Topco Technologies said demand tied to high-end AI servers, thermal management materials and copper clad laminates is driving a stronger second half, with order visibility for some high-end AI materials extending to 2028 and contributions expected to ramp from the fourth quarter. Chairman Pan Chen-cheng said the company is maintaining its full-year double-digit growth target as higher prices, rising shipment volumes and the seasonal peak support earnings. First-half net profit attributable to parent company shareholders rose 80% year over year to NT$255 million, while second-quarter net profit jumped 133% to NT$166 million. The company said AI-related materials now account for about 10% of monthly revenue and could exceed that level by year-end, with further gains next year. Pan said orders for Low-Dk/Df (low dielectric loss) specialty materials used in CCL (copper clad laminate) applications are fully secured through next year, though broader growth will still depend on easing shortages in other key materials. He also warned that third-quarter operations may be relatively flat after some second-quarter shipments were tied to customer sampling and testing, while some panel coating and construction-material projects ended and notebook demand was affected by higher memory prices and component shortages. Overseas expansion is also supporting profitability, with the Thailand unit turning profitable in the second half of 2025 and adding stable monthly profit contributions. Separately, parent company Topco Scientific said semiconductor material prices are rising by about 10% to 15% on average, while its quartz products for advanced process nodes have order visibility extending to 2030.