Taiwan's Nanya Technology reported its best month ever for sales, a strong sign that the memory chip boom is still building.

• August sales hit a record, up more than six times from a year ago.
• The AI buildout has drained memory supply, leaving DDR5, DDR4 and LPDDR4 chips in short supply.
• Nanya says this is a structural shift in the industry, not a passing spike.
• Prices are expected to keep rising in the second half, pushing profit margins higher.
• Buyers of memory chips face higher costs, which will feed through to phones, PCs and servers.

Outlook: The memory shortage is expected to last several more quarters, keeping prices and Nanya's earnings climbing.