AI热潮蔓延至金刚石散热赛道 超硬材料企业跨界抢滩

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【AI热潮蔓延至金刚石散热赛道 超硬材料企业跨界抢滩】人工智能热潮正蔓延到金刚石散热赛道。近几个月来,多家传统超硬材料上市公司密集发布投资及募投变更公告,纷纷切入金刚石散热赛道。证券时报记者了解到,随着相关项目先后落地,部分上市公司金刚石散热产品已经进入送样、小批量供货阶段。当前伴随AI大模型迭代带动服务器芯片功耗持续走高,传统铜铝散热材料逐步触碰物理性能天花板,CVD金刚石热沉被视作破解高功率芯片散热痛点的关键材料。在培育钻石、工业金刚石主业价格低迷、企业盈利承压的背景下,向半导体功能材料转型,成为超硬材料行业企业的现实选择。

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