Taiwan circuit-board maker Yisheng (5291) is riding the AI server boom, and its stock hit the daily limit up — good news for shareholders.

• Yisheng is shifting away from cheaper industrial and consumer electronics toward AI, networking, and military and aerospace boards.
• First-half profit per share almost matched the total of the past three years combined.
• July revenue set a monthly record as customers expanding their plants ordered more AI server backplanes, switches, and backup battery modules.
• Trading volume more than doubled from the previous day as the stock hit the daily limit.
• Raw materials for circuit boards are getting scarce and expensive, so the company is passing some of the cost on to customers.

Outlook: Management expects steady growth ahead as the high-end product push keeps feeding profits, though tight material supply remains the main risk.