Asia Vital Components Starts Double-Sided Cold Plate Shipments, Forecasts Liquid Cooling for All AI Servers by 2027

Asia Vital Components has begun shipping double-sided cold plates for AI servers built with vertical power delivery, and it expects all GPU- and ASIC-based AI servers to adopt liquid cooling by the end of 2027. Crypto Briefing reported the shipments and the forecast, which the company laid out on its November 10, 2026 earnings call.

How the Double-Sided Cold Plates Work

A cold plate is a metal block that sits against a hot chip, with liquid running through channels inside it to carry heat away. Vertical power delivery routes electricity up through the board rather than in from the sides, which puts power components where heat also builds up. Asia Vital Components says customers are increasingly choosing double-sided cold plates to cool VPD designs from both directions at once.

The company is also developing cold plates for chips with a thermal design power above 2,300 watts. TDP is roughly the heat a chip is expected to produce under heavy load.

Asia Vital Components holds an estimated 40-50% share of the cold plate market for Nvidia's GB200 and GB300 platforms and is recognized as a preferred supplier for Nvidia's anticipated Vera Rubin architecture. It has worked with AWS, Google, Meta and OpenAI on GPU designs and custom ASIC chips, and it anticipates ASIC revenue will surpass GPU revenue in its server segment in 2027.

Asia Vital Components' Record Quarter and Vietnam Expansion

According to akta.pro company records, Asia Vital Components has been listed on the Taiwan Stock Exchange under ticker 3017 since 2002 and has broadened its offering to include system assembly and comprehensive machine cooling solutions alongside cooling products, fans and blowers, casings, hinges, camera modules and touch panels.

Revenue for the third quarter of 2026 reached a record NT$59.09 billion, up 51.8% from the same period a year earlier. Gross margin climbed to 33.86%, a gain of 7.74 percentage points year over year, which the company credited to demand for higher-value liquid cooling products and a better sales mix. October 2026 revenue reached a record NT$22.1 billion, a 34% increase year over year.

Asia Vital Components plans to expand its liquid cooling production capacity by more than 50% in 2027, mostly at its facilities in Vietnam, with planned capital expenditure of NT$15-17 billion for the expansion.

Molex and Nvidia on Liquid Cooling and Rack Power

Molex forecast on November 10, 2026 that active liquid cooling will become critical for thermal density as AI racks evolve into integrated compute nodes, PR Newswire reported. Nvidia's Kyber rack system, arriving in 2027, will draw 600kW of continuous power, a 5x increase over Blackwell and 75 times more than a standard 8kW rack, according to Wccftech.