瑞典化学监管机构ChemSec发布调查报告，揭示全球十大PFAS生产商计划大幅增加产能，以满足人工智能产业对这类化学物质的需求1。这些永久性化学物质在半导体制造和数据中心冷却系统中应用广泛，但因其无法在自然中降解且与癌症等疾病相关而备受关注1。
调查显示，十大PFAS生产商中几乎所有公司都计划增加产能，其中包括Daikin、Arkema和Chemours等主要制造商1。Arkema在肯塔基州投资6000万美元建设新的制冷剂生产单位1。与此同时，部分企业采取了相反立场：BASF承诺到2028年退出PFAS生产，Archroma则转向推广无PFAS替代品1。
环保人士对产量增加表示担忧，认为这将威胁欧洲、英国和美国部分地区的PFAS限制措施1。值得注意的是，超过99%的全球人口血液中已检测出PFAS1，而PFAS在芯片制造中的应用涉及多达1000个纳米级工艺步骤1。此外，Chemours公司曾因PFAS泄露被判赔偿4.5亿美元1。
ChemSec执行主任Anne-Sofie Bäckar警告称："除非政府和监管机构坚持快速淘汰，否则将面临新一波永久性化学物质"1。
Swedish chemical regulator ChemSec has raised alarm over a major expansion in production of PFAS—persistent chemicals that do not break down in nature and are linked to serious health conditions including cancer—driven by demand from the artificial intelligence sector. 1 According to ChemSec's investigation, nearly all of the world's ten largest PFAS manufacturers are planning to significantly increase production capacity. 1 Leading producers including Daikin, Arkema, and Chemours are expanding their PFAS-related operations, with Arkema alone investing 60 million dollars in a new refrigerant production unit in Kentucky. 1
The expansion poses a direct threat to restrictions being implemented across Europe, the United Kingdom, and parts of the United States, warns Anne-Sofie Bäckar, executive director of ChemSec, who stated: "Unless governments and regulators insist on a rapid phase-out, we will face a new wave of forever chemicals." 1 PFAS chemicals are essential to AI infrastructure, being used in up to 1,000 nanoscale manufacturing steps in chip production and in data center cooling systems. 1 The scale of human exposure is already severe, with more than 99 percent of the global population showing detectable levels of PFAS in their blood. 1
Not all major manufacturers are moving in the same direction. BASF has committed to exiting PFAS production by 2028, while Archroma has shifted toward promoting PFAS-free alternatives. 1 However, Chemours faced a significant legal setback, being ordered to pay 450 million dollars in damages related to PFAS contamination. 1
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