Taiwanese industrial computer maker Ennoconn posted its best-ever month for sales in August, a strong sign for the AI hardware supply chain.

• August sales jumped more than 40% from a year ago to a record monthly high, though they slipped slightly from July.
• Sales for the first eight months are up nearly 30% from last year, also a record for that stretch.
• The order book now tops NT$255 billion, spread across industrial internet-of-things, smart software, and smart factory work.
• Buying a bigger stake in German firm Kontron is expected to lift earnings from "physical AI" — AI built into machines and factory equipment.
• All three main business lines grew, helped by demand for AI systems and ongoing construction at semiconductor plants.

Outlook: The company plans to push more of its business toward AI, software, and higher-margin solutions, betting that companies keep spending on factory automation.