Auras' Q1 Profit Soars by Two Capital Stocks Per Share, Expects Quarter-on-Quarter Growth This Year
Thermal solutions giant Auras Technology held an investor conference today, announcing its first-quarter financial report. Net profit attributable to the parent company was NT$7.916 billion, a quarterly increase of 19.29% and a massive 1.46-fold increase year-on-year, setting a new single-quarter profit record. Earnings per share were NT$20.17, earning two full capital stocks in a single quarter.
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- 📰 Published: May 14, 2026 at 17:11
- 🔍 Collected: May 14, 2026 at 17:32 (20 min after Published)
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(Central News Agency, Taipei, 14th, by reporter Tseng Jen-kai) Thermal solutions giant Auras Technology held an investor conference today, announcing its first-quarter financial report. Net profit attributable to the parent company was NT$7.916 billion, a quarterly increase of 19.29% and a massive 1.46-fold increase year-on-year, setting a new single-quarter profit record. Earnings per share were NT$20.17, earning two full capital stocks in a single quarter.
Auras CFO Chen Yi-cheng stated today that with many new projects being shipped successively, Auras maintains its view of "quarter-on-quarter growth" for this year's revenue and profit, with the second half of the year expected to outperform the first half.
Auras' first-quarter revenue was NT$49.038 billion, up 2.64% quarterly and 110.17% annually. The gross margin was 29.77%, up 3.38 percentage points quarterly and 3.94 percentage points annually, all setting new historical highs.
Chen Yi-cheng said the strong operational growth was mainly driven by the large-scale adoption of liquid cooling in AI data centers, which spurred high-speed growth in Auras' related business. In the first quarter, for example, server-related products accounted for 66.4% of revenue, a significant increase from 53.58% in the fourth quarter of last year and 45.48% in the same period last year.
Looking ahead, Auras stated that whether it's NVIDIA's GPUs, or TPUs, LPUs, and general-purpose CPUs, as system designs become more complex and power wattage increases, liquid cooling technology will be progressively introduced. The demand will only grow, and Auras, being at the forefront of this AI wave, is expected to continue benefiting.
Regarding recent market rumors about a major change in the thermal architecture of NVIDIA's Vera Rubin GPU, where the vapor chamber, originally designed with a dual-lid and gold plating, might revert to a single-piece, non-gold-plated design, which would cause a significant drop in product unit price and has led to a recent sharp fall in the stock price of vapor chamber giant Jentech.
Auras stated that it does not comment on customer dynamics. As for gold plating or not, Auras had originally planned to outsource the gold plating process in the short term and slowly build its own capability in the long term. If the customer ultimately decides against gold plating, for Auras, it would only mean the cancellation of an outsourced business, causing no impact.
Institutional investors were concerned about Auras' progress in entering space cooling. Chen Yang-chieh, Vice President of Auras' business unit, said that thermal management is a professional technology that evolves with various technologies. Auras is collaborating with customers on the development of space cooling, but it is currently at a very early stage. (Editor: Chang Liang-chih) 1150514
Auras CFO Chen Yi-cheng stated today that with many new projects being shipped successively, Auras maintains its view of "quarter-on-quarter growth" for this year's revenue and profit, with the second half of the year expected to outperform the first half.
Auras' first-quarter revenue was NT$49.038 billion, up 2.64% quarterly and 110.17% annually. The gross margin was 29.77%, up 3.38 percentage points quarterly and 3.94 percentage points annually, all setting new historical highs.
Chen Yi-cheng said the strong operational growth was mainly driven by the large-scale adoption of liquid cooling in AI data centers, which spurred high-speed growth in Auras' related business. In the first quarter, for example, server-related products accounted for 66.4% of revenue, a significant increase from 53.58% in the fourth quarter of last year and 45.48% in the same period last year.
Looking ahead, Auras stated that whether it's NVIDIA's GPUs, or TPUs, LPUs, and general-purpose CPUs, as system designs become more complex and power wattage increases, liquid cooling technology will be progressively introduced. The demand will only grow, and Auras, being at the forefront of this AI wave, is expected to continue benefiting.
Regarding recent market rumors about a major change in the thermal architecture of NVIDIA's Vera Rubin GPU, where the vapor chamber, originally designed with a dual-lid and gold plating, might revert to a single-piece, non-gold-plated design, which would cause a significant drop in product unit price and has led to a recent sharp fall in the stock price of vapor chamber giant Jentech.
Auras stated that it does not comment on customer dynamics. As for gold plating or not, Auras had originally planned to outsource the gold plating process in the short term and slowly build its own capability in the long term. If the customer ultimately decides against gold plating, for Auras, it would only mean the cancellation of an outsourced business, causing no impact.
Institutional investors were concerned about Auras' progress in entering space cooling. Chen Yang-chieh, Vice President of Auras' business unit, said that thermal management is a professional technology that evolves with various technologies. Auras is collaborating with customers on the development of space cooling, but it is currently at a very early stage. (Editor: Chang Liang-chih) 1150514