Taiwan's AI chip and networking suppliers are booming, with Alchip and Accton both hitting record monthly sales — good news for anyone betting on the AI buildout.

• Alchip's August sales more than doubled from a year ago, a third straight record month, driven by custom AI chip shipments.
• Accton, a top maker of network switches, broke past NT$40 billion in monthly sales for the first time, up 59% from last year.
• The demand is coming from big North American cloud companies ordering AI gear, including Amazon's Trainium chips.
• Alchip says crypto mining work is shrinking as a share of its business and car projects are taking its place.
• Accton looks set to top NT$100 billion in a single quarter for the first time this quarter.

Outlook: Both companies expect even stronger sales in the second half, with a new generation of cloud AI chips going into production around the turn of the year.