Auras Technology July profit more than doubles as AI cooling demand surges
Taiwanese cooling parts maker Auras Technology is booming on AI demand, good news for shareholders who have ridden the stock up sharply in recent weeks.
- July profit more than doubled from a year earlier, with monthly revenue hitting a record.
- The stock has climbed more than 35% since late August, though it pulled back with the wider Taiwan market.
- Growth is coming from joining Nvidia's liquid-cooling plate supply chain plus rising demand for custom AI chips.
- Management expects sales to grow 70% this year, with liquid cooling making up 60% of revenue.
- The rapid run-up drew regulator attention, and the exchange put the stock under trading restrictions and forced it to publish its own profit figures.
Outlook: Liquid cooling is expected to reach 70–80% of revenue next year as AI server demand keeps building.