Taiwan's chip-testing firm Materials Analysis Technology (MA-tek) posted its sixth record monthly revenue in a row, good news for companies riding the AI chip buildout.

• August sales rose 18% from a year earlier, with revenue for the first eight months up a similar amount.
• The big US cloud companies are rushing to design their own custom AI chips, which are far harder to build and test.
• That complexity is driving demand for failure analysis on advanced packaging like CoWoS and EMIB.
• Expansion is under way abroad: a new lab in Hokkaido, Japan just opened, more Japanese sites are planned for late this year, and US services start in 2027.

Outlook: Demand for chip testing and failure diagnosis should keep growing as custom AI chips and advanced packaging spread.