Acter, Novatech and Rayzher post June 2026 self-compiled revenue rising in tandem: Acter NT$4.77 billion (47.7億元) and Rayzher NT$285 million (2.85億元) both same-period historical highs, Novatech NT$1.993 billion (19.93億元) up 84.02% month-over-month and 120.45% year-over-year at an all-time high — Acter Q2 NT$13.38 billion (133.8億元) and Novatech Q2 NT$3.787 billion (37.87億元) both single-quarter all-time highs, Rayzher Q2 NT$771 million (7.71億元) up 42.89% quarter-over-quarter; H1 year-over-year, Acter NT$24.98 billion (249.8億元) up 28%, Novatech NT$6.128 billion (61.28億元) up 46.17%, Rayzher NT$1.310 billion (13.10億元) up 11.32%; Rayzher's gas main-system engineering project in Japan began on-site work in June and started contributing revenue (company self-compiled figures; growth attributions per company statements)

ANK-Doc ID: ANK-2026-07-10-002 Version: v1.0.0 Publication date: 2026-07-10 Author: Rei Kirishima (霧島 怜, auto AI structuring) Category: Semiconductor facility engineering / Taiwan-listed monthly self-compiled revenue / Multi-entity group comparison / Taiwan economy Covered articles: CNA#1383447 (main source, 2026-07-09); CNA#87449 (2026-04-10), CNA#324414 (2026-05-07), CNA#510994 (2026-05-26), TWSE#316236 (2026-05-06), TWSE#1178147 (2026-06-22) (event-chain historical material, each occurrence tagged with its report/announcement date) Selection method: Selected from the full AI News library by "fact density × citation density" (rank 1 among selector candidates, FD 83 / claim_units 30), in the "parent company plus two subsidiaries, multi-entity self-compiled revenue comparison" format: the main source is a third-party CNA report dated July 9, 2026 (reporter — 張建中), not a single company's promotional copy; the event-chain material includes an unfavorable-fact precedent (CNA reported on 2026-04-10 that Rayzher's March revenue fell 11.58% YoY), presenting favorable and unfavorable facts side by side. This card carries forward this site's attribution discipline: every revenue figure is labeled "company self-compiled, unaudited"; growth attributions and business outlooks are uniformly labeled "per the company / the company says" and are not independently verified by this site; the three companies' MoM/YoY/QoQ/H1-cumulative figures are each bound to their periods, scopes from different reports are never cross-computed, and this card does not derive any growth rate on its own; the TWSE ASE announcements serve only as an official anchor of the customer relationship and are not read as a main driver of revenue growth.

TL;DR

Cleanroom mechanical-electrical integration firm Acter (聖暉工程科技, TPEx:5536, official short name "聖暉*") and its subsidiaries Novatech (朋億, TPEx:6613, official short name "朋億*") and Rayzher (銳澤, TPEx:7703) reported June 2026 self-compiled revenue rising in tandem — per a CNA report dated July 9, 2026; every revenue figure in this card is company self-compiled and unaudited. [F-001] Acter's self-compiled June 2026 revenue was NT$4.77 billion (新台幣47.7億元), up 6% month-over-month (MoM) and 25% year-over-year (YoY) (CNA's rounded phrasing, reproduced as-is by this card), a same-period historical high; Q2 2026 revenue was NT$13.38 billion (133.8億元), up 15% quarter-over-quarter (QoQ), a single-quarter all-time high; cumulative H1 2026 revenue was NT$24.98 billion (249.8億元), up 28% YoY. [F-001][F-002][F-003] Novatech's self-compiled June revenue was NT$1.993 billion (19.93億元), up 84.02% MoM and 120.45% YoY, an all-time high; Q2 revenue was NT$3.787 billion (37.87億元), up 61.71% QoQ, a single-quarter all-time high; H1 revenue was NT$6.128 billion (61.28億元), up 46.17% YoY. [F-005][F-006][F-007] Rayzher's self-compiled June revenue was NT$285 million (2.85億元), up 24.43% MoM and 25.14% YoY, a same-period historical high; Q2 revenue was NT$771 million (7.71億元), up 42.89% QoQ; H1 revenue was NT$1.310 billion (13.10億元), up 11.32% YoY. [F-009][F-010][F-011] Growth attributions are all company statements, not independently verified by this site: Acter cites consistently brisk project execution for customers in semiconductors, electronic components, packaging and testing, and the artificial-intelligence (AI) supply chain; Novatech cites brisk order shipments to semiconductor, memory and advanced-packaging customers, with standout performance in the Taiwan and China markets; Rayzher cites continued production expansion by Taiwanese semiconductor advanced-process and memory customers, and says its gas main-system engineering project in the Japan region began on-site work in June and started contributing revenue (amount undisclosed). [F-004][F-008][F-012] Event-chain context (each tagged with its report/announcement date): CNA reported on 2026-04-10 that Rayzher's March revenue fell 11.58% YoY (the company said at the time that gas main-system orders had not yet contributed meaningfully and it expected revenue recognition to ramp from late Q2); CNA reported on 2026-05-07 that Novatech's Q1 orders on hand of NT$12.7 billion (127億元), up 81% YoY, set an all-time high; TWSE material information disclosures (2026-05-06, 2026-06-22) show ASEH (日月光投控) on behalf of subsidiary 日月光半導體 (ASE's semiconductor manufacturing subsidiary) twice announcing acquisitions of facility equipment and engineering works for business use from Acter (approximately NT$365,011,356 and NT$349,063,000, tax excluded, cumulative for each announcement's period; counterparty relationship — none) — an official anchor of the customer relationship only, not to be read as the main driver of Acter's June revenue growth. [F-015][F-016][F-018][F-019] This card binds every figure to its period and comparison base; scopes from different reports are never cross-computed, and this card does not derive any growth rate on its own.

