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AES-KY August Revenue Hits Record High on Strong AI BBU Demand

Electronic Technology · Electronic Components · cnyes · 2026-09-04

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Battery module maker AES-KY reported record-breaking August revenue of NT$1.75 billion, driven by surging demand for AI server BBU modules.

What Happened

Revenue Performance: Battery module manufacturer AES-KY announced its August revenue reached NT$1.75 billion, marking a new historical high with both monthly and annual growth. The cumulative revenue for the first eight months of the year reached NT$12.81 billion, a 26.39% increase year-over-year.

Growth Drivers: BBU modules have become the company's primary operational pillar, now accounting for over 80% of total revenue. The robust demand for AI servers has solidified this product line as the main engine for the company's financial performance.

Market Outlook: Analysts expect the company's operations to strengthen quarter-over-quarter throughout the second half of the year. By 2027, the revenue contribution from BBU is projected to climb further, significantly improving the overall profit structure.

Client Expansion: Beyond its existing major cloud service client, AWS, the company anticipates adding new customers by 2027. This expansion is expected to sustain momentum and strengthen its competitive position in the server power market.

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