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As the global infrastructure for artificial intelligence (AI) computing capabilities continues its rapid expansion, the performance demands placed on key materials used in semiconductor manufacturing and data center infrastructure have surged. Guo Yifan, Head of China Oil, Gas & Chemicals Research at UBS Securities, highlighted in a recent report that fluorochemical materials, valued for their distinctive chemical and physical attributes in processes like etching, cleaning, thermal management, and high-frequency transmission, are emerging as a highly valuable segment within the AI hardware industry chain. Nevertheless, the overall market valuation of fluorochemical companies still lags behind that of their counterparts in the electronic chemicals materials sector, indicating that the market may not have fully factored in this structural growth opportunity.
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