On July 5th, a research report from Everbright Securities highlighted that leading domestic fluorochemical enterprises are vigorously expanding their fluorine-based new material ventures, aiming to cultivate a secondary growth engine. Within the semiconductor sector, high-purity electronic-grade hydrofluoric acid (e.g., G5 grade) stands as an essential wet electronic chemical in chip fabrication, a market long dominated by Japanese and U.S. firms. However, in recent years, capitalizing on their integrated industrial chain strengths, domestic companies have successfully overcome the technological hurdles of ultra-clean and high-purity processes. Their electronic-grade hydrofluoric acid has now cleared rigorous certifications from major wafer foundries both at home and abroad, paving the way for large-scale production.

Concurrently, with the burgeoning computational demands of AI, HPC, and hyperscale data centers, the thermal density within these facilities is escalating. Traditional air-cooling solutions are proving increasingly insufficient in high-power-density environments, prompting liquid cooling technology to emerge as the go-to option for efficient heat dissipation. Fluorochemical companies are keenly attuned to this shift and are actively developing high-performance fluorine-based cooling fluids, such as perfluoropolyether (PFPE). These materials boast insulation, non-flammability, and superior thermal management properties, making them indispensable in high-safety, high-power applications like immersion liquid cooling.

Fluorine-based new materials are steering fluorochemical companies towards a profound transformation into high-tech, high-value-added realms.