Taiwan's Unimicron is riding the AI boom hard, with record sales five months running — good news for chip supply-chain investors and a sign AI hardware demand is still accelerating.

• The company makes IC substrates, the boards that carry advanced chips, and August sales hit an all-time high — up 56% from a year ago.
• Demand for its ABF substrates, used in AI and high-speed computing chips, now outstrips supply, giving it the power to raise prices.
• AI products made up more than 60% of sales in the first half and are expected to reach 70% in the second half.
• Higher prices, fuller factories, and fewer defects should push profit margins up for the rest of the year.

Outlook: Sales and margins look set to keep climbing as long as AI chip demand holds and substrate supply stays tight.