Main text

Nature of the report and group structure: a third-party CNA report, all three companies TPEx-listed, the whole card on a "company self-compiled" basis

The main source is a CNA report dated July 9, 2026 (reporter — 張建中, Hsinchu; CNA#1383447): cleanroom mechanical-electrical integration firm Acter (聖暉工程科技股份有限公司) and its subsidiaries Novatech (朋億股份有限公司) and Rayzher (銳澤實業股份有限公司) reported June 2026 revenue rising in tandem. All three are Taiwan TPEx-listed companies: Acter is TPEx:5536 (official short name "聖暉*"), Novatech is TPEx:6613 (official short name "朋億*"), Rayzher is TPEx:7703 ("銳澤"). The group relationship follows CNA's original wording: Novatech and Rayzher are companies under Acter. [F-001] (CNA#1383447)

Three scopes must be nailed down first. First, every revenue figure in this card is company self-compiled — computed by the company itself and not audited by accountants, a different evidentiary tier from formal financial reports. Second, each company's growth attributions and business outlooks are entirely per the company's statements ("the company says / the company indicates"), not independently verified by this site. Third, the CNA article lists the three companies' self-compiled revenue separately, and the article does not state whether Acter's self-compiled revenue is a consolidated figure that already includes Novatech and Rayzher; this card reproduces the three companies' respective figures and does not add or subtract them on its own.

Acter: June NT$4.77 billion (47.7億元) a same-period historical high, Q2 NT$13.38 billion (133.8億元) a single-quarter all-time high, H1 NT$24.98 billion (249.8億元) up 28% YoY

Acter's self-compiled June 2026 revenue was NT$4.77 billion (新台幣47.7億元), up 6% MoM and 25% YoY (MoM base: May 2026; YoY base: June 2025; both growth rates are CNA's rounded phrasing, reproduced as-is by this card and not recomputed from raw amounts), a same-period historical high. [F-001] Q2 2026 revenue was NT$13.38 billion (133.8億元), up 15% QoQ (base: Q1 2026), setting a single-quarter all-time high. [F-002] Cumulative H1 2026 revenue was NT$24.98 billion (249.8億元), up 28% YoY (base: H1 2025). [F-003] (CNA#1383447)

Acter says it benefited from consistently brisk project execution for customers in semiconductors, electronic components, packaging and testing, and the artificial-intelligence (AI) supply chain, lifting operations. Looking ahead, Acter indicates a positive and optimistic operating outlook: it will keep focusing on high-value-added engineering services, improve project-execution efficiency, and actively expand its overseas order book — beyond consolidating existing Asian markets, it will also accelerate business development and project kick-off progress in the US, Japan and other markets. These attributions and outlooks are all company statements, not independently verified by this site. [F-004] (CNA#1383447)

Event-chain context (report date tagged): CNA reported on April 10, 2026 that Acter's self-compiled March revenue was NT$5.192 billion (51.92億元), up 89% MoM and 60% YoY; cumulative Q1 2026 revenue was NT$11.6 billion (116億元), up 36% from the same period of 2025. The company said at the time that it benefited from strong global AI-infrastructure investment driving brisk demand for high-tech plant and data-center expansion, with projects on hand recognized smoothly on schedule (company statement). [F-013] (CNA#87449) The two reports' scopes are independent of each other; this card juxtaposes them chronologically only and does not cross-compute.

Novatech: June NT$1.993 billion (19.93億元) up 84.02% MoM and 120.45% YoY, an all-time high — Q1 orders on hand NT$12.7 billion (127億元); Suzhou Guanli's Shenzhen ChiNext listing application has cleared the shareholders' meeting

Novatech's self-compiled June 2026 revenue was NT$1.993 billion (19.93億元), up 84.02% MoM (base: May 2026) and 120.45% YoY (base: June 2025), setting an all-time high. [F-005] Q2 2026 revenue was NT$3.787 billion (37.87億元), a single-quarter all-time high, up 61.71% QoQ (base: Q1 2026). [F-006] Cumulative H1 2026 revenue was NT$6.128 billion (61.28億元), up 46.17% YoY (base: H1 2025). [F-007] (CNA#1383447)

Novatech says order shipments to semiconductor, memory and advanced-packaging customers were brisk, with standout performance in the Taiwan and China markets driving record overall results; Novatech indicates a cautiously optimistic Q3 outlook, with good visibility on fab-construction and capacity-expansion demand from semiconductor, memory and advanced-packaging customers (all company statements, not independently verified by this site). [F-008] (CNA#1383447)

