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Auras August Revenue Jumps 67% YoY on AI Liquid Cooling Demand
Electronic Technology · Computer Peripherals · economic_daily · 2026-09-08
Thermal solution provider Auras reported August revenue of NT$3.14 billion, up 67.2% year-over-year, as it prepares for a strong Q4 driven by AI server growth.
What Happened
Revenue Performance: Auras announced August revenue of NT$3.14 billion, which, while down 16.6% from July's record high, represents a 67.2% year-over-year increase. The company's cumulative revenue for the first eight months has already surpassed its total revenue for the previous year.
Growth Drivers: The month-over-month decline was attributed to a high base effect from July, which included deferred shipments from June. The strong year-over-year growth is primarily driven by the increasing market share of Auras' liquid cooling systems for AI servers.
Future Outlook: Chairman Lin Yu-shen expects the company to reach its peak operational performance in November and December as new ASIC and GPU products begin shipping. The company is scaling up to meet the robust demand for high-performance thermal management solutions.
Industry Context: Competitor AVC also reported strong results, with August revenue rising 54.3% to a new record. This underscores the overall strength of the Taiwanese thermal management supply chain as it benefits from the ongoing AI server infrastructure build-out.