🧪 Semiconductor × PFAS — Corporate Response Case Studies
Track how global companies are responding to major environmental regulations, categorized by framework. Identify stances, strategies, and key implementation hurdles.
The information on this page is compiled from official disclosures. Stances evolve as regulatory definitions shift. Verify with primary sources before making business decisions.
Policy to phase out PFAS-formulated chemical products except crop protection; agreed a $316.5 million settlement over AFFF litigation stemming from Ciba
Claims outside the class settlement remain pending; no phase-out deadline is stated and crop protection is excluded
Announced PFAS-free nanoimprint and ArF immersion resists and began sampling a fluorine-free resist in 2026; volume adoption depends on customer evaluation
Advanced node R&D and customer qualification timelines
Founding member of the Semiconductor Industry Association's Semiconductor PFAS Consortium; restricts certain PFAS as fab materials
Differing state rules, and EU derogations that affect its fab in Ireland
3M
3M Company
USAChemicals & Materials
Adaptive
⚡ Completed its exit from PFAS manufacturing at the end of 2025; products still contain third-party PFAS-containing components, and settlement and litigation burdens continue
3M is a major US materials company that has made PFAS since the 1950s. In December 2022 it announced that it would exit PFAS manufacturing entirely by the end of 2025 and work to stop using PFAS across its product portfolio. In its annual report, the company states that it completed its exit from PFAS manufacturing at the end of 2025. Ending PFAS use across its products, however, is still under way: products that use PFAS-containing parts made by third parties, such as lithium-ion batteries, printed circuit boards, and certain seals and gaskets, will remain after 2025, according to the company. The environmental NGO ChemSec points out that 3M removed PFAS from about 7,000 products over the past three years (roughly one third), while about 14,000 products that contain PFAS are still being made. As part of the exit, last orders for fluorinated fluids such as Novec™ were taken on March 31, 2025, and manufacturing ended at the end of 2025.
🎯 Key Initiatives
Completed its exit from PFAS manufacturing at the end of 2025 (announced December 2022); ended production of fluoropolymers, fluorinated fluids, and PFAS-based additives
Last orders for the Novec™ series of fluorinated fluids were taken on March 31, 2025, and manufacturing ended at the end of 2025 (per a distributor's notice)
Class settlement with US public water systems (agreed in June 2023, approved by the court in March 2024): $10.5 billion to $12.5 billion in total, with payments from 2024 through 2036
Settlement with the State of New Jersey (May 2025): up to $450 million
Agreed a response with the Flemish government to PFAS contamination around the Zwijndrecht plant in Belgium (July 2022; about €571 million in total)
⚠️ Challenges & Risks
•Continued PFAS use in products: even after the exit, products that use third-party PFAS-containing parts, such as lithium-ion batteries, printed circuit boards, and certain seals and gaskets, remain. ChemSec points out that about 14,000 products containing PFAS are still being made, and says the company's explanation of PFAS use in manufacturing is vague.
•Personal-injury litigation: the public water system settlement does not cover individual claims. About 23,000 actions are pending in the AFFF litigation (MDL 2873) across all defendants combined (September 1, 2026; not limited to individual claims), and the first bellwether trial, scheduled for October 2025, was cancelled and has no new date. There is no comprehensive settlement.
•Contamination in Belgium and the Netherlands: the company reached an agreement with the Flemish government on PFAS contamination originating at the Zwijndrecht plant, but the government retains its authority to take further measures. In 2023 the Dutch government held 3M liable for contamination of the Western Scheldt estuary, and in December 2025 payments to nearby businesses were reported as a goodwill measure.
•Replacement fluids are also PFAS: replacement fluids that customers moved to from Novec™, such as Galden® and AsahiKlin™, also fall under the OECD definition of PFAS and could be subject to similar regulation.
📢 December 2022 (announced exit from PFAS manufacturing) / End of 2025 (exit completed)🕐 Verified: September 2026 Verified🔍 Last source review: 2026-10-01
GRI Editorial Comment
3M's case shows that liability from past manufacturing and sales continues even after PFAS production stops. The company exited manufacturing at the end of 2025, but in addition to the settlement with US public water systems ($10.5 billion to $12.5 billion, through 2036), the state settlement, and the response around the Belgian plant, litigation over personal injury remains, so costs and lawsuits will continue for a long time. Stopping manufacturing also does not remove PFAS from products: PFAS keeps entering its products through third-party parts. For Japanese companies, the takeaways are that when an upstream supplier exits manufacturing, the burden of sourcing alternatives, cost, and performance adjustment cascades downstream, and that because some alternatives are themselves PFAS, each candidate should be checked against the PFAS definition.
The status of litigation and settlements changes over time. Check 3M's official IR materials and SEC filings for the latest information.
DuPont
DuPont de Nemours, Inc.
USAChemicals & Materials
Strategic Adaptation
⚡ Keeping the mechanism for sharing past PFAS responsibility in place while spinning off the electronics business as Qnity
DuPont is a US chemical company supplying materials to fields such as healthcare, water treatment, construction, and transportation. It states that it does not manufacture PFOA, PFOS, or GenX, and in its 2019 commitments it pledged to eliminate the use of long-chain PFAS in recently integrated operations (by the end of 2019) and the use of PFAS in firefighting foams at its own sites (by the end of 2021). It says its own PFAS use is a small fraction of global use and that it pursues alternatives where alternatives exist. At the same time, responsibility for past PFAS contamination has not disappeared through the separations of Chemours in 2015, Corteva in 2019, and Qnity Electronics in November 2025. Under a 2021 memorandum of understanding (MOU), Chemours bears 50%, and DuPont and Corteva together bear 50%, of future PFAS liabilities arising from conduct before July 1, 2015; in the Qnity separation, too, certain liabilities, including PFAS liabilities, were contractually allocated to Qnity.
🎯 Key Initiatives
In its 2019 commitments, stated that it does not make PFOA, PFOS, or GenX, and pledged to eliminate the use of long-chain PFAS in recently integrated operations (by the end of 2019) and the use of PFAS in firefighting foams at its own sites (by the end of 2021)
Shares PFAS liabilities under the 2021 MOU with Chemours and Corteva for conduct before July 1, 2015 (Chemours 50%; DuPont and Corteva together 50%). The term runs to the end of 2040 or until qualified spend reaches $4 billion, whichever comes first
Bore about $400 million of the settlement with US public water systems (June 2023; $1.185 billion in total across the three companies)
Bore 35.5% of the comprehensive settlement with New Jersey (August 2025; $875 million in total over 25 years), about $177 million in present value
Spun off its electronics business as Qnity Electronics (November 1, 2025); certain liabilities, including PFAS liabilities, were allocated to Qnity
⚠️ Challenges & Risks
•Lawsuits over personal health harm: the settlements with public water systems and with states do not include claims for personal health harm. Under the mechanism in which DuPont, Chemours, and Corteva share costs, the burden of pending lawsuits and future claims continues.
