Broker Recommends Diamond Thermal Management Stocks After US Firm Launches Diamond Cold Plate

Very Bullish · $002046.SZ · $300179.SZ · $300382.SZ · $300868.SZ · $300547.SZ

What Happened

A US thermal management company, Frore Systems, launched a diamond-based liquid cold plate (LiquidJet Diamond) on October 8, which integrates a 7mm x 7mm diamond heat spreader directly over GPU hotspots without altering chip packaging or existing liquid cooling infrastructure. The Chinese broker highlights this as a key milestone accelerating the industrialization of diamond thermal management and reiterates a bullish recommendation on related Chinese stocks.

Bottom Line

The broker remains bullish on the diamond thermal management sector, expecting large-scale orders to materialize and recommending a list of Chinese stocks poised to benefit.

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