AI Flywheel Drives Semiconductor Growth in 2H25 Accelerated Development of Localization for Wet Electronic Chemicals

Recently, China International Capital Corporation (CICC) released the “Semiconductor and Components Outlook for H2 2025: AI Flywheel Accelerates”. The report points out that AI has become the core engine of industry innovation, and a positive cycle of the “computing power-model-application-data” flywheel is taking shape. The import substitution of cloud computing power chips continues to advance, with domestic manufacturers gradually breaking through the barriers of major customers under supply chain constraints; the localization substitution of RF front-end modules (LPAMiD) and analog chips (industrial/automotive grades) has entered a critical period, with leading enterprises rapidly increasing their market share.

In the field of semiconductor equipment and materials, leading companies have robust backlogs of orders, and the localization rate of mature processes has significantly improved, with advanced process materials (such as CMP consumables, electronic specialty gases) undergoing accelerated verification.

1. Advanced Processes: Material Purity Challenges Driven by AI

The localization of semiconductor materials is shifting from “single-point breakthroughs” to “full-chain penetration”. The report emphasizes that the growth logic of semiconductor materials in the second half of 2025 will be driven by three major engines, including the expansion of mature process production capacity, the expansion of advanced memory production, and the acceleration of localization of advanced materials. As the localization rate of CMP consumables, electronic specialty gases, and wet chemicals in mature processes has significantly increased, their penetration into advanced processes will be accelerated.

AI is driving an increase in chip complexity, indirectly raising the bar for material purity. The demand for extreme optimization of performance, power consumption, and area (PPA) in AI chips (such as TPU, NPU, etc.) is 推动 chips to evolve towards the 3nm node. As transistor sizes shrink, any trace impurities may cause short circuits, leakage currents, or performance degradation. Therefore, the purity requirements for key chemicals such as photoresists, etching gases, and cleaning fluids have increased from the ppm level to the ppb or even ppt level.

2. Localization Solutions for Semiconductor-Grade Packaging Materials

As core materials for wafer cleaning and etching, contamination control in the transportation and storage of wet electronic chemicals has become a key bottleneck in localization. Ultra-clean packaging materials (such as PFA pipes, HDPE containers) need to meet SEMI G4 or even G5 standards.


In response to the high purity requirements of wet electronic chemicals, Baoshili has launched a series of semiconductor-grade packaging consumables, covering the entire chain of chemical transportation and storage. The products include Ultra-Clean PFA Tube, Ultra-clean PFA fittings, and Ultra-Clean HDPE Drum. Among them, multiple models such as Ultra-Clean PFA Tube and Ultra-clean PFA fittings have passed metal ion verification tests, meeting the SEMI F57 standard, and the 200L Ultra-Clean HDPE Drum (G5 grade) has entered the product verification stage.


90 degree equal diameter elbow Connector


3. Domestic Substitution Enters the "Deep Waters"

With the high capacity utilization rate of domestic leading fabs and the advancement of expansion plans, the demand for domestic wet electronic chemicals and supporting packaging materials will continue to grow. According to the latest forecast from WSTS, the global semiconductor market size will reach $700.9 billion in 2025, a year-on-year increase of 11%.

Under the "China for China" trend, the localization process in the material sector will develop in depth towards high-value-added fields - from basic chemicals to high-end packaging consumables, from mature processes to advanced logic/storage chip production lines, and a full industrial chain collaborative upgrade has already taken shape.


Baoshili Cleanroom Wiper – Ultra-Clean Solutions for the Semiconductor Industry

Semiconductor manufacturing processes have extremely high requirements for the cleanliness of the production environment. Tiny particles and trace ionic contaminants can lead to a significant drop in yield. The semiconductor industry's demand for cleanroom wipers has evolved from simple wiping tools to key consumables that ensure process stability and yield.




1. Requirements for Cleanroom Wipers in Advanced Processes

  • Ultra-high cleanliness level:
Must meet Class 10 and above cleanroom standards, effectively control particle release, and comply with the strict cleanliness requirements of high-precision industries such as semiconductor manufacturing.

  • Minimal chemical elution:
Strictly control the elution of specific ions such as sodium (Na⁺) and chloride (Cl⁻), as well as Non-Volatile Residue (NVR), to prevent chemical contamination from affecting device performance.

