Taiwanese memory chipmaker Winbond posted another record month, good news for memory investors and a sign that the AI-driven chip shortage is still tightening.

• August sales jumped almost 290% from a year ago, the 13th straight record month.
• Rising memory chip prices are doing the heavy lifting, not just higher volume.
• Sales for the first eight months of the year are up about 177% from last year.
• Management expects memory prices to keep climbing this quarter, though not as violently as the last surge.
• AI demand keeps pulling in more memory, and the supply gap is expected to be wider in 2027 than it is now.

Outlook: Memory prices look set to keep rising into next year, keeping Winbond's revenue streak alive.