What is Air Liquide's record project backlog, and what proportion of it is attributed to electronics projects?

Air Liquide's project backlog reached a record €6.0 billion, up from €5.5 billion in the first quarter of 2026, spanning more than 70 projects balanced between large industries and electronics; 40% of this backlog is specifically for electronics projects.

How much did Air Liquide commit to electronics-related investments in the first half of 2026, and how does that compare to its full-year 2025 total?

In the first six months of 2026, Air Liquide's electronics project decisions reached over €1.0 billion — which CEO François Jackow stated is '1.5 times our total for all of 2025' — driven almost entirely by artificial intelligence needs across diverse geographies and projects.

Air Liquide reaches record project backlog on AI, electronics surge

Jul 29, 2026

Air Liquide reported a record €6.0 billion project backlog driven by AI and electronics demand, including significant semiconductor gas investments. Meanwhile, helium supply faces challenges due to Middle East disruptions impacting global logistics.

chemweek

2025-10-28

Air Liquide maintains margin outlook as sales rise

2025-11-13

Air Liquide starts up pilot ammonia cracker at Antwerp

2026-01-13

Air Liquide Completes €2.8B Acquisition of South Korea's DIG Airgas

2026-01-16

Air Liquide Acquires DIG Airgas

2026-02-20

Air Liquide extends margin growth goal as sales, profits rise but miss consensus