KCE clarifies deal to supply products to US company still under negotiation, no conclusion yet

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KCE Electronics, or KCE, clarified through the Stock Exchange of Thailand that, following social media reports about the possibility of a product purchase deal with a company in the United States, the company is in the process of working on it but has not reached any conclusion. The company asks the public, investors, and related parties to consider information from the company's official channels and verifiable information to prevent misunderstandings. Meanwhile, Bualuang Securities stated that the news that KCE is producing sample PCBs for Tesla Optimus, if confirmed, would open new upside for KCE. Tesla is installing the first Optimus production line at Fremont to prepare to start production in 2026, designed for long-term capacity of 1 million units per year, while the second-generation line at Giga Texas is designed for long-term capacity of up to 10 million units per year. Bualuang Securities estimates that if KCE can capture 10% of that content, it would generate additional revenue of about 9 million dollars per year, or roughly 2% of current revenue, and estimates incremental profit of about 5%. KCE shares closed the morning half-day session at 64.75 baht, up 6.25 baht, or 10.68%, with trading value of 4.43 billion baht.

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Bualuang Securities is cited only for its analyst estimate of potential upside for KCE, not as a subject of the news.

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