Event-chain context (each with its report date): CNA reported on April 10, 2026 that Novatech's March revenue was NT$1.07 billion (10.7億元), up 70% MoM and 65% YoY; cumulative Q1 revenue was NT$2.342 billion (23.42億元), up 8.95% YoY. [F-014] (CNA#87449) CNA reported on May 7, 2026 that Novatech's Q1 2026 net profit attributable to the parent was NT$299 million (2.99億元), up 28.81% YoY, a same-period historical high, with earnings per share (EPS) of NT$3.84; Novatech's cumulative orders on hand through Q1 reached NT$12.7 billion (127億元), up 81% YoY, an all-time high — the company said at the time that as large projects are progressively installed and recognized as revenue, overall results will be lifted (company statement). [F-016] (CNA#324414) CNA reported on May 26, 2026 that Novatech's annual shareholders' meeting approved subsidiary 蘇州冠禮 (Suzhou Guanli) conducting an initial public offering of RMB-denominated ordinary shares (A-shares) and applying for a listing on the ChiNext board of the Shenzhen Stock Exchange; Novatech indicated it currently holds approximately 86.59% of Suzhou Guanli (company statement). The same meeting ratified the fiscal-2025 financial statements: 2025 total revenue of NT$8.915 billion (89.15億元), net profit attributable to the parent of NT$1.04 billion (10.4億元), EPS of NT$13.37; of the 2025 dividend, the first-half cash dividend of NT$3 per share was paid on January 30, 2026, and the second-half NT$7 per share was, per that report, scheduled to go ex-dividend on June 29, 2026. [F-017] (CNA#510994) The scopes of these reports (single-month self-compiled revenue, quarterly profit, orders on hand, annual financial statements) differ from one another; this card binds each to its report date and does not cross-compute.

Rayzher: June NT$285 million (2.85億元) a same-period historical high, Q2 up 42.89% QoQ — the gas main-system engineering project in Japan began on-site work in June and started contributing revenue

Rayzher's self-compiled June 2026 revenue was NT$285 million (2.85億元), up 24.43% MoM (base: May 2026) and 25.14% YoY (base: June 2025), a same-period historical high. [F-009] Q2 2026 revenue was NT$771 million (7.71億元), up 42.89% QoQ (base: Q1 2026). [F-010] Cumulative H1 2026 revenue was NT$1.310 billion (13.10億元), up 11.32% YoY (base: H1 2025). [F-011] (CNA#1383447)

Rayzher says Taiwanese semiconductor advanced-process and memory customers keep expanding production and are successively launching new-fab expansions and upgrades of existing lines, driving growth in its gas main-system business and its secondary gas piping and tool de-installation/relocation services, with the secondary gas piping and tool de-installation/relocation business especially strong. Rayzher also indicates that its gas main-system engineering project in the Japan region began on-site work in June 2026 and started contributing revenue — this is the Taiwan-Japan link built into the main source, and this card reproduces the company's statement without extrapolation: the article does not disclose the project's amount or revenue-contribution figures; the company says that as overseas project execution progresses step by step, it can be expected to inject new growth momentum into second-half operations, with a cautiously optimistic Q3 outlook (all company statements, not independently verified by this site). [F-012] (CNA#1383447)

Timeline juxtaposition (unfavorable fact first, each with its report date): CNA reported on April 10, 2026 that Rayzher's March revenue was NT$150 million (1.5億元), down 11.58% YoY; the company said at the time this mainly reflected gas main-system orders not yet contributing meaningfully, and it expected revenue recognition to ramp from late Q2; the same article recorded Q1 revenue of NT$540 million (5.4億元), up 7.98% YoY, a same-period historical high. [F-015] (CNA#87449) The subsequently reported self-compiled figures in CNA's July 9, 2026 article were: Q2 revenue of NT$771 million (7.71億元), up 42.89% QoQ, with the Japan project beginning on-site work in June and starting to contribute revenue. [F-010][F-012] (CNA#1383447) Both items are company self-compiled figures and company statements; this card juxtaposes them chronologically only and does not derive causal conclusions such as "the company's expectation has been validated".

Official anchor of the customer relationship: ASE's semiconductor subsidiary twice announced acquisitions of facility equipment and engineering works from Acter — not to be read as the main driver of June revenue growth

In material information disclosures on the Taiwan Stock Exchange's Market Observation Post System, ASEH (日月光投資控股股份有限公司, ASE Technology Holding, TWSE:3711), on behalf of subsidiary 日月光半導體製造股份有限公司 (ASE's semiconductor manufacturing subsidiary), twice announced in H1 2026 the acquisition of facility equipment and engineering works for business use from Acter (聖暉工程科技), with the relationship between the counterparty and the company stated in both announcements as "none" (non-related-party transactions):

• Announcement of May 6, 2026 (TWSE#316236): dates of occurrence from December 16, 2025 to May 6, 2026 (ROC calendar 114/12/16 to 115/05/06); transaction quantity one batch; cumulative transaction amount approximately NT$365,011,356 (tax excluded); transaction decided by price comparison and negotiation; purpose of acquisition — for production and operations use. [F-018]
• Announcement of June 22, 2026 (TWSE#1178147): dates of occurrence from May 11, 2026 to June 22, 2026 (ROC calendar 115/05/11 to 115/06/22); transaction quantity one batch; cumulative transaction amount approximately NT$349,063,000 (tax excluded); transaction decided by price comparison and negotiation; purpose of acquisition — for production and operations use. [F-019]