  • Excellent physical properties:
Possess good liquid absorption capacity and contaminant adsorption efficiency; feature high strength, low particle generation, and good wear resistance to ensure that fibers do not easily fall off during repeated wiping.

  • Broad chemical compatibility:
Able to withstand high-purity solvents commonly used in semiconductor manufacturing, such as Isopropyl Alcohol (IPA), ethanol, and deionized water, while maintaining stable performance.

2. Technical Advantages of Baoshili Cleanroom Wipers

Different from ordinary cleanroom wipes, Baoshili Cleanroom Wipers are upgraded "ultra-clean" solutions specifically designed for high-tech electronics industries such as semiconductors. With superior product characteristics and innovative independent technologies, they are more suitable for the needs of advanced semiconductor processes. Their advantages are reflected in the following aspects:




  • Superior micro-contaminant control:
Operations are carried out in Class 10 cleanrooms, and ultra-pure water cleaning is used to effectively remove ionic residues; in terms of process, anti-fiber shedding technology is adopted, combined with hot cutting, laser, and ultrasonic edge-sealing technologies to prevent edge debris.

  • Precise static voltage control:
Baoshili anti-static wipes are woven from anti-static fibers and polyester fibers, effectively preventing breakdown of nanoscale circuits and thus ensuring device yield.

  • Excellent liquid absorption performance and physical structure:
Adopt continuous weaving technology, using 100% polyester fibers or microfibers, making the surface of the cleanroom wiper soft to avoid damage to the surface of wafers and devices. At the same time, it has strong water absorption capacity, enabling effective cleaning of devices.

3. Applications of Cleanroom Wipers in the Semiconductor Industry

Currently, Baoshili has become a qualified supplier to many world-leading wafer foundries. The products are widely used in key process links such as advanced logic chip and memory chip manufacturing lines, as well as compound semiconductor production. Their performance and reliability have been verified by customers over the long term. Their application scope includes:

  • Precision component cleaning:
In the semiconductor manufacturing process, cleanroom wipers are used to remove tiny particles, organic residues, and metal ions from the surface of precision components, ensuring their surface cleanliness.

  • Equipment cleaning:
Clean dust, oil stains, and metal debris inside semiconductor production equipment to prevent contaminants generated during equipment operation from spreading to the wafer surface and affecting product quality.

  • Cleanroom environment maintenance:
Regularly wipe surfaces such as cleanroom walls, floors, and workbenches to maintain the high cleanliness of the cleanroom, reduce the concentration of suspended particles in the air, and provide a stable dust-free environment for semiconductor manufacturing.

Baoshili is committed to providing high-performance and highly reliable cleanroom wiper products for the semiconductor industry. We will continue to invest in R&D and production, strictly adhere to quality standards to meet the evolving cleanliness needs of advanced processes, and become a trustworthy partner for customers.


Faster, Safer Rust Jobs That Actually Last

Why Your Metal Jobs Keep Failing
Let's face it - most rust treatments are:
💸 Money pits (constant rework)
⏳ Time wasters (endless prep work)
🤒 Health hazards (toxic fumes)

The Profit-Friendly Alternative
Water-based metal paint changes everything:

Speed Advantage

  • 50% faster than oil-based systems

  • No solvent smell means no work stoppages

  • Dries fast enough for same-day completion

Durability Payoff
✔ 3x longer lifespan than conventional paints
✔ Withstands industrial environments
✔ UV-resistant colors stay true

The Math That Matters

Traditional Paint Water-Based Metal Paint
3-day job 1-day job
$1,200 materials $900 materials
1-year warranty 5-year warranty

Pro Application Secrets
🔧 Use angular brush for tight corners
🔧 Layer thickness matters - 3 thin coats > 1 thick one
🔧 Ideal for:

  • Factory equipment

  • Metal roofs

  • Structural steel

Bottom Line
This isn't just another paint - it's your ticket to:
✔ More profitable jobs
✔ Happier clients
✔ Fewer callbacks

From Rust Bucket to Like New

The Maintenance Trap
You know the drill:
🔧 Spend weekends scraping rust
🔧 Apply temporary fixes
🔧 Watch corrosion return faster each time

What if you could break this cycle permanently?

