A broker note summarizing a management exchange with Jentech (健策) states that MLCP (micro liquid cooling plate) has completed customer terminal performance testing and is being developed with packaging/testing equipment makers. The note highlights Chengtian Weiye (澄天伟业) as the only confirmed A-share partner of Jentech for MLCP.
Broker sentiment is bullish on Chengtian Weiye as the sole A-share partner of Jentech, leveraging the MLCP technology trend and Rubin ramp.
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