Chemours

Wilmington, Delaware, United States · chemours.com

Chemours supplies Opteon two-phase immersion cooling fluids for direct-to-chip and immersion cooling systems, qualified by Samsung Electronics.

AI Core · watchlist · score 60

Positioning

Chemours is a diversified chemistry group whose entry into AI infrastructure runs through its Advanced Performance Materials segment and an expanded Liquid Cooling Venture built around Opteon, a portfolio of two-phase immersion and direct-to-chip dielectric fluids. The fluid Opteon 2P50 is a proprietary hydrofluoroolefin announced on 2023-08; the commercial path has been qualification-led rather than volume-led. Samsung Electronics qualified the fluid after roughly a year of testing using a 48U commercial-scale immersion tank with Liquid Stack and PKI Corporation, and 2CRSi qualified it in current-generation servers before signing a Joint Development Agreement on 2026-02-24. Entity-scope matters sharply here: group net sales were USD 5,808 million in FY2025 with a net loss attributable to Chemours of USD 386 million, while the two-phase fluid line recorded initial sales of less than USD 1 million in the second quarter of 2026. The open question is whether a PFAS-family fluid can scale into hyperscale data centers while the group carries large PFAS liabilities and faces an evolving EU regulatory landscape.

Facts, with sources

  • Less than USD 1 million in initial sales of two-phase fluidsRevenue band · SEC Form 8-K
  • Joint Development Agreement with 2CRSiContract · chemours.com
  • Joint Development Agreement with 2CRSi covering Opteon two-phase immersion fluid for direct-to-chip and immersion systemsPartnership · chemours.com
  • Strategic agreement with SRF Limited in IndiaPartnership · SEC Form 8-K

11 facts on file. Members see all of them with the source link.

Scores, AI Core (of 10)

Deployment4
Production4
Commercials4
Progress6
Technology8
Positioning6
Firepower6
Leverage8

Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.

Questions this page answers

What does Chemours do?

Chemours supplies Opteon two-phase immersion cooling fluids for direct-to-chip and immersion cooling systems, qualified by Samsung Electronics. Chemours is a diversified chemistry group whose entry into AI infrastructure runs through its Advanced Performance Materials segment and an expanded Liquid Cooling Venture built around Opteon, a portfolio of two-phase immersion and direct-to-chip dielectric fluids. The fluid Opteon 2P50 is a proprietary hydrofluoroolefin announced on 2023-08; the commercial path has been qualification-led rather t

Where does Chemours rank in ai core?

Chemours is on the AI Core watchlist list of Frontier Tech Intelligence with a score of 60 out of 100, below the Top 100.

Where is Chemours based and when was it founded?

Chemours is based in Wilmington, Delaware, United States.

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