[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"status-days":3,"theme-liquid-cooling":32,"theme-heat-liquid-cooling":244},[4,18],{"date":5,"taiex_close":6,"taiex_chg":7,"taiex_chg_pct":8,"advancers":9,"decliners":10,"unchanged":11,"stocks":12,"turnover_sum":13,"margin_balance":14,"margin_chg":15,"short_balance":16,"short_chg":17},"2026-10-12",49301.96,-11.480000000003201,-0.00023279657634922568,868,916,158,1971,1044705369816,9174215,2895,175930,1165,{"date":19,"taiex_close":20,"taiex_chg":21,"taiex_chg_pct":22,"advancers":23,"decliners":24,"unchanged":25,"stocks":26,"turnover_sum":27,"margin_balance":28,"margin_chg":29,"short_balance":30,"short_chg":31},"2026-10-13",48341.31,-960.6500000000015,-0.019485026558781926,444,1337,161,1975,1306098703553,9070158,-104057,168869,-7061,{"id":33,"slug":34,"name":35,"category":36,"summary":39,"members":40,"ret_1d":41,"ret_5d":42,"ret_20d":43,"ret_60d":44,"up":45,"down":40,"flat":45,"mcap":46,"turnover":47,"spark":48,"verified_at":109,"updated_at":110,"as_of":19,"description":111,"facts":112,"drivers":122,"trends":126,"index_base_date":130,"published_at":131,"segments":132,"upstream":231,"downstream":232,"changes":241,"chips":242},10,"liquid-cooling","液冷散熱",{"slug":37,"name":38},"cooling","散熱冷卻","AI 晶片功耗太高，氣冷不夠用，改用冷板與冷卻液把熱帶走。",6,-0.03085043234815263,-0.05620840798125748,0.0890267068586088,0.48664481367607504,0,7372794577930,61581765580,[49,50,51,52,53,54,55,56,57,58,59,60,61,62,63,64,65,66,67,68,69,70,71,72,73,74,75,76,77,78,79,80,81,82,83,84,85,86,87,88,89,90,91,92,93,94,95,96,97,98,99,100,101,102,103,104,105,106,107,108],266.84,258.65,279.76,279.12,287.46,275.16,276.01,255.33,243.88,236.91,260.3,281.71,297.36,304.36,326.98,313.56,318.85,319.12,333.71,349.19,348.61,351.68,340.27,338.01,339.56,327.63,327.97,340.55,357.56,371.18,382.19,386.32,386.37,378.87,369.76,395.2,385.71,373.09,388.5,383.62,375.81,370.99,355.2,365.74,369.72,395.17,412.92,424.08,430.49,440.75,430.57,428.99,428,419.71,442.65,442.47,436.5,435.85,431.07,417.77,null,"2026-10-14T02:09:00.442540+08:00","單顆 AI 晶片功耗動輒上千瓦，整櫃功耗數十到上百千瓦，液冷成為高階 AI 伺服器的主流。供應鏈包含冷板、分歧管、快接頭、冷卻液分配單元（CDU）與熱交換器。",[113,116,119],{"label":114,"value":115},"主要架構","冷板式液冷（Direct-to-Chip）",{"label":117,"value":118},"關鍵零件","冷板、分歧管、快接頭、CDU",{"label":120,"value":121},"觀察重點","新平台液冷滲透率",[123,124,125],"AI 晶片功耗持續上升","資料中心追求更低的能源使用效率（PUE）","整櫃出貨讓散熱廠直接參與機櫃設計",[127,128,129],"液冷從 GPU 擴大到交換器與記憶體","浸沒式液冷在特定場域試行","散熱廠擴充美國與東南亞產能","2023-12-29","2026-10-14T02:09:00.595288+08:00",[133,183,201],{"id":134,"tier":135,"name":136,"description":137,"members":138},25,"upstream","冷板與均熱元件","貼在晶片上的冷板、均熱片。",[139,158,171],{"code":140,"name":141,"role":142,"relevance":143,"note":144,"industry":145,"close":146,"chg_pct":147,"ret_5d":148,"ret_20d":149,"mcap":150,"turnover":151,"signals":152},"3017","奇鋐","leader","high","冷板、散熱模組與機櫃散熱","電腦及週邊設備業",3280,-0.03101920236336775,-0.08507