Everbright Securities: Semiconductor and AI upsurge drives fluorine-containing new materials into a phase of rapid growth

Shenchao TechFlow news, July 5th, Everbright Securities research report believes that domestic fluorine chemical leaders are accelerating the layout of fluorine-containing new materials, focusing on building a second growth curve. In the semiconductor field, high-purity (such as G5 grade) electronic-grade hydrofluoric acid, as an indispensable key wet electronic chemical for chip manufacturing, has long been monopolized by Japanese and American companies. In recent years, domestic companies have broken through the ultra-clean and high-purity process bottlenecks relying on the advantages of industrial chain integration. Electronic-grade hydrofluoric acid has successfully passed the stringent certifications of first-tier wafer foundries both domestically and internationally, and has entered the stage of large-scale production.

At the same time, the rapid increase in computing power of AI, HPC, and hyperscale data centers has led to continuously rising heat density in data centers. Traditional air cooling solutions are gradually unable to meet the demands in high-power-density scenarios, and liquid cooling is becoming the must-have solution for efficient heat dissipation. Fluorine chemical companies are following the trend of efficient heat dissipation and actively deploying high-performance fluorine-containing coolants such as perfluoropolyether (PFPE). With its insulating, non-flammable, and excellent thermal management properties, it occupies an irreplaceable position in high-safety, high-power scenarios such as immersion liquid cooling. Fluorine-containing new materials are driving fluorine chemical companies to deeply transform towards high technical barriers and high added value. (Jinshi)