Gudeng Precision Industrial Co (家登精密) yesterday said it is developing an artificial intelligence (AI) server cooling system with Giga Computing Co (技剛科技) to help customers reduce energy consumption.
“Our cooperation will produce supplementary effects and pave the way for us to address the global cooling system market,” Gudeng chairman Bill Chiu (邱銘乾) said of the new-generation two-phase liquid immersion cooling system at a news conference in Taipei.
Gudeng owns a 20 percent share in Giga Computing, which already supplies one-phase liquid immersion cooling systems that account for 76 percent of the immersion cooling system market, while two-phase immersion cooling systems make up 24 percent, Chiu said.
Photo: Grace Hung, Taipei Times
Two-phase immersion cooling systems use power more efficiently than one-phase models, and more customers have shifted to the new systems for AI servers, he said.
Gudeng is the sole extreme ultraviolet (EUV) pod supplier to Taiwan Semiconductor Manufacturing Co (台積電).
The company is optimistic about the growth of its core EUV pod and wafer pods, which are box-like front-opening unified pods for shipping, transporting and storing wafers during the chipmaking process.
“We are benefiting from the overall [semiconductor] market’s growth as we play a crucial role in the whole semiconductor supply chain,” Chiu said. “We have the chance to see our revenue reach NT$6 billion [US$187.38 million] or NT$7 billion this year.”
That represented an upward revision to the company’s earlier revenue forecast, of 20 percent annually this year from NT$5.08 billion last year. The new forecast means an annual increase of between 18 and 38 percent.
The company is targeting NT$10 billion in revenue next year, Chiu said.
The revenue growth is mainly fueled by customer demand from Taiwan and China, accounting for 46 percent and 35 percent of the company’s total revenue respectively, ahead of the US at 15 percent.
Gudeng’s revenue soared 36.91 percent annually to NT$3.82 billion during the first seven months of this year, compared with NT$2.79 billion a year earlier.
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