Flexible circuit board maker Complex Micro Interconnection reported rising June 2026 revenue driven by increased consumer electronics shipments tied to AI device demand. However, ongoing shortages in automotive components and notebook memory continue to weigh on some of the company's customers, suggesting uneven recovery across sectors.
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Flexible circuit board maker Complex Micro Interconnection reported rising June 2026 revenue as consumer electronics shipments increased, though automotive component and notebook memory shortages still pressured some customers.
Why it matters
The revenue uptick reflects growing demand for AI-enabled consumer electronics, signaling that device makers are shipping more products despite ongoing supply chain friction in autos and memory chips.
What to watch
The company faces a mixed backdrop—rising consumer demand is lifting orders, but shortages in automotive and notebook segments may constrain full recovery.
Complex Micro Interconnection's June rebound underscores a broader divergence in electronics demand: consumer segments powered by AI are accelerating, while traditional automotive and memory-dependent notebook markets remain constrained by supply shortages. The company's flexible circuit boards, which support diverse consumer devices, are benefiting from this shift. However, the persistence of automotive and notebook memory shortages suggests that not all of CMI's customer base is experiencing equal tailwinds, and near-term revenue stability may depend on how quickly these specific supply bottlenecks ease.
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