•Counterparties' ability to pay: under the MOU cost sharing, a counterparty's difficulty in paying could also affect DuPont's costs.
•Liabilities allocated in the separation: while certain liabilities, including PFAS liabilities, were contractually allocated to Qnity, third parties could also seek to hold Qnity responsible for liabilities allocated to DuPont, and Qnity's own report notes that DuPont's indemnification may not be sufficient.
•Position under the EU restriction: DuPont is a member of the FPG but not a participant in the FPG's voluntary manufacturing programme. The outcome of the EU restriction could affect its business through products sold on the EU market.
📢 January 2021 (cost-sharing MOU) / August 2025 (settlement with New Jersey) / November 2025 (Qnity separation)🕐 Verified: September 2026 Verified🔍 Last source review: 2026-09-30
GRI Editorial Comment
DuPont's case shows that separating companies does not make past PFAS responsibility disappear. DuPont has separated Chemours, Corteva, and Qnity in turn, but because cost sharing under the 2021 MOU and the allocation of liabilities under separation agreements continue, responsibility remains divided among several companies for a long time. The more corporate entities responsibility spans, the harder it becomes for outsiders to see who bears which costs. For Japanese chemical and materials companies, the takeaway is that "not manufacturing PFAS" and "having no PFAS risk" are different things, and that in any business separation or acquisition, the allocation of past PFAS liabilities needs to be confirmed in the contract.
Settlement terms, cost sharing, and the allocation of liabilities with Qnity may change. Check the official investor relations materials and SEC filings of DuPont, Qnity, and Chemours for the latest information.
Daikin Industries
Daikin Industries, Ltd.
JapanChemicals & Air Conditioning
Strategic Adaptation
⚡ Recovering PFAS from wastewater and moving to surfactant-free manufacturing, while PFOA contamination measures continue at the Yodogawa plant
Daikin Industries is a major manufacturer of fluorochemical products, including fluoropolymers and fluoroelastomers, in addition to air-conditioning equipment, and it supplies materials to industries such as semiconductors, automotive, medical, and HVAC/refrigeration. It is a member of the Fluoropolymers Product Group (FPG), which calls for fluoropolymers to be fully exempted from the restriction proposal, but the March 2026 RAC final opinion included fluoropolymers within the scope of the restriction. The company has invested more than $300 million in recovering PFAS from wastewater at its manufacturing sites worldwide, has achieved its internal target of recovering 99% of polymerization emulsifiers in fluoropolymer manufacturing in the US and Europe, and is aiming for a 99.9% PFAS recovery rate at all of its plants. On the process side, it began producing fluoroelastomers (FKM) without fluorinated surfactants in 2025. Meanwhile, groundwater PFOA contamination continues around the Yodogawa plant (Settsu, Osaka), which manufactured PFOA until 2012; in addition to pumping and treating groundwater, the company has been building a barrier wall since 2023 to prevent outflow beyond the site. In December 2025, residents living near the plant filed for pollution mediation against the company, which commented that it will consider its response through constructive dialogue.
🎯 Key Initiatives
Invested more than $300 million in recovering PFAS from wastewater at manufacturing sites worldwide; achieved 99% recovery of polymerization emulsifiers in fluoropolymer manufacturing in the US and Europe and is aiming for a 99.9% recovery rate at all plants
Began producing fluoroelastomers (FKM) without fluorinated surfactants in 2025; also building a surfactant-free production line for FFKM, used in semiconductor-equipment seals, at a new plant scheduled to start production in 2026
Its European operations participate in the FPG voluntary programme and met the emission reduction targets for PFAS derived from polymerization aids (end of 2024: 0.009% to air, 0.001% to water)
Pumping and treating groundwater at the Yodogawa plant (since 2009) and building a barrier wall to prevent outflow beyond the site (since 2023); the measures have cost more than ¥45 billion
Indicated that it would set up a consultation desk for residents living near the Yodogawa plant by July 11 (June 2025)
⚠️ Challenges & Risks
•Treatment of fluoropolymers under the EU restriction: RAC acknowledged that evidence of hazard from fluoropolymers themselves is limited, but included them in the restriction because non-polymeric PFAS are emitted during manufacture and disposal. Even where continued manufacture is allowed, RAC considers the setting of emission limits to be the most appropriate condition.
•Groundwater contamination around the Yodogawa plant: while barrier wall construction proceeds, PFOA concentrations in nearby wells have reportedly not fallen (October 2025). In December 2025, residents applied to the Osaka Prefecture pollution review board for pollution mediation, seeking disclosure of contamination conditions inside the plant, health surveys, and a council to discuss compensation; with a second application in May 2026, the number of applicants reached about 1,100. It is said to be the first pollution mediation over PFAS brought against a company.
•Tighter domestic regulation: PFOS and PFOA (combined 50 ng/L) have been added to the water quality standards under Japan's Waterworks Act (effective April 2026), and scrutiny of PFAS measures in Japan has grown.
📢 2023 (barrier wall construction began) / 2025 (production of surfactant-free FKM began) / December 2025 (residents filed for pollution mediation)🕐 Verified: September 2026 Verified🔍 Last source review: 2026-09-30
GRI Editorial Comment
Daikin Industries' case shows PFAS risk appearing along two timelines at once: forthcoming regulation and past contamination. In Europe, it calls through an industry group for fluoropolymers to be taken out of the restriction, while reducing emissions from manufacturing through wastewater recovery and surfactant-free processes. In Japan, it continues to deal with groundwater contamination from PFOA whose manufacture ended more than ten years ago; the measures have cost more than ¥45 billion, and pollution mediation by residents began in December 2025. For Japanese companies that buy fluorinated materials, the takeaway is to track the progress of key suppliers' process conversions and the conditions that will attach to fluoropolymers under the EU restriction, in terms of both procurement cost and continuity of supply.
The treatment of fluoropolymers under the EU restriction and the status of measures around the Yodogawa plant may change. Check Daikin's official announcements and ECHA's website for the latest information.
Chemours
The Chemours Company
USAChemicals & Materials
Strategic Adaptation
⚡ Cut process emissions 80% from 2018 levels, while local communities oppose its application to expand production at Fayetteville Works
Chemours is a chemical company spun off from DuPont in 2015, making fluorochemical products such as Teflon™ (fluoropolymers), Nafion™ (ion-exchange membranes), and Opteon™ (low-GWP refrigerants). At the spin-off it took on much of the responsibility for past PFAS contamination, and it shares PFAS-related costs with DuPont and Corteva under a 2021 memorandum of understanding. The company has set a goal of cutting process emissions of fluorinated organic chemicals (FOCs) to air and water by 99% or more from 2018 levels by 2030, and its 2025 sustainability report reported an 80% reduction. At the same time, at Fayetteville Works in North Carolina, where GenX contamination has been an issue, it applied in August 2025 to revise its air permit to allow increased production of vinyl ethers, which it says are essential for semiconductors, batteries, and defense; downstream local governments and others oppose the application.
