1983, IIR has provided comprehensive research, news and analysis on the industrial process, manufacturing and energy related industries. IIR's Global Market Intelligence (GMI) platform helps companies identify and pursue trends across multiple markets with access to real, qualified and validated plant and project opportunities. Across the world, IIR is tracking more than 200,000 current and future projects worth $17.8 trillion (USD).