These two statutory disclosures are the official anchor establishing that "ASE's semiconductor subsidiary is an Acter customer" — but nothing more: each announcement's "cumulative transaction amount" is cumulative over that announcement's own occurrence period, the two scopes are independent of each other and must not be added together; the announced amounts are asset-acquisition transaction amounts whose recognition timing cannot be mapped to Acter's single-month revenue, and they must not be read as the main driver of Acter's June revenue growth — for the attribution of Acter's June revenue rise, the CNA article carries only the company's own statement (brisk project execution for customers in semiconductors, electronic components, packaging and testing, and the AI supply chain). (TWSE#316236, TWSE#1178147, CNA#1383447)

Risk factors

• Self-compiled, not audited financial statements: every revenue figure in this card is each company's self-compiled number, not audited by accountants; formal financial reports published later may differ from the self-compiled figures (CNA#1383447).
• Attributions and outlooks are company statements: the three companies' revenue-growth attributions (brisk customer project execution, brisk order shipments, customer production expansion, etc.) and business outlooks (positive and optimistic, cautiously optimistic, new second-half growth momentum, etc.) are all per the companies' statements, not independently verified by this site; outlooks are not established facts.
• CNA's rounded phrasing reproduced as-is: Acter's June "up 6% MoM, up 25% YoY" is CNA's rounded phrasing as reported; this card reproduces CNA's figures and does not recompute precise growth rates from raw amounts (CNA#1383447).
• Period scopes must not be mixed: MoM (vs the prior month), YoY (vs the same month a year earlier), QoQ (vs the prior quarter) and H1-cumulative YoY (vs the prior-year H1) have different comparison bases; figures from different report dates (March, Q1, June, Q2, full year) carry mutually different scopes — this card labels each one, cross-computation is prohibited, and citers must not mix them either.
• Three different "record" scopes: "same-period historical high" (Acter June, Rayzher June, Rayzher Q1), "all-time high" (Novatech June, Novatech orders on hand) and "single-quarter all-time high" (Acter Q2, Novatech Q2) are labeled one by one per CNA's original wording and are not interchangeable.
• Consolidation scope of Acter's figures unstated: the CNA article does not state whether Acter's self-compiled revenue is a consolidated figure that already includes Novatech and Rayzher; this card reproduces the three companies' respective figures without adding or subtracting.
• The ASE announcements must not be over-read: the two TWSE announcements are only an official anchor of the customer relationship; the two announcements' cumulative amounts carry independent scopes and must not be added together, and asset-acquisition transaction amounts cannot be mapped to Acter's revenue-recognition timing — not to be read as the main driver of June revenue growth (TWSE#316236, TWSE#1178147).
• Rayzher's Japan project amount undisclosed: the article records only "began on-site work and started contributing revenue" without quantifying the project's scale or contribution amount; this card does not estimate (CNA#1383447).
• The Suzhou Guanli listing is a pending matter: what the shareholders' meeting approved is the "application" for a ChiNext listing on the Shenzhen Stock Exchange; the subsequent review process and outcome are undecided (CNA#510994).

FAQ

Q: How much revenue did Acter post for June 2026 and the first half?

Acter (TPEx:5536) posted self-compiled June 2026 revenue of NT$4.77 billion (新台幣47.7億元), up 6% MoM and 25% YoY, a same-period historical high; Q2 2026 revenue of NT$13.38 billion (133.8億元), up 15% QoQ, a single-quarter all-time high; and cumulative H1 2026 revenue of NT$24.98 billion (249.8億元), up 28% YoY.

All figures are company self-compiled and unaudited; "up 6% MoM, up 25% YoY" is CNA's rounded phrasing, reproduced as-is by this card. The company says growth benefited from consistently brisk project execution for customers in semiconductors, electronic components, packaging and testing, and the AI supply chain (company statement, not independently verified by this site) (CNA#1383447, 2026-07-09).

Q: Why did Novatech's June revenue hit an all-time high?

Novatech (TPEx:6613) posted self-compiled June 2026 revenue of NT$1.993 billion (19.93億元), up 84.02% MoM and 120.45% YoY, an all-time high; per the company's statement (not independently verified by this site), the main driver was brisk order shipments to semiconductor, memory and advanced-packaging customers, with standout performance in the Taiwan and China markets.

Q2 revenue of NT$3.787 billion (37.87億元) also set a single-quarter all-time high (up 61.71% QoQ), and H1 revenue of NT$6.128 billion (61.28億元) rose 46.17% YoY. An earlier report for context (different scope, not cross-computable): CNA reported on May 7, 2026 that Novatech's cumulative orders on hand through Q1 2026 reached NT$12.7 billion (127億元), up 81% YoY, an all-time high, with the company saying at the time that progressive installation and revenue recognition of large projects would lift overall results (company statement) (CNA#1383447; CNA#324414).

Q: What is Rayzher's Japan project in June, and how much revenue does it contribute?

