Sanjiv Lamba
CEO of Linde
“electronics is the fastest-growing end market, with the combination of project startups and higher demand tied to hardware associated with AI.”
“we added $1 billion of new electronics wins to the backlog to support the expansion of advanced node fabs invest in U.S.”
“I don't think you will see normalization this year… it'll… probably take us into the early part of next year.”
“countries highly dependent on hydrocarbons coming out of the Middle East have had to scale back industrial activity.”
Sanjiv Lamba
One-line summary: Linde CEO; electronics fastest-growing end market on AI hardware, plus-1B advanced-node-fab electronics backlog, helium normalization slips into early 2027.
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Said
Speaker-attributed claims extracted from diarized sources. Each bullet mirrors one entry in quotes: frontmatter — keep them in sync.
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On picks-and-shovels-leading-edge-fab-buildout:
"electronics is the fastest-growing end market, with the combination of project startups and higher demand tied to hardware associated with AI." — 2026-07-31-earnings-lin-q2-fy2026 (2026-07-31)
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On picks-and-shovels-leading-edge-fab-buildout:
"we added $1 billion of new electronics wins to the backlog to support the expansion of advanced node fabs invest in U.S." — 2026-07-31-earnings-lin-q2-fy2026 (2026-07-31)
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On helium-supply-crisis-semicap, helium-cliff-to-hbm-supply-crunch:
"I don't think you will see normalization this year… it'll… probably take us into the early part of next year." — 2026-07-31-earnings-lin-q2-fy2026 (2026-07-31)
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On helium-supply-crisis-semicap:
"countries highly dependent on hydrocarbons coming out of the Middle East have had to scale back industrial activity." — 2026-07-31-earnings-lin-q2-fy2026 (2026-07-31)
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