SuperAlloy revenue climbs on recycled aluminum and semiconductor certification progress

SuperAlloy Industrial posted June consolidated revenue of NT$749 million (US$23.36 million), up 17.93% from May and 21.46% from a year earlier. The Taiwan-based materials maker said the increase helped lift second-quarter 2026 revenue to NT$1.98 billion, a 15.45% rise from a year earlier, while first-half 2026 revenue reached NT$3.852 billion, up 6.02%.

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Largan ramps variable aperture lens in 3Q as smartphone demand rebounds

Optical leader Largan Precision said on July 9 that customer demand for new smartphones is picking up in the second half, while Chairman En-Ping Lin highlighted that strong technology and yield remain the decisive edge in a tougher market. He also said the company’s high-end variable aperture lens will ramp in the third quarter, and periscope lens upgrades are set for 2027.

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Trio revenue rises on AI server battery backup demand in June

Trio Technology said June 2026 revenue rebounded on stronger stocking demand for battery backup units used in AI servers, even as the broader second quarter remained pressured by tight global memory supply. The Taiwan-based supplier also said downstream notebook and PC customers kept some inventory restocking demand in play, which pushed part of the consumer electronics shipment schedule into June.

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AI buildouts accelerate MLCC shortages; Taiwan firms eye 2H26 spillover orders

As AI server supply chains move into the component stocking phase, the market for high-end passive components has heated up sharply, with tight supply of multilayer ceramic capacitors (MLCCs) drawing close attention across the industry. Taiwan passive-component makers posted strong revenue in the second quarter of 2026, and with order backlogs at major MLCC suppliers in Japan and South Korea rising rapidly, Taiwan firms are expected to capture spillover orders from AI server applications in the second half of the year.

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AI shifts toward ‘slow thinking’ as agent era approaches, says Google DeepMind’s VP of research

Ed Chi, vice president of research at Google DeepMind, said AI’s next milestone will be its evolution from the fast, pattern-recognition-oriented thinking associated with System 1 toward the deeper reasoning capabilities of System 2. As large language models evolve into large reasoning models, the industry is now entering a new era of AI agents.

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Complex Micro Interconnection sees June sales rise as AI-led device demand lifts orders

Flexible circuit board maker Complex Micro Interconnection (CMI) said June 2026 revenue rebounded as consumer electronics shipments increased, even as shortages in automotive components and notebook memory continued to affect customers. The company also reported second-quarter revenue of NT$597 million (US$18.55 million), up 3.6% from the prior quarter.

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