002975,液冷隐形冠军,业绩激增,打入北美供应链,技术供应台积电!

碧湾APP半导体...
Feb 23

当AI算力的洪流席卷全球,芯片的“热情”也水涨船高。英伟达新一代GPU的功耗已突破1800瓦大关,传统风冷如同“扇扇子”,再也无法为这些“算力猛兽”降温。一场散热技术的革命势在必行,而液冷,正从备选方案变为数据中心刚需。谁能在这场千亿级的风口中,握住关键的“水龙头”?市场目光正在聚焦一家低调的珠海企业——博杰股份。它不仅是苹果供应链的“老牌检测员”,更在悄然间,将自己的精密制造触角,伸向了决定AI...

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