2026-02-04 02:15Company and Industry Summary Company Involved - 英维克 (Invec) Key Points and Arguments - Google has locked in a 26-year order with Invec, amounting to approximately $700-800 million (50-60 billion RMB) [1] - Last Monday, Tianhong, Google's foundry partner, visited Invec to urge for increased production capacity, requesting the addition of several production lines [2] - The new production lines are not only for Google but also cater to demands from Meta, OpenAI, and Tianhong itself for liquid cooling solutions [3] Other Important but Possibly Overlooked Content - The urgency from Tianhong indicates a growing demand for liquid cooling solutions in the tech industry, which may signal a trend towards increased investment in this area [2][3]