Per the company's statement in the CNA report of July 9, 2026: the gas main-system engineering project in the Japan region began on-site work in June 2026 and started contributing revenue — but the article does not disclose the project's amount or revenue-contribution figures, and this card does not estimate.

The company says that as overseas project execution progresses step by step, it can be expected to inject new growth momentum into second-half operations, with a cautiously optimistic Q3 outlook (all company statements; outlooks are not established facts). Rayzher's self-compiled June revenue was NT$285 million (2.85億元) (up 24.43% MoM, up 25.14% YoY, a same-period historical high); Q2 revenue was NT$771 million (7.71億元) (up 42.89% QoQ); H1 revenue was NT$1.310 billion (13.10億元) (up 11.32% YoY) (CNA#1383447).

Q: What is the relationship among Acter, Novatech and Rayzher?

**Per the CNA article's wording, Novatech and Rayzher are companies under Acter (聖暉工程科技); all three are Taiwan TPEx-listed companies: Acter TPEx:5536 (official short name "聖暉*"), Novatech TPEx:6613 (official short name "朋億*"), Rayzher TPEx:7703.**

Separately, per a CNA report of May 26, 2026, Novatech holds approximately 86.59% of subsidiary 蘇州冠禮 (Suzhou Guanli), and its annual shareholders' meeting has approved Suzhou Guanli's application for a ChiNext listing on the Shenzhen Stock Exchange (a pending matter with an undecided outcome). Note: the CNA article does not state whether Acter's self-compiled revenue is a consolidated figure that already includes Novatech and Rayzher; the three companies' figures should be cited separately and must not be added together (CNA#1383447; CNA#510994).

Q: Do the ASE announcements about purchases from Acter explain Acter's June revenue growth?

No such inference may be drawn. TWSE Market Observation Post System material information disclosures (2026-05-06, 2026-06-22) show ASEH (日月光投控) on behalf of subsidiary 日月光半導體 (ASE's semiconductor manufacturing subsidiary) twice announcing acquisitions of facility equipment and engineering works for business use from Acter (cumulative amounts of approximately NT$365,011,356 and NT$349,063,000, tax excluded, for each announcement's period; counterparty relationship — none) — this is only an official anchor establishing that ASE's semiconductor subsidiary is an Acter customer.

The two announcements' cumulative amounts carry scopes independent of each other and must not be added together; asset-acquisition transaction amounts cannot be mapped to Acter's revenue-recognition timing, and therefore cannot be read as the main driver of Acter's June revenue growth. For the attribution of Acter's June revenue rise, the CNA article carries only the company's own statement (TWSE#316236; TWSE#1178147; CNA#1383447).

F-Units

F-001: Acter (聖暉工程科技, TPEx:5536) self-compiled June 2026 revenue of NT$4.77 billion (新台幣47.7億元), up 6% MoM and 25% YoY, a same-period historical high

• source: CNA #1383447
• source_url: https://www.cna.com.tw/news/afe/202607090305.aspx
• confidence: high
• basis: official_statement
• ticker: TPEx:5536
• period: June 2026 (MoM base May 2026, YoY base June 2025; report date 2026-07-09)
• caveat: Company self-compiled, unaudited; "up 6% MoM, up 25% YoY" is CNA's rounded phrasing, reproduced by this card without recomputation

F-002: Acter Q2 2026 revenue of NT$13.38 billion (133.8億元), up 15% QoQ, setting a single-quarter all-time high

• source: CNA #1383447
• source_url: https://www.cna.com.tw/news/afe/202607090305.aspx
• confidence: high
• basis: official_statement
• ticker: TPEx:5536
• period: Q2 2026 vs Q1 2026 (QoQ)
• caveat: Company self-compiled, unaudited; "single-quarter all-time high" is CNA's original wording

F-003: Acter cumulative H1 2026 revenue of NT$24.98 billion (249.8億元), up 28% YoY

• source: CNA #1383447
• source_url: https://www.cna.com.tw/news/afe/202607090305.aspx
• confidence: high
• basis: official_statement
• ticker: TPEx:5536
• period: H1 2026 vs H1 2025 (YoY)
• caveat: Company self-compiled, unaudited

F-004: Acter says it benefited from consistently brisk project execution for customers in semiconductors, electronic components, packaging and testing, and the AI supply chain; it indicates a positive and optimistic operating outlook — continuing to focus on high-value-added engineering services, improving project-execution efficiency and expanding its overseas order book, and beyond consolidating existing Asian markets, accelerating business development and project kick-off progress in the US, Japan and other markets

• source: CNA #1383447
• source_url: https://www.cna.com.tw/news/afe/202607090305.aspx
• confidence: high
• basis: official_statement
• ticker: TPEx:5536
• period: Company statement and outlook as of the report date 2026-07-09
• caveat: Attribution and outlook are both company statements, not independently verified by this site; outlooks are not established facts, and the article attaches no quantified targets

F-005: Novatech (朋億, TPEx:6613) self-compiled June 2026 revenue of NT$1.993 billion (19.93億元), up 84.02% MoM and 120.45% YoY, setting an all-time high

