Filtrafine (4556.TW) reported consolidated revenue of NT$85.04 million, or about $2.6 million, for July 2026, a record monthly high that rose 39% from June and 67% from a year earlier. Revenue for the first seven months reached NT$429 million, approximately $13.3 million, up 17% year over year and also a record for the period. The company said July's performance was driven by concentrated shipments tied to semiconductor customers' new plant projects in Europe, along with strong demand in Taiwan from semiconductor and memory clients expanding factories and production lines. Filtrafine expects full-year revenue to deliver double-digit growth from NT$673 million, or about $20.9 million, in 2025. Management said the broader buildout of semiconductor, memory, advanced AI substrate and data center supply chains is supporting demand not only for industrial liquid filtration equipment during plant construction, but also for recurring consumables such as filter cartridges and filter bags as customer facilities move into trial production, mass production and higher utilization. The company is also advancing customer validation for higher-end products used in perfluorinated-material applications, CMP filtration and high-purity liquid processes, aiming to expand further into process-side filtration markets with higher technical barriers. Filtrafine added that rapid growth in AI servers and data centers is creating new opportunities in coolant filtration, water treatment, circulating water and equipment protection. The company is scheduled to release its first-half 2026 results on August 13, offering investors a clearer view of profitability. Elsewhere in Taiwan's industrial supply chain, Nam Liong Global (5450.TW) also pointed to benefits from supply-chain restructuring and semiconductor expansion. Its second-quarter consolidated revenue reached NT$743 million, with after-tax net profit of NT$42.74 million and earnings per share of NT$0.35, while first-half revenue totaled NT$1.34 billion and after-tax net profit came to NT$51.14 million, returning the company to profitability.