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Tianpin Hits Record Revenue in August on AI Liquid Cooling Demand
Electronic Technology · Electronic Components · economic_daily · 2026-09-11
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Tianpin Technology reported a record-breaking August revenue of NT$82.95 million, driven by the ramp-up of its AI server liquid cooling cleaning capacity.
What Happened
Record Revenue Growth: Tianpin Technology achieved a record monthly revenue of NT$82.95 million in August, marking a 171.7% year-on-year increase. The company's cumulative revenue for the first eight months of the year surged by 527.79%, fueled by the successful launch of new production capacity for AI server liquid cooling systems.
Technological Edge: As AI chips demand higher cooling efficiency, the tolerance for impurities in liquid cooling systems has plummeted, creating a high barrier to entry. Tianpin, through its subsidiary Naike Clean Technology, utilizes sub-micron particle aggregation and Class 10 cleanroom processes to meet the stringent requirements of major global CSPs and ODM manufacturers.
Operational Efficiency: The full activation of the company's second automated advanced production line has significantly improved operational synergy. By providing a one-stop service from precision cleaning to quality verification, Tianpin has enhanced its profit margins and supply chain efficiency, outperforming standard contract manufacturing models.
Future Outlook: With order visibility extending into 2027, Tianpin remains optimistic about the sustained capital expenditure from major cloud service providers. The company plans to leverage its dual-track strategy, combining stable cash flows from its life industry business with the rapid growth of its high-end AI cleaning technology division.