AI industry drives a sharp increase in tungsten hexafluoride consumption, scarcity of company layout numbers.

Tungsten hexafluoride has become another dark horse theme in the field of AI racing. Currently, the construction of global computing power infrastructure is accelerating, with HBM as a core component of AI chips, the penetration rate continues to rise. At the same time, 3D NAND flash memory is rapidly iterating towards layer stacking and increasing storage density, directly driving the continuous increase in the consumption of unit wafers of tungsten hexafluoride. In the A-share market, the number of listed companies with tungsten hexafluoride businesses is scarce, including upstream tungsten powder production enterprises, a total of 8 concept stocks. According to Securities TimesData Bao statistics, as of the close on June 10th, the average increase in the price of tungsten hexafluoride concept stocks this year is 177.61%, higher than the popular themes such as optical modules, PCB, AI chips. In terms of trading volume, Data Bao statistics show that as of the close on June 10th, the average daily trading volume of tungsten hexafluoride concept stocks since June is 34.2 billion yuan, an increase of 48.83% from the previous month, showing a significant increase in trading activity.