FT商学院

Fine porcelain maker Maruwa becomes the hottest bet for cooling AI data centres

Japanese ceramics manufacturer’s two centuries of pottery experience help it take the heat out of the latest technology
Analysts estimate Maruwa has 60% of the global market for heat dissipation substrates for vitally important optical transceivers

A Japanese company with more than two centuries of history in ceramic art and fine porcelain tableware has emerged as a surprise beneficiary of the rise of generative AI, electric vehicles and the technology sector’s intensifying war against heat.

Maruwa, which dominates globally in a range of specialist ceramics, has seen its shares almost double over the past year and leap to an all-time high since the start of April.

您已阅读17%(550字),剩余83%(2697字)包含更多重要信息,订阅以继续探索完整内容,并享受更多专属服务。
版权声明:本文版权归manbetx20客户端下载 所有,未经允许任何单位或个人不得转载,复制或以任何其他方式使用本文全部或部分,侵权必究。
设置字号×
最小
较小
默认
较大
最大
分享×