Taiwanese cooling parts maker Auras (雙鴻) surged toward its daily limit, a positive sign for the AI hardware supply chain.

• Auras stock opened higher and briefly hit the daily limit before settling up about 7%.
• Demand is being driven by follow-on orders for Nvidia's GB-series servers.
• Liquid cooling is becoming the bigger part of the business, lifting revenue, margins and profit in the first half.
• The company expects liquid cooling to make up 60–65% of sales in the second half.
• Big institutional buyers — foreign funds, local investment trusts and dealers — all bought the stock the day before.

Outlook: AI cooling stocks look set to stay hot as long as Nvidia server orders keep flowing, though day-trading activity in Auras is already cooling off.