Asia Vital Components has begun shipping double-sided cold plates for AI servers using vertical power delivery designs. The Taiwanese thermal management specialist expects every GPU- and ASIC-based AI server to adopt liquid cooling by the end of 2027. To support this growth, the company plans to expand its liquid cooling production capacity by more than 50% in 2027, primarily in Vietnam, with capital expenditure of NT$15 billion to NT$17 billion. AVC holds an estimated 40% to 50% share of the cold plate market for Nvidia’s GB200 and GB300 platforms and expects ASIC revenue to surpass GPU revenue in its server segment in 2027. In the third quarter of 2026, revenue reached a record NT$59.09 billion, up 51.8% year over year, while gross margin rose to 33.86%.
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