670850767068,-0.052023121387283155,1287541062960,9274487480,[153,154,155,156,157],"rev_yoy","rev_yoy_3m","eps_yoy","trust_buy_5d","holders_up",{"code":159,"name":160,"role":142,"relevance":143,"note":161,"industry":162,"close":163,"chg_pct":164,"ret_5d":165,"ret_20d":166,"mcap":167,"turnover":168,"signals":169},"3653","健策","均熱片與液冷元件","電子零組件業",6990,-0.023743016759776636,-0.029840388619014502,0.20725388601036254,1025662272000,6791792515,[153,154,155,170],"foreign_buy_5d",{"code":172,"name":173,"role":142,"relevance":143,"note":174,"industry":175,"close":176,"chg_pct":177,"ret_5d":178,"ret_20d":179,"mcap":180,"turnover":181,"signals":182},"3324","雙鴻","冷板與液冷模組","其他電子業",1475,-0.04220779220779214,-0.048387096774193616,0.02430555555555558,137288334575,3862305155,[153,154,155,156],{"id":184,"tier":135,"name":185,"description":186,"members":187},26,"快接頭與管路","液冷迴路的快接頭、分歧管。",[188],{"code":189,"name":190,"role":191,"relevance":143,"note":192,"industry":162,"close":193,"chg_pct":194,"ret_5d":195,"ret_20d":196,"mcap":197,"turnover":198,"signals":199},"6805","富世達","niche","液冷快接頭與軸承元件",2210,-0.026431718061673992,-0.09795918367346945,0.00913242009132409,151504110160,2494289465,[153,154,155,170,200],"foreign_streak_3d",{"id":202,"tier":203,"name":204,"description":205,"members":206},27,"midstream","冷卻液分配與熱交換","CDU、熱交換器與機櫃層級整合。",[207,219],{"code":208,"name":209,"role":142,"relevance":210,"note":211,"industry":162,"close":212,"chg_pct":213,"ret_5d":214,"ret_20d":215,"mcap":216,"turnover":217,"signals":218},"2308","台達電","mid","CDU 與資料中心電源散熱整合",1775,-0.06578947368421051,-0.11471321695760595,0.05970149253731338,4610639357500,27343381390,[153,154,155,157],{"code":220,"name":221,"role":191,"relevance":143,"note":222,"industry":223,"close":224,"chg_pct":225,"ret_5d":226,"ret_20d":227,"mcap":228,"turnover":229,"signals":230},"8996","高力","板式熱交換器與 CDU","電機機械",1715,-0.0029069767441860517,0.07523510971786829,0.3192307692307692,160159440735,11815509575,[153,154,155,170,156,157],[],[233],{"id":234,"slug":235,"name":236,"category":237,"ret_1d":240},9,"ai-server-assembly","AI 伺服器組裝",{"slug":238,"name":239},"ai-server","AI 伺服器",-0.02040545118786066,[],{"members":40,"foreign_buy_count":243,"trust_buy_count":243,"holders_up_count":243},3,{"group":245,"key":34,"name":35,"period":246,"ret":41,"stocks":247},"theme","1d",[248,249,250,251,252,253],{"code":208,"name":209,"ret":213,"mcap":216,"turnover":217,"close":212,"chg_pct":213},{"code":140,"name":141,"ret":147,"mcap":150,"turnover":151,"close":146,"chg_pct":147},{"code":159,"name":160,"ret":164,"mcap":167,"turnover":168,"close":163,"chg_pct":164},{"code":189,"name":190,"ret":194,"mcap":197,"turnover":198,"close":193,"chg_pct":194},{"code":220,"name":221,"ret":225,"mcap":228,"turnover":229,"close":224,"chg_pct":225},{"code":172,"name":173,"ret":177,"mcap":180,"turnover":181,"close":176,"chg_pct":177}]