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Linde is the world's largest industrial-gas company by revenue (~USD 33bn FY24), formed by the 2018 merger of Linde AG (Munich) and Praxair (Danbury CT) into an Ireland-domiciled plc with primary Nasdaq listing.
Widely held, no controlling shareholder or state stake. GLEIF's own record for Linde plc (LEI 5299003QR1WT0EF88V51) reports no parent, consistent with Linde plc sitting at the top of its own group — Linde GmbH's GLEIF-reported ultimate parent resolves back to this same LEI — rather than unfiled relationship data. Institutional holders control ~84% in aggregate per 2026 13F-derived ownership summaries; no single holder approaches a blocking stake.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Linde builds/owns/operates on-site air-separation and specialty-gas plants supplying TSMC's Phoenix, Arizona fab complex under a long-term take-or-pay agreement. Linde's own 2021/2026 press releases on this deal (linde.com) describe the customer only generically ('one of the world's largest semiconductor manufacturers'); TSMC is named by trade press (Arizona Technology Council, gasworld) rather than by Linde itself, so treated as secondary rather than company-disclosure.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
2 other tracked dossiers name this company as a counterparty in its own sourced disclosure — this platform never wrote these rows on this company's own page, they are read here inverted from the dossier that disclosed them. This is a partial view: 995 additional named-counterparty rows across the corpus could not be matched to a tracked dossier by name at all (mostly non-Latin legal names), so the true count is higher than what renders here.
The Elec (2026-04-08): '린데와 에어프로덕츠는 이란의 카타르 라스라판 공습 이후 삼성전자와 SK하이닉스에 헬륨 공급 부족에 전면 대응하기로 하고 별도 장기 계약을 맺었다' (Linde and Air Products signed separate long-term contracts with Samsung Electronics and SK hynix); '두 업체 모두 미국 현지에서 원료 헬륨을 가져오는 비중이 높아' and a presidential-office official said the secured volumes are US-origin ('이번에 확보한 물량은 미국산'). Origin US helium sources; destination the buyer's Korean fabs. Trade press only; the article names both suppliers and both buyers jointly without an itemised supplier-buyer matrix. Linde FY2025 report: helium sourced from helium-rich gas streams in the United States.
The Elec (2026-04-08): '린데와 에어프로덕츠는 이란의 카타르 라스라판 공습 이후 삼성전자와 SK하이닉스에 헬륨 공급 부족에 전면 대응하기로 하고 별도 장기 계약을 맺었다' (Linde and Air Products signed separate long-term contracts with Samsung Electronics and SK hynix); '두 업체 모두 미국 현지에서 원료 헬륨을 가져오는 비중이 높아' and a presidential-office official said the secured volumes are US-origin ('이번에 확보한 물량은 미국산'). Origin US helium sources; destination the buyer's Korean fabs. Trade press only; the article names both suppliers and both buyers jointly without an itemised supplier-buyer matrix. Linde FY2025 report: helium sourced from helium-rich gas streams in the United States.
Scope. This section is inverted evidence: each linked dossier wrote the original row about itself, describing its own relationship to this company. It is never a claim this company itself disclosed. Absence here is not evidence of no relationship — most of the corpus has no named-counterparty block at all yet.
This company sits on the supply side for 1 of its 1 materials — a restriction on those is a tailwind, not a headwind.
🇺🇸 US accounts for 33% of severity-weighted pressure.