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Leading Stocks in NVIDIA’s Supply Chain (PCB, Optical Modules CPO, AI Computing Servers, Liquid Cooling, Copper Cables, Power Supply)

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Leading Stocks in NVIDIA's Supply Chain (PCB, Optical Modules CPO, AI Computing Servers, Liquid Cooling, Copper Cables, Power Supply)

NVIDIA will release its financial report after the US stock market closes (5 AM Beijing time), which will determine whether AI computing hardware stocks can experience a strong rebound. If it does not exceed expectations, further adjustments are likely. Referring to previous articles Below are the leading stocks in NVIDIA’s segmented fields: 1. AI Server … Read more

Technical Insights | 3D Printing Liquid Cooling Plates

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Technical Insights | 3D Printing Liquid Cooling Plates

Join the group: “Liquid Cooling Group” Please add WeChat 18158711612, and notethe corresponding group name! Data Center Cold Plate Liquid Cooling Solutions: Historical data shows that cooling alone can account for 40% of a data center’s energy consumption. As the thermal design power of GPUs continues to rise, traditional air cooling is facing bottlenecks, while … Read more

AI Hardware: Opportunities and Challenges in a Fragmented Market

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In July and August, AI hardware has been in the spotlight. Companies like Industrial Fulian, Cambricon, Zhongji Xuchuang, and Cambridge Technology have made headlines. However, the AI hardware sector is showing signs of fragmentation, with an overall adjustment as prices have risen significantly. Looking ahead, the world has indeed entered the AI era, and the … Read more

Microchannel Liquid Cooling Plates for AI Chips (3)

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Microchannel Liquid Cooling Plates for AI Chips (1) Microchannel Liquid Cooling Plates for AI Chips (2) A clear trend is that as the thermal flux density of chips increases, thermal management is evolving into a platform-wide, systemic challenge. I believe that in all advanced chip companies and server enterprises, the thermal management department will rapidly … Read more

Exploding! The Chinese AI Chip Market Set to Reach Trillions by 2025: Domestic Substitution Hits 40%, Liquid Cooling + Ecosystem Breaks Through “Bottleneck” Dilemma

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As generative AI transitions from a “novelty” to a “productivity tool” across various industries, the importance of a “fundamental hardware” has reached unprecedented heights — AI chips. As the “heart” of computing power, AI chips not only determine how fast and stable large models can run but also relate to the “lifeline” of China’s digital … Read more

Analyzing the Rhythm of NVIDIA’s Supply Chain: The Evolution of Logic in the AI Hardware Boom

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(The following is for past case studies only / Investment involves risks / Caution is advised when entering the market) The most certain main line in the A-share market this week is not storage chips, but the full-scale expansion around NVIDIA’s supply chain. Covering everything from CPO to PCB, from liquid cooling to AI power … Read more

Analysis of Investment Value in Liquid Cooling and Robot Sensor Business of Lingyun Co., Ltd.

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1. Company Overview and Business Positioning 1.1 Basic Company InformationLingyun Industrial Co., Ltd. (stock code: 600480) was established in April 1995 and was listed on the Shanghai Stock Exchange main board on August 15, 2003. It is a large state-owned listed company controlled by China North Industries Group Corporation. The company is registered in Songlin … Read more

Microsoft Unveils Groundbreaking In-Chip Liquid Cooling Technology, Enhancing Cooling Efficiency by 2-3 Times

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Microsoft Unveils Groundbreaking In-Chip Liquid Cooling Technology, Enhancing Cooling Efficiency by 2-3 Times

Source: China IDC Circle Recently, Microsoft Chairman and CEO Satya Nadella announced on social media that the Microsoft team has achieved a significant breakthrough: a new liquid cooling method using microfluidic technology, which opens the door to more efficient, sustainable, and denser data centers compared to traditional methods. This is a liquid cooling technology that … Read more

Analysis of the Synergistic Relationship Between GPU, AI Servers, CPO, PCB, and Liquid Cooling

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Analysis of the Synergistic Relationship Between GPU, AI Servers, CPO, PCB, and Liquid Cooling

Core Subtopic 1: Computing Power Core Layer – The Fundamental Role of GPU and AI Servers Definition and Explanation GPU (Graphics Processing Unit): The core engine of AI computing power, processing massive amounts of data through a parallel computing architecture, serving as the “brain” for AI training and inference. AI Server: A hardware platform that … Read more

Liquid Cooling, CPO, PCB: What is the Market Buzzing About?

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Liquid Cooling, CPO, PCB: What is the Market Buzzing About?

Click the blue text to follow us This year, technology is undoubtedly the hottest topic in the market, with terms like CPO, PCB, and liquid cooling dazzling everyone, and related stocks soaring. Data Source: Wind, data as of 2025-09-23 The hot sectors we often see, such as chips, liquid cooling, and optical communication, actually belong … Read more