Taiwanese power supply maker Lite-On Technology hit its daily trading limit as investors piled in, a strong sign for companies feeding the AI data center buildout.

• Lite-On expects AI products to top 30% of its revenue this year.
• The stock locked at its upper limit with a huge pile of unfilled buy orders still waiting.
• New gear — high-power data center supplies, backup batteries, and high-voltage power cabinets — moves into testing and mass production in the second half.
• The company now ships to two big North American cloud providers, and volumes are still small, leaving room to grow.
• Capital spending was raised sharply, funding a US plant plus new capacity in Taiwan and Vietnam coming online later this year.

Outlook: If the new products clear customer testing, orders and revenue should keep climbing into next year.