🎯 Key Initiatives
Set a goal of cutting FOC process emissions by 99% or more from 2018 levels by 2030, and achieved an 80% reduction (2025 Sustainability Report)
Applied to revise its air permit at Fayetteville Works to allow increased vinyl ether production (August 2025); says additional abatement equipment will cut site-wide fluorinated emissions by about 15% from 2021 levels
Reached a comprehensive settlement with New Jersey together with DuPont and Corteva (August 2025; $875 million in total over 25 years). Chemours bears 50% (about $250 million in present value). At the same time, it sold its rights to receive certain PFAS-related insurance proceeds to DuPont and Corteva for $150 million
Its European operations (Chemours Netherlands) participate in the FPG voluntary programme and met the emission reduction targets for PFAS derived from polymerization aids (end of 2024: 0.009% to air, 0.001% to water)
⚠️ Challenges & Risks
•Expansion versus emission reduction: the City of Wilmington, New Hanover County, and the Cape Fear Public Utility Authority, all downstream, passed resolutions in November 2025 opposing the Fayetteville Works expansion application, and the state Department of Environmental Quality's review continues.
•Costs of past contamination: settlement payments will continue over a long period, while it shares with DuPont and Corteva the PFAS-related responsibilities it took on at the spin-off.
•Treatment of fluoropolymers under the EU restriction: RAC included fluoropolymers in the restriction, and where continued manufacture is allowed it considers the setting of emission limits to be the most appropriate condition.
•Remaining emissions: reaching the 2030 goal of a 99% reduction will require a further cut of about 19 percentage points from the 2018 baseline.
📢 August 2025 (New Jersey settlement and expansion application) / August 2026 (2025 Sustainability Report published; 80% emission reduction)🕐 Verified: September 2026 Verified🔍 Last source review: 2026-09-30
GRI Editorial Comment
Chemours' case shows the position of a company that keeps making PFAS: it must explain emission reductions and production growth at the same time. The company has cut process emissions by 80% from 2018 levels, yet it has applied to expand production at a plant whose contamination has been a public issue, explaining that site-wide emissions will still fall after the expansion. In addition, the costs of past contamination inherited from DuPont will weigh on its finances over a long period. For companies buying fluorinated materials for semiconductors and hydrogen, the takeaway is to treat the dependence of key suppliers' expansion plans on local opposition and permit outcomes as a risk to continuity of supply.
The status of the Fayetteville Works permit review and settlement payments may change. Check Chemours' investor relations materials and North Carolina Department of Environmental Quality publications for the latest information.
AGC
AGC Inc. / AGC Chemicals Europe
JapanGlass & Chemicals
Strategic Adaptation
⚡ Supplying Novec replacement solvents and developing surfactant-free manufacturing, while PFAS contamination investigations continue at sites in Japan and abroad
AGC is a materials maker in glass and chemicals; its chemicals business manufactures fluoropolymers (PTFE, ETFE, and others), fluoroelastomers (AFLAS®), and fluorinated solvents (AsahiKlin™). Fluoropolymers for Europe are made by its UK subsidiary AGC Chemicals Europe (Thornton-Cleveleys). As a member of the FPG, the company has argued that fluoropolymers should not be regulated together with other PFAS, but the March 2026 RAC final opinion included fluoropolymers within the scope of the restriction. With 3M having ended production of Novec™, the hydrofluoroether solvent AsahiKlin™ AE-3000 is used as a Novec replacement, but this solvent also qualifies as PFAS under the OECD definition. On the process side, the company has developed a fluoropolymer manufacturing process that does not use surfactants and has launched new grades of FFKM (AFLAS®) made without surfactants or fluorinated polymerization solvents. At its UK plant, an investigation by public authorities into the potential release of PFOA from the former ICI-era site is under way, and in Japan, in June 2026, Ichihara City announced that PFOS and PFOA above the national provisional guideline value had been detected in observation wells within the AGC Chiba Logistics Center site and in a nearby park. AGC says the cause and pathway have not been identified.
🎯 Key Initiatives
Supplies the fluorinated solvent AsahiKlin™ AE-3000 as a replacement for precision cleaning and other uses after 3M's Novec™ exit
Developed a fluoropolymer manufacturing process without surfactants and commercialized new grades of FFKM (AFLAS®) made without surfactants or fluorinated polymerization solvents
Its UK subsidiary AGC Chemicals Europe participates in the FPG voluntary programme and met the emission reduction targets for PFAS derived from polymerization aids (end of 2024: 0.009% to air, 0.001% to water)
Cooperates with a joint investigation by public authorities into the potential release of PFOA from the former ICI-era site at its Thornton-Cleveleys plant in the UK, and has also investigated the site itself
Confirmed an exceedance of the guideline value in groundwater at the Chiba Logistics Center site in an internal survey and reported it to Chiba Prefecture and Ichihara City (July 2025)
⚠️ Challenges & Risks
•The replacement solvent is also PFAS: AsahiKlin™ AE-3000 qualifies as PFAS under the OECD definition and could fall within the EU restriction proposal. Customers who switched from Novec may be forced to change again.
•Treatment of fluoropolymers under the EU restriction: RAC included fluoropolymers in the restriction. Products made in the UK are also subject to the restriction when sold on the EU market.
•Contamination investigations at sites in Japan and abroad: at its UK plant, the investigation into the potential release of PFOA from the former ICI-era site continues, and in Japan Ichihara City has indicated that it will ask the company to re-investigate at the Chiba Logistics Center site and to identify the cause and take measures. Detected concentrations reached up to 60,000 ng/L (1,200 times the guideline value) in a well on the site; the wells are not used for drinking.
📢 March 2025 (FPG emission reduction targets met) / June 2026 (Ichihara City announced survey results)🕐 Verified: September 2026 Verified🔍 Last source review: 2026-09-30
GRI Editorial Comment
AGC's case shows that responses to PFAS regulation are tested on three layers at once: the products it supplies, its manufacturing processes, and the past of its sites. Fluorinated solvents that took over demand after 3M's exit are themselves PFAS, so the regulatory risk remains. Surfactant-free processes and new FFKM grades, meanwhile, are concrete technologies for reducing emissions during manufacture. At sites in Japan and abroad, investigations into PFAS contamination from past emissions also continue. For Japanese companies switching away from Novec, the takeaway is to check whether a replacement qualifies as PFAS and to evaluate PFAS-free options in parallel, anticipating a second switch.
The treatment of fluoropolymers and fluorinated solvents under the EU restriction and the status of investigations at each site may change. Check AGC's official announcements and ECHA's website for the latest information.
