By Chen Cheng-hui / Staff reporter
Jentech Precision Industrial Co (健策), a supplier of thermal management solutions and high-precision metal components, yesterday reported that its revenue in the second quarter hit a record amid higher product prices, despite a scaled-back heat spreader design for Nvidia Corp’s Vera Rubin architecture.Jentech’s revenue in the quarter ended last month rose 37.1 percent quarter-on-quarter and 40.39 percent year-on-year to NT$7.27 billion (US$226.18 million). That topped the NT$6.32 billion consensus estimate from a Yahoo Finance poll of analysts.Jentech’s cumulative revenue in the first half of this year also hit the highest-ever for the period, rising 26.64 percent year-on-year to NT$12.58 billion amid solid demand for the company’s products to address heat-dissipation issues as artificial intelligence (AI) server power consumption rises.
The Jentech Precision Industrial Co logo is pictured at the company’s booth at a trade show in Taipei in an undated photograph.
Photo courtesy of Jentech Precision Industrial Co
The company’s shares were hit in May over news that Nvidia’s Vera Rubin platform would revert its vapor chamber design from a two-heat-spreader structure to a one-heat-spreader structure and significantly slash the product’s unit price.However, Advanced Micro Devices Inc’s M1455 series, a next-generation data center AI accelerator, still uses a two-heat-spreader design, which has a higher content value than the original two-heat-spreader design for Rubin, providing a future growth driver, Yuanta Securities Investment Consulting Co (元大投顧) said in a note.
