Galaxy Securities: Liquid cooling prosperity is on the rise.

Galaxy Securities of China pointed out that with the gradual increase in demand for liquid cooling from overseas GPU manufacturers, the market space for liquid cooling is gradually expanding. At the present time point, the innovation of industrial trends has come early. With the advantages of high integration, low power consumption, and low cost, it is recommended to focus on manufacturers with mature cold plate liquid cooling technology, as well as key manufacturers in immersed liquid cooling and spray liquid cooling layouts.