Syensqo
Syensqo SA
BelgiumChemicals & Materials
Proactive
⚡ Moving its sites to surfactant-free manufacturing, but its products are themselves PFAS and site liabilities in Italy and the US remain
Syensqo is a specialty chemicals company that became independent from Solvay in 2023, making fluoropolymers (PVDF, PTFE, FKM, FFKM, and others) and the high-performance fluorinated fluid Galden® PFPE. According to the company, the majority of its fluoropolymer production is made without fluorinated surfactants. At Spinetta Marengo in Italy, it uses a limited amount of a next-generation fluorosurfactant (C6O4) and plans to move almost 100% to non-fluorosurfactant (NFS) technology by 2026. In 2025 it launched what it calls the world's first FFKM made without surfactants (Tecnoflon®). Galden® PFPE, meanwhile, is offered as a replacement fluid after 3M's exit from Novec™, but PFPE itself is also PFAS. At Spinetta Marengo, two former plant managers are to stand trial on charges of negligent environmental disaster, and in the US, for the West Deptford plant in New Jersey, the company has committed in a settlement with the state to payments of about $393 million, among other obligations.
🎯 Key Initiatives
Makes the majority of its fluoropolymers without fluorinated surfactants; aims to switch almost 100% at Spinetta Marengo as well by 2026 (company statement)
Launched in 2025 what it calls the world's first FFKM (Tecnoflon®) made with non-fluorosurfactant (NFS) technology; the NFS FFKM is made at Spinetta Marengo
Participates in the FPG voluntary programme and met the emission reduction targets for PFAS derived from polymerization aids (end of 2024: 0.009% to air, 0.001% to water)
Galden® PFPE is offered as a replacement fluid after 3M's exit from Novec™ (per a distributor's notice)
Settlement with the State of New Jersey over the West Deptford plant (proposed settlement announced in June 2023): about $393 million in costs and other obligations, committing to compensate for surrounding cleanup and natural resource damages
Planning a new battery-grade PVDF facility in Augusta, Georgia (the US Department of Energy selected the project in October 2022 for a grant of about $178 million; the final environmental assessment was published in July 2026, with a cover date of March 2026)
⚠️ Challenges & Risks
•Regulatory risk for Galden® PFPE: Galden® PFPE is also PFAS and could be covered by the EU restriction proposal. Customers who moved from Novec™ may again be pushed to switch.
•Environmental issues at Spinetta Marengo: a preprint (not yet peer reviewed) published in February 2026 examines emissions of PFAS from the plant, including emerging PFAS, and their impacts on aquatic and terrestrial ecosystems. In Italy, two former plant managers are to stand trial on charges of negligent environmental disaster, with the first hearing scheduled for November 16, 2026. According to press reports, about 300 civil parties received compensation and left the proceedings (about €2.5 million in total).
•Treatment of fluoropolymers under the EU restriction: RAC included fluoropolymers within the scope of the restriction. Even if PFAS are removed from the manufacturing process, the products themselves are still PFAS.
•Past contamination in the US: costs such as cleanup under the state settlement continue for PFAS contamination around the West Deptford plant.
📢 2025 (NFS FFKM launched) / 2026 (target to switch Spinetta Marengo)🕐 Verified: September 2026 Verified🔍 Last source review: 2026-10-01
GRI Editorial Comment
Syensqo's case shows that "is the manufacturing process PFAS-free?" and "is the product PFAS?" are separate questions. The company now makes the majority of its fluoropolymers without surfactants and has launched what it calls the world's first FFKM of its kind. But Galden® PFPE, PVDF, and FFKM remain PFAS as products however the process changes, and remain within the scope of the EU restriction proposal. In addition, liabilities at the sites remain, including the trial over past and present emissions at Spinetta Marengo and cleanup under the US settlement. For procurement staff, the takeaway is that when assessing a supplier's process conversion, they should check separately whether the product is PFAS and what environmental liabilities the sites carry, and evaluate alternative materials in parallel.
Plant construction plans, court proceedings, and the status of deliberations on the EU restriction may change. Check Syensqo's official announcements and ECHA's website for the latest information.
Arkema
Arkema S.A.
FranceChemicals & Materials
Proactive
⚡ Announced non-fluorosurfactant PVDF manufacturing at all production sites; litigation and investigations over the Pierre-Bénite plant continue
Arkema is a French specialty chemicals company that makes Kynar® PVDF, among other products; Kynar® is a fluoropolymer used in lithium-ion batteries and water filtration, among other applications. On April 30, 2025, the company announced that at all of its production sites it makes Kynar® PVDF using only non-fluorinated surfactants, with no fluorinated surfactants. At the Pierre-Bénite plant south of Lyon, it stopped using its last PFAS surfactant (6:2 FTS) at the end of December 2024, and had already cut its discharges to water by more than 90% with a filtration system introduced in 2022. Meanwhile, administrative and judicial proceedings with residents and environmental groups continue over past PFAS emissions from the plant. In January 2026, a summons from residents and groups in the Lyon area was served on the company, which says it will contest it.
🎯 Key Initiatives
Announced that at all production sites it eliminated fluorinated surfactants from Kynar® PVDF manufacturing and uses only non-fluorinated surfactants (April 30, 2025); performance is equivalent to conventional grades. The FSF® label was used to identify the grades during the transition and will no longer be used now that the transition is complete
Stopped using its last PFAS surfactant (6:2 FTS) at the Pierre-Bénite plant at the end of December 2024; cut discharges of 6:2 FTS to water by more than 90% with a filtration system introduced in 2022
Participates in the FPG voluntary programme and met the emission reduction targets for PFAS derived from polymerization aids (end of 2024: 0.009% to air, 0.001% to water)
Prefectural order of the Rhône (May 14, 2024) authorizing operation of a third PVDF reactor at Pierre-Bénite that does not use PFAS surfactants; a residents' group's request for suspension was rejected, and the Conseil d'État also dismissed its application on April 7, 2025 (proceedings to annul the order continue)
Agreed a settlement with the New Jersey Department of Environmental Protection, as a former owner of the West Deptford plant; according to press reports, the terms include a $33.95 million payment plus a guarantee of a $75 million reserve (August 2025 report)
⚠️ Challenges & Risks
•Continued litigation and investigations: in January 2026, a summons from residents and groups in the Lyon area alleging PFAS harm was served on the company. There is also an investigation by three experts appointed by the court at the request of Lyon Métropole (since August 2024), analyzing the sources of PFAS among multiple businesses in the industrial area. The company says the Pierre-Bénite plant complies with its emission limits.
•Allegations about past emissions: the environmental group Notre Affaire à Tous, citing a report by the government inspectorate IGEDD, has said that about 3.5 tonnes of PFAS a year were discharged into the Rhône (2023). The prefect has demanded action through five orders on PFAS, and the June 2023 order also required an additional environmental study and a health risk assessment.
•Notice from the United Nations: in March 2026, UN special procedures sent a communication about PFAS contamination in the "Chemical Valley" to Arkema France and others, and the company replied on May 12, 2026. The company says the communication contains factually inaccurate claims.
