Taiwanese cooling parts maker Jian Ce is climbing again as money rushes into AI-related heat management stocks, a bright spot on an otherwise ugly day for Taiwan's market.

• The stock jumped as much as 7% in morning trading, adding to a recent limit-up move.
• Profits are surging — first-half earnings per share beat last year by a wide margin, and July sales hit an all-time high, up 91% from a year earlier.
• Buyers like its role supplying heat spreaders and chip-level cooling for AI servers, and it is building two new plants over this year and next.
• Big institutions have been net buyers for days, and several firms have raised their profit forecasts and price targets.
• The broader Taiwan market fell hard, down more than 900 points at one stage after a rough night on Wall Street and heavy selling across Asian tech shares.

Outlook: The trend still points up, but a drop in trading volume or steady selling by institutions would be the first sign the run is running out of steam.