Science Behind the Solution
This isn't just paint - it's a rust stabilization system:

How It Works

  1. Tannin Technology - Locks rust molecules in place

  2. Active Corrosion Inhibitors - Prevent new rust formation

  3. Flexible Acrylic Matrix - Moves with metal's expansion

Performance You Can See
✔ Withstands salt spray (1000+ hours in ASTM B117)
✔ Maintains color vibrancy for 5+ years
✔ Adheres to pitted surfaces other paints reject

Application Made Simple

  1. Clean - Remove loose debris (no need for shiny metal)

  2. Brush/Roll/Spray - Any method works

  3. Protect - Full cure in 24 hours

Case Study: The Bridge That Wouldn't Die
A 1940s steel bridge was slated for demolition due to rust. After treatment:
✔ Structural integrity restored
✔ $2.3 million replacement avoided
✔ Still standing strong 7 years later

How Expansion Rate & Size Make or Break Your Leak Repair

The Contractor’s Dilemma: Why Some ‘Quick Fixes’ Fail

You spray a foam sealant into a basement wall crack. It expands… but not enough to fill the void. Or worse—it expands too much, warping the wall. Now you’ve got:
💸 Angry clients demanding rework
🚧 More damage than the original leak

The Science of Smart Expansion

Not all foams are equal. Here’s what matters:

1. Expansion Speed

  • <30 seconds: For gushing leaks (pipe bursts)

  • 1–2 minutes: For controlled applications (wall cracks)

2. Final Expansion Size

  • 10–15x: Ideal for hairline cracks (0.5–3mm)

  • 20–30x: For large voids (e.g., behind loose tiles)

3. Cured Density

  • High-density (30+ lb/ft³): Structural repairs

  • Low-density (10–20 lb/ft³): Non-load-bearing seals

Case Study: The Bridge That Couldn’t Be Closed

A highway overpass leaked saltwater onto traffic below. Crews used slow-expanding, high-density foam:

  • Precision-filled cracks without overexpansion

  • Cured in 20 minutes under traffic vibration

  • No return leaks in 3+ years

Pro Tip

Match the foam to the crisis:

  • Rapid, low-density: Emergency pipe leaks

  • Slow, high-density: Foundation cracks

How Polyurea Grout Saves Cities Millions on Crumbling Infrastructure

The Hidden Crisis: America’s Failing Pipes and Foundations
Every year:
🔧 240,000 water main breaks occur
💧 6 billion gallons of treated water are lost
💰 Cities spend $1M/mile replacing pipes

Traditional repair methods? Excavation, traffic nightmares, and budget overruns.

How Polyurea Grout Fixes Pipes Without Digging

  1. Robotic Inspection: Cameras locate cracks and leaks.

  2. Precision Injection: Polyurea is sprayed inside pipes, forming a seamless, structural liner.

  3. Instant Seal: Cures in minutes, restoring full function.

Why Municipalities Love It
✔ 60% cheaper than pipe replacement
✔ 50+ year lifespan (vs. 15-20 for new pipes)
✔ Zero surface disruption—no road closures, no angry citizens

Real Results: LA’s $380M Savings
Los Angeles rehabilitated 14 miles of sewer lines with polyurea grout:
✔ Finished 18 months early
✔ Avoided 3,000+ traffic delays
✔ Saved taxpayers $380 million

"We fixed pipes under downtown without closing a single street."
— City Engineer, Los Angeles DPW

The Future of Leak Repair
Stop digging. Start injecting.

How Pros Stop Leaks in 5 Minutes Flat

The Hidden Cost of ‘Waiting for the Plumber’

A small leak in a hospital’s ceiling drips onto sensitive equipment. Every hour of delay means:

  • $18,000 in damaged assets

  • Patient safety risks

  • Regulatory violations

Traditional repair timelines:
🕒 4+ hours for epoxy to cure
🕒 Days to schedule specialty contractors

The 5-Minute Protocol for Leak Emergencies

  1. Locate the Source

    • Follow water trails upward (most leaks originate higher than the drip point)

  2. Choose Your Weapon

    • Cartridge injectors: For cracks 1–10mm wide

    • Spray nozzles: For large surface seepage

  3. Apply with Precision

    • 45° angle injection ensures foam penetrates deep

    • Layer technique for gaps >5mm (apply, wait 30 sec, repeat)

  4. Verify the Seal

    • Water flow should stop within 90 seconds

    • If not, re-inject with high-expansion formula

Real-World Speed Fix

A luxury hotel’s penthouse pool leaked into a $10M art gallery below. Maintenance used hydrophobic foam:

  • Injected at 11:23 PM

  • Leak stopped by 11:26 PM

  • Gallery opened next morning

The New Rule of Emergencies

If it takes longer than brewing coffee to fix, you’re using the wrong product.