•Treatment of fluoropolymers under the EU restriction: RAC included fluoropolymers within the scope of the restriction. Even if PFAS surfactants are removed from the manufacturing process, fluoropolymers such as PVDF remain within the scope of the restriction.
📢 End of 2024 (6:2 FTS use stopped at Pierre-Bénite) / April 30, 2025 (announced non-fluorosurfactant PVDF at all production sites) / January 2026 (summons served)🕐 Verified: September 2026 Verified🔍 Last source review: 2026-10-01
GRI Editorial Comment
Arkema's case shows that changing the manufacturing process does not remove liability for past emissions, and that regulation of current products remains a separate matter. The company has completed the switch to non-fluorinated surfactants for PVDF at all production sites and stopped using its last PFAS surfactant at Pierre-Bénite at the end of 2024. Yet at that plant, litigation over past emissions, an expert investigation, and a UN communication continue, and in the US a settlement as a former owner is in progress. For procurement staff at Japanese companies, the takeaway is that when evaluating a supplier's PFAS measures in manufacturing, they should check not only the current process but also the status of disputes and investigations over past emissions.
The status of litigation and investigations and the treatment of fluoropolymers under the EU restriction may change. Check Arkema's official announcements and ECHA's website for the latest information.
BASF
BASF SE
GermanyChemicals & Materials
Proactive
⚡ Policy to phase out PFAS-formulated chemical products except crop protection; settled AFFF litigation stemming from the acquired Ciba
BASF is the world's largest chemical company, and states that it does not synthesize carbon-fluorine bonds in its manufacturing processes and is not engaged in fluorine chemistry. It also says it has a limited number of products formulated with PFAS. In May 2023 it adopted a position on PFAS, and it states a policy of phasing out chemical products formulated with PFAS, excluding crop protection. No deadline for the phase-out is stated, but the company's internal sustainability guidance sets five years, that is, by 2028 (according to a November 2025 report by the environmental NGO ChemSec). It manages progress with its own TripleS (Sustainable Solution Steering) method, and says it applies the scope of the EU PFAS restriction proposal even in regions such as those outside the EU that have no law regulating PFAS individually. Meanwhile, Ciba Specialty Chemicals, which it acquired in 2009, made and sold fluorosurfactants for firefighting foam (AFFF) until 2003, so BASF, as its legal successor, is a defendant in US AFFF litigation, and in May 2024 it agreed to contribute $316.5 million to a class settlement with public water systems.
🎯 Key Initiatives
Adopted a policy to phase out chemical products formulated with PFAS, excluding crop protection (May 2023); manages progress with the TripleS (Sustainable Solution Steering) method and offers alternatives to customers
Stated a position of seeking substitution of PFAS use in industrial equipment where feasible and safe (November 2025)
Contributed $316.5 million to a class settlement with public water systems in the AFFF litigation (agreed in May 2024; $312.5 million in settlement funds and $4 million in administrative costs; the administrative costs were paid in July 2024 and the settlement funds in March 2025)
Offers additives (Efka®) as alternatives to PFAS-containing additives for coatings
⚠️ Challenges & Risks
•Remaining AFFF claims: the settlement does not cover future claims from public water systems where PFAS is first detected after May 15, 2024, or claims other than for drinking water (such as property damage and the treatment of stormwater and wastewater). Lawsuits such as personal-injury claims and claims by municipalities and states are pending separately (in Canada as well since 2024), and the company intends to contest them.
•Scope of liability inherited through an acquisition: the acquiring company is being held liable, as legal successor, for liabilities stemming from a business that was sold in 2003. The company states that the settlement is not an admission of liability or wrongdoing.
•Phase-out deadline and exceptions: no deadline for the phase-out is stated (internal guidance says within five years), and active ingredients in crop protection are excluded. The company itself says it has a limited number of products formulated with PFAS.
📢 May 2023 (policy to phase out PFAS-formulated products) / May 2024 (agreed to settle AFFF litigation) / November 2025 (report on the phase-out policy)🕐 Verified: September 2026 Verified🔍 Last source review: 2026-10-01
GRI Editorial Comment
BASF's case shows that even a company whose business is not centered on PFAS manufacturing can face financial liability stemming from the past operations of a company it acquired. In litigation over PFAS surfactants from a business sold in 2003, it agreed to a $316.5 million settlement. At the same time, the company has adopted a policy of phasing out chemical products formulated with PFAS, excluding crop protection, and ChemSec cites BASF as one of the few exceptions while many major PFAS manufacturers plan to expand production. For Japanese chemical companies, the takeaway is that when acquiring a foreign company, they need to examine from both legal and environmental angles how much past PFAS-related liability will be inherited. Managing the progress of a phase-out through a mechanism like TripleS is also a useful reference for companies that do not manufacture PFAS.
The status of litigation and the content of the phase-out policy may change. Check BASF's official announcements (including the litigation notes in its annual report) and ECHA's website for the latest information.
⚡ Expanding photoresist capacity as the EU PFAS restriction puts photoacid generator substitution in focus
Shin-Etsu Chemical holds one of the world's leading shares in silicon wafers for semiconductors and also supplies lithography materials such as photoresists and photomask blanks. It began producing KrF photoresists in 1997 and has since expanded into ArF resists, multilayer materials and EUV resists. Many of the photoacid generators (PAGs) that give photoresists their photosensitivity contain PFAS, and the Semiconductor PFAS Consortium of the Semiconductor Industry Association (SIA) notes that replacing them with non-PFAS PAGs requires reformulating the resist as a whole. For uses that are hard to substitute, the EU's PFAS restriction proposal provides time-limited derogations of 5 or 12 years following an 18-month transition period from entry into force (6.5 or 13.5 years in total from entry into force), and derogations without a time limit are also proposed for some uses. Which period will apply to semiconductor uses will be settled by SEAC's final opinion, expected at the end of 2026, and the European Commission's subsequent decision. In April 2024, the company announced a fourth production site for lithography materials in Isesaki, Gunma Prefecture; the first phase (about ¥83 billion) was completed in April 2026, and construction of the second phase has begun.
🎯 Key Initiatives
Building a fourth lithography materials site in Isesaki, Gunma (announced April 2024; the first phase, about ¥83 billion, was completed in April 2026, and second-phase construction has begun)
Supplying lithography materials to chipmakers, including photoresists for KrF, ArF and EUV and multilayer materials
Positions its silicone products in its annual report as materials that help solve customer challenges, including substituting PFAS
⚠️ Challenges & Risks
•Replacing PFAS photoacid generators: the strength and diffusion of the generated acid change, so the entire resist must be reformulated and its performance re-verified (the Consortium).
•Requalification at customers: reformulated resists must be re-evaluated and requalified on chipmakers' high-volume lines, which makes switching slow.
