On January 10th, Guo Mingchi, an analyst at Tianfeng International Securities, released a report stating that Weiying expects to ship OpenAI ASIC AI servers (chip design by Broadcom) as early as 4Q26-1Q27. This server adopts a water-cooled design, and the price per cabinet is significantly higher than that of air-cooled servers. Generally speaking, the unit price of water-cooled servers is several times that of air-cooled servers, and Weiying is the biggest downstream beneficiary of ASIC AI servers, so it is expected to significantly benefit from the trend of ASIC AI server specification upgrades.
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