3017.TW Asia Vital Components
Cold plates and liquid cooling modules
Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.
3017.TW · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-08-13EarningsBeat / raise
Reported EPS 24.37 vs 22.81 expected (+6.8% surprise).
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7
2026-05-15EarningsBeat / raise
Reported EPS 20.17 vs 19.26 expected (+4.8% surprise).
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6
2026-03-11EarningsMiss / cut
Reported EPS 16.7 vs 17.22 expected (-3.0% surprise).
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5
2025-11-12EarningsBeat / raise
Reported EPS 13.46 vs 13.39 expected (+0.5% surprise).
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4
2025-08-13EarningsBeat / raise
Reported EPS 10.3 vs 9.96 expected (+3.5% surprise).
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3
2025-05-13EarningsBeat / raise
Reported EPS 8.28 vs 7.11 expected (+16.4% surprise).
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2
2025-03-12EarningsMiss / cut
Reported EPS 6.03 vs 6.35 expected (-5.0% surprise).
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1
2024-11-14EarningsBeat / raise
Reported EPS 6.02 vs 5.33 expected (+13.0% surprise).
Latest headlines
Auto-updated dailyEarnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-08-13 | 22.81 | 24.37 | +6.8% |
| 2026-05-15 | 19.26 | 20.17 | +4.8% |
| 2026-03-11 | 17.22 | 16.7 | −3.0% |
| 2025-11-12 | 13.39 | 13.46 | +0.5% |
| 2025-08-13 | 9.96 | 10.3 | +3.5% |
| 2025-05-13 | 7.11 | 8.28 | +16.4% |
| 2025-03-12 | 6.35 | 6.03 | −5.0% |
| 2024-11-14 | 5.33 | 6.02 | +13.0% |
| 2024-08-08 | 4.36 | 5.08 | +16.6% |
| 2024-05-10 | 4.1 | 4.08 | −0.5% |
| 2024-03-13 | 4.45 | 4.36 | −2.1% |
| 2023-11-10 | 3.71 | 3.72 | +0.4% |
| 2023-08-09 | 3.09 | 3.18 | +2.8% |
| 2023-05-10 | 2.72 | 2.85 | +5.0% |
| 2023-03-13 | 2.97 | 3.04 | +2.4% |
| 2022-11-11 | 2.99 | 3.49 | +16.7% |
| 2022-08-09 | 2.49 | 3.09 | +24.1% |
| 2022-05-10 | 2.24 | 2.11 | −5.6% |
| 2022-03-18 | 2.17 | 2.0 | −7.8% |
| 2021-11-11 | 2.09 | 2.41 | +15.3% |
| 2021-08-05 | 1.96 | 2.25 | +14.8% |
| 2021-05-11 | 1.35 | 1.53 | +13.8% |
| 2021-03-23 | 1.74 | 1.45 | −16.7% |
About Asia Vital Components
Website ↗Asia Vital Components Co., Ltd., together with its subsidiaries, provides total thermal solutions worldwide. It is involved in the manufacturing, installation, processing, sales, and import and export of various electronic components, electronic materials, communication electronic machinery products, auto parts, lighting equipment, and computer peripherals. The company also offers cooling products, such as DC fan, EC fan, thin centrifugal fan and fan array, active heat sink, heat pipe and vapor chamber, far-end radiator, radiator, and compressor radiator; cooling solution for computers, communication equipment, energy, cars, transportation, and other applicable field of industrial cooling; and motherboard and casing products. In addition, it designs and manufactures PC-related system products; development and research of hinge products, as well as its structure, logical, and mechanical b…
Rack densities above ~100kW make direct-to-chip liquid cooling the default. CDUs, cold plates and heat rejection scale with GPU power.
What would prove us wrong. Weakens if air-cooled designs reclaim high-density AI halls.
Each GPU needs a cold plate or vapor chamber, plus fans, manifolds and quick-disconnects. Taiwanese makers supply most of it and content per rack rises with chip power.
What would prove us wrong. Weakens if cold-plate prices fall as new suppliers qualify.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| VRT Vertiv | Power and liquid-cooling chain for AI racks | $200.1 | +2.98% | −21.0% | +23.6% | |
| MOD Modine Manufacturing | Data-centre chillers and CDUs | $133.5 | +0.14% | −32.6% | +0.0% | |
| NVT nVent Electric | Liquid cooling and enclosures | $131.0 | +4.47% | −20.2% | +29.3% | |
| TT Trane Technologies | Chillers and thermal systems | $455.0 | +2.27% | +0.1% | +17.7% | |
| JCI Johnson Controls | Building systems and data-centre cooling | $148.1 | +2.85% | −1.4% | +24.7% | |
| 3324.TWO Auras Technology | Liquid-cooling components | NT$1,360.0 | 0.00% | −10.5% | +36.2% | |
| 3653.TW Jentech Precision | Heat spreaders and cold-plate parts | NT$6,070.0 | 0.00% | +4.8% | +122.5% | |
| 2421.TW Sunonwealth Electric | Server fans and liquid-cooling pumps | NT$155.0 | 0.00% | −6.9% | −0.2% | |
| 6230.TW Nidec Chaun-Choung | Vapor chambers and heat pipes | NT$108.0 | 0.00% | −3.6% | −6.1% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.