Copper Exhibition | Jintian Copper Breaks Foreign Monopoly with Liquid-Cooled Copper Tubes, Powering AI Servers with a ‘Made-in-China’ Thermal Solution
China’s leading copper processor, Jintian Copper (601609.SH), disclosed on its investor interaction platform that it has strategically entered the high-performance computing materials segment. Leveraging its expertise in copper-based technologies, the company has become one of the few global suppliers capable of delivering in bulk to leading enterprises in the AI computing sector. Its self-developed high-precision oxygen-free copper busbars, copper heat pipes, and liquid-cooled copper tubes are now being widely adopted in AI server thermal management systems—marking a significant technological leap for a traditional copper manufacturer into advanced manufacturing.
Jintian has broken through conventional copper processing methods by developing high-precision oxygen-free copper busbars with complex profiles. Through specialized structural design, the material significantly improves both thermal conductivity and mechanical strength. The product has already achieved large-scale adoption by several first-tier global cooling module manufacturers and is directly applied in next-generation GPU cooling systems, including the 3D Vapor Chamber (3DVC) architecture. Industry insiders note that 3DVC is emerging as the core cooling solution for AI chips, where the demands on material precision and thermal stability are exceptionally high. Jintian’s breakthrough effectively fills a long-standing gap in China’s high-end copper applications for precision thermal management.
The company’s copper heat pipes and liquid-cooled copper tubes, featuring ultra-thin wall thickness control (as low as 0.15mm) and highly efficient liquid-cooling circulation designs, have been successfully integrated into the product lines of multiple top-tier international AI server manufacturers. Compared with traditional aluminum-based cooling systems, copper-based liquid cooling can reduce thermal resistance by more than 30% under extreme computing loads, significantly extending equipment lifespan. This achievement not only challenges the dominance of overseas suppliers in high-end liquid-cooling materials but also advances the localization of China’s AI infrastructure supply chain.
With the rapid scaling of AI models such as ChatGPT and Sora—where single-chip power consumption is approaching 1,000W—traditional air cooling is nearing its physical limits. Market research forecasts that from 2025 to 2028, the global liquid cooling market for AI servers will grow at a compound annual rate of 45%, driving demand for copper-based cooling materials to exceed 120,000 tons. By positioning itself early in this high-value copper segment, Jintian has transformed from a traditional copper processor into a critical materials supplier within the AI computing ecosystem. The company’s product gross margins are reported to be 8–12 percentage points higher than those of conventional copper products.
As of August 2025, Jintian has established strategic partnerships with three of the world’s top five cooling module manufacturers, with its liquid-cooled copper tubes certified for deployment in NVIDIA’s GB200 superchip servers. A research note from Guotai Junan Securities highlights Jintian’s mastery of core technologies—such as precision processing of complex copper profiles and ultra-thin liquid-cooled tube forming—which create formidable competitive barriers. Against the backdrop of accelerating investment in AI hardware infrastructure, Jintian is well-positioned to leverage its first-mover advantage and capture long-term value from the upgrading of the computing power supply chain.
Source：Changjiang Nonferrous Metals Network