Accelerate Semiconductor Domestic Substitution Across the Entire Industrial Chain

2025-12-16

Recently released "Recommendations of the Communist Party of China Central Committee on Formulating the 15th Five-Year Plan for National Economic and Social Development" (hereinafter referred to as the "15th Five-Year Plan Recommendations") emphasizes strengthening original innovation and tackling key core technologies. It proposes improving the new nationwide system, adopting extraordinary measures, and promoting decisive breakthroughs in key core technologies in key fields such as integrated circuits across the entire industrial chain.

According to analysis by China International Capital Corporation (CICC), during the 15th Five-Year Plan period, the global geopolitical landscape will undergo profound adjustments, characterized by accelerated supply chain restructuring, continued strengthening of technological barriers by some countries, and a significant rise in demand for key industrial chain security. Against this new geopolitical backdrop, the semiconductor industry—an essential cornerstone of the information technology industry—will see an increasingly prominent trend toward localized production. It is expected that during the 15th Five-Year Plan period, domestic production capacity for advanced process nodes will achieve sustained and substantial growth. This growth will benefit from the successive commissioning of new domestic wafer fabs and the capacity ramping of existing fabs, as well as the supporting capabilities of upstream industrial chain links such as equipment and materials. Meanwhile, the yield rate of advanced processes will continue to improve with the accumulation of process optimization experience, breakthroughs in core technical bottlenecks, and the maturity of professional technical teams. In this context, enterprises engaged in advanced logic chips and advanced memory chips, as well as the complete industrial chain covering chip design, manufacturing, packaging and testing, and upstream materials and equipment, will directly benefit from market opportunities brought by capacity expansion and yield improvement.

In response to the 15th Five-Year Plan Recommendations, Baoshili will accelerate breakthroughs in industrial chain collaboration and independent innovation, expedite the R&D of semiconductor-grade chemical packaging and transmission materials, expand product models, and help enhance the collaborative efficiency and supply chain autonomy of China's semiconductor industry chain.

01. Based on Technological Innovation: From "Usable" to "High-Performance"

With over 20 years of deep engagement in the cleanroom consumables sector, Baoshili has continuously enriched its product portfolio—from Cleanroom Wipers and Ultra-Clean PFA Tubes/Connectors to Ultra-Clean HDPE Drums. Its business scope has gradually expanded from high-tech fields to semiconductor manufacturing, with a continuously improved product matrix, achieving a transformation from "usable" to "high-performance." To date, Baoshili has accumulated more than 70 independent R&D patents and has been certified as a "National High-Tech Enterprise" and a Shanghai "Specialized, Refined, Characteristic, and Innovative" Small and Medium-sized Enterprise, establishing itself as a leading domestic high-tech manufacturing enterprise.

02. Deep Dive into Cleanroom Consumables to Promote Industrial Chain Collaboration

Taking Ultra-Clean PFA tubes and connectors as an example—known as the "golden pipelines" for transporting high-purity chemicals in semiconductor manufacturing—their performance directly affects process cleanliness and product yield. Due to their excellent corrosion resistance, temperature resistance, and chemical inertness, PFA materials have become the preferred choice for transmitting electronic-grade chemicals in high-end fabs. As process nodes advance, higher requirements are placed on chemical purity, with Grade G5 having become the standard for advanced processes. Correspondingly, the control of metal ion content in transmission pipelines must reach the ppt (parts per trillion) level.

Meeting this high standard, Baoshili is one of the few domestic enterprises capable of producing semiconductor-grade high-purity Ultra-Clean PFA tubes and connectors. It is committed to breaking the monopoly of foreign manufacturers in key consumables, promoting the autonomy and controllability of packaging and transmission links, and enhancing the overall collaborative capacity of the industrial chain.

03. Remarkable Cleanliness Achievements, Accelerating Semiconductor Domestic Substitution

Currently, Baoshili's ultra-clean product series have achieved technological breakthroughs in tube/connector manufacturing processes, passed verification by major domestic semiconductor manufacturers, and entered the mass application phase. In the future, the company will continue to expand its product matrix, develop consumables with higher cleanliness levels and stronger process adaptability, actively respond to the strategic deployment of industrial chain collaboration outlined in the 15th Five-Year Plan Recommendations, assist in the comprehensive domestic substitution of semiconductor materials, and contribute to the independent development of China's semiconductor industry.

Hot Tags : Ultra-Clean PFA Tube Ultra-Clean HDPE Drum Cleanroom Wiper

Blog