Press Space to continue
Finding signal on Twitter is more difficult than it used to be. We curate the best tweets on topics like AI, startups, and product development every weekday so you can focus on what matters.
Press Space to continue
Press Space to continue
the current AI supply chain updated with King Slide https://x.com/TrungTPhan/status/21018087…
King Slide Works is up there with Toto Toilet as underrated AI winner: ▫️Up 3,000% to $43B in past 4 years. ▫️In 1980s, the Taiwanese firm started in furniture (cabinet handles, kitchen drawers). ▫️Expanded to specialized server rails in data centres (controls 70%+ of high-end server market). ▫️85-year old founder Lin Tsung-chi worth $16B and was briefly Taiwan's richest person a few weeks ago. ▫️Modern server are quite heavy and complex; King Slide’s rails ideal for data centre workers to pull out racks and do maintenance on chips and wiring without disrupting setup or cooling system. ▫️Per Bloomberg, King Slide first started making server rails in 2000: “A critical moment came about [in 2000], when it was forced to pivot from furniture hardware to the server supply chain after a major US customer demanded a 30% price cut during the rise of Chinese manufacturing. Rather than accept the lower prices, King Slide walked away, a decision that led to the loss of nearly half of its workforce. It later secured orders from companies including Compaq Computer Corp. and International Business Machines Corp., and laid the foundations to become a key supplier to the tech industry.” The King Slide website is a trip to peruse. Products for kitchen handles next to high-end servers. *** More from Bloomberg: https://www.bloomberg.com/news/features/2026-09-15/how-the-ai-boom-is-minting-billionaires-rewarding-picks-and-shovels-sellers



