Taiwanese power supply maker Lite-On surged to a record high, good news for investors betting on the AI data center buildout.

• Lite-On's stock hit the daily limit and closed at an all-time high on heavy buying.
• Foreign investors and local institutions piled in, accounting for most of the day's volume.
• The company expects AI products to top 30% of revenue this year after starting shipments to two big North American cloud providers.
• It raised this year's spending plan by nearly 40%, funding a US plant, more global capacity, and high-power product development.

Outlook: New plants in Kaohsiung and Vietnam start up in the second half, and products like 110kW power units and 800V high-voltage racks move into mass production.