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COMPANY RESEARCH / 3653.TW

Jentech Precision Industrial

Liquid-cooling modules and heat spreaders for AI servers

Published by FyncaResearch checked How we research

Where it fits in an AI server rack

Makes heat spreaders (package lids) for laptops, desktops, servers and AI servers and liquid-cooling modules for electric vehicles and AI servers; its Nov 28, 2025 investor conference put thermal solutions at 73% of 3Q25 revenue, listed a GPU/CPU cold plate among its products, and showed liquid-cooling modules up about 48% y/y (heat spreaders about 82%).

What the evidence establishes

AI-rack evidence

Disclosed: Jentech’s Nov 2025 investor conference (MOPS) lists AI servers among the applications of its liquid-cooling modules and heat spreaders; customers unnamed.

An explicit AI-server or AI-rack product, design-in, supply role, program, reference design or partnership, such as a part named for rack-scale AI systems or a product sold for AI data centers. For a rack builder, it means the company’s own AI servers or racks. This does not establish revenue, market share, volumes or future sourcing.

Component roleLiquid-cooling modules and heat spreaders for AI servers
EvidenceDisclosed: Jentech’s Nov 2025 investor conference (MOPS) lists AI servers among the applications of its liquid-cooling modules and heat spreaders; customers unnamed.
How we knowDisclosed The company’s own filing, release, annual report, product page or investor record describes the AI-server or AI-rack role. Where customers are unnamed, the listing says so.
Primary sourceJentech Precision Industrial — supporting disclosure
Company or official disclosure; vendor claims are attributed to their source.
Checked. This is the research review date, not the source publication or quote time.

Keep in perspective

No AI customer is named, and the liquid-cooling module line also serves electric vehicles, so the AI-server share is unknown. Heat spreaders and CPU sockets are package and board parts, not mapped here.

Diversified business exposure. This describes the breadth or role of the business; it is not an investment rating. An AI-server product, design-in or partnership does not by itself establish material AI-rack revenue, market share, or future returns.

Connections to the assembly

These links explain the technology relationship. The model is illustrative and does not represent an actual manufacturer’s bill of materials.

Cold plates

Copper plates with fine internal channels mounted on the GPUs and CPUs. Coolant flowing through the channels carries the chips’ heat away.

Scope of the company links: Cold-plate makers with documented AI-server products: AVC (large-scale AI liquid-cooling production; a reference designer for unnamed leading GPU makers), Motivair by Schneider Electric (cold plates for NVIDIA SXM5 and AMD Instinct MI300X), JetCool, a Flex company (SmartPlate for NVIDIA H100 and RTX PRO 6000 and Broadcom TH6 switches), CoolIT, owned by Ecolab since July 2, 2026 (5+ million cold plates shipped), Auras, Delta (microchannel cold plates), Envicool, Jentech (liquid-cooling modules), SUNON (shipping since 1H 2026) and Forcecon (catalog). Eaton added Boyd Thermal’s cold plates when it closed that purchase (Mar 12, 2026); Supermicro markets its own DLC-2 cold plates; Luxshare lists cold plates for AI racks; Furukawa is adding cold-plate capacity for data-center GPUs from January 2027. The cold-plate supplier in any given NVL72 tray is not disclosed. Cooler Master and ZutaCore are private, and Fositek’s “Cold Plate + UQD” offer relies on AVC, so Fositek is mapped to quick disconnects only.

Related research

Companies with overlapping sector exposure. Their products and evidence may differ; this is not a list of equivalent investments.

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