Core Insights - Henkel has officially announced the commercialization of its high thermal conductivity silicone-based liquid thermal interface material, Loctite TCF 14001, designed specifically for 800G and 1.6T optical transceiver technology, achieving a thermal conductivity of 14.5 W/m·K, placing it among the top tier of current liquid thermal interface materials [2][3]. Group 1: Product Features - Loctite TCF 14001 exhibits exceptional thermal conductivity and low volatility, with siloxane volatile content below 100 ppm, effectively preventing contamination of optical components and eliminating optical path interference risks [5]. - The material's unique filler technology provides stable flow properties and high-precision automated dispensing capabilities, while its strong interface adhesion and tolerance to gap variations ensure stable thermal performance even under high thermal load conditions [5]. Group 2: Market Potential - The market value of Loctite TCF 14001 extends beyond AI data centers, with applications expanding into telecommunications equipment, electric vehicles, power generation systems, and industrial automation [5]. - The thermal interface materials industry is experiencing rapid growth, with global market size projected to reach 35 billion yuan by 2025 and potentially rise to 55 billion yuan by 2030, positioning Henkel's new product as a significant competitive advantage in the high-end market [5]. Group 3: Industry Impact - The commercialization of Loctite TCF 14001 represents a technological upgrade for Henkel in the thermal management materials sector and is expected to accelerate the large-scale application of 800G/1.6T optical modules, providing essential material support for the stable operation of AI computing infrastructure [5].