立讯精密：微通道技术预计明年量产

Core Viewpoint - Lixun Precision (002475) is strategically shifting its focus from traditional fan cooling to advanced liquid cooling technologies, aligning its product offerings with the growing demands of AI applications [1] Group 1: Product Development - Lixun Precision has formed a comprehensive product "family" for thermal management through acquisitions and the establishment of a top-tier R&D team [1] - The company is transitioning from fan cooling to liquid cooling solutions, which include cold plate cooling, two-phase cooling, spray cooling, and immersion cooling [1] - The microchannel technology, which was laid out two years ago, is expected to enter mass production next year [1] Group 2: Research and Innovation - The diamond copper project, a leading industry research initiative, demonstrates superior thermal conductivity compared to standard copper and has a thermal expansion coefficient that matches silicon, significantly reducing thermal resistance [1] - The R&D team's simulation capabilities are industry-leading, with actual measurements differing from simulations by only ±1 degree [1]