---
title: "REFR: Despite supply chain disruption, strong customer commitment and new programs position SPD for renewed growth"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/295157608.md"
description: "Supply chain disruption from Gauzy's restructuring led to lower royalties and delayed programs, but customer and licensee commitment remained strong. New licensees and programs were added, and multiple contingency plans are in place to restore and expand SPD film production.Based on DisclaimerThis is an AI-generated summary and may contain inaccuracies. Please verify any important information with the original source."
datetime: "2026-08-06T23:49:12.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/295157608.md)
  - [en](https://longbridge.com/en/news/295157608.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/295157608.md)
generator: "portal-rs"
---

# REFR: Despite supply chain disruption, strong customer commitment and new programs position SPD for renewed growth

Supply chain disruption from Gauzy's restructuring led to lower royalties and delayed programs, but customer and licensee commitment remained strong. New licensees and programs were added, and multiple contingency plans are in place to restore and expand SPD film production.

Based on 

**Disclaimer**

This is an AI-generated summary and may contain inaccuracies. Please verify any important information with the original source.

### Related Stocks

- [REFR.US](https://longbridge.com/en/quote/REFR.US.md)
- [GAUZ.US](https://longbridge.com/en/quote/GAUZ.US.md)

## Related News & Research

- [Research Frontiers Q2 FY26 net loss narrows to $660,168; fee income falls to $86,346](https://longbridge.com/en/news/295137670.md)
- [Nvidia Just Put $150 Billion Behind Its Stock. Is It Cheap Enough?](https://longbridge.com/en/news/300454444.md)
- [Nvidia’s CEO draws Pope Leo’s criticism as AI safety concerns surge 50%](https://longbridge.com/en/news/300379637.md)
- [AMD makes a big bet on the next era of AI with World Labs acquisition](https://longbridge.com/en/news/300358334.md)
- [What's Going On With Netflix Stock?](https://longbridge.com/en/news/300458530.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**