•Scope and duration of EU derogations: how long a derogation semiconductor uses will receive remains undecided, pending SEAC's final opinion (expected at the end of 2026) and the European Commission's decision.
•Calls for disclosure on PFAS supply: the environmental NGO ChemSec says the company places several persistent chemicals, including PFAS, on the US and EU markets, and urges it to disclose their uses and share of revenue.
📢 April 2024 (Isesaki plant announced) / April 2026 (first phase completed)🕐 Verified: September 2026 Verified🔍 Last source review: 2026-09-29
GRI Editorial Comment
Shin-Etsu Chemical's case shows that PFAS regulation affects a materials supplier's capital investment and the design of its materials at the same time. The company is expanding lithography materials capacity in Isesaki, yet many of its core photoresists depend on photoacid generators that contain PFAS. Even if semiconductor uses receive time-limited derogations under the EU restriction, they are a grace period for transition, not a permanent permission. For chipmakers and materials buyers, the practical takeaway is to check early whether the photoacid generators in the resists they use qualify as PFAS and how alternatives are progressing, and to build requalification time into their plans.
The duration and conditions of derogations for semiconductor uses under the EU PFAS restriction have not been decided. Check ECHA's official website for the latest status.
Fujifilm
FUJIFILM Corporation
JapanSemiconductor Materials & Imaging
Leading
⚡ Announced PFAS-free resists for nanoimprint (2024) and ArF immersion (2025), and a fluorine-free resist in 2026
Fujifilm is a company that applies technology developed in photographic film to semiconductor materials, supplying photoresists among other products. The company explains that in photoresists for ArF immersion exposure, PFAS have been used to make the acid reactions needed to draw fine circuit patterns more efficient and to give the resist surface water repellency that suppresses defects caused by water remaining on the wafer. In April 2024 it announced a nanoimprint resist that contains no PFAS (on sale from late May of that year), and in July 2025 it announced a negative-tone ArF immersion resist that uses no PFAS at all. For the latter, it says that in a joint evaluation with imec it demonstrated that 28nm-generation metal wiring can be formed with high yield and high throughput; as of July 2025, customer evaluations were under way and the company aimed for an early launch. In April 2026 it announced that it had developed, for the first time in the world, a fluorine-free negative-tone ArF immersion resist that uses no organic compounds with carbon–fluorine bonds as raw materials, not only PFAS, and began providing samples. No timing has been given for adoption of the ArF immersion resists in volume production.
🎯 Key Initiatives
Announced a PFAS-free nanoimprint resist and began selling it from late May 2024
Developed a negative-tone ArF immersion resist that uses no PFAS at all and evaluated its performance for 28nm-generation metal wiring jointly with imec (July 2025); customer evaluations are under way and the company aims for an early launch
Announced that it had developed, for the first time in the world, a fluorine-free negative-tone ArF immersion resist that does not use organic compounds with carbon–fluorine bonds as raw materials, and began providing samples (April 2026)
⚠️ Challenges & Risks
•Volume-production adoption is not yet settled: the two ArF immersion resists are at the stage of customer evaluation or sample provision, and the timing of sales is described only as "early."
•Scope of demonstration: the results published in July 2025 are for 28nm-generation metal wiring. Results for finer processes and other steps will need to be confirmed in future disclosures.
📢 April 2024 (nanoimprint) / July 2025 (negative-tone ArF immersion) / April 2026 (fluorine-free product)🕐 Verified: September 2026 Verified🔍 Last source review: 2026-10-01
GRI Editorial Comment
Fujifilm's case is an example of PFAS regulation response advancing concretely as substitute product development. In photoresists, PFAS are said to have been used for acid reactions and surface water repellency, and the company has announced PFAS-free products in stages. The 2024 nanoimprint product is on sale, the 2025 ArF immersion product is in customer evaluation, and the 2026 fluorine-free product is at the sample stage, so the three products are at different stages of development. The takeaway for semiconductor materials companies is that announcing an alternative and adopting it in volume production are separate things, and progress in customer evaluation needs to be tracked product by product.
Customer evaluation results and the timing of sales may change. Check Fujifilm's official announcements for the latest information.
⚡ Supplies fluorocarbon gases for semiconductors (which are PFAS) while investigating PFAS use across the group and also proposing a non-fluorinated coating agent
Resonac is a materials maker formed in 2023 through the merger of the former Showa Denko and Hitachi Chemical. Its semiconductor and electronic materials business handles high-purity gases, CMP slurries, and encapsulants, among other products. Its high-purity gases include fluorocarbon gases used for semiconductor etching and for cleaning deposition tools (C₄F₈, C₄F₆, C₃F₈, C₂F₆, and CF₄), which are PFAS under the OECD definition. Other gases in the same product line (high-purity hydrogen fluoride (HF), fluorine/nitrogen mixed gas, silicon tetrafluoride (SiF₄), and sulfur hexafluoride (SF₆)) contain no carbon, and fluoromethane (CH₃F) contains no fully fluorinated carbon, so none of them are PFAS. In response to PFAS regulation, Resonac's Integrated Report 2024 says the corporate planning department acts as secretariat and is surveying PFAS use across the group, estimating the scale of the impact, gathering and analyzing customer and regulatory trends, and developing and exploring alternatives. On its chemical management page, the company says it plans to establish a new policy addressing social issues including PFAS and to review its controlled substances, and its 2026 target is to establish the "Resonac Policy" (this has not yet been completed). On the product side, it proposes a UV-curable non-fluorinated water- and oil-repellent coating agent as an alternative to fluorinated coating agents (the page was updated on August 6, 2024), and says it can be expected to impart water and oil repellency equivalent to fluorinated coating agents, with no significant difference in static contact angle compared with PTFE (a product under development). How the gases for semiconductors will be treated under the EU's PFAS restriction proposal will depend on the final content of the restriction.
🎯 Key Initiatives
Promotes, with the corporate planning department as secretariat, a survey of PFAS use across the group, estimates of the scale of impact, collection and analysis of customer and regulatory trends, and development and exploration of alternatives (Integrated Report 2024)
Plans to establish the Resonac Policy and review its controlled substances as part of its response to social issues including PFAS (2026 KPI target; not yet completed)
Proposes a UV-curable non-fluorinated water- and oil-repellent coating agent to electronics makers as an alternative to fluorinated coating agents (page updated August 6, 2024); in its coatings business it promotes the development and sale of PFAS-free products
⚠️ Challenges & Risks
•Supply of products that are PFAS: the fluorocarbon gases used for etching and for cleaning deposition tools are PFAS under the OECD definition. How they are treated under the EU proposal will depend on the final content of the restriction.
•Position in semiconductor processes: in 2023, the Semiconductor PFAS Consortium of the Semiconductor Industry Association (SIA) published a report on PFAS-containing fluorochemicals used in plasma etch and deposition. Changes in customers' processes and the content of regulation could affect demand for these gases.
