Sangdong Mine Emerges as Key Non-China Tungsten Source for Semiconductors Amid Rising Demand and Export Controls
[SMM Tungsten Express] Almonty Korea Tungsten Corp.'s (AKTC) Sangdong mine is emerging as a strategic asset for building a non-China tungsten supply chain for the semiconductor industry. Tungsten hexafluoride (WF6) is a critical specialty gas for 3D NAND, DRAM and HBM deposition processes, with demand rising amid AI-driven growth. China added APT and tungsten oxide to export controls in 2025, tightening supply of high-purity tungsten powder, with electronic-grade WF6 prices reaching RMB 2.5 million/ton by end-June. AKTC is in discussions with major Korean tungsten consumers and plans to commission its tungsten oxide plant by 2028, aiming to establish local processing capability from concentrate to APT to oxide.