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[CITIC Securities: Extreme Cooling Debuts, Diamond Ushers in the First Year of Industrialization] On September 19th, CITIC Securities research report stated that driven by three factors: the sharp increase in power consumption of AI chips, the approach of traditional metal heat dissipation to the physical limit, and the continuous optimization of diamond preparation technology, the diamond cooling industry is expected to usher in investment opportunities in the first year of industrialization. CITIC Securities recommends focusing on two main lines of layout: first, focusing on the industry leaders, taking the lead in small-batch supply of heat sinks, self-researching equipment, and leading production capacity scale; second, focusing on related companies with leading technology, large-scale manufacturing and full industry chain capabilities, and accelerating production expansion layout.
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