Focus Stock: DynaFlex Surges Over Half-Stop Limit on Server Product Ramp-Up in Second Half

DynaFlex (3324-TW) is benefiting in the second half from additional orders for NVIDIA’s (NVDA-US) GB series, coupled with volume ramp-up of new server cooling products, further boosting its liquid cooling revenue. Today (25), despite a weak overall market, DynaFlex turned positive during trading, surging to a high of NT$1,075—up more than half a stop-limit—supported by strong afternoon buying interest.

The stock opened at NT$1,005, below the previous close, and traded near the flat line in early sessions before turning upward. By midday, aggressive buying pushed the price higher, reaching its intraday peak and ranking as the 46th 'thousand-dollar stock' by value. Trading volume exceeded 3,000 shares.

Analysts note that increased GB series orders in the second half have positioned DynaFlex as one of the primary suppliers of cold plates and manifolds, driving higher shipment volumes for its liquid cooling solutions. The company is expected to achieve double-digit percentage growth in both revenue and profitability this year.

As liquid cooling becomes an industry trend, not only are GPU-related products seeing strong outlooks, but ASIC chips are also set to adopt liquid cooling solutions in the second half. Analysts believe that with DynaFlex continuously launching new liquid cooling products, the revenue contribution from this segment will continue to rise.