
YMK: It is estimated that the pace of overseas liquid cooling adoption will be faster, with Europe and the United States likely entering the cold plate liquid cooling era as early as next year
On August 11th, YMK stated during an institutional research that regarding the question "What are the application scenarios and timing rhythms for liquid cooling and air cooling?", the company estimates that the pace of adopting liquid cooling overseas will be faster, with AI servers in Europe and the United States leading the way, expected to enter the cold plate liquid cooling era as early as next year, marking the beginning of the AI factory era, followed closely by the Middle East, Japan, and South Korea. Southeast Asia will be slightly slower in construction pace due to the influence of U.S. policies. Affected by relevant policies, as well as the stability, adaptability, and economy of existing solutions, the domestic market will still primarily rely on air-liquid hybrid solutions in the coming years. The company possesses products and technologies for all temperature control solutions in the market. In terms of business strategy, it aims to anchor the future direction of temperature control technology and export products based on different regional markets both domestically and internationally; while ensuring performance, it will reserve technology, products, and channels to support the company's subsequent development

