Nanya New Material's high-speed/high-frequency CCL monthly shipments increased from 400-500k sheets in H1 to over 700k in July and 800-900k in August, with management expecting to exceed 1 million sheets by year-end. International Composite's second-generation fabric shipments are 700k meters/month, rising to 2 million by year-end, with prices up 10-15% since June.
Both companies show strong operational momentum, with Nanya New Material benefiting from AI-related demand and International Composite from fabric price hikes.
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