As the Sino-US trade war imposes a 25% tariff on chemical products, the import cost of high-end coating material polysilazane has surged by 30%, and the domestic semiconductor and 5G base station fields are facing supply chain pressure. Domestic companies such as Chenguang New Materials have accelerated research and development, and its new high-temperature resistant polysilazane has passed the Huawei base station equipment test, filling the gap in AI server heat dissipation coating technology. Experts pointed out that trade barriers have forced domestic companies to break through the "stuck neck" technology, but small and medium-sized coating factories are still facing the risk of raw material supply interruption in the short term. It is worth noting that in the data center liquid cooling solution recently announced by OpenAI, polysilazane coating is listed as a key material, highlighting the strategic value of this field.
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