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Vishay Intertechnology NTC Immersion Thermistor Delivers Fast 1.5 s Response Time for Liquid-Cooled Automotive Systems
Globenewswire· 2025-07-02 15:00
Designed for Permanent Contact With Variety of Liquids, AEC-Q200 Qualified Device Eliminates the Need for Costly Wire to Wire ConnectorsMALVERN, Pa., July 02, 2025 (GLOBE NEWSWIRE) -- Vishay Intertechnology, Inc. (NYSE: VSH) today introduced a new AEC-Q200 qualified NTC immersion thermistor. Featuring a miniature design with a compact sensor tip and thin insulated wire, the Vishay BCcomponents NTCAIMM66H is ideal for the small spaces of liquid-cooled automotive systems, where it provides a fast 1.5 s respon ...
Gentherm Expands Strategic Partnership with DUOMED to Enhance Distribution Across Europe
Globenewswire· 2025-06-27 12:00
NOVI, Mich., June 27, 2025 (GLOBE NEWSWIRE) -- Gentherm (NASDAQ: THRM) a global market leader of innovative thermal management and pneumatic comfort technologies, today announced the expansion of its long-standing partnership with DUOMED into France. Building on years of successful collaboration in the Benelux region, this extension marks a strategic milestone as both companies work to deliver advanced patient temperature management technologies to more clinicians and patients across Europe. Under this agre ...
全球与中国金属金刚石复合材料市场现状及未来发展趋势
QYResearch· 2025-06-13 10:22
在当今科技飞速发展的时代,热管理材料的需求日益增长,特别是在电子封装、高功率设备等领域。金属基金刚石增强复合材料,以其独特的性 能,成为了这一领域的新星。本文主要涵盖铜金刚石、铝金刚石、银金刚石三种产品。 铜金刚石是一种金刚石粉与铜合金的复合材料。采用优质人工合成金刚石粉,其具 600W/M.K 左右的热导率,和极低的热膨胀系数,合适的工艺 下,金刚石颗粒与铜合金达成冶金结合界面,则铜金刚石复合材料具有极佳的热导率与合适的热膨胀系数。 铝金刚石是由铝和金刚石组成的复合材料,是一种低热膨胀、高导热率、高强度、轻重量的优良材料。该产品作为 GaN 半导体芯片的散热部件而 受到高度关注。 银金刚石复合材料在室温下具有高达 650 W/mK 的优异导热率 , 且 CTE 接近半导体材料 , 明显大于传统封装材料如 CuW 的导热率。 金属金刚石复合材料行业目前现状分析 市场需求大幅增加 近年来,半导体产业高速发展,半导体材料对于材料重量及导热性能要求越来越高,整体上,近年来市场对金属金刚石复合材料的需求量大幅增 加。 国内企业研发投入不足与高端人才相对匮乏 国内企业在金属金刚石复合材料领域的研发资金和技术积累相对不足 ...
