Spot gold breached $4,370/oz, up 0.44% intraday.

Juguang Technology said pluggable optical‑module micro‑optics are in scaled supply to several customers, with additional customer validations and production introductions underway. NPO/CPO micro‑optics and high‑channel V‑groove products added multiple customers in 1H 2026; some have completed batch validation and on‑hand orders are rising. The company has signed a technology‑licence agreement with a major customer and begun execution. OCS MLA is ramping at a large client and has entered mass production. For silicon‑photonic module CW sources and CPO external‑laser applications, Juguang is collaborating with leading customers on AlN (aluminum nitride) substrates; sample deliveries and validations are ongoing and customer coverage is expanding. Company said several core optical‑communications products have won customer recognition and existing capacity is already locked by customer orders and demand planning.

Japanese chip-related stocks surged; Kioxia rose 6.9%, SoftBank Group gained 6.2% and Advantest rose 6.5%.