Taiwanese parts maker Yageo just had its best sales month ever, a good sign for the AI supply chain and for anyone betting on chip-adjacent stocks.

• August sales hit a record high, up more than 50% from a year earlier.
• AI-related orders and strong demand across Asia drove the gain.
• Summer holidays in Europe and the US barely dented it.
• Sales for the first eight months of the year are up about 35%.
• Customer stockpiles are still healthy, so orders should keep coming.

Outlook: Yageo expects AI demand to keep reshaping the electronic parts business, though tariffs and currency swings remain a risk.