Kuaike Intelligent said at its 3Q26 results briefing that rising demand in
semiconductors, optical communications and data centers lifted contract
liabilities in 3Q26 both YoY and QoQ and left an ample order backlog. The
The company will prioritize equipment for semiconductor packaging and
optical-communications/data-center applications; its TCB machines are undergoing
process debugging and validation with multiple clients and are expected to
gradually contribute revenue in 2027. Kuaike has also joined Apple projects for
an AI glasses product and a new smart earphone, which is expected to support
precision welding/assembly and machine-vision inspection businesses.