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Four-year-old Yuan Tai breaks into Nvidia supply chain with liquid-cooling CDUs

AI summary

A Business Weekly feature republished by TechNews reports that Yuan Tai Technology, a four-year-old startup based in Xizhi, Taiwan, specializes in coolant distribution units (CDUs) and can integrate a data center's entire cooling system, making it one of the few one-stop liquid-cooling infrastructure and system integrators in Taiwan; it has won orders from Wistron, Realtek and Faraday and entered Nvidia's supply chain. The report says first-half revenue exceeded NT$970 million, nearly triple the year-earlier figure, with after-tax profit up more than sixfold and EPS of NT$4.35, beating all of last year. Chairman Chen Mao-chin, a veteran of the cooling industry, founded Yuan Tai in 2022, first making a water cold plate for an Asus motherboard before exiting that segment over leak risk and focusing on CDUs; shareholder Wen Wei's CEO Wang Yu-wen said one semiconductor customer cut electricity costs by 20% with its solution. The report also quotes an unnamed server-ODM vice president saying competitors are catching up.

In-depth insight

Framed around rising chip power and air cooling reaching its limits, the report casts liquid-cooling infrastructure as a new link in the AI data-center supply chain that Taiwanese system integrators like Yuan Tai are moving into.

僅成立 4 年的散熱新創,如何打入緯創、輝達資料中心?

一家成立僅四年、聚焦散熱系統技術的新創公司,竟在台達電為首的大廠林立時代竄出頭,不僅打進輝達供應鏈,今年上半年營收逾 9 億 7,000 萬元、較去年同期成長近三倍、稅後淨利大增逾六倍,每股盈餘(EPS)更達 4.35 元,超越去年全年。

它是總部位於汐止的元鈦科技,不同於散熱三雄奇鋐、雙鴻、健策以水冷板、分歧管等零組件製造為主,元鈦專攻冷卻液分配裝置(CDU),甚至能替整個資料中心整合所有散熱系統,是台灣少數一站式液冷基礎建設與系統整合商,目前已拿下緯創、瑞昱、創意等訂單。

#Yuan Tai Technology#Nvidia#Wistron#Realtek#Faraday Technology#Foxconn#Silicon Motion#Asus#Delta Electronics

Original · 7 min readRead the original
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