Everbright Securities says leading Chinese fluorochemical firms are accelerating
deployment of fluorinated new materials to build a second growth curve. In
semiconductors, domestic high‑purity (G5) electronic‑grade hydrofluoric acid —
long dominated by Japanese and US suppliers — has cleared certification at
leading domestic and international wafer foundries and moved into volume
production. Rapidly rising compute from AI, HPC and hyperscale data centers is
increasing heat density, weakening air‑cooling effectiveness and boosting
liquid‑cooling adoption, supporting demand for perfluoropolyether (PFPE) and
other high‑performance fluorinated coolants. PFPE’s insulating, non‑flammable
and superior thermal properties make it essential for immersion and other
high‑safety, high‑power cooling applications. These trends are driving
fluorochemical companies toward higher‑tech, higher‑margin product mixes.
