Taiwanese discrete component maker Deway Technology posted record monthly revenue in August, welcome news for shareholders and for stocks linked to the AI supply chain.

• Deway's August revenue broke through the NT$300 million mark, up more than 30% from a year earlier and the highest monthly figure in the company's history.
• Revenue for the first eight months of this year topped NT$2 billion, an increase of about 20% year on year, pointing to steady growth momentum.
• The restructuring of global supply chains has brought in new orders, with revenue from some products several times higher than at the start of the year.
• AI data centres are moving towards high-power supply architectures, driving up demand for power conversion and power protection components.
• Deway has integrated the wafer manufacturing capabilities of its subsidiary Ya Hsin and is moving into high-power, miniaturised products as it targets the high-end applications market.

Outlook: Market demand and order visibility remain high, and revenue has room to climb further.