Tienpin United has officially transitioned from traditional life services to the AI sector, with its AI server cleaning business demonstrating strong growth momentum. The company reported that accelerating global demand for AI computing and data center deployments has driven interest in its liquid-cooling system-cleaning solutions from multiple mainstream clients.
Securing orders and expanding capacity
Recently, Tienpin secured new orders from Blackwell cooling system suppliers, extending order visibility through the second half of 2026. In response, the company is expanding its production lines and aims to complete initial new process lines by the end of the first quarter of 2026. This expansion is expected to increase monthly capacity by over 30%, providing new growth drivers for its 2026 operations and establishing a more stable revenue stream for the group.
Technical capabilities and market positioning
Tienpin's subsidiary, Naike Clean Technology, specializes in ultra-clean washing and quality management for AI server liquid-cooling systems, including advanced heat-dissipation modules, manifolds, and water tanks. The subsidiary has effectively integrated into the supply chains of data center and AI server manufacturers, collaborating with multiple suppliers of servers and cooling systems.
The company emphasized that improvements in AI server computing power and higher power density have increased demand for higher-quality cleaning services. Traditional requirements for cleaning precision around 150 microns (μm) have tightened, with some clients now demanding residue control at 25μm. This heightens the challenges related to process stability, cleaning formulas, equipment precision, and quality control.
Currently, Naike Clean offers cleaning precision at the 75μm level, validated through long-term client testing. Efforts are underway to meet the 25μm target on new production lines, with joint testing already underway on the latest Blackwell server cooling products. Tienpin noted that achieving 25μm precision is a high-technical barrier service that competitors cannot easily replicate, creating a technological moat and strengthening customer retention.
Market outlook and growth projections
Market research supports Tienpin's growth potential. According to Research Nester, the AI server market is expected to reach US$169.81 billion in 2025 and expand at a compound annual growth rate (CAGR) of 35.2% from 2026 to 2035, reaching US$3.47 trillion. Reports by Future Market Insights highlight that the high computational demands of generative AI and machine learning drive the need for GPUs with heat densities exceeding the capacity of air cooling. Liquid cooling technology meets these demands by enabling higher rack densities and improved energy efficiency, with the market projected to grow from US$3.2 billion in 2025 to about US$15.7 billion by 2035.
Since early 2025, Tienpin's AI server cleaning segment has consistently contributed stable revenues, with December sales reaching record highs. Looking ahead to 2026, the company expects further growth driven by new clients, expanded production capacity, and advanced technical services. Plans are also underway to secure additional facilities to support further expansion of production.
Article translated by Jingyue Hsiao and edited by Jerry Chen
