The way I try to describe it, think of a pyramid, I call it the performance pyramid. You have commodity materials at the bottom of the pyramid and you have high performing specialty materials at the top of the pyramid. At Syensqo, all we do is we operate at the top of the pyramid and we’re continually trying to raise the top of that pyramid by bringing newer and newer and more higher performing materials out.
Now you might say, okay, but why doesn’t a data center or a semiconductor manufacturing fab need a specialty versus something in the commodity space? Well, I call it the and, and, and principle. If you just need a polymer or a material that can sit at the table at room temperature and stay there for 10 years and not change, well, there’s a lot of commodity materials that will do that and you don’t have a problem. The minute you start adding requirements, and I call it the and, and, and so if you need a polymer that can handle high temperature and have to have high purity and electrical performance and chemical resistance and plasma resistance and it’s got to have long-term stability, all of these ands, you start moving to the top of the pyramid.
Now what AI is doing with semiconductors, because of the speed at which it’s advancing, it’s requiring semiconductor chips and data centers, the number of requirements are increasing the number of ands which is pushing the limits of the materials. That’s where we come in. And I really believe that advanced materials, they’re no longer just supporting AI innovation, we’re actually increasingly defining what’s going to be possible.
Megan: Right. That’s fascinating. And in terms of rising to that challenge of focusing on that top of the pyramid and that and, and, and principle you’re talking about, could you talk us through perhaps an example or two of those top of the pyramid solutions you’ve created or that you’re working on at the moment?
Mike: Like I said, our focus is enabling higher performance, but it’s also without compromising on reliability or safety. We develop advanced polymers, elastomers, specialty fluids, fluids meaning lubricants and heat transfer fluids, and they’re used throughout the semiconductor manufacturing process and also increasingly in AI data center infrastructure. One example of our work on specialty materials for next generation AI data centers is the work we’re doing around high voltage architectures. Data centers are moving towards high voltage architectures because they can enable greater computing power while also improving energy efficiency. We know that’s a big issue for that segment of the industry, and these high voltage architectures will help them reduce and improve energy efficiency because it reduces energy losses and they can ultimately help lower the environmental footprint of the data centers. And we’re developing new materials that can help them get there.
Another example is our high performing sealing materials found inside semiconductor fabs and wafer tools. If you can picture, many people have seen what a semiconductor looks like during processing. It’s a big, big silicon disc that’s then later diced into the tiny little chips that go into the computer. But that wafer is put inside a giant chamber where it has a very extreme environment, aggressive plasmas, reactive chemicals, and they need higher and higher performing materials. And all of the seals that are around that chamber to keep those gases in the environment inside have to be able to withstand that environment. And that’s what we’re developing and we’re pushing the limits. They’re asking for higher temperatures, more aggressive environment with lower out gassing and purity. And that’s what we’re developing for this industry to allow that next chip to be developed and produced industrial.
Megan: It’s so fascinating that people wouldn’t give much though necessarily to the seal in something like that. As you’re outlining, it’s just absolutely critical in terms of performance. And in developing those solutions, I understand you also looked across different markets to see what may be applicable perhaps in more than one space, and that includes an overlap between the automotive sector and data centers, I understand. Can you tell us a little bit more about that?
Mike: As I mentioned just previously, the data centers are shifting to higher voltage architectures. This is the next generation data center, which can be more energy efficient, but it’s got a higher energy density. The power density increases, which increases temperatures. And many of the material challenges that we will be facing there, we’ve already developed for the automotive industry in electric vehicles. I’ll give you an example of an application. I mean, think about an electric vehicle. The powerhouse in electric vehicle is no longer the motor, it’s the battery. That’s where all the energy sits. And when you’re putting a hundred kilowatts of energy, driving that to the electric motor through wires and through what they call bus bars, you got to get that car up to 60 miles an hour pretty quick. You’re driving massive amounts of energy that’s increasing temperatures dramatically.
