Connector component maker Kuang Yu posted its highest August revenue in 32 months, good news for investors and a sign that customer order momentum has clearly picked up.

• August revenue rose both month-on-month and year-on-year, making it the strongest single month in two years and eight months.
• Revenue has now risen for three consecutive months, driven mainly by increased orders from existing customers and the start of shipments for new business.
• In the same period last year, customers pulled back on shipments because of the impact of US tariffs, leaving a low base for comparison and making this August's year-on-year growth look especially strong.
• Cumulative revenue for the first eight months of this year is still below last year's, but the rate of decline is narrowing.
• The company is focusing on AI server orders and aims to leverage its existing wire and cable harness technology to break into key humanoid robot components.

Outlook: The key thing to watch is whether AI server and robot shipments, together with new consumer and automotive product orders, can push monthly revenue higher in the fourth quarter.