钌的价格已从2025年初的每盎司约560美元飙升至2026年9月的近1950美元，这得益于电子产品和硬盘需求的增长。尽管由于中国产能过剩，目前化学品行业的需求有所下降，但预计将会复苏。该金属独特的性能，如高熔点和窄宽度下的低电阻率，使其成为2纳米节点以上先进芯片布线中替代铜的有力候选者，并已在硅通孔和埋式电源轨方面得到应用。尽管价格上涨，但矿商的增产能力有限，因为钌主要是在南非铂金开采的副产品，其收入贡献相对较小。 AI
影响 钌在先进芯片制造中日益增长的重要性可能会加速下一代半导体的开发。
排序理由 该集群详细介绍了关键工业材料的价格大幅飙升以及供需动态，该材料具有新兴的高科技应用。
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At $1,950 an ounce, annual primary supply is worth about $2 billion. Miners have little scope to increase production as demand grows. Add a chemical recovery to the long-term growth in electronics, and the shortage gets harder to fill. Ruthenium to the moon! (5/5)
Demand already exceeds supply, even with chemicals, its largest end market, in a downturn. Johnson Matthey expects demand of 1.193 million ounces against primary supply of 977,000 ounces in 2026. Chemical demand is forecast to fall 16%, largely because Chinese nylon producers htt…
Higher prices give miners little reason to produce more ruthenium. Most comes from South African platinum mines, where it is recovered as a byproduct. It accounted for just 3.3% of Sibanye-Stillwater's platinum group metal revenue in 2025, so mining plans still depend chiefly on
As chip wiring shrinks, the layers that stop copper from spreading into surrounding materials take up more of the wire. Ruthenium can work without copper's diffusion-barrier stack, and its resistivity rises less sharply as the wire narrows. At widths around 17nm and below, it can
Ruthenium has risen from about $560 an ounce in early 2025 to dealer quotes near $1,950 this September. It is a key material in hard drives, with new use cases also emerging. (1/5)🧵 https://t.co/WvdZq5Y1ov