Taipei Youyang's June revenue doubled year-over-year to a record high, driven by increased AI server specifications and rising high-end product proportion. Institutional investors estimate the company's EPS will reach NT$33 this year, with its high-end M8 market share surging to 40%.
High-end copper clad laminate supply is tightening due to AI server demand, driving pricing power and market share gains for key material suppliers.