Auras Technology
ConvictionContext
Designs and manufactures thermal modules (heat sinks, heat pipes/vapor chambers, fans) and, increasingly, liquid-cooling components (cold plates, manifolds, CDU parts, quick disconnects) sold to Nvidia, server ODMs/OEMs, and GPU/AIB partners; component + module supplier margins, scaling with AI-server unit growth.
Revenue
NT$27.41B TTM to Q1 2026~US$0.88B); NT$23.28B FY2025Rev growth
+47.5% YoY FY2025+93.7% YoY (+12.6% QoQ) in Q1 2026Gross margin
27.4%FY2025); ~29.7% (Q1 2026Op margin
14.0%FY2025); ~14.1% (Q1 2026Capex intensity
elevated — multi-site capacity expansionTaiwan plus overseas) to meet liquid-cooling demand; exact ratio not disclosedMarket cap
~US$3.0BNT$94B, TPEx, 2026-07-06The read
Where our coverage leans
Coverage leans bullish
Sign in free to read the bull & bear take — Pro unlocks the full dossier.
Members only
Full financial intelligence for Auras Technology
Earnings, margins & COGS, the income-statement breakdown, SWOT, moats & dependencies, the supplier–customer ecosystem graph, top signals & trends, and the valuation range.
- Income statement & margin structure
- SWOT, moats & dependency map
- Supplier–customer ecosystem graph
- Signals, trends & valuation range
Not investment advice — analyst work product for a qualified professional.· intel vintage 2026-07· sign in (free) for the analyst summary; Pro unlocks full intelligence