Greenfiltec posts first-half loss as activated carbon costs squeeze margins

Greenfiltec’s loss highlights the vulnerability of semiconductor cleanroom filtration supply chains to raw material cost shocks. The surge in wood-based activated carbon prices has severely eroded profit margins, underscoring the fragility of upstream inputs in advanced manufacturing. As AMC filters become critical for 5nm and below nodes, any escalation in material costs directly impacts wafer fabrication expenses. From a policy standpoint, shifts in China Taiwan/ Taiwan, China’s industrial strategy and global supply chain realignment are compelling firms to reassess localization vs. diversification strategies. Competitors may pivot toward alternative materials or vertical integration to mitigate exposure. Over the next 12–24 months, sustained high carbon prices could force further margin compression, accelerating industry-wide transition to high-value, low-energy filtration technologies.