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Asia Vital Components Co. Ltd.
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"2 Cooling Layer Managing the Heat AI servers run hot. Cooling tech is the unsung hero. Winners: 💧 Vertiv Holdings (VRT) 💧 Asia Vital Components 💧 Equinix (EQIX) 💧 Digital Realty (DLR)"
X Link @BhatiaShivendra 2025-10-15T19:25Z XXX followers, X engagements
"Good Morning 10/8 Foreign Media Summary - SummaryCooling Industry Monthly Revenue: US-based major investment banks covering 3017 Asia Vital Components (AVC) and 3324 AURAS both delivered stellar performance in September continuing to hit new highs. Brokers expect the momentum to carry into 4Q. Estimates for AVC: 4Q revenue QoQ growth of 10-20% YoY growth of 105%-123% driven by GB300+ mobile VC; Estimates for AURAS: 4Q revenue up XX% YoY up XX% with water cooling gaining traction and server-related business accounting for XX% of total revenue. Brokers also note that AVC is already preparing"
X Link @QQ_Timmy 2025-10-08T00:41Z 13.8K followers, 4661 engagements
"Cooling Continues to Heat Up❄🚀 Asia Vital Components revenue up +140% YoY (US$ terms) in September recording record monthly revenue for the 8th consecutive month. (Chart in USD 3mma)"
X Link @ChipsandWafers 2025-10-07T17:37Z 4796 followers, 1354 engagements
"Cold plate and manifold supplier for the $NVDA GB platform Asia Vital Components saw record monthly revenue and a +105% YoY increase in August. (Chart is 3mma)"
X Link @ChipsandWafers 2025-09-11T10:19Z 4799 followers, 81K engagements