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Yidr Sees Strong Orders Through Year-End, Immersion Cooling Cabinets Fuel New Growth

From Liberty Times · () Chinese

Translated from Chinese, summarized and contextualized by DistantNews.

At a glance

News Named sources Context piece
  • Yidr customers are placing orders through the end of the year, driven by demand for AI servers and high-speed optical communications.
  • The company is expanding production in Taiwan, Vietnam, and Hangzhou to meet capacity needs.
  • Yidr has completed development of immersion cooling cabinets for servers, which are expected to drive future growth.

Taiwanese connector manufacturer Yidr (3689) is experiencing strong demand, with orders extending through the end of the year. The surge is primarily fueled by the booming markets for AI servers and high-speed optical communications, according to Chairman Chen Bor-Rong. Customers are actively pushing for deliveries, highlighting the company's robust order book.

To address capacity constraints, Yidr is undertaking a three-pronged expansion plan across Taiwan, Vietnam, and Hangzhou. The company is also seeing a continuous rise in the proportion of revenue from optical communication products. Yidr has successfully developed immersion cooling cabinets, designed to meet customer needs, which are poised to become a significant driver of future revenue and profit growth.

Customers are continuously urging us to deliver.

— Chen Bor-RongChairman of Yidr, describing the high demand for the company's products.

While Yidr's revenue breakdown shows network communications as the largest segment at 53%, followed by others (18%), personal computers (20%), and consumer electronics (9%), the company is focusing on high-value products. Yidr has moved beyond 400G products to shipping 800G and 1.6T solutions, with a particular emphasis on the higher-priced optical modules. These advanced products are expected to significantly boost the company's financial performance.

In response to global geopolitical shifts and U.S. tariff policies, Yidr is actively diversifying its production base and implementing smart automation. These strategies aim to reduce labor and inventory costs, shorten delivery times, and enhance supply chain flexibility. The company is also expanding its high-end networking product offerings and targeting the Southeast Asian market. Yidr plans to showcase its new immersion cooling cabinets, developed in collaboration with a major U.S. firm, at Computex 2026. These cabinets, priced in the five figures in U.S. dollars, represent a key product for future growth.

Optical communication products' prices cannot be compared to traditional connectors.

— Chen Bor-RongChairman of Yidr, highlighting the value of high-speed optical products.
DistantNews Editorial

Originally published by Liberty Times in Chinese. Translated, summarized, and contextualized by our editorial team with added local perspective. Read our editorial standards.

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