Auras: Liquid Cooling Shifts from Optional to Standard; Expects Over 50% Revenue Growth Next Year

Auras Technology Chairman Lin Yu-shen stated today that liquid cooling is no longer an optional feature but has become an indispensable standard. Auras has begun small-batch shipments of its CDUs (Coolant Distribution Units), with a target of 2,000 units for next year. Having just raised its revenue growth target for this year to 60%-70%, Auras is optimistic about achieving over 50% growth next year. Attending COMPUTEX Taipei, Lin explained that facing the challenges of high energy consumption and high heat dissipation in the AI industry, thermal management technology is shifting comprehensively from air cooling to liquid cooling. Auras is actively entering the critical CDU market, including In-Rack and In-Row CDUs. Lin noted that with small-batch shipments this year, the volume will scale up next year to meet the 2,000-unit target. Since CDUs have significantly higher unit prices than other liquid cooling components like cold plates or manifolds, they are expected to contribute substantially to Auras' revenue and profit. Auras' theme at the computer show is "Beyond Cooling, Beyond Energy," showcasing a complete thermal solution covering air and liquid cooling for servers, laptops, and VGAs. Lin emphasized that in the AI era, power equals computing power, and energy-efficient cooling is the key to success in AI development. Auras has pre-deployed fan-less designs and extended liquid cooling technology to high-heat components such as ASICs, DIMMs, PCIe, and power supply systems. The company also highlights its customized integration services, including a "filling robot" that combines automation and remote monitoring to solve coolant evaporation issues. Auras also prides itself on manufacturing key components in-house to meet diverse market applications.