Reported 9 months ago
Peng Weilin/Taipei reported on June 26, 2024, at 4:10 pm, the cooling stock king Jianze (3653) saw its stock price surpass the thousand mark again. Its new AI server heatsink plate product will start mass production and shipping in the second half of the year, with revenue expected to increase quarter by quarter, outperforming last year. In May, Jianze's revenue reached NT$1.149 billion, a 23.83% annual growth, showing excellent performance. Jianze's main products include heatsink plates, LED wire racks, and car-use water-cooling modules, with major AI giants like Nvidia and AMD being customers. With a revenue share of 60% for cooling products, 15% for wire racks, and around 10% for other products, Jianze expects its main product shipments to increase each quarter, leading to better annual performance than last year. Analysts point out that with the high power consumption of AI servers, the heatsink plate specifications must also improve, and Jianze's production of high-end heatsink plates with better yields than its peers is favored by customers. ILM clips provide pressure to the AI main chips and the radiator, ensuring good electrical contact between the AI chip and the connector, allowing for good heat transfer contact between the radiator and the AI main chip. Note: Warrant investments involve risks, and the information in this section is for reference only and does not constitute an invitation, solicitation, or any other advice or recommendation; please consider carefully. For more reports, see Commercial Times on CSG next January, Q1 domestic sales, low-end shortage, global server market down 7%, pure online insurance companies officially open, and the FSC will begin accepting license applications in August next year.
Source: YAHOO