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Home/Stocks/3324.TWO
TPEx · Taiwan · Computer Hardware

3324.TWO Auras Technology

Liquid-cooling components

Tight but sold off Its supply chain is tightening but the stock is below its 50-day average — price and fundamentals disagree. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-27
NT$1,335.0
−1.84% today
1W
−3.3%
1M
−16.6%
3M
+41.6%
YTD
+33.7%
1Y
+49.2%
Off 52w high
−21.9%
Market capNT$127B≈ $3.89B
P/E (trailing)32.0Forward 17.1
EV / sales4.3×EV/EBITDA 23.3×
Revenue (TTM)NT$30.81BGrowth 64.0% y/y
Margins28.5%gross · op 16.0%
Free cash flow-NT$4.22BCash NT$4.68B · debt NT$8.95B
Analyst targetNT$1,557.1+16.6% upside · 16 analysts · buy
Riskβ 1.47Short — of float · yield 0.88%

Fundamentals from public market data, refreshed daily (2026-10-26 21:24 UTC). Figures in reporting currency.

3324.TWO · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-08-06EarningsMiss / cut

    Reported EPS 9.98 vs 12.92 expected (-22.7% surprise).

  2. 7
    2026-05-06EarningsMiss / cut

    Reported EPS 12 vs 12.48 expected (-3.9% surprise).

  3. 6
    2026-03-03EarningsMiss / cut

    Reported EPS 9.9 vs 11.72 expected (-15.6% surprise).

  4. 5
    2025-11-06EarningsBeat / raise

    Reported EPS 10.4 vs 8.87 expected (+17.2% surprise).

  5. 4
    2025-08-07EarningsMiss / cut

    Reported EPS 1.73 vs 5.97 expected (-71.0% surprise).

  6. 3
    2025-05-08EarningsBeat / raise

    Reported EPS 5.66 vs 5.44 expected (+4.0% surprise).

  7. 2
    2025-03-11EarningsBeat / raise

    Reported EPS 5.18 vs 4.98 expected (+4.0% surprise).

  8. 1
    2024-11-07EarningsMiss / cut

    Reported EPS 4.34 vs 5.58 expected (-22.3% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-08-0612.929.98−22.7%
2026-05-0612.4812.0−3.9%
2026-03-0311.729.9−15.6%
2025-11-068.8710.4+17.2%
2025-08-075.971.73−71.0%
2025-05-085.445.66+4.0%
2025-03-114.985.18+4.0%
2024-11-075.584.34−22.3%
2024-08-086.057.1+17.4%
2024-05-134.474.51+1.0%
2024-03-203.942.57−34.8%
2023-11-074.55.47+21.6%
2023-08-073.642.78−23.6%
2023-05-122.943.22+9.6%
2023-03-073.432.37−30.9%
2022-11-043.874.53+17.2%
2022-08-022.853.98+39.6%
2022-05-123.483.28−5.8%
2022-03-094.174.35+4.3%
2021-11-123.453.71+7.5%
2021-08-064.121.48−64.1%
2021-05-113.643.26−10.4%
2021-03-153.773.14−16.7%
2020-11-044.283.82−10.8%
2020-08-074.184.09−2.1%

About Auras Technology

Website ↗

Auras Technology Co., Ltd. engages in the manufacturing, processing, and retailing of electronic materials and computer cooling modules in China, Taiwan, Ireland, Singapore, the United States, and internationally. The company provides servers for Al-GPU, CPU, and switch; notebook for gaming, commercial, and consumer; PC/VGA for industrial computers, as well as robust and reliable cooling solutions; graphics card; motherboards; smartphones/tablets; and electric vehicle. The company was founded in 1998 and is headquartered in New Taipei City, Taiwan.

New Taipei City, Taiwan

Rack densities above ~100kW make direct-to-chip liquid cooling the default. CDUs, cold plates and heat rejection scale with GPU power.

Cold plate→CDU→Facility loop→Heat rejection

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.

Copper / vapor chamber→Cold plate→Manifold→Rack

What would prove us wrong. Weakens if cold-plate prices fall as new suppliers qualify.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
VRT
Vertiv
Power and liquid-cooling chain for AI racks $210.3+5.28%−13.8%+29.9%
MOD
Modine Manufacturing
Data-centre chillers and CDUs $138.1+5.98%−21.1%+3.4%
NVT
nVent Electric
Liquid cooling and enclosures $134.6+4.22%−16.0%+32.9%
TT
Trane Technologies
Chillers and thermal systems $461.5+1.43%+2.1%+19.4%
JCI
Johnson Controls
Building systems and data-centre cooling $153.9+4.33%+3.4%+29.6%
3017.TW
Asia Vital Components
Cold plates and liquid cooling modules NT$3,130.0−0.48%−7.7%+108.5%
3653.TW
Jentech Precision
Heat spreaders and cold-plate parts NT$5,860.0−3.46%+0.5%+114.8%
2421.TW
Sunonwealth Electric
Server fans and liquid-cooling pumps NT$154.0−0.65%−7.8%−0.8%
6230.TW
Nidec Chaun-Choung
Vapor chambers and heat pipes NT$108.5+0.46%−2.2%−5.7%

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.