Auras Technology plans ASIC revenue to reach 50% by 2027.
It eyes microchannel cooling production in 2028.
The firm expands beyond GPUs amid rising liquid cooling demand.
What happened
Auras Technology's chairman, Steve Lin, said the company is expanding from GPU platforms to ASIC-related products as its next growth driver, with ASIC revenue projected to reach 50% in 2027. The company also targets starting microchannel cooling production in 2028.
Why it matters
This shift reflects the ongoing move toward liquid cooling in AI servers. Auras, a cooling specialist, is positioning itself to benefit from the diversification of AI chip architectures beyond GPUs.
What to watch
The company's progress with major clients on ASIC projects, as highlighted by Lin, and whether it meets its 2027 revenue mix and 2028 production targets.
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Auras Technology, primarily known for cooling solutions in GPU-based AI servers, is broadening its focus to include ASIC-related products. Chairman Steve Lin pointed to sustained progress on projects for major clients, indicating the company is actively pursuing this diversification. The move aligns with the broader industry trend toward liquid cooling in AI servers, which is becoming more critical as chip power densities increase.
The company's revenue projection suggests a significant strategic bet: it expects ASIC-related products to account for half of its revenue by 2027. This shift could reduce reliance on GPU-centric demand and position Auras to serve a wider range of AI accelerators. The timeline for microchannel cooling production in 2028 indicates a longer-term commitment to advanced thermal management technologies.
For business readers, the key takeaway is that cooling infrastructure is becoming as important as chip design in AI data centers. Auras' expansion into ASIC cooling could signal a maturing supply chain where specialized components for various AI processors will be in demand, potentially creating opportunities for other thermal management firms.
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