CITIC Securities: Technological Advancements Propel Liquid Cooling Adoption; Optimistic About Domestic Manufacturers' Breakthroughs
15 hour ago / Read about 0 minute
Author:小编   

As per a research report from CITIC Securities, commencing in 2025, propelled by a substantial surge in the power consumption of AI servers and chip power, liquid cooling solutions are set to gradually emerge as the predominant technology for energy conservation and consumption reduction in data centers. This is due to their exceptional heat dissipation efficiency and low Power Usage Effectiveness (PUE) values. The report forecasts that the global liquid cooling market will soar to US$21.8 billion by 2027. Presently, the liquid cooling industry chain is mainly under the sway of Taiwanese manufacturers. Nevertheless, with chip manufacturers entering the supply chain selection process, domestic manufacturers are now presented with promising development prospects. CITIC Securities holds a positive outlook on domestic manufacturers capitalizing on the burgeoning demand for AIDC (Artificial Intelligence Data Center) liquid cooling solutions. It particularly advocates for manufacturers endowed with mass production capabilities for core liquid cooling components and comprehensive solutions.