Chipset Technology achieved record second-quarter revenue, with May EPS reaching 8.03 yuan, driven by surging demand for liquid cooling heat dissipation in global AI technology. The company currently has order visibility extending to 2029, with Nvidia's Vera Rubin production ramp expected to further drive strong performance.
Specialized thermal management suppliers are seeing multi-year order backlogs, indicating sustained, long-term demand for AI datacenter cooling infrastructure.