Thermal Management Revolution or Risk? VHD’s Market Challenge Ahead

Independent Validation of VHD’s Thermal Performance

Green Critical Minerals Ltd (ASX – GCM) has taken a significant step forward in commercialising its Very High Density (VHD) thermal management technology. Independent testing by the University of New South Wales (UNSW) has confirmed that VHD outperforms traditional materials like copper and aluminium in both thermal conductivity and thermal diffusivity, two critical metrics for managing heat in advanced electronics.

The like-for-like testing regime showed VHD achieves a thermal conductivity of 422 W/m·K, exceeding copper’s 328 W/m·K by 30% and tripling aluminium’s 142 W/m·K. Thermal diffusivity results were even more striking, with VHD performing nearly three times better than copper and over four and a half times better than aluminium. These findings validate earlier internal research and customer feedback, reinforcing VHD’s potential as a superior thermal management solution.

Why Thermal Conductivity and Diffusivity Matter

Thermal conductivity measures how effectively a material transfers heat, essential for steady-state cooling. Thermal diffusivity, on the other hand, gauges how quickly a material responds to sudden heat spikes, a common challenge in high-performance computing environments such as AI data centres and power electronics.

VHD’s exceptional performance in both areas means it not only removes heat more efficiently but also adapts dynamically to fluctuating thermal loads. This dual capability is critical as computing demands intensify and traditional materials approach their physical limits.

Commercialisation and Market Outlook

Green Critical Minerals’ Managing Director Clinton Booth highlighted the milestone nature of these results, emphasizing that VHD is poised to revolutionize thermal management in technology sectors. The company has progressed rapidly over the past year, moving from pilot production to an operational plant and advancing customer qualification programs globally.

With the global technology and electronics market forecast to exceed US$2 trillion annually, VHD’s superior thermal properties could unlock significant opportunities. The company targets first revenues from VHD sales in the first half of 2026, signaling a critical phase as it transitions from development to commercialisation.

While these results are promising, the true test will be market adoption and integration into demanding applications. Continued customer feedback and qualification will be key to confirming VHD’s competitive edge in real-world settings.