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AVC Hits Record High on TSMC Liquid Cooling Partnership Prospects
Electronic Technology · Electronic Components · cnyes · 2026-09-03
2330, 3017
Shares of AVC surged to a record high of 3,525 TWD as strong server demand and potential involvement in TSMC's liquid cooling roadmap boost investor outlook.
What Happened
Market Performance: AVC shares reached a historic high of 3,525 TWD today, driven by robust demand for server products and strong momentum in ASIC-related components.
Growth Outlook: Analysts expect a 20% quarter-over-quarter revenue increase for Q3, with further growth anticipated in Q4 as NVIDIA VR product shipments and liquid cooling market share expand.
Technological Edge: Industry reports suggest AVC is involved in the development of next-generation liquid cooling technology for TSMC and AMD, positioning the company for significant gains once new platforms launch next year.
Future Momentum: With rising average selling prices for liquid cooling solutions and increased shipments for AMD's MI400, the company is poised for a strong, sequential growth trajectory throughout the second half of the year.