Taiwanese thermal management leader Chikron achieved approximately 60% growth in its second-quarter revenue, reaching a new record high, driven by strong AI server demand and expanding liquid cooling applications. The company currently has AI order visibility extending through 2028 to 2029, indicating sustained demand for its GPU and ASIC liquid cooling solutions.
AI server demand is driving record revenue for thermal management suppliers, with long-term order visibility through 2029, tightening the supply of critical liquid cooling infrastructure.