Global leading automotive wheel manufacturer SuperAlloy Industrial Co., Ltd. (SAI, 1563 TT) reported consolidated revenue of NT$635 million for May 2026, representing a 6.7% month-over-month increase and an 18.74% year-over-year growth. Cumulative consolidated revenue for the first five months of 2026 reached NT$3.103 billion, up 2.86% from the same period last year, marking a return to positive growth and demonstrating the resilience of the Company’s transformation strategy.

SAI stated that the strong performance in May was primarily driven by solid demand for customized wheels from premium automotive customers, including Jaguar Land Rover (JLR) and Mercedes-AMG. At the same time, the accelerating implementation of carbon-neutral supply chain policies among international supercar and luxury vehicle manufacturers, as well as forging and smelting industry customers sourcing recycled aluminum, significantly boosted sales of RESAICAL®, SAI’s proprietary low-carbon recycled aluminum solution.

The Company further noted that compared with conventional primary aluminum, recycled aluminum requires only approximately 5% of the energy consumption and can reduce carbon emissions by as much as 92%. As regulatory requirements continue to tighten under the United States-Mexico-Canada Agreement (USMCA) and carbon border adjustment mechanisms (CBAM) are being implemented globally, European and North American customers have increasingly established minimum recycled-content requirements for new procurement projects. To date, SAI has obtained recycled aluminum certifications from seven international supercar and luxury automotive brands, further increasing the overall utilization rate of recycled aluminum across its product portfolio.

Beyond the automotive sector, ESG initiatives are rapidly expanding into the technology industry. Semiconductor manufacturing equipment has traditionally consumed substantial amounts of primary aluminum, but semiconductor equipment suppliers and leading foundries are now actively seeking validation of greener materials. SAI has begun promoting the adoption of recycled aluminum in semiconductor consumables and equipment components. Looking ahead, the Company aims to recycle high-purity aluminum generated during semiconductor manufacturing processes and integrate it into a circular recycling system, creating a closed-loop green supply chain ecosystem for the semiconductor industry.

Looking toward the second half of 2026, SAI remains cautiously optimistic about its overall business outlook and is confident that 2026 will become a pivotal year for the Company’s structural transformation and margin enhancement. To prepare for the anticipated surge in aluminum sales and significant potential demand from the semiconductor equipment sector, construction of SAI’s second aluminum smelting facility in Pingtung is progressing as scheduled. Trial production is expected to commence in the second quarter of 2027.Upon completion, the new facility will further expand the Company’s recycled aluminum production capacity, reduce raw material costs by an estimated 10% to 15%, and strengthen its smelting material sales and contract manufacturing businesses. Through these initiatives, SAI aims to help both the Company and its customers achieve greater competitiveness in the emerging net-zero economy.

<Appendix> Monthly Consolidated Revenue                          Unit: NT$ thousand