According to the CITIC Securities Research Report, since 2025, in the context of a sharp increase in AI server power consumption and chip power, liquid cooling solutions are gradually becoming the mainstream technology path for data centers to save energy and reduce consumption with higher heat dissipation efficiency and lower PUE. We predict that the global liquid cooling market space will reach US$21.8 billion in 2027 as liquid cooling accelerates penetration superposition technology upgrades and ASP upgrades. Judging from the competitive pattern of the industry, the current liquid cooling industry chain is dominated by Taiwanese manufacturers. As chip manufacturers gradually participate in liquid cooling supply chain choices, domestic manufacturers have ushered in major opportunities. We are optimistic that domestic manufacturers will fully benefit from AIDC's liquid cooling demand, and recommend manufacturers with mass production capacity and overall solutions for liquid cooling core components.

According to the CITIC Securities Research Report, since 2025, in the context of a sharp increase in AI server power consumption and chip power, liquid cooling solutions are gradually becoming the mainstream technology path for data centers to save energy and reduce consumption with higher heat dissipation efficiency and lower PUE. We predict that the global liquid cooling market space will reach US$21.8 billion in 2027 as liquid cooling accelerates penetration superposition technology upgrades and ASP upgrades. Judging from the competitive pattern of the industry, the current liquid cooling industry chain is dominated by Taiwanese manufacturers. As chip manufacturers gradually participate in liquid cooling supply chain choices, domestic manufacturers have ushered in major opportunities. We are optimistic that domestic manufacturers will fully benefit from AIDC's liquid cooling demand, and recommend manufacturers with mass production capacity and overall solutions for liquid cooling core components.