Taiwan's Walsin Lihwa has successfully integrated into the booming AI server sector, with its cold-finished stainless steel bars now supplying China's AI server supply chain and capturing a 50% market share. These bars are essential components for quick-disconnect couplings in liquid cooling systems—for instance, a single GB300 cabinet requires 276 such units. While the automotive industry remains a primary consumer, the company expects rapid production growth driven by the increasing adoption of liquid cooling for high-power chips.