Taiwan industrial computer maker Neousys Technology (宸曜科技) is having a strong year, good news for investors betting on edge AI hardware.

• August revenue hit a record for the month, up 59% from a year earlier, after July set an all-time high.
• Revenue for the first eight months is up 46% from last year.
• Demand for edge AI gear is driving it, with chipmakers and high-end factories buying more computing power.
• Drone, unmanned systems, and defense projects add steady high-margin sales, and orders are holding up in Europe, Asia, and North America.
• Book-to-bill stayed high in the third quarter, meaning new orders keep pace with shipments.

Outlook: Management expects steady business through the fourth quarter and the full year, with profit margins staying near current levels.