Reported about 1 year ago
As the NVIDIA AI server GB 200 is set to launch in the second half of 2024, Qisda (3017) and Wistron (3324) are highly favored for their cooling technologies. Foreign investors believe that both companies have strong revenue performances, with the potential for their stock prices to surpass the thousand mark. Qisda is a supplier for the NVIDIA GB 200 server and the sole supplier of water-cooled boards for the Switch Tray, securing orders steadily. With increased shipments of 3D VC products and optimized product portfolios, Qisda is expected to see an EPS of up to 5 yuan in the second quarter. Meanwhile, Wistron's revenue is set to expand further with strong demand for water-cooled products in the second half of the year as server shipments rise, along with an increase in unit prices for cooling modules, resulting in growth in both revenue and profits each quarter.
Source: YAHOO