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New Energy and AI Drive Demand – FSR Plays Critical Role in Liquid Cooling Systems

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New Energy and AI Drive Demand – FSR Plays Critical Role in Liquid Cooling Systems


      As AI computing power explodes and data center power densities rise, immersion liquid cooling is becoming mainstream. However, conventional rubbers swell or degrade in cooling fluids, risking leaks. Fluorosilicone rubber, with outstanding chemical and electrical properties, is emerging as a key enabler for liquid cooling system seals and connections.
      If GPUs are the heart of the AI era, efficient cooling systems are the arteries. In 2026, with large-scale deployment of immersion cooling in hyperscale data centers, a previously “niche” specialty rubber—fluorosilicone—has quickly moved center stage.
      Traditional air cooling cannot handle high-power-density chip heat loads. Immersion cooling submerges server boards directly in specially formulated, non-conductive cooling fluids. Current mainstream coolants are fluorochemicals or specific hydrocarbon oils. While extremely stable, these fluids aggressively swell common rubber materials (EPDM, nitrile). A seal failure causing coolant leakage could destroy expensive servers or create short-circuit fire hazards.
      FSR’s fluorine atoms impart natural resistance to non-polar solvents and fluorochemicals. At multiple data center technology forums in 2026, FSR seals were repeatedly cited as the “standard configuration.” A publicly-listed company focused on high-end organosilicon materials explicitly noted in its fundraising prospectus that its new electronic-grade vinyl silicone oil and terminal hydrogen-containing silicone oil are key precursors for high-performance FSR and fluorosilicone gels. The company’s goal includes providing complete immersion cooling system sealing solutions for AI servers and data centers.
      Beyond immersion cooling, FSR is finding major applications in new energy vehicle thermal management. With the spread of 800V high-voltage platforms, battery packs, drive units, and high-voltage connectors demand higher insulation and flame retardancy. Additionally, refrigerants like R1234yf used in EV heat pumps have extremely high permeability. Conventional chloroprene or hydrogenated nitrile hoses struggle to contain these refrigerants. FSR multi-layer composite hoses, with their dense molecular structure, minimize refrigerant permeation, improving heat pump efficiency.
      In a recent survey, approximately 75% of engineers said they would prioritize FSR for high-voltage connector seals, because it simultaneously meets IP68 water/dust protection and harsh chemical corrosion requirements.
      To meet this explosive demand, upstream producers are adjusting product mixes. Traditional FSR, primarily for aerospace, commands high prices. Large-scale energy and electronics applications require more cost-effective solutions. Manufacturers are optimizing compounds, moderately reducing fluorine content to keep costs manageable while adding heat-stable fillers to ensure long-term high-temperature stability, achieving optimal performance-cost balance.
      As AI infrastructure investment heats up and EV penetration rises, FSR is moving from a high-end niche to a massive new blue ocean market.

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