Microloops sees 2027 growth as ASIC shipments near GPU crossover

Microloops, a thermal module maker, reported September 2026 consolidated revenue of NT$421 million (approx. US$13.2 million), up 25.12% year-over-year but down 17.88% month-over-month, as component shortages slowed customer pull-ins from cloud service provider orders. The company said underlying demand remained intact and was only delayed, while new products from major cloud clients continued to make a meaningful contribution to sales.