What does Linde make?

Linde makes bulk gases, electronic specialty gases.

Who are Linde's customers?

Linde's tracked customers include TSMC, Samsung Electronics, Intel, SK hynix, Micron Technology, United Microelectronics (UMC), GlobalFoundries, SMIC, SkyWater Technology.

What part of the semiconductor supply chain is Linde in?

Linde operates in the Specialty Gases segment, where it is a market leader.

Linde

Linde is a leader in the Materials segment of the semiconductor & AI supply chain, headquartered in Woking, GB. Its key customers include TSMC, Samsung Electronics, Intel.

World's largest industrial gas company; major electronics gas business.

Ticker: NASDAQ: LIN
Headquarters: Woking, GB
Employees: 66,323
Revenue: $34.0B (FY2025) · +3.0% YoY
Net income: $6.9B
Operating margin: 26.3%
Market position: leader
Value-chain segment: Specialty Gases
Key products: bulk gases, electronic specialty gases

About Linde

Linde, headquartered in United Kingdom, operates in the Specialty Gases segment of the semiconductor & AI supply chain and is positioned as a market leader there. Its key products include bulk gases, electronic specialty gases. wafergraph maps 9 tracked customers for Linde across the value chain. It has a supply-chain criticality score of 83/100, with 243 companies downstream of it.

Linde is a global multinational chemical company and the world's largest industrial gas supplier by market share and revenue. Founded by German scientist and engineer Carl von Linde in 1879 in Wiesbaden, Germany, the company is now headquartered in Woking, United Kingdom, and registered in Ireland as Linde plc. Linde plc was formed in 2018 through the merger of Linde AG and Praxair, which was founded in 1907 in the United States as Linde Air Products Company.

Role in the chain

Linde is a market leader in Materials (Specialty Gases), headquartered in United Kingdom. World's largest industrial gas company; major electronics gas business.

Diligence questions

The dataset names 9 tracked customers for Linde. How concentrated is demand among those names, and which of them have a documented second source in this graph?
Linde is positioned as a leader in Materials. How replaceable is this vendor on the process step you are buying?
Linde is headquartered in United Kingdom. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
Linde trades as NASDAQ:LIN. What does the latest reported period say about capacity and backlog versus the graph position above?
Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for Linde