Taiwanese networking gear maker Sercomm is having a banner year, and the first three quarters alone will beat all of last year's sales — good news for the company and its shareholders.

• August sales jumped 45% from a year earlier, a record for the month.
• Sales for the first eight months are up 55%, also a record.
• The AI boom is driving huge growth in internet traffic, forcing telecom operators to upgrade their networks.
• Demand is strong for cable modems, fiber gear, 5G home internet boxes and WiFi 7 routers.
• New lines like edge-AI security cameras and distributed network equipment are already paying off.

Outlook: Sales look set to keep climbing as telecom customers race to upgrade equipment for streaming, smart devices and remote monitoring.