Episode 458 | Dow Inc.: 128 Years of Innovation — Silicones Powering Thermal Management Solutions for Chips and Vehicles

David Li, Director of Technical Services and R&D for the Asia-Pacific Region, was a guest on Chip Insights. David Li (Guest): Thank you, Huanshi, for the introduction. It’s truly a pleasure to join Chip Insights today and connect with all of you. First, Dow is a materials company with a 128-year legacy, deeply committed to innovation. The Dow Silicones Solutions business unit—formerly Dow Corning—has over 80 years of expertise in the silicone industry and has consistently ranked as a global leader in both silicone technology and market presence. Following Dow Corning’s reintegration into Dow, its product portfolio was fully merged with Dow’s broader offerings. Today, we are even more confident in delivering superior thermal management solutions for automotive electronics and consumer electronics. It is therefore a great honor to share insights and engage in dialogue with you and the listeners of Chip Insights. Huanshi (Host): Dr. Li has succinctly unveiled Dow Silicones’ history—and I believe the most critical point is its extraordinary longevity. For any materials company aiming to excel, sustained commitment over decades—or even centuries—is indispensable. David Li (Guest): Absolutely. Companies like Dow and DuPont exemplify this: they combine deep-rooted heritage with an unwavering focus on innovation. To sustain healthy long-term growth—especially across 100 or even 200 years—their product portfolios must continuously evolve and optimize. Take Dow, for instance: it began in chlor-alkali chemistry, but as that sector matured into a commodity business with shrinking margins, Dow divested those operations. Over its 128-year journey, Dow has undergone multiple rounds of business integration and restructuring—always refining its focus toward delivering innovative, high-value solutions for customers. In enabling customer success, Dow simultaneously achieves its own profitability and growth—a recurring cycle at the heart of Dow’s evolution. Huanshi (Host): I find Dow’s continuous renewal profoundly inspiring. Last year, I spoke with a state-owned enterprise in Guangxi grappling with the decline of the chlor-alkali industry and struggling to chart a path forward. My research confirmed that this sector is indeed becoming obsolete. Against such a backdrop, Dow’s ability to constantly reinvent itself—and still capture dominant market shares in targeted applications—must stem from uniquely powerful drivers. Today, our focus is silicone materials. Let me begin with a technical question: From my understanding, specialty materials like silicones play indispensable roles in chip packaging and bonding processes. The semiconductor industry’s relentless pursuit of miniaturization intensifies under Moore’s Law, driving foundries like TSMC to achieve 2nm and 3nm process nodes. Yet as chips shrink, thermal dissipation becomes exponentially harder—posing ever-greater challenges for associated materials. From your vantage point in the materials industry, how do you view these constraints imposed by chip miniaturization? Can we transcend the limitations of Moore’s Law to meet increasingly stringent size requirements? Or conversely, is there a consensus on a physical threshold—beyond which these thermal challenges become insurmountable?

Global Top 78 Immersion Liquid Cooling Suppliers — A Comprehensive Compilation (Highly Recommended for Bookmarking)

Hangzhou Ink Intelligent Technology Co., Ltd. has rapidly grown in the liquid cooling sector through innovative products and core intellectual property. Its single-phase immersion liquid cooling technology employs a proprietary synthetic oil coolant, ensuring high-efficiency heat dissipation and long-term stability. This technology has been successfully deployed in over one thousand units of its single-phase immersion liquid-cooled air-liquid integrated servers. Meanwhile, Ink’s cold plate liquid cooling CDU (Coolant Distribution Unit) has also demonstrated strong performance: orders for 2025 exceed RMB 100 million, achieving large-scale application. The CDU features a high-efficiency brazed-plate heat exchanger and intelligent PLC control, supports remote monitoring, and meets the demands of high-density data centers and energy efficiency goals. These advantages collectively strengthen the company’s competitiveness in the liquid cooling market—particularly within rapidly expanding sectors such as AI computing power and energy storage. 07 Xingzai Technology Xingzai Technology—a wholly owned subsidiary of Xinglin Group dedicated exclusively to single-phase immersion liquid cooling—provides end-to-end integrated solutions for next-generation liquid-cooled AI Data Centers (AIDC), covering R&D, manufacturing, construction, deployment, operations & maintenance, and after-sales service. The company has independently developed a highly safe, reliable, and stable dielectric coolant characterized by extended service life, non-volatility, non-toxicity, non-hazardousness, and zero corrosivity—resulting in significantly lower maintenance costs. This coolant has earned consistent recognition from leading chip and server manufacturers. Supporting rack-level power densities exceeding 100 kW per cabinet, it has already achieved large-scale deployment, with PUE < 1.1. 08 Xinhan Intelligent Xinhan Intelligent is a domestic innovator mastering adaptive two-phase liquid cooling intelligent control technology. It has developed an integrated solution combining two-phase flow-state sensing and intelligent control, successfully applied in next-generation two-phase immersion and two-phase cold plate thermal management systems. Its proprietary two-phase immersion liquid cooling technology delivers breakthrough advantages—including excellent structural sealing integrity, highly efficient refrigerant screening and testing capabilities, and an in-house-developed phase-change heat transfer control system—enabling single-rack power densities up to 400 kW and PUE below 1.1. Prototype applications and industrial validation have already been completed at several industry-leading enterprises. 09 Huisuan Yungu Shanghai Huisuan Yungu Technology Co., Ltd. is a leading domestic provider of full-stack liquid cooling solutions. Centered on advanced immersion liquid cooling technology, the company serves cutting-edge fields including intelligent computing centers, edge computing, telecom base stations, new-energy vehicles, and energy storage systems—delivering customized liquid cooling equipment and system-level solutions. Leveraging end-to-end capabilities—from thermal simulation and analysis, modular design, and turnkey delivery to full-lifecycle O&M management—Huisuan Yungu has established a robust liquid cooling application ecosystem spanning diverse scenarios and industries. To date, the company has partnered with numerous top-tier domestic enterprises to successfully deploy small-scale liquid-cooled data center projects, laying a solid foundation for future large-scale liquid-cooled facilities. It has also collaborated with leading domestic energy storage system integrators to jointly develop and pilot-run single-phase immersion liquid-cooled energy storage systems—significantly enhancing system safety and energy efficiency. Furthermore, in partnership with universities and research institutes, Huisuan Yungu has innovatively launched an integrated edge-computing liquid-cooled cabinet, now entering large-scale commercial rollout. 10 GRC Green Revolution Cooling (GRC) is a pioneer in immersion liquid cooling technology and built the world’s first commercial immersion liquid-cooled data center. Its single-phase immersion liquid cooling technology uses synthetic oil-based coolants, offering dual advantages of electrical insulation and low volatility.

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