AI Liquid Cooling Demand Surges, Taiwan Auras Technology Reports 47.6% Revenue Jump in 2025 Financial Results

Facing the tremendous growth opportunities in the AI liquid cooling market, Auras Technology is focusing on key core segments, continuously increasing investment in production capacity and R&D, and fully seizing market dividends.At present, the company is concentrating on market opportunities for NVIDIA GB300 series liquid cooling thermal components, which mainly supply global leading data center operators and server manufacturers such as Oracle, Meta, AWS, and Supermicro, with consistently strong order demand.To match this growth momentum, the production capacity of Auras’ new plant in Thailand has been gradually ramped up and is scheduled to officially enter mass production in the first half of 2026. By then, the production capacity of liquid cooling thermal components will be further expanded, providing solid support for the smooth fulfillment of follow-up orders.Meanwhile, for NVIDIA’s newly launched Rubin platform, Auras maintains close cooperation with customers, and related liquid cooling components have entered the testing and verification phase. Backed by its mature technological expertise and rapid response capability, the company is well positioned to continue capturing market opportunities brought by the new platform.In addition, the company is actively expanding into the AI ASIC liquid cooling market. Its upgraded micro-channel cold plate (MCCP) has been gradually adopted by NVIDIA VR200, non-NVIDIA GPUs, and AI ASIC platforms, gaining an early advantage in emerging sectors and injecting strong momentum into future performance growth.

Looking ahead to 2026, Auras Technology maintains an optimistic outlook for its full-year operating performance.Relevant company officials stated that although the first quarter is traditionally a slow season for the thermal management industry, sustained strong demand for AI server liquid cooling will keep the company’s server cold plate shipments at a high level, potentially achieving a strong performance even in the off-season.Specifically, the company conservatively estimates that its operating results for the first quarter of 2026 will at least match those of the fourth quarter of 2025 and be significantly better than the same period in 2025.For the full year, with the gradual ramp-up of production capacity at its new Thailand plant, the successful rollout of products for the Rubin platform, and continuous expansion in the AI ASIC liquid cooling market, Auras’ operating performance is expected to trend upward quarter by quarter with robust business momentum.Meanwhile, global demand for AI computing power continues to surge, further unlocking growth in the liquid cooling market.Backed by its core strengths in technology, production capacity, and customer resources, Auras is well positioned to continue benefiting from the industry’s high-growth cycle and achieve steady, sustained performance growth.