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Walrus Pump September Revenue Rises 7.8% on AI Liquid Cooling Demand
Electronic Technology · Electronic Components · economic_daily · 2026-10-07
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Walrus Pump reported a 7.8% year-over-year increase in September revenue, driven by strong demand for high-margin tech pumps in AI server liquid cooling systems.
What Happened
Revenue Performance: Walrus Pump reported September consolidated revenue of NT$143 million, a 7.8% year-over-year increase, with cumulative revenue for the first nine months up 16.4%. The company's growth is supported by a recovery in core business demand and increased production capacity from its new Kaohsiung facility.
AI Liquid Cooling Strategy: The company is pivoting toward high-margin tech pumps, with revenue contribution from this segment exceeding 7% due to strong demand for AI server and data center liquid cooling. Management expects to reach its 10% revenue share target for tech pumps by year-end, ahead of the original three-year schedule.
Operational Capacity: To meet future demand, the new Luzhu plant in Kaohsiung has integrated smart manufacturing and storage systems to enhance supply chain efficiency. The company is actively collaborating with major thermal management firms to supply components for next-generation In-rack CDU systems.
Market Outlook: Analysts expect the AI server cooling market to remain robust through 2027, providing a steady tailwind for Walrus Pump's order volume. The company maintains an optimistic outlook for the full year as it continues to optimize its profit structure.