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High-End LSR Supply Tightens; AI & EV Thermal Management Grad

Keywords: High-end LSR, thermal conductive silicone, AI server, EV battery, supply shortage

Summary: Demand for high-performance LSR and thermal conductive silicone remains strong; AI server liquid cooling and EV battery thermal management materials are in short supply with 20% premiums.

Details:

Post-holiday demand for high-end functional silicones continues to surge. Thermal conductive silicones (2–8 W/m·K) for AI server liquid cooling and EV battery thermal management are extremely tight, commanding 20%–25% market premiums. Medical-grade LSR (ISO 13485-certified, low-cyclic) and high-temperature resistant (300°C) grades also have steady overseas orders. Hongye Silicone has expanded its high-end portfolio with multiple thermal conductive and medical biocompatible grades, meeting FDA, REACH, and ISO standards.

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High-End LSR Supply Tightens; AI & EV Thermal Management Grad

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