Liquid-cooled server concept fluctuates and rebounds, Yihua shares and Chunchung Technology both hit the daily limit up.

The concept of liquid-cooled servers bounced back in the market, with Yihua Shares and Chunzhong Technology hitting the daily limit up, Ruikeda rising by over 10%, Dayuan Pump Industry, Jingyan Technology, Qiangrui Technology, and Yingweike leading the gains. On the news front, a research report from Huatai Securities pointed out that the continuous expansion of AI computing power is driving the rapid increase in the adoption of 800G to 1.6T optical modules. The power consumption of 1.6T optical modules has exceeded 45W, with a thermal flow density of over 100W/cm, indicating that air cooling has reached its physical limit and liquid cooling has become a necessity. After integrating the liquid-cooled Cage with the cooling plate, the heat dissipation efficiency is increased by over 30%, and the global liquid-cooled optical module market is expected to explode by 2026.