•Policy not yet established: the company's policy addressing issues including PFAS is still at the planning stage, and no policy, target, or deadline has been published.
📢 August 2024 (page on the non-fluorinated coating agent updated) / 2026 (establishment of the Resonac Policy covering PFAS planned)🕐 Verified: September 2026 Verified🔍 Last source review: 2026-10-01
GRI Editorial Comment
Resonac's case shows that the impact of PFAS regulation reaches not only companies that use PFAS but also those that supply products that are PFAS. The company supplies fluorocarbon gases for semiconductor etching and cleaning, which are PFAS. At the same time, it is investigating its own PFAS use and moving on the alternatives side, for example by proposing a non-fluorinated coating agent. The takeaway for semiconductor materials companies is to sort out, product by product, which parts of their portfolio are PFAS and where they can offer PFAS-free alternatives.
This card covers what could be confirmed in Resonac's public materials. The status of the company's policy on PFAS regulation and the treatment of gases for semiconductors under the EU restriction proposal may change. Check Resonac's official announcements and ECHA's website for the latest information.
Tokyo Electron
Tokyo Electron Limited
JapanSemiconductor Equipment
Adapting
⚡ Developed a cryogenic etching process that replaces 91% of CF gases with HF; replacing heat transfer fluids inside tools remains an industry-wide research issue
Tokyo Electron (TEL) is a Japanese semiconductor equipment maker supplying etch, deposition, and coater/developer tools, among others. It does not make PFAS, but semiconductor manufacturing uses fluorocarbon gases for etching (CF₄, C₄F₈, and others) and fluorinated heat transfer fluids for temperature control in tools. In its 2023 report, the Semiconductor PFAS Consortium of the Semiconductor Industry Association (SIA) says that, for heat transfer fluids, there is currently no non-PFAS alternative that meets all the required performance at once for some applications. On its environment page, TEL says it will investigate whether PFAS are contained and then promote substitution, and its Integrated Report 2025 also says it works to gather information on PFAS and other regulations earlier and respond. For etching, TEL's official blog (October 2024) says a cryogenic process can replace 91% of CF gases with hydrogen fluoride (HF) gas, process contact holes deeper than 10 μm 2.5 times faster than before, and cut power consumption by more than 40%. The blog gave, as of August 2024, an outlook of low-volume production in 2025 and high-volume production in 2026, but at its July 30, 2026 earnings briefing TEL explained that mass deployment of cryogenic etch tools for 400-layer NAND will start in CY2027. According to press reports, SK hynix is evaluating with test wafers and Samsung with a demo tool (May 2024). Note that the replacement rate is 91%, so the use of CF gases does not disappear entirely.
🎯 Key Initiatives
Developed a cryogenic process that replaces 91% of the CF gases used in etching with HF gas (announced: 2.5 times faster processing and more than 40% lower power consumption than before)
Explained that mass deployment of cryogenic etch tools for 400-layer NAND will start in CY2027 (July 30, 2026 earnings briefing; the August 2024 outlook was low-volume production in 2025 and high-volume production in 2026)
States on its environment page and in its Integrated Report 2025 that it investigates whether PFAS are contained and then promotes substitution, and gathers information on regulations earlier in order to respond
Indicated in its Integrated Report 2025 a policy of strengthening the development of cryogenic etching for NAND
⚠️ Challenges & Risks
•Replacing heat transfer fluids: the Consortium's 2023 report says that for some applications there is no non-PFAS alternative that simultaneously meets the required boiling point, pour point, and other properties, and estimates that developing alternatives would take 10 to 12 years or more. The Consortium published a study in March 2026 on silicone oil-based fluids as an alternative, but this is an industry-association effort.
•Adoption of cryogenic etching: Samsung and SK hynix are reported to be at the evaluation stage (2024–2025 reports). TEL explains that mass deployment for 400-layer NAND will start in CY2027, and whether adoption spreads needs to be confirmed in future disclosures.
•Some CF gas remains: the replacement rate is 91%, and CF gases continue to be used in the remaining steps.
📢 October 2024 (cryogenic etching technology announced) / March 2026 (SIA study on alternatives for heat transfer fluids) / July 2026 (mass deployment of cryogenic etching explained as starting in CY2027)🕐 Verified: September 2026 Verified🔍 Last source review: 2026-10-01
GRI Editorial Comment
TEL's case shows that an equipment maker's PFAS response splits into two challenges of different character. One is replacing the gases used in processes: as with cryogenic etching, it is pursued together with gains in processing speed and power consumption, so regulatory response and tool competitiveness overlap. The other is the heat transfer fluids inside tools, where an industry-association report says alternatives are not established for some applications, making it hard for one company to advance alone. The takeaway for both chipmakers and equipment makers is to separate process gases from in-tool fluids and parts, and to understand where alternatives are in sight and where the issue remains an industry-wide challenge.
The timing of mass production of cryogenic etching and the status of customer adoption may change. Check TEL's official announcements and the publications of the Consortium for the latest information.
TSMC
Taiwan Semiconductor Manufacturing Company
TaiwanSemiconductor Manufacturing (Foundry)
Adapting
⚡ Limiting PFAS to four or fewer fluorinated carbons, then measuring and removing it
TSMC is the world's largest semiconductor foundry and uses PFAS-containing materials in processes such as photolithography, etching and cleaning. It manages PFAS through four strategies: source control, industry cooperation, environmental monitoring and pollution control. For new raw materials, suppliers must declare that their materials contain no PFAS with more than four fluorinated carbon atoms, while PFAS with four or fewer must be disclosed to TSMC for management. In 2018, the company replaced PFOA-related substances with short-chain PFAS of four carbons or fewer, and it is evaluating the elimination of PFAS with more than four carbons from photolithography chemicals. For wastewater, each plant has PFAS treatment systems, and by March 2025 TSMC had deployed its own analysis method (filtration-direct analysis) at all of its fabs in Taiwan and overseas, cutting detection time from 105 minutes to 15 minutes.
🎯 Key Initiatives
Requires suppliers of new raw materials to declare that they contain no PFAS with more than four fluorinated carbon atoms, and to disclose PFAS with four or fewer for management
Replaced PFOA-related substances with short-chain PFAS of four carbons or fewer (2018)
Deployed its filtration-direct analysis method for PFAS in wastewater at all fabs by March 2025, cutting detection time from 105 to 15 minutes; reliability confirmed through comparative measurements with third-party lab Eurofins
Treats PFAS-containing process wastewater with adsorption filtration, achieving an average removal rate of 95% (2024 Annual Report)
Participates in the PFAS response plan led by the World Semiconductor Council (WSC) and SEMI, researching alternatives and environmental monitoring technologies with industry peers
⚠️ Challenges & Risks
•Replacing photolithography chemicals: work to eliminate PFAS with more than four carbons is under way, but substituting photoacid generators and similar materials requires reformulation and requalification in the process.
