Guojin Securities released a research report saying that AI computing power construction continues to drive the upgrading of chip cooling demand. The power consumption of a single GPU has increased from 400W to 1400W. TIM has become a key material to guarantee the performance and reliability of high-power chips. The carbon-based route is expected to open a domestic breakthrough window. The industrialization opportunities for graphene thermal pads are clear. It is recommended to focus on companies that have actively deployed graphene thermal pads and have a first-mover advantage.

Guojin Securities released a research report saying that AI computing power construction continues to drive the upgrading of chip cooling demand. The power consumption of a single GPU has increased from 400W to 1400W. TIM has become a key material to guarantee the performance and reliability of high-power chips. The carbon-based route is expected to open a domestic breakthrough window. The industrialization opportunities for graphene thermal pads are clear. It is recommended to focus on companies that have actively deployed graphene thermal pads and have a first-mover advantage.