"Liquid Gold" Underpins the Future of Technology

Amid the surge in AI computing power and the upgrading of high-end manufacturing, electronic fluorinated liquid is emerging from the shadows, becoming the "liquid gold" that underpins the advancement of the tech industry. This fluorinated functional material, thanks to its inertness and heat dissipation properties created by stable C-F bonds, will unlock critical value in multiple fields.

In the semiconductor field, it is the "guardian" of advanced processes. With the expansion of mass production of 3nm and below processes, its high purity enables precise cleaning of nanometer-scale impurities from wafers, while its low dielectric constant is well-suited for precision etching. Demand for high-end products is expected to reach 68% by 2030, making it a core consumable for domestic chip production.

In data centers, it is the "cooling core" of green computing power. Faced with the high power consumption of AI servers exceeding 700W, immersion liquid cooling technology, relying on fluorinated liquid, achieves an ultra-low Power Usage Effectiveness (PUE) of 1.05-1.15. With the advancement of "Eastern Data and Western Computing," the market size in this field is expected to exceed 2.1 billion yuan by 2030, with a penetration rate of nearly 40%.

In the new energy sector, it is the "guardian" of safety upgrades. In 4680 battery packs and energy storage power stations, its high-temperature resistance and insulation properties reduce the risk of short circuits, and it currently accounts for 19.5% of the application market.

Driven by both policies and technology, the iteration of environmentally friendly, low-GWP products is accelerating, and the localization rate has exceeded 58.7%. Over the next five years, this "transparent blood" will not only support the independent control of semiconductor and computing infrastructure, but will also become a key indicator of a country's competitiveness in electronic materials.