AI Data Center Construction Boom Drives Sharp Growth of Low-Ion Thermal Conductive Silicone
2026,07,14
Keywords: low-ion thermal silicone, AI server liquid cooling, GPU heat dissipation silicone, high-purity electronic silicone, data center silicone supply
Key Sentence: Large-scale construction of global hyperscale AI data centers triggers a rapid surge in demand for ultra-low ion thermal conductive Silicone Encapsulant and gap pads.
On July 14, 2026, global digital infrastructure research institutes released the latest material demand report, showing that submerged liquid cooling solutions for AI servers greatly lift demand for high-purity thermal silicone products. Conventional silicone contains excess free ions that easily interfere with high-density chips, while upgraded low-ion silicone controls ion content below 1ppb with reliable flame retardant and heat transfer performance.
Supported by mass procurement from cloud computing brands, the consumption of AI dedicated thermal silicone surged over 30% year-on-year. Domestic silicone factories complete mass production of this high-end material with obvious cost advantages compared with imported foreign brands.
Industry insiders said overseas server manufacturers actively expand dual-source suppliers from China, and the thermal conductive silicone track will maintain high growth throughout the third quarter, becoming a key profit growth point for electronic silicone manufacturers.