Reported about 1 year ago
Qihong (3017) is dedicated to promoting air-cooled 3D VC systems, with expected 10% revenue growth in the second quarter driven by demand for standard servers and mass production in Vietnam. Additionally, Qihong is actively advancing its liquid cooling system, expecting to commence shipping in 2025 with a market share of 10%. With increasing demand and production capacity in China and Vietnam, Qihong's 3D VC products are projected to significantly contribute to second-quarter revenue. Forecasts indicate Qihong's Q2 revenue may reach NT$16.85 billion, a 10% quarterly increase and 13% annual increase, with an EPS of around NT$4.5. Production of GB 200 server components will begin in the second quarter, with full-scale shipments slated for 2025, securing a position in the CSP industry's liquid cooling supply chain.
Source: YAHOO