Chemours: Chemistry That Connects a Crucial Link in the Domestic Semiconductor Supply Chain

Revitalizing the domestic semiconductor industry is an important goal that depends in part on a supply of U.S.-manufactured fluoropolymers.
Nov 30, 2022 8:05 AM ET

We all know that panicked feeling of reaching for your phone and not finding it where you expected and the immediate sense of relief when it’s back in your hand. We take for granted that these conduits to everything will always be there.

The disruptions caused by the pandemic have made this clearer than ever. The last two years have starkly demonstrated just how exasperating inventory delays can be and just how fragile the supply chain for producing our phones — and laptops, cars, TVs, and countless other devices — really is. Almost everyone has experienced problems with critical goods becoming harder to find, more expensive to buy and slower to arrive.

We have heard the same explanation for the delays at the car dealership, at the mobile device store and from the media: the “chip shortage” meant a shortage of new phones, cars, TVs, and other technology. “Microchips,” or semiconductors, are, of course, at the heart of most technology today. These brains of modern electronics are found not only in consumer appliances and electronics but also in military aircraft and defense systems, electric grids, and cutting-edge healthcare equipment. Semiconductors are core to U.S. national security and economic interests, yet 9 out of 10 of them are manufactured in China and other foreign countries, and they have been increasingly hard to come by as the pandemic has stretched on.

We are now in the midst of a push — led by domestic manufacturers and supported by the U.S. government — to make sure the semiconductors this country needs are manufactured here. As we regrow that manufacturing capability, Chemours’ role in that process is indispensable, if not well known. We are a domestic producer of fluoropolymers, essential materials without which semiconductor manufacturing cannot securely be onshored. For one specific type of fluoropolymer, PFA, Chemours is the only domestic producer.

Semiconductors are core to U.S. national security and economic interests, yet a vast percentage of them are manufactured in China and other foreign countries.

A fluoropolymer is an organic molecule, the backbone of which is the carbon-fluorine bond, the most durable bond in chemistry. Fluoropolymers have unique combinations of attributes that make them highly resistant to corrosion, as they are unaffected by temperature, chemicals, fire, and weather, and they repel water and other substances.

Fluoropolymers are critical to semiconductor fabrication for a variety of reasons, including the sensitive environment in which semiconductors must be assembled and transported. Semiconductors are produced in highly controlled “clean rooms” by workers wearing head-to-toe protective equipment. The introduction of a single strand of hair or dust particle or even a fractional change in temperature or air quality during the manufacturing process can render the chips unusable. Semiconductor manufacturers use fluoropolymers to filter out very small particles from fluids during fabrication and to transport and store these fluids.

Chemours’ PFA fluoropolymers specifically help prevent contamination by serving as the primary material used for the pipe, tubes, valves, pumps, vessels, and tank linings for critical pieces of the fabrication equipment.

Without this Chemours product, U.S. semiconductor manufacturers would be forced to rely on foreign substitutes where possible, creating significant supply chain disruption and risking domestic supply chain security.

Chemours is the only domestic producer of an essential material, without which semiconductor manufacturing cannot securely be onshored.

As America looks to strengthen its semiconductor supply chain, it’s worth remembering a powerful lesson from the shortage that energized this effort: A single link can compromise an entire chain. Bringing semiconductor manufacturing to American shores requires securing and supporting the materials upon which they depend.

Just as “no semiconductors” has meant “no cars,” so “no fluoropolymers” would mean “no semiconductors.”

Critical Chemistries Delivered Responsibly

We are firm believers in the power of advanced chemistry to deliver cutting-edge solutions to industries critical to the United State’s health, prosperity, and security. And at Chemours, we put science first and are driven by our commitment to responsible manufacturing – a responsibility for the environment and a responsibility to you. To us, that means setting ambitious corporate responsibility goals and applying investment, creativity, and energy to achieve them.

As part, Chemours is the first chemical manufacturing company to make a voluntary public commitment to eliminate at least 99% of fluorinated organic compound emissions to air and water from our manufacturing processes by 2030. We know of no other company that has made this public commitment.

The materials and products we create, including fluoropolymers, are already at work enabling transformative innovations like the onshoring of semiconductor manufacturing. And we’re committed to ensuring that progress takes place in the best way possible for people and the planet.

See our progress on how our 6,400 global employees are making chemistry as responsible as it is essential in our 2021 Corporate Responsibility Commitment Report.