At the recently concluded SEMICON West exhibition, SEMI released its latest 300mm Fab Outlook report. It is projected that from 2026 to 2028, global equipment spending on 300mm wafer fabs will reach USD 374 billion. The President of SEMI stated, "The semiconductor industry is entering an unprecedented era of transformation, driven by the huge demand brought by AI technology and the renewed focus on regional autonomy. This is an opportunity for the entire semiconductor industry, and more importantly, a clear signal for the sustained growth of the upstream materials market."

1. Capacity Expansion Drives the Upstream Supply Chain, Creating Broad Market Space for Ultra-Pure Fluorine Material Consumables



As global wafer fab capacity continues to increase, the demand for basic consumables such as high-purity electronic chemicals and functional materials is maintaining steady growth.

Baoshili is an upstream material supplier in the semiconductor industry. Its core product, the Ultra-Clean PFA Tube—known as the "golden blood vessel" in wafer manufacturing—plays a crucial role in the transmission of electronic-grade chemicals.
"A expansion in market capacity has brought us broader development space," a relevant person in charge of Baoshili said. "We are fully prepared to fully support the expansion plans of global customers through reliable production capacity and stable supply."

2. AI Drives Technological Upgrades, Bringing Development Opportunities for High-End Materials



The core driver of this round of capacity expansion comes from high-end applications such as AI chips, which have stricter requirements for advanced manufacturing processes. As manufacturing processes continue to advance, the requirements for the purity, precision, and functionality of consumable products have also been upgraded to a higher level.

Against this backdrop, high-end materials are presented with development opportunities. Baoshili has a solid technological foundation in the field of ultra-clean materials. By using imported high-purity raw materials and supported by independent R&D, it has achieved strict control over metal ions and improved the chemical properties of its products. Ultimately, it has developed a series of semiconductor-grade products that meet the requirements of 300mm wafer fabs, including Ultra-Clean PFA Tubes and Ultra-Clean PFA Connectors.

3. Accelerated Industrial Chain Restructuring, Bringing Development Opportunities for Local Enterprises



Currently, the global semiconductor industry ecosystem is undergoing profound changes, with an increasingly prominent trend of regionalization in the supply chain. Against this background, customers have put forward higher requirements for supply chain resilience, stability, and rapid response capabilities, accelerating the localization process.

As electronic-grade chemical materials move toward purity levels of ppb and above, the production and manufacturing of high-precision chemical transmission fluorine materials in China have become an urgent priority. As a leading domestic enterprise capable of producing semiconductor-grade ultra-pure fluorine materials, Baoshili has successfully overcome multiple key production process challenges, including purity, smoothness, chemical stability, and temperature resistance. It has developed high-specification products that meet SEMI standards and the requirements of advanced semiconductor manufacturing processes, which are now in mass application.

With the continuous expansion of the 300mm wafer market, Baoshili is accelerating the expansion of product models and improving its product system. It aims to provide customers with more comprehensive and high-quality services, and accelerate the autonomy process of China's semiconductor industry.