News / Taiwan / cnyes
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.
Read original
More in Electronic Technology
Electronic Technology · economic_daily · 2026-10-10
Taiwan's drone supply chain, including firms like Evergreen Aviation Technologies and Nuvoton, is attracting investor interest amid rising global demand for UAVs.
2630, 2634, 2645, 3149, 4919, 5222, 5471, 6202, 8033
Electronic Technology · economic_daily · 2026-10-10
TSMC's upcoming earnings call will center on AI-driven revenue growth, the impact of 2nm ramp-up on margins, and potential upward revisions to capital expenditure.
2330
Electronic Technology · economic_daily · 2026-10-10
Connector manufacturer Lotes is poised for growth as AI server upgrades drive demand for high-end CPU sockets and high-speed components, earning positive analyst outlooks.
3533
Latest in Taiwan
Electronic Technology · economic_daily · 2026-10-10
Taiwan's drone supply chain, including firms like Evergreen Aviation Technologies and Nuvoton, is attracting investor interest amid rising global demand for UAVs.
2630, 2634, 2645, 3149, 4919, 5222, 5471, 6202, 8033
Electronic Technology · economic_daily · 2026-10-10
TSMC's upcoming earnings call will center on AI-driven revenue growth, the impact of 2nm ramp-up on margins, and potential upward revisions to capital expenditure.
2330
Electronic Technology · economic_daily · 2026-10-10
Connector manufacturer Lotes is poised for growth as AI server upgrades drive demand for high-end CPU sockets and high-speed components, earning positive analyst outlooks.
3533
Electronic Technology · economic_daily · 2026-10-10
Global Cloud Service Providers are ramping up custom chip development, boosting GUC's outlook as it leverages advanced packaging and TSMC's manufacturing support.
2330, 3443