•Status of short-chain PFAS: TSMC continues to use PFAS with four or fewer carbons under disclosure and management, but the EU restriction proposal covers PFAS as a class regardless of chain length.
•Scope and duration of EU derogations: the treatment of semiconductor uses will be settled by SEAC's final opinion (expected at the end of 2026) and the European Commission's decision, leaving uncertainty in materials procurement plans until then.
•Water and emissions management in the US: in Arizona, about 65% of the water used at startup comes from in-house recycling, and an industrial water reclamation plant expected in 2028 aims for 90% or more reuse. NGOs are calling for fab-by-fab disclosure of PFAS use and emissions.
📢 2018 (PFOA-related substances replaced) / March 2025 (analysis method deployed at all fabs)🕐 Verified: September 2026 Verified🔍 Last source review: 2026-09-29
GRI Editorial Comment
TSMC's approach to PFAS is not to stop using it immediately, but to narrow the substances it uses, measure them and remove them. Avoiding long-chain PFAS and limiting use to four or fewer fluorinated carbons, disclosed by suppliers, is a clear practical line. But because the EU restriction proposal does not distinguish PFAS by chain length, that line does not by itself provide regulatory safety. For materials and equipment suppliers, the takeaway is that being able to state accurately whether a delivered material is PFAS, and its chain length, has become a precondition for doing business. Volume adoption of alternative materials is also ultimately decided through evaluation and qualification at major fabs like TSMC.
Advanced semiconductor manufacturing still has PFAS uses for which alternatives are not yet established. See TSMC's sustainability report for its latest initiatives.
Samsung Electronics
Samsung Electronics Co., Ltd.
South KoreaSemiconductor Manufacturing
Adapting
⚡ Surveying PFAS use across all raw material suppliers, pursuing PFAS-free status and rethinking coolant sourcing
Samsung Electronics is one of the world's largest memory makers, with semiconductor manufacturing sites in South Korea and Texas, and it also runs a foundry business. Chip manufacturing uses PFAS-containing materials in lithography, etching and cleaning processes and in equipment cooling. According to its sustainability report, the semiconductor (DS) division surveyed PFAS use across all raw material suppliers and is working toward PFAS-free status by identifying and introducing alternative substances. Its semiconductor website also states that it manages materials under internal standards reflecting international environmental regulations and continuously monitors new regulatory trends such as PFAS. Following 3M's exit from fluorinated coolant production, Chinese chemical makers have reportedly begun supplying coolants to Korean chipmakers, including Samsung.
🎯 Key Initiatives
The semiconductor (DS) division surveyed PFAS use across all raw material suppliers in 2025 and is pursuing PFAS-free status by identifying and introducing alternatives (Sustainability Report 2026)
Manages materials under internal standards reflecting international environmental regulations and continuously monitors new regulatory trends such as PFAS
Held a Supplier Sustainability Summit in Tokyo (May 2025), discussing cooperation on PFAS and other topics with about 40 Japanese partner companies
⚠️ Challenges & Risks
•Uses without established alternatives: some uses, such as lithography materials, etching gases and equipment coolants, still lack PFAS-free alternatives ready for volume production (the Semiconductor PFAS Consortium of the Semiconductor Industry Association (SIA)).
•Rethinking coolant sourcing: the coolants that replaced 3M's are also fluorinated, so beyond the regional concentration of suppliers, the replacements themselves could fall under the EU restriction proposal.
•Scope and duration of EU derogations: the treatment of semiconductor uses will be settled by SEAC's final opinion (expected at the end of 2026) and the European Commission's decision.
📢 2025–2026 (sustainability reports and other disclosures)🕐 Verified: September 2026 Verified🔍 Last source review: 2026-09-29
GRI Editorial Comment
Samsung Electronics' case shows chipmakers moving from watching how regulation unfolds to actively surveying all suppliers and pursuing PFAS-free status. At the same time, reports that fluorinated coolants from Chinese makers are filling the gap left by 3M show that switching suppliers does not mean moving away from PFAS. For Japanese materials and component suppliers, the takeaway is to organize information on whether their products contain PFAS and how alternatives are progressing, so that they can respond to the company's PFAS survey.
The specific scope and timing of the PFAS-free effort need to be confirmed in future disclosures. See Samsung Electronics' sustainability report for its latest initiatives.
Intel
Intel Corporation
USASemiconductor Manufacturing
Adapting
⚡ Mapping PFAS uses and alternatives through an industry consortium while weighing in on state and EU rules via industry groups
Intel is a US-based semiconductor maker whose primary production fabs in 2025 were in Arizona, Oregon, Ireland and Israel. Leading-edge logic manufacturing uses PFAS-containing materials in lithography materials, etching gases and equipment parts. As a founding member of the Semiconductor Industry Association's (SIA) Semiconductor PFAS Consortium, the company has contributed to technical white papers that map how PFAS are used in chipmaking and where alternatives may be possible. In 2022, it established an internal policy restricting the use of certain PFAS as fab materials. Meanwhile, the Chemical Users Coalition, an industry group whose members include Intel and IBM, submitted comments on Maine's proposed PFAS-in-products rule, and the company weighs in on the scope and procedures of state regulation through such groups.
🎯 Key Initiatives
Contributes to technical white papers on PFAS uses and potential alternatives as a founding member of the Consortium
Established an internal policy restricting the use of certain PFAS as fab materials (2022)
Announced its participation in PRISM, a US public-private program researching PFAS reduction and alternatives (2024-25 report)
Submitted comments on Maine's proposed PFAS-in-products rule as a member of the Chemical Users Coalition
⚠️ Challenges & Risks
•Alternatives at leading-edge nodes: some uses, such as photoacid generators in lithography materials, can only be replaced through reformulation and process requalification.
•State rules that differ: Maine broadly exempts semiconductors, but scope and procedures vary by state, increasing the burden of PFAS reporting and management for products and components.
•Scope and duration of EU derogations: Intel's fab in Ireland is subject to the EU PFAS restriction, and the treatment of semiconductor uses will be settled by SEAC's final opinion (expected at the end of 2026) and the European Commission's decision.
Sources:
📢 2022 (internal policy restricting PFAS use) / Ongoing🕐 Verified: September 2026 Verified🔍 Last source review: 2026-09-29
GRI Editorial Comment
Intel's case shows a single company standing on both sides: advancing research on PFAS alternatives and commenting on the scope of regulation. It maps uses and alternatives through an industry consortium while voicing views on how semiconductors should be treated under state and EU rules through industry groups. This is a response to a challenge shared across the industry: securing enough time until alternatives are established. For materials and equipment suppliers, the takeaway is to understand where their products sit in these industry white papers and to be ready to support the evaluation of alternatives.
Intel is restructuring its business, and its manufacturing footprint and policies may change. See its Corporate Responsibility Report for the latest information.
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