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23/09/2026 14:11

AI boom spreads to superhard materials firms venturing into lab-grown diamond sector, boosting related stocks

    Economic Information Daily News (June 23) - The artificial intelligence (AI) boom has extended to the diamond heat dissipation sector. In recent months, several traditional superhard materials listed companies, including Wald (SSE: 688028) and Sifangda (SZSE: 300179), have released密集 investment and fundraising change announcements, entering the diamond heat dissipation field one after another. According to the Securities Times, as related projects are successively implemented, some listed companies' diamond heat dissipation products have already entered the sample delivery and small-batch supply stages.

    Currently, with AI large model iterations driving continuous increases in server chip power consumption, CVD diamond heat sinks are regarded as a key material for solving high-power chip heat dissipation challenges. Against the backdrop of sluggish prices in the lab-grown diamond and industrial diamond core businesses and pressure on corporate profitability, transforming toward semiconductor functional materials has become a practical choice for companies in the superhard materials industry.

    Superhard materials-related stocks rose逆势 today, with Wald up 5.3%, Sifangda and Power Diamond (SZSE: 301071) rising 3.9%, Yellow River Cyclone (SSE: 600172) up 3.8%, while Inno Laser (SZSE: 301021), Sinomach Precision (SZSE: 002046), and Jingcheng Machinery (SZSE: 300316) also followed with gains. (ry)
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