EIKEI Group (6924.TW), a Taiwan-listed supplier of PCBs and AI liquid-cooling components, reported record August revenue of NT$242 million, approximately $7.7 million. Revenue rose 31.04% from July and 84.99% from a year earlier, driven by strong AI server demand, new U.S.-based customers and increased orders for liquid-cooling modules. Revenue for the first eight months of 2026 reached NT$1.415 billion, approximately $44.7 million, up 23.49% year-over-year. Chairman Liu Shih-lin said existing customers are increasing orders for liquid-cooling modules, quick disconnects, sensors, PCBA, sheet-metal enclosures and related components, while initial shipments to new U.S.-based customers have lifted second-half order volumes. August CDU shipments rose to 1,000 units, compared with a first-half monthly average of 700–800 units. AI server-related products accounted for 10.8% of August revenue, up from 8.2% in the first half and 8.5% in July, marking the first time the share exceeded 10%. The company said AI-related products carry higher gross margins than other product lines. EIKEI’s second-quarter revenue was NT$515 million, with a 23.2% gross margin and net profit after tax of NT$42.34 million, while first-half revenue reached NT$987 million with a 24.77% gross margin and net profit of NT$88.96 million. Rising costs for substrate materials and components have prompted multiple price increases, with nearly 90% of customers accepting full cost pass-through. EIKEI has also shifted to semi-annual dividends, declaring a first-half cash payout of NT$3.5 per share, with the stock scheduled to trade ex-dividend on September 15 and payments due October 13. Institutional investors cited growing liquid-cooling demand and product-mix optimization, while identifying raw-material volatility and the durability of new U.S. customer orders as issues to monitor.