Weltrend: Server Fan Motor Chip Market Share Exceeds 30%, Benefiting from Liquid Cooling Trend

Central News Agency, Hsinchu, May 22. IC design firm Weltrend announced today that its USB-C control chips hold a 60% market share in the laptop market, maintaining a leading position. Its server cooling fan motor control chips also hold a market share of over 30%, with an even higher share in the AI server sector, placing it among the industry leaders. As the market moves toward liquid cooling, this is expected to benefit the company's operational performance. Weltrend held an investor conference today to explain its Q1 operational results. The company's Q1 performance remained strong despite the off-season, with quarterly revenue exceeding the NT$1 billion mark for the first time, reaching NT$1.048 billion, a 13% increase from the previous quarter. Weltrend pointed out that revenue from smart application chips related to server cooling fan motor control increased by 35% quarter-on-quarter, accounting for 43% of total revenue, serving as the main driver for the record-high Q1 revenue. With the optimization of the product mix, the gross margin for Q1 climbed to 34%, an increase of 3 percentage points from Q4 2025. Due to a decline in non-operating income, net profit after tax fell to NT$137 million, a 54% decrease from the previous quarter, with earnings per share of NT$0.7. Weltrend stated that the penetration rate of its USB-C control chips in the laptop market is about 70%, with Weltrend holding a 60% market share, maintaining its leading position. Its server cooling fan motor control chip market share exceeds 30%, and is even higher in the AI server market. As the market moves toward liquid cooling, this will help increase shipments of these control chips.