Shares of Wiwynn, Taiwan's AI server contract manufacturer, have hit another all-time high — good news for investors — driven by a wave of orders from major US cloud providers.

• Wiwynn touched a record NT$6,925 during the session, and institutional investors have maintained a "buy" rating with a target price of NT$7,500.
• Amazon AWS began shipping its in-house AI chips in June, lifting second-quarter earnings above expectations.
• AI revenue is expected to account for more than 50% of the total in the second half of the year, with new projects from Meta and Oracle also coming on stream in the fourth quarter, while component shortages have eased considerably.
• Institutional investors estimate that 2027 revenue will grow by more than 70% year-on-year and that earnings will top NT$100 billion for the first time, driven mainly by expanded shipments of liquid-cooled servers and AMD GPU servers.
• On the same day, the Taiwan stock market surged more than 600 points, with Largan Precision also hitting limit-up and a record high, as AI and Apple restocking themes lifted tech stocks.

Outlook: As long as US cloud customers keep up their pace of orders, Wiwynn's earnings are expected to climb quarter by quarter, with a strong chance that its share price continues to advance.