Linde (Nasdaq: LIN) has been awarded a long-term agreement to supply ultra-high-purity industrial gases to a semiconductor manufacturer, the company announced in a press release. The customer was not identified.

Under the agreement, Linde will invest $1 billion to expand its existing industrial gases complex in Phoenix, Arizona, to support the customer's semiconductor manufacturing expansion there. The company will build, own, and operate two new SPECTRA® air separation units (ASUs) at the site, adding to three existing units already in operation.

The expansion is intended to increase Linde's supply of ultra-high-purity nitrogen, oxygen, and argon for two new semiconductor fabrication facilities at the Phoenix complex.

Separately, Linde LienHwa, Linde's joint venture in Taiwan, has been selected by the same unnamed customer to supply industrial gases to new semiconductor manufacturing and advanced packaging facilities across multiple sites in Taiwan. Linde LienHwa plans to invest approximately $800 million to build, own, and operate several ASUs and hydrogen production units for that work.

"Advanced semiconductor manufacturing depends on the reliable supply of gases at exceptional levels of purity," said Armando Botello, President of Linde Gases, US.

Linde reported 2025 sales of $34 billion.