健策

在 research 中被提到

• MI455X Helios 機架——AMD 第一個正面對打 NVL72 的 rack-scale 系統

  …散熱台廠**：AMD 沒公開點名 Helios 的冷板供應商。考慮液冷規格類似（distributed cold plate、>1200 W 熱密），合理推估 AVC (3017.TW)、Auras (3324.TWO)、Jentech (3653.TW)、Delta (2308.TW) 這 Rubin 那個 vendor pool 會有相當大的重疊，但未獲公開 confirm，列為 secondary。 **ODM**：HPE 是第一家公開宣布採用 Helios 的主要 …

• Rubin 液冷供應鏈——AVC、Cooler Master、Jentech、Delta 誰拿到什麼

  …bin 冷板訂單分給： - **AVC 奇鋐 (3017.TW)**——既有 GB200 冷板主力，份額預估 35–40%。 - **Cooler Master / 訊凱**——非上市，份額預估 25%。 - **Jentech 健策 (3653.TW)**——切入點是高階銅冷板與散熱蒸氣腔，份額預估 20%。 - **Delta 台達電 (2308.TW)**——以系統整合切入，含蓋冷板與一部分歧管，份額預估 15–20%。 Auras (3324.TWO) 雖然未被 …

• NVIDIA Vera Rubin — 平台與三條 SKU 線

  …約 60% 份額（先進製程領先）、Samsung 30%、Micron 10%。三家都在台股市場以美股 ADR 或當地股票交易。 - **冷卻**：液冷供應鏈分散於台廠（AVC 3017.TW、Auras 3324.TWO、Jentech 3653.TW、Delta 2308.TW）與美國的 Vertiv。CDU 由 Vertiv 與 Motivair 主導，台廠目前以冷板為主切入。 - **光通訊（NVL576 限定）**：Coherent (COHR)、Lumentum …

財報 highlight

法說 / IR events

競爭對手

相關公司

在 BOM 上跟該公司同列出現的廠商 — 可能是同層 supplier、補位 source、或客戶端，不一定是競爭關係。

• 台達電2308.TW
• 雙鴻3324.TWO
• 奇鋐3017.TW

新聞 timeline

• Jentech Precision Industrial Co Ltd Stock Price Today | TW: 3653 Live
  2026-05-17 · investing.com

  As of May 15, 2026, Jentech (3653) is trading at a price of 3,465.00 TWD, with a previous close of 976.00 TWD. The stock has fluctuated within a day range of

• Jentech Precision Industrial Co Ltd Stock Forecast - Jentech Precision Industrial Co Ltd - Alpha Spread
  2026-05-17 · alphaspread.com

  Jentech Precision Industrial Co Ltd banner. Jentech Precision Industrial Co Ltd Logo. # Jentech Precision Industrial Co Ltd TWSE:3653. ### Price Targets Summary Jentech Precision Industrial Co Ltd. According to Wall Street analysts, the average 1-year price target for **Jentech Precision Industrial Co Ltd** is **5 349.46 TWD** with a **low forecast of 4 009.7 TWD** and a **high forecast of 7 350 TWD**. According to Wall Street analysts, the average 1-year price target for **Jentech Precision Industrial Co Ltd** is **5 349.46 TWD** with a **low forecast of 4 009.7 TWD** and a **high forecast of 7 350 TWD**. ## Operating Income Forecast. Over the last 14 years, the compound annual growth rate for Operating Income has been 20%. ## What is Jentech Precision Industrial Co Ltd's stock price targ

• Jentech Precision | 3653 - Stock Price | Live Quote | Historical Chart
  2026-05-17 · tradingeconomics.com

  Jentech Precision traded at 3,465.00 this Friday May 15th, increasing 100.00 or 2.97 percent since the previous trading session. Looking back, over the last

• 3653 Stock Price | Jentech Precision Industrial Co. Ltd. Stock Quote (Taiwan) | MarketWatch
  2026-05-17 · marketwatch.com

  * Stocks and bonds are swept up in selloff as Trump’s China visit fails to pry open Strait of Hormuz. The most prestigious role in AI has no job description. For 6 months, I was tapping savings to pay bills, but that’s stopped — and I just got $20K from a CD. This is the most underrated retirement savings move, says RBC Wealth Management’s head of retirement solutions. You now need 18 months of emergency savings because of how much AI is disrupting the workforce. Mortgage rates ’ticked down’ — and here is the No. 1 lender of May 2026. Last Updated: May 15, 2026 1:30 p.m. ## NT$ 3,465.00. 3,350.00 Day Range 3,470.00. 1,265.00 52 Week Range 5,685.00. Visit a quote page and your recently viewed tickers will be displayed here. * Open NT$3,365.00. is engaged in the manufacture of metal stamping

• Jentech Precision Industrial Co., Ltd (3653.TW) - Yahoo Finance
  2026-05-17 · finance.yahoo.com

  Jentech Precision Industrial Co., Ltd, together with its subsidiaries, manufactures, processes, and trades in precision tooling, and electronic parts and