NuAxiSemiconductor trade intelligence
Holtek lands major server cooling contract, AI thermal demand soars
What happened
Microcontroller unit (MCU) major Holtek Semiconductor has secured a substantial order for brushless DC (BLDC) motors, with adoption in Taiwanese server cooling fans slated to begin in 2027, paving the way for steep year-over-year growth; this adoption is a planned schedule and has not yet started. In addition, the company's optical communication products, specifically storage area network (SAN) disk arrays tailored for AI servers, are scheduled to enter mass production in the first quarter of 2027 — a plan rather than an achieved result. The source does not state the cause.
Impact and signal
Medium impactImpact score: 50/100
Affected components and suppliers
brushless DC (BLDC) motorsserver cooling fansstorage area network (SAN) disk arrays
Holtek Semiconductor
BLDC motorserver cooling fanAI serverSAN disk arrayoptical communicationdesign win
Source and time
Source: DigiTimes Asia · 10/30/2026 · View original source
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