NuAxiSemiconductor trade intelligence

Auras sees ASIC revenue reaching 50% in 2027, eyes microchannel cooling production in 2028

What happened

Auras Technology targets ASIC revenue to reach 50% by 2027, shifting focus from GPU platforms to ASIC products with liquid cooling solutions for AI servers, supported by progress in projects for AWS and Meta. Bullish outlook for AI cooling sector.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

Liquid cooling components

Auras Technology

AI coolingASICgrowth target

Source and time

Source: DigiTimes Asia · 9/2/2026 · View original source

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Auras sees ASIC revenue reaching 50% in 2027, eyes microchannel cooling production in 2028

What happened

Impact and signal

Affected components and suppliers

Source and time

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