• source: CNA #1383447
• source_url: https://www.cna.com.tw/news/afe/202607090305.aspx
• confidence: high
• basis: official_statement
• ticker: TPEx:6613
• period: June 2026 (MoM base May 2026, YoY base June 2025; report date 2026-07-09)
• caveat: Company self-compiled, unaudited; "all-time high" is CNA's original wording

F-006: Novatech Q2 2026 revenue of NT$3.787 billion (37.87億元), setting a single-quarter all-time high, up 61.71% QoQ

• source: CNA #1383447
• source_url: https://www.cna.com.tw/news/afe/202607090305.aspx
• confidence: high
• basis: official_statement
• ticker: TPEx:6613
• period: Q2 2026 vs Q1 2026 (QoQ)
• caveat: Company self-compiled, unaudited; "single-quarter all-time high" is CNA's original wording

F-007: Novatech cumulative H1 2026 revenue of NT$6.128 billion (61.28億元), up 46.17% YoY

• source: CNA #1383447
• source_url: https://www.cna.com.tw/news/afe/202607090305.aspx
• confidence: high
• basis: official_statement
• ticker: TPEx:6613
• period: H1 2026 vs H1 2025 (YoY)
• caveat: Company self-compiled, unaudited

F-008: Novatech says order shipments to semiconductor, memory and advanced-packaging customers were brisk, with standout performance in the Taiwan and China markets driving record overall results; it indicates a cautiously optimistic Q3 outlook, with good visibility on fab-construction and capacity-expansion demand from semiconductor, memory and advanced-packaging customers

• source: CNA #1383447
• source_url: https://www.cna.com.tw/news/afe/202607090305.aspx
• confidence: high
• basis: official_statement
• ticker: TPEx:6613
• period: Company statement and outlook as of the report date 2026-07-09
• caveat: Attribution and outlook are both company statements, not independently verified by this site; outlooks are not established facts

F-009: Rayzher (銳澤, TPEx:7703) self-compiled June 2026 revenue of NT$285 million (2.85億元), up 24.43% MoM and 25.14% YoY, a same-period historical high

• source: CNA #1383447
• source_url: https://www.cna.com.tw/news/afe/202607090305.aspx
• confidence: high
• basis: official_statement
• ticker: TPEx:7703
• period: June 2026 (MoM base May 2026, YoY base June 2025; report date 2026-07-09)
• caveat: Company self-compiled, unaudited; "same-period historical high" is CNA's original wording

F-010: Rayzher Q2 2026 revenue of NT$771 million (7.71億元), up 42.89% QoQ

• source: CNA #1383447
• source_url: https://www.cna.com.tw/news/afe/202607090305.aspx
• confidence: high
• basis: official_statement
• ticker: TPEx:7703
• period: Q2 2026 vs Q1 2026 (QoQ)
• caveat: Company self-compiled, unaudited; CNA's article attaches no "record" wording of any kind to Rayzher's Q2, and neither does this card

F-011: Rayzher cumulative H1 2026 revenue of NT$1.310 billion (13.10億元), up 11.32% YoY

• source: CNA #1383447
• source_url: https://www.cna.com.tw/news/afe/202607090305.aspx
• confidence: high
• basis: official_statement
• ticker: TPEx:7703
• period: H1 2026 vs H1 2025 (YoY)
• caveat: Company self-compiled, unaudited

F-012: Rayzher indicates its gas main-system engineering project in the Japan region began on-site work in June 2026 and started contributing revenue; as overseas project execution progresses step by step, it can be expected to inject new growth momentum into second-half operations, with a cautiously optimistic Q3 outlook; it also says Taiwanese semiconductor advanced-process and memory customers keep expanding production and are launching new-fab expansions and line upgrades, driving growth in its gas main-system business and its secondary gas piping and tool de-installation/relocation services, with the secondary gas piping and tool de-installation/relocation business especially strong

• source: CNA #1383447
• source_url: https://www.cna.com.tw/news/afe/202607090305.aspx
• confidence: high
• basis: official_statement
• ticker: TPEx:7703
• period: June 2026 (Japan project on-site work); company statement and outlook as of the report date 2026-07-09
• caveat: All company statements, not independently verified by this site; the Japan project's amount and revenue-contribution figures are not disclosed in the article and this card does not estimate; outlooks are not established facts

F-013: Acter self-compiled March 2026 revenue of NT$5.192 billion (51.92億元), up 89% MoM and 60% YoY; cumulative Q1 2026 revenue of NT$11.6 billion (116億元), up 36% from the same period of 2025; the company said at the time it benefited from strong global AI-infrastructure investment driving brisk demand for high-tech plant and data-center expansion, with projects on hand recognized smoothly on schedule

• source: CNA #87449
• source_url: https://www.cna.com.tw/news/afe/202604100226.aspx
• confidence: high
• basis: official_statement
• ticker: TPEx:5536
• period: March 2026 and Q1 2026 (report date 2026-04-10)
• caveat: Company self-compiled; historical material whose scope is independent of the 2026-07-09 main source and is not cross-computed; attribution is the company's statement

F-014: Novatech self-compiled March 2026 revenue of NT$1.07 billion (10.7億元), up 70% MoM and 65% YoY; cumulative Q1 2026 revenue of NT$2.342 billion (23.42億元), up 8.95% YoY

