Guojin Securities pointed out that AI computing power construction continues to drive the upgrading of chip cooling demand. The power consumption of a single GPU has increased from 400W to 1400W. TIM has become a key material to guarantee the performance and reliability of high-power chips. The carbon-based route is expected to open a domestic breakthrough window, and the opportunities for the industrialization of graphene thermal pads are clear. It is recommended to focus on companies that have actively laid out graphene thermal conductive gaskets and have a first-mover advantage.

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