Create

Sign in to ReadmeX

or

How we handle your data: Privacy Policy

ReadmeX

Your AI reading companion

What would you like to catch up on?

Pick a briefing, or ask your own question.

Your community and people briefings stay personal to you.

Story

King Slide's AI server rail share nears 80%, Q2 gross margin 87.42%

AI summary

A feature republished with permission from Business Today says Taiwan-listed King Slide Works, which has made only slides and rails for 40 years, holds over 30% of the global server-rail market and close to 80% in AI servers; its second-quarter gross margin was 87.42%, above the 67.7% cited for TSMC, with first-half EPS of NT$110.96. The article describes the fully in-house production line at its Chuanyi plant in Kaohsiung, roughly 3,800 accumulated patents, and rails containing more than 100 parts that must handle 40–200 kg loads plus quick release, drop prevention, damping, locking and liquid-cooling quick connects, with new ideas proposed in 3–4 days and mass production possible the following month. It adds that cash and cash equivalents reached NT$35.123 billion as of August, over 70% of total assets, and that the company has a Houston plant.

In-depth insight

It offers a side view of how the AI server boom is enriching even makers of unglamorous mechanical parts.

King Slide WorksChuanyiTSMC

Original · 4 min readRead the original
Group chat

No comments yet. Start the conversation.