Reported 11 months ago
With the rise of emerging technologies and applications such as 5G, IoT, AI, and cloud computing, the demand for industry components has surged, particularly in the server industry that plays a pivotal role. This growth has led to a focus on the cooling industry to prevent servers from overheating and crashing, with traditional cooling companies like Sunon (3324), CCI Cooler (3017) accelerating R&D. Contract manufacturers like Compal (2382) and Inventec (2356) are also stepping up to meet the demand. As global demand for processing power increases, hardware cooling requirements rise, with liquid cooling gradually replacing traditional methods. Industry players are investing in liquid cooling systems and smart thermal management software. Companies like Wiwynn (6669) are strategically positioned in cooling technologies, tapping into opportunities and expecting continued performance growth. The cooling market offers diverse opportunities from air-cooled to liquid-cooled systems, individual cabinets, cooling boxes, to cooling management systems used in facilities, with optimistic industry growth expected in the coming years.
Source: YAHOO