How to Choose the Right One for Your Leak

The Contractor’s Dilemma: Picking the Wrong Cure Time

You inject grout into a basement wall crack, expecting it to set in 30 seconds—but it stays runny. Meanwhile, water keeps gushing in. Or worse: It hardens too fast, clogging your injection hose before reaching the leak.

Sound familiar?

The Science Behind Cure Speed

Water-soluble PU grout comes in two lifesaving variants:

1. Fast-Set (20–90 seconds)
✔ Best for: Gushing leaks, pressurized pipes, active water flow
✔ Expansion: 10–15x (fills cracks tightly)
✔ Use Case: A burst pipe in a hospital basement

2. Slow-Set (5–20 minutes)
✔ Best for: Deep cracks, voids, or precision applications
✔ Expansion: 3–5x (controlled spread for large gaps)
✔ Use Case: A leaking underground parking garage slab

Pro Tip: The "Layered Injection" Technique

For large or deep cracks:

  1. First pass: Slow-set grout to fill the void

  2. Second pass: Fast-set grout to seal the surface

Case Study: The Bridge That Couldn’t Be Shut Down

A highway overpass leaked saltwater onto traffic below. Engineers used:

  • Slow-set grout to fill internal voids

  • Fast-set grout to seal surface cracks
    Result:

  • Zero traffic disruption

  • Leak stayed sealed for 5+ years

The Takeaway

Match the grout to the leak—or pay the price in callbacks.

How to Waterproof Concrete 3x Faster Without Callbacks

Time = Money (And You're Losing Both)
Every concrete repair job seems to follow the same painful pattern:

  1. Apply rigid coating

  2. Watch it crack next season

  3. Get angry callback from client

There's a better way.

Why Smart Contractors Switched
Multi-elastic polyurethane coating delivers what others can't:

Speed Advantage:

  • Touch-dry in 90 minutes

  • Full cure in 4 hours

  • Recoat same day

Performance Perks:
✔ 10-year warranty available
✔ Withstands -30°C to 80°C
✔ Resists wind-driven rain perfectly

But It's Not Magic:

  • Surface must be clean and sound

  • Minimum 10°C application temperature

  • Requires special primer for very porous concrete

Pro Application Tips:
🔧 Use a 3/8" nap roller for best coverage
🔧 Add sand to final coat for slip resistance
🔧 Ideal for:

  • Parking garage walls

  • Bridge abutments

  • Hotel facades

The Bottom Line:
This isn't just another coating - it's your ticket to:
✔ Fewer callbacks
✔ Happier clients
✔ More profitable jobs

How Water-Based Metal Paint Saves Corroded Surfaces

The Rust Problem You Can't Ignore
That flaky, orange nightmare on your metal railings isn't just ugly - it's structural suicide. Traditional rust solutions? They either:
✖ Require back-breaking sanding
✖ Use toxic primers that make workers sick
✖ Fail within a single season

Meet the Game-Changer
Water-based metal paint isn't your grandpa's rust solution. This advanced coating:

✅ Converts existing rust into stable compound
✅ Bonds directly to corroded metal (no full stripping needed)
✅ Provides 5-8 year protection with proper application

Why It Works Where Others Fail

  1. Rust-Activated Formula - Chemically transforms corrosion

  2. Fast-Drying - Touch dry in 30 minutes, recoat in 2 hours

  3. Rich Color Options - From industrial gray to vibrant reds

Real-World Miracle
A coastal ferry terminal's rusted handrails were:
✔ Stabilized in one workday
✔ Still rust-free after 4 years of salt spray
✔ Saved $28,000 in replacement costs

"We stopped the rust cycle without shutting down operations."

  • Maintenance Supervisor, Seattle Port Authority

Application Pro Tips

  1. Surface Prep Matters - Remove loose rust with wire brush

  2. Layer It Right - 2-3 coats for maximum protection

  3. Timing Is Key - Apply between 50-90°F for best results