和硕扩大AI布局 AES、新盛力、顺达出货看增

Core Viewpoint - Pegatron has become the largest single shareholder in a private placement for a battery backup power module (BBU) system, highlighting the growing importance of BBU in the AI era [1] Group 1: Company Developments - Pegatron's chairman, Tzeng Shih-Hsien, has invested in the private placement, which is expected to enhance the future prospects of BBU [1] - The involvement of Pegatron is anticipated to boost the market presence of Taiwanese BBU manufacturers such as AES-KY, New Power, and Shun Da, making them attractive to investors [1] Group 2: Market Outlook - The BBU market is projected to grow by at least 50% this year compared to last year, indicating strong demand [1] - Current visibility of orders for related suppliers is expected to extend into the second half of this year, suggesting a robust supply chain with full order books [1]