#Industry News
Yinlun The Underrated Leading Player in AI Liquid Cooling with Explosive Performance Potential
276 Layers, 700kW, 30% of CDU Value: The Heat Exchanger Edge Behind Yinlun's 15%/75%/120% Curve
Yinlun is positioned as the most undervalued core leader in AI liquid cooling, leveraging 40 years of vehicle thermal management expertise to enter CDU heat exchanger supply, a segment accounting for 30% of CDU system value. Its 276-layer precision plate design delivers 700kW heat dissipation under a 602mm height limit. As the exclusive domestic qualified supplier for leading North American G clients, Q3 2026 delivery is highly certain, with performance elasticity projected at 15%/75%/120% across 2026-2028, while its five-dimensional moat—self-developed brazing equipment and rapid line construction—outpaces European giants' 1-2 year expansion cycles. EXTRCOOL provides one-stop liquid cooling solutions.