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The concept of liquid-cooled servers is experiencing a sudden surge, Kangsheng Co., Ltd. hits the limit-up for the third time in six days.
Mars Finance News: On April 17, shares tied to the liquid-cooled server concept saw unusual intraday movement and surged; Kangsheng Co., Ltd. hit the daily limit for 3 straight sessions within 6 days. Previously, Shengyang Co., Ltd. had logged 7 consecutive limit-ups. Sihuan New Materials, Tongyuan Environment, Chuanyun Co., Ltd., Inovance, and Hualan Co., Ltd. also moved up in tandem. On the news front, institutions noted that Google’s new-generation TPU uses TSMC’s advanced 3nm process, and both single-chip compute performance and power-density have been significantly improved. The liquid cooling solution—thanks to higher heat-dissipation efficiency and suitability for high-density deployments—will become the core cooling choice for Google’s computing-cluster buildout. Related liquid-cooling equipment manufacturers will directly capture this clearly defined incremental demand. (Kegu Bao Report)