Memory module maker Innodisk reported another record high in August revenue, up nearly six-fold from a year earlier — clear good news for the AI supply chain and memory investors.

• Innodisk's consolidated August revenue was NT$8.68 billion, up 2.2% month-on-month and 576% year-on-year, marking 20 consecutive months of record highs.
• Cumulative revenue for the first eight months reached NT$52.8 billion, a more than five-fold increase year-on-year, with growth driven by AI infrastructure and industrial control demand.
• Chairman Chien Chuan-sheng expects AI infrastructure demand to stay strong through the end of next year, with customers already planning capacity for 2028 and 2029.
• Memory prices are seen as "only heading up, never down," with room for further increases next year.

Outlook: If AI server and industrial control orders hold their current momentum, Innodisk's revenue and memory prices are expected to keep climbing next year.