公众号记得加星标⭐️，第一时间看推送不会错过。 什么是芯片？ 计算机芯片是一块薄如晶圆的半导体材料薄片，通常由硅制成，内嵌电子电路。您可以将其视为电子 设备内的决策者。 所有芯片，无论是用于智能手机、笔记本电脑还是用于训练人工智能的芯片，外观都大同小异，并且 都采用先进技术制造而成。但它们的设计目的各不相同，各有不同。 来源 ：内容 编译自 AWS 。 就像人类生存的许多基本要素（电、自来水、跳动的心脏）一样，计算机芯片也是那种你不会去想的 东西，因为它已经融入到你日常生活的方方面面。 在智能手机上滚动屏幕？芯片。在观看您最喜欢的节目？芯片。在开车？芯片。使用食品加工机制作 薯片？芯片。然而，大多数人对这个位于许多现代设备核心的基本构造块知之甚少，因此他们错过了 整个世界。 在亚马逊，自 2015 年收购专业微电子公司 Annapurna Labs以来，我们一直在为 AWS 数据中心构 建和设计芯片。我们的硬件和软件工程师在从芯片设计到服务器部署的每个开发阶段进行协作。我们 不是构建芯片，将其集成到系统中，然后再编写软件，而是开发整个系统并从头开始工作，为我们试 图加速的特定类型的工作负载创建更加定制的芯片。 ...

Core Viewpoint - The demand for liquid cooling solutions is expected to increase significantly due to the rising power density of AI servers utilizing custom ASIC chips and NVIDIA GPUs, leading to an expansion of market space [1][2]. Group 1: Market Dynamics - Cloud service providers are adopting liquid cooling solutions for ASIC chips, opening up new market opportunities [2]. - Meta is collaborating with Broadcom to develop custom ASIC chips, pushing the thermal design power of AI servers above 180 kW, which will utilize liquid cooling components [2]. - Google has been using liquid cooling solutions since the TPU 3.0, and global cloud service providers are advancing their self-developed ASIC layouts, indicating a significant increase in liquid cooling penetration [2]. Group 2: Future Projections - It is anticipated that the shipment volume of ASIC and NVIDIA GPU chips will see substantial growth by 2026, which will significantly enhance the market space for liquid cooling [2]. - The value of liquid cooling systems is estimated at approximately 8,000 yuan per kW, with the total market space projected to reach around 80 billion yuan if over 10 million ASIC and GPU chips are shipped by 2026 [2]. Group 3: Competitive Landscape - Domestic liquid cooling companies in mainland China are showing strong competitiveness and have significant opportunities for international expansion [3]. - Major players in the North American liquid cooling supply chain are primarily located in the U.S. and Taiwan, while mainland Chinese companies have improved in technology, product quality, and project experience [3]. - If domestic companies capture 30% of the projected 80 billion yuan market space, it could translate to a revenue potential of 24 billion yuan, indicating substantial earnings elasticity for related firms [3]. Group 4: Investment Strategy - The strong demand for liquid cooling driven by the rapid growth of customized ASIC chips from cloud providers is expected to significantly expand the liquid cooling market [5]. - Domestic liquid cooling enterprises have made notable advancements in technology and quality, with some already entering NVIDIA's supply chain, suggesting a promising outlook for international market penetration [5].