## Data Center Power Crisis Turns into Opportunity, BBU Industry Chain Sees Structural Breakthrough

Taiwan stocks fluctuated today, but driven by artificial intelligence computing demand and data center expansion, the power supply solution sector has emerged strongly. Lithium battery module manufacturer GABY(3323), Xingnenggao(6558), and Xisheng(3625) all hit the daily limit-up, with GABY closing at NT$44.65, demonstrating the market’s optimistic attitude toward the BBU concept. Behind this rally reflects the rigid demand for "stable power" resulting from the explosive growth in global computing power.

## AI Servers Drive Power Consumption Surge, BBU Rises from Backup to Core Infrastructure

Battery backup systems (BBU) are essentially emergency power solutions with built-in energy storage modules, capable of immediate intervention when the main power supply is interrupted, securing critical computing equipment’s data preservation and safe shutdown time. Traditionally focused on telecommunications, the role of BBU has completely changed with the explosive expansion of AI and data center operations—evolving from optional auxiliary equipment to essential infrastructure ensuring continuous computing.

This transformation is driven by dual pressures: first, high power consumption and zero-tolerance AI servers demand unprecedented power continuity; second, the global surge in electricity demand coupled with grid reliability challenges significantly increase the strategic value of BBUs that combine emergency backup and energy storage regulation functions. The industry widely regards it as the "new oil of the AI era," indicating a fundamental shift in industry status.

## Cloud Giants Accelerate Purchases, BBU Shipment Opportunities Emerge

Current industry momentum is clear. As global high-end uninterruptible power systems, energy storage modules, and complete BBU solutions become priority investments for cloud service providers and data center operators, order visibility for related manufacturers continues to improve. System Electric disclosed at investor briefings that its BBU product verification is nearing completion, with the first customer expected to start shipments in Q1 next year. Coupled with the mass production advantage of its Texas plant, revenue contributions are expected to grow rapidly. As a strategic partner, GABY, as a major supplier of battery modules, is poised to benefit from synchronized growth.

Meanwhile, Xingnenggao emphasized during the briefing that it is accelerating its shift toward non-consumer, high-margin products, with BBU energy storage applications having completed certification processes, expected to bring new growth momentum to next year’s operations. Other companies like Shunda and Xinshengli are also planning expansion projects to seize this demand wave.

## Sensitive Capital Flows, Low-Price Themes Become New Favorites

From recent capital flow observations, investors are shifting strategies—when high-valuation stocks face correction pressures, funds are moving toward groups with clear industry logic and reasonable stock prices. BBU concept stocks are the beneficiaries of this rotation. Today’s trend showed stocks priced below NT$50 leading the rise, driving the overall group’s volume and price increase, indicating disciplined and firm buying.

Taking GABY as an example, technical signals have shown a key turning point—volume breakout of the quarterly moving average resistance, with the daily KD indicator forming a golden cross, short-term structure strengthening, laying the foundation for subsequent upward momentum.

## High Confidence in Mid-Long Term, Focus on Orders and Revenue Progress

Analysts point out that under the ongoing AI investment wave, the continuous expansion of computing power will inevitably bring "stable and sufficient power supply" as a core competitive factor. Power management systems, high-performance infrastructure, and key components like BBU thus have structural mid- to long-term growth potential. Related themes are expected to deepen, with industry prospects clearly visible. Investors should closely monitor each company's order fulfillment progress and revenue contribution release as important indicators of whether the upward momentum can be sustained.