Taiwan's circuit board makers are booming as AI servers, fast networking gear and satellite links soak up every board they can build — good news for the stocks and for the whole Taiwan tech supply chain.

• Gold Circuit Electronics won its first big cloud-provider order for AI ASIC server boards, moving it beyond just switch boards.
• Its Thailand output will jump five to six times over last year, with Taiwan capacity up 50%, and factories are already running flat out.
• Compeq is chasing the data-center optical module market, where high-end parts are switching to a harder-to-make board type that is already in short supply.
• Compeq grabbed drilling and plating machines early, so it can open dedicated new lines in Taiwan and Chongqing while rivals wait.
• Tripod and Nan Ya PCB are also expanding, with Nan Ya expecting AI work to top 40% of sales this year.

Outlook: Order visibility now stretches years out, so these makers look set to keep posting record results into next year.