Coherent Introduces Breakthrough Diamond-Silicon Carbide Material for Next Generation Thermal Management in AI and High-Performance Computing
Globenewswire· 2025-06-12 20:35
Core Insights - Coherent Corp. has launched a diamond-loaded silicon carbide (SiC) ceramic composite aimed at improving thermal management in advanced AI datacenters and high-performance computing (HPC) systems [1][4] Product Features - The new diamond-silicon carbide material achieves isotropic thermal conductivity exceeding 800 W/m-K, which is twice the performance of copper, the current industry standard [2] - The composite closely matches the coefficient of thermal expansion (CTE) of silicon, making it suitable for direct integration with semiconductor devices [2] Performance Benefits - The diamond-SiC material significantly enhances reliability, extends component lifetimes, and reduces cooling costs, which can account for up to 50% of a datacenter's energy consumption [3] - The composite is designed to be corrosion-resistant, electrically insulating, and mechanically robust across a wide temperature range, making it compatible with direct liquid cooling (DLC) systems [3] Applications - Key applications for this innovation include direct to chip heat spreading, microchannel cold plates, semiconductor device substrates, and other advanced solutions where traditional copper-based materials are inadequate [3]
Modine Manufacturing Company (MOD) FY Conference Transcript
2025-06-04 18:42
Modine Manufacturing Company (MOD) FY Conference Summary Company Overview - Modine Manufacturing Company is a global leader in heating and cooling technologies with a history of over 110 years [10] - The company has undergone a significant transformation over the past four years, improving EBITDA margins from approximately 6-7% to around 15% [3][10] Key Financial Metrics - Revenue for the last reported year was $2.6 billion, with an EBITDA of $392 million [10] - The Climate Solutions segment has grown to become larger than the Performance Technologies segment for the first time in the company's history [10][11] Strategic Transformation - The transformation strategy is centered around the purpose statement: "engineering a cleaner, healthier world," which guides all operations [8] - The company focuses on deep thermal management solutions, targeting markets such as data centers and electric vehicles [12][19] - The "eightytwenty" principle is a core strategy, emphasizing continuous evolution of the product portfolio to enhance shareholder value [14][15] Business Segments - **Performance Technologies**: Previously the largest segment, now reduced in size due to divestitures and SKU count reductions, generating about $1 billion in sales [17] - **Climate Solutions**: A rapidly growing segment, with revenue increasing from approximately $500 million in FY22 to $600 million, and EBITDA margins improving from 12% to over 20% [19] Data Center Market - The data center segment is experiencing exponential growth driven by increased compute power and the need for efficient cooling solutions [22] - Modine's products are typically priced 15-20% higher than competitors due to their efficiency and effectiveness in reducing operational costs [23] - The company has secured a significant $180 million order from a neo cloud provider for AI infrastructure, indicating strong demand in this sector [39] Capacity Expansion and Investments - Modine is expanding its capacity for data center products, increasing from one facility in the UK to ten facilities globally [51] - Recent investments include a $38 million retooling of a facility in Grenada, Mississippi, to support data center growth [26] Market Differentiation - Modine differentiates itself through custom solutions and a focus on sustainability, which has become increasingly important in the data center market [47][48] - The company has established strong relationships with customers, some lasting over 100 years, which enhances its competitive position [15] Future Outlook - The company anticipates continued growth in the Climate Solutions segment, with a target of 10-13% revenue growth and adjusted EBITDA of 16-18% [30] - Modine is actively pursuing strategic acquisitions to bolster its market position and replace non-strategic business segments [28][29] Challenges and Considerations - The Performance Technologies segment is undergoing significant restructuring, with plans to exit $250-300 million of non-strategic business [55] - The heavy-duty equipment market is cyclical, and while there are expectations for recovery, the company is focused on improving margins regardless of volume fluctuations [60][62] Conclusion - Modine Manufacturing Company is positioned for growth through strategic transformation, focusing on high-margin Climate Solutions and data center markets, while navigating challenges in its legacy Performance Technologies segment. The emphasis on sustainability and custom solutions provides a competitive edge in a rapidly evolving industry.
Gentherm (THRM) 2025 Earnings Call Presentation
2025-06-04 14:03
2025 Baird Global Consumer, Technology & Services Conference Bill Presley, President and CEO Jon Douyard, Executive Vice President of Finance, Chief Financial Officer and Treasurer Gentherm, Inc. | June 4, 2025 Proprietary © Gentherm Forward-Looking Statements Except for historical information contained herein, statements in this presentation are forward-looking statements that are made by Gentherm Incorporated (the "Company") pursuant to the safe harbor provisions of the Private Securities Litigation Refor ...
