Taiwan · Delayed Price · Currency is TWD Asia Vital Components Earnings Call Transcripts
Fiscal Year 2026
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Record Q1 revenue and profit driven by AI server demand and thermal solution integration, with gross margin and EPS at all-time highs. Sequential growth and margin improvement are expected through 2026, supported by major capacity expansion and strong positioning in AI infrastructure.
Fiscal Year 2025
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Record 2025 revenue and margins were driven by AI server and liquid cooling demand, with aggressive capacity expansion planned in Vietnam and China. Management expects continued growth in 2026, led by GPU and ASIC upgrades and rising liquid cooling adoption.
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Q3 2025 saw record revenue and margin growth, driven by surging AI server demand and robust performance in core thermal solutions. The outlook remains strong for 2026, with aggressive capacity expansion and continued leadership in AI server cold plates.