• source: CNA #87449
• source_url: https://www.cna.com.tw/news/afe/202604100226.aspx
• confidence: high
• basis: official_statement
• ticker: TPEx:6613
• period: March 2026 and Q1 2026 (report date 2026-04-10)
• caveat: Company self-compiled; historical material with an independent scope, not cross-computed; the Q1 revenue of NT$2.342 billion (23.42億元) matches the figure carried in CNA's 2026-05-07 report (CNA#324414)

F-015: Rayzher March 2026 revenue of NT$150 million (1.5億元), down 11.58% YoY (the company said at the time this mainly reflected gas main-system orders not yet contributing meaningfully, and it expected revenue recognition to ramp from late Q2); Q1 revenue of NT$540 million (5.4億元), up 7.98% YoY, a same-period historical high

• source: CNA #87449
• source_url: https://www.cna.com.tw/news/afe/202604100226.aspx
• confidence: high
• basis: official_statement
• ticker: TPEx:7703
• period: March 2026 and Q1 2026 (report date 2026-04-10)
• caveat: Company self-compiled; contains an unfavorable fact (March down 11.58% YoY); "expected recognition to ramp from late Q2" was the company's expectation at the time — this card only juxtaposes it chronologically with the later self-compiled figures and does not infer causality

F-016: Novatech Q1 2026 net profit attributable to the parent of NT$299 million (2.99億元), up 28.81% YoY, a same-period historical high, with EPS of NT$3.84; Q1 revenue of NT$2.342 billion (23.42億元), up 8.95% YoY; cumulative orders on hand through Q1 of NT$12.7 billion (127億元), up 81% YoY, setting an all-time high

• source: CNA #324414
• source_url: https://www.cna.com.tw/news/afe/202605070359.aspx
• confidence: high
• basis: official_statement
• ticker: TPEx:6613
• period: Q1 2026; orders on hand cumulative through Q1 2026 (report date 2026-05-07)
• caveat: Net profit and orders on hand are the company's own statistics; attributions such as "brisk order recognition, an optimized order mix and expense control" are company statements; orders on hand are not revenue and their scope must not be cross-computed with revenue

F-017: Novatech's annual shareholders' meeting (CNA report of 2026-05-26) approved subsidiary 蘇州冠禮 (Suzhou Guanli) conducting an initial public offering of RMB-denominated ordinary shares (A-shares) and applying for a listing on the ChiNext board of the Shenzhen Stock Exchange; Novatech indicated it currently holds approximately 86.59% of Suzhou Guanli; the meeting ratified the fiscal-2025 financial statements — 2025 total revenue of NT$8.915 billion (89.15億元), net profit attributable to the parent of NT$1.04 billion (10.4億元), EPS of NT$13.37; of the 2025 dividend, the first-half cash dividend of NT$3 per share was paid on January 30, 2026, and the second-half NT$7 per share was, per that report, scheduled to go ex-dividend on June 29, 2026

• source: CNA #510994
• source_url: https://www.cna.com.tw/news/afe/202605260049.aspx
• confidence: high
• basis: official_statement
• ticker: TPEx:6613
• period: Annual shareholders' meeting 2026-05-26; fiscal-2025 financial statements; dividend paid 2026-01-30 and scheduled ex-dividend 2026-06-29
• caveat: The listing is an "application" — a pending matter with an undecided outcome; "scheduled to go ex-dividend on June 29" was the schedule as of the 2026-05-26 report, and this card has not verified the actual subsequent ex-dividend; statements of the listing's purpose and benefits are company statements

F-018: ASEH (日月光投控, TWSE:3711), on behalf of subsidiary 日月光半導體製造 (ASE's semiconductor manufacturing subsidiary), announced the acquisition from Acter (聖暉工程科技) of facility equipment and engineering works for business use — dates of occurrence December 16, 2025 to May 6, 2026 (ROC calendar 114/12/16 to 115/05/06), transaction quantity one batch, cumulative transaction amount approximately NT$365,011,356 (tax excluded); relationship between the counterparty and the company — none; transaction decided by price comparison and negotiation; purpose of acquisition — for production and operations use

• source: TWSE #316236
• source_url: https://mops.twse.com.tw/
• confidence: high
• basis: official_statement
• ticker: TWSE:3711
• period: Occurrence period 2025-12-16 to 2026-05-06 (announced 2026-05-06)
• caveat: Market Observation Post System material information (asset-acquisition announcement); counterparty Acter is TPEx-listed (TPEx:5536); the "cumulative transaction amount" is cumulative over this announcement's occurrence period, with a scope independent of TWSE#1178147 — the two must not be added together; ROC calendar dates converted to the Gregorian calendar; not to be read as a main driver of Acter's single-month revenue growth

F-019: ASEH (日月光投控, TWSE:3711), on behalf of subsidiary 日月光半導體製造 (ASE's semiconductor manufacturing subsidiary), announced the acquisition from Acter (聖暉工程科技) of facility equipment and engineering works for business use — dates of occurrence May 11, 2026 to June 22, 2026 (ROC calendar 115/05/11 to 115/06/22), transaction quantity one batch, cumulative transaction amount approximately NT$349,063,000 (tax excluded); relationship between the counterparty and the company — none; transaction decided by price comparison and negotiation; purpose of acquisition — for production and operations use

