Dow Invests $100 Million to Expand Global LSR Capacity, Bringing Substitution Opportunities for Domestic Medical & Automotive Silicone

Key Sentence: Dow’s new LSR expansion project will be completed in late 2027 to ease global supply shortages, while Chinese manufacturers seize market share via localized cost advantages.

On July 2, 2026, Dow Chemical announced a USD 100 million investment plan to build new LSR production lines in China, the United States and Japan, focusing on high-end medical implant silicone and 800V new energy vehicle high-voltage sealing materials. The project can raise its global LSR output by 35%, alleviating long-term tight supply of high-performance liquid silicone rubber. Against the backdrop of overseas giants expanding capacity, global buyers increase procurement of domestic certified LSR products to realize dual-source supply and reduce reliance on single foreign brands. IATF16949 and ISO10993 certified domestic LSR achieves stable performance matching imported products with lower comprehensive costs. Industry forecast shows the global automotive and medical LSR market will maintain steady growth in the next two years, and domestic silicone enterprises with complete certification systems will continuously expand overseas market share.