Gentherm (THRM) 2025 Conference Transcript
2025-06-04 13:30
Gentherm (THRM) Conference Call Summary Company Overview - Gentherm is a global market leader in thermal management and pneumatic comfort technologies, primarily serving the automotive and medical sectors [2][3] - The company specializes in seat heaters, heated and cooled seats, steering wheel heaters, and pneumatic comfort solutions acquired in 2022 [2][3] Core Technologies - Gentherm's product portfolio is built on four core technology platforms: thermal management, air moving devices, pneumatic solutions, and valve systems [4] - The company aims to scale its technology into adjacent markets such as commercial vehicles, agriculture, two-wheelers, and home goods [5][6] Market Position and Strategy - Gentherm has a global presence with over 14,000 employees in 13 countries and engages with over 50 original equipment manufacturers (OEMs) [6][7] - The company controls its commercial destiny by selling directly to OEMs, allowing for strategic flexibility [6][7] - Gentherm's strategic framework focuses on scaling profitably while expanding margins and driving total shareholder return [7][10] Financial Performance - Gentherm reported a revenue of $1.5 billion with an EBITDA margin of 12.5% [11] - The company aims to return to mid to high teens EBITDA through growth, eliminating duplicate costs, and improving profitability in newly acquired segments [22][23] Innovation and R&D - Innovation is a core pillar for Gentherm, with a commitment to continuous improvement and product development [36] - The company invests approximately 6% of sales in R&D, focusing on enhancing customer experience and cost competitiveness [40] Growth Opportunities - The adoption of climate-controlled seats is projected to reach nearly 70% of vehicles by 2030, with significant growth expected in lumbar and massage technologies [44][45] - The company anticipates that the pneumatic and lumbar business could exceed $300 million by 2027, growing from $175 million last year [38][45] China Market Strategy - Gentherm is shifting its customer mix in China from 80% global joint ventures to a more balanced 60% global JV and 40% Chinese OEMs by next year [50] - The company views the Chinese market as a critical opportunity for competitive intelligence and innovation [51][52] Sales and Purchasing Environment - The purchasing environment has normalized, with no significant delays or cancellations in program awards, indicating a return to traditional business models [56][57] - Gentherm expects strong bookings in the second half of the year, tracking at $400 million in the first quarter [56][57] Conclusion - Gentherm is positioned for growth through strategic scaling of its technologies across various markets, a strong focus on innovation, and a solid financial foundation [11][22][36]
3D Systems' Additive Manufacturing Solutions Enable Pioneering Research on Advanced Thermal Control Systems for Next Generation Space Missions
GlobeNewswire News Room· 2025-06-03 12:30
3D Systems’ applications expertise, technologies foundational to research projects led by Penn State, Arizona State & NASA Glenn Research CenterAdditive manufacturing enabling novel titanium and nitinol passive heat pipes for space applications with 50% reduced weight enabling more efficient thermal managementResearchers advance state-of-the-art for thermal management of CubeSats with projected 6× greater deployed-to-stowed-area ratio with one of the first additively manufactured shape memory alloy (nitinol ...
Modine to Participate in Upcoming William Blair 45th Annual Growth Stock Conference on June 4, 2025
Prnewswire· 2025-06-02 20:30
RACINE, Wis., June 2, 2025 /PRNewswire/ -- Modine (NYSE: MOD), a diversified global leader in thermal management technology and solutions, announced today that it will participate in the William Blair 45th Annual Growth Stock Conference on Wednesday, June 4, 2025.Neil D. Brinker, Modine President and Chief Executive Officer, and Michael B. (Mick) Lucareli, Executive Vice President and Chief Financial Officer, will be presenting at the conference on Wednesday, June 4, 2025, at 12:40 p.m. Central time (1:40 p ...
Modine to Acquire L.B. White, Gaining Market-Leading Heating Technologies Line
Prnewswire· 2025-05-30 11:00
Acquisition further diversifies HVAC offering through addition of portable and agriculture heating solutionsRACINE, Wis., May 30, 2025 /PRNewswire/ -- Modine (NYSE: MOD), a diversified global leader in thermal management technology and solutions, announced that it had entered into a definitive agreement to acquire L.B. White, a leading global provider of specialty heating solutions for the agriculture, construction and special event industries. Modine expects the transaction to close May 31, 2025, subject t ...