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Maike (6831) Shares Rally as August Revenue Stays Above NT$500M
Electronic Technology · Computer Peripherals · cnyes · 2026-09-09
6831
Maike (6831) shares climbed after reporting August revenue of NT$512 million, driven by strong demand for ASIC cooling solutions from US-based CSP clients.
What Happened
Revenue Performance: Maike reported August revenue of NT$512 million, a 29.1% year-over-year increase, marking the third consecutive month the company has surpassed the NT$500 million threshold. Cumulative revenue for the first eight months of the year reached NT$2.967 billion, reflecting a solid 22.27% growth rate.
Market Drivers: The company is benefiting from sustained demand for ASIC cooling products from major US Cloud Service Provider (CSP) clients. With ASIC penetration in the global AI chip market projected to rise from 42% this year to 53% next year, Maike is well-positioned to capitalize on the ongoing surge in CSP capital expenditures.
Stock Movement: Shares of Maike rallied today, successfully reclaiming the 5-day moving average. The stock peaked at NT$593 during intraday trading, representing a gain of over 5%, and was trading at NT$581 with a 3.75% increase as of midday.
Industry Outlook: Analysts expect the combined capital expenditure of the four major CSPs to exceed US$70 billion, with potential to reach US$1 trillion by 2027. As ASIC shipments continue to scale, Maike's specialized cooling technology remains a critical component of the AI infrastructure supply chain.