Chengtian Weiye said during institutional research on August 19 that the company's liquid cooling and cooling business stems from technology accumulation in the field of semiconductor packaging materials. With process capabilities in the field of precision metal processing, at the beginning of the rise in industry demand, the company continued to carry out small-batch production such as joint development and continuous proofing with core Taiwanese customers. Currently, the business is at a critical stage in the transition from verification to large-scale delivery. The company mainly provides customers with core components such as GPU liquid cooling modules and internal cabinet manifolds. Currently, the product line will follow the customer's mass production pace, and the overall volume pace is highly correlated with the customer's delivery schedule. The visibility of current orders has improved compared to the previous period.

Chengtian Weiye said during institutional research on August 19 that the company's liquid cooling and cooling business stems from technology accumulation in the field of semiconductor packaging materials. With process capabilities in the field of precision metal processing, at the beginning of the rise in industry demand, the company continued to carry out small-batch production such as joint development and continuous proofing with core Taiwanese customers. Currently, the business is at a critical stage in the transition from verification to large-scale delivery. The company mainly provides customers with core components such as GPU liquid cooling modules and internal cabinet manifolds. Currently, the product line will follow the customer's mass production pace, and the overall volume pace is highly correlated with the customer's delivery schedule. The visibility of current orders has improved compared to the previous period.