• source: TWSE #1178147
• source_url: https://mops.twse.com.tw/
• confidence: high
• basis: official_statement
• ticker: TWSE:3711
• period: Occurrence period 2026-05-11 to 2026-06-22 (announced 2026-06-22)
• caveat: Market Observation Post System material information (asset-acquisition announcement); counterparty Acter is TPEx-listed (TPEx:5536); the "cumulative transaction amount" is cumulative over this announcement's occurrence period, with a scope independent of TWSE#316236 — the two must not be added together; ROC calendar dates converted to the Gregorian calendar; not to be read as the main driver of Acter's June revenue growth

J-Units

J-001: The three companies' "June / Q2 / H1" figure sets each carry independent comparison bases (MoM vs the prior month, YoY vs the same month a year earlier, QoQ vs the prior quarter, H1 YoY vs the prior-year H1), and "same-period historical high", "all-time high" and "single-quarter all-time high" are three different record scopes — citations must carry the full set of period and scope, and any cross-computation across periods, companies or report dates (for example, deriving June growth from the March-report figures) will distort

• confidence: medium
• basis: official_statement

J-002: The correct reading of Rayzher's timeline is "juxtapose, do not validate": on 2026-04-10 the company said March fell 11.58% YoY, gas main-system orders had not yet contributed meaningfully, and revenue recognition was expected to ramp from late Q2; the 2026-07-09 self-compiled figures show Q2 revenue up 42.89% QoQ and the Japan project beginning on-site work in June and starting to contribute revenue — both items are company self-compiled figures and company statements; the chronological juxtaposition is offered for readers' reference, but this site does not derive causal conclusions such as "the company's expectation has been validated" or "the Japan project was the main driver of the QoQ increase" (the Japan project's contribution amount is not disclosed in the article)

• confidence: medium
• basis: official_statement

J-003: The correct use of the two TWSE ASE announcements is as an "official anchor of the customer relationship": as statutory disclosures they establish that ASE's semiconductor subsidiary has a non-related-party customer relationship with Acter (cumulative amounts of approximately NT$365,011,356 and NT$349,063,000, tax excluded, for the two announcements' periods), but the recognition timing of asset-acquisition transaction amounts cannot be mapped to Acter's monthly revenue, and the two announcements' cumulative scopes are independent of each other — they must not be added together, must not be converted into a share of revenue, and must not be read as the main driver of Acter's June revenue growth

• confidence: medium
• basis: official_statement

P-Units

P-001: All revenue in this card is company self-compiled and unaudited; whether the self-compiled figures match the formal financial reports for the three companies' Q2/H1 2026 once published awaits verification

P-002: The revenue contribution of Rayzher's Japan-region gas main-system engineering project, whose on-site work began in June, is undisclosed; the company says it can be expected to inject new growth momentum into the second half — the actual contribution awaits subsequent monthly revenue and financial-report disclosures

P-003: Novatech's Q2 and H1 2026 profit (beyond Q1's net profit attributable to the parent of NT$299 million (2.99億元)) is not yet found in this card's sources; the review progress and outcome of Suzhou Guanli's ChiNext listing application on the Shenzhen Stock Exchange await later announcements

P-004: Acter says it will accelerate business development and project kick-off progress in the US, Japan and other markets (company outlook, no quantified targets); actual overseas order progress awaits later disclosures

同事件・三視角 / Three Perspectives on the Same Event / 同一イベント・三つの視点

• 繁體中文
• 日本語
• English

Internal citation chain

This card cites no other published ANK-Doc (zero internal links).

Sources

1. [CNA #1383447] CNA (Central News Agency; reporter 張建中, Hsinchu), "聖暉、銳澤6月營收攀同期新高 朋億創歷史新高", 2026-07-09. https://www.cna.com.tw/news/afe/202607090305.aspx
2. [CNA #87449] CNA (Central News Agency), "聖暉、朋億營收歷年最旺3月　銳澤第1季創同期新高", 2026-04-10. https://www.cna.com.tw/news/afe/202604100226.aspx
3. [CNA #324414] CNA (Central News Agency; reporter 張建中, Hsinchu), "朋億第1季獲利創同期新高 在手訂單127億元", 2026-05-07. https://www.cna.com.tw/news/afe/202605070359.aspx
4. [CNA #510994] CNA (Central News Agency; reporter 張建中, Hsinchu), "朋億通過蘇州冠禮申請深圳創業板上市 擴大業務發展", 2026-05-26. https://www.cna.com.tw/news/afe/202605260049.aspx
5. [TWSE #316236] Taiwan Stock Exchange Market Observation Post System, "【日月光投控】代子公司日月光半導體製造(股)公司公告取得聖暉工程科技(股)公司供營業用之廠務設備及工程", 2026-05-06. https://mops.twse.com.tw/
6. [TWSE #1178147] Taiwan Stock Exchange Market Observation Post System, "【日月光投控】代子公司日月光半導體製造(股)公司公告取得聖暉工程科技(股)公司供營業用之廠務設備及工程", 2026-06-22. https://mops.twse.com.tw/