km.idaeo.ai · IDAEO 知識庫

🏛 Part of the "insight" topic shelf

90 large-cap Taiwan-listed companies (paid-in capital of NT$5 billion or more) have cumulatively reported June 2026 revenue (company-compiled, unaudited): 38 grew more than 25% YoY vs June 2025, while 7 fell below -20% (cnyes roundup, 2026-07-09)

A cnyes (Anue Juheng) "Revenue Flash" roundup dated July 9, 2026 (as of 07:55 Taipei time) counts a cumulative 90 Taiwan-listed large-cap companies (paid-in capital of NT$5 billion / 50億元 or more) that have reported June 2026 revenue; of these, 38 grew more than 25% YoY vs June 2025 and 7 fell below -20% YoY vs June 2025; the cumulative top-5 by YoY growth vs June 2025 are 鑽石生技 (NT$2.207 billion, +4396.6%), Taiwan Cogeneration Corp (台汽電, NT$6.722 billion, +1719.5%), Nanya Technology (南亞科, NT$29.388 billion, +621.3%), 南港 (NT$3.414 billion, +328.3%) and Macronix (旺宏, NT$6.956 billion, +216.1%). All figures are company-compiled, unaudited monthly revenue relayed through the cnyes roundup (verified official anchors in this card = 0); the rankings are within-sample rankings of the cnyes roundup — not official rankings and not a full-market census; the "43 newly added" in the headline is the batch reported on July 8, 2026, while "90" is the cumulative count, and the original article carries the note that the data is for reference only and does not constitute investment advice.

ANK-Doc ID: ANK-2026-07-17-007 Version: v1.0.0 Published: 2026-07-17 Author: 方實 (Deputy Editor, auto AI structuring) Category: Taiwan finance / Taiwan-listed monthly revenue / Semiconductors & memory / Cross-industry snapshot Covered articles: CNYES#1373935 (main article, 2026-07-09); CNA#1311946 (CORROBORATE, 2026-07-03); CNA#1351917 (CORROBORATE, 2026-07-07); CNA#1415184 (CONTEXTUALIZE, 2026-07-10); CNA#1491664 (CONTEXTUALIZE, 2026-07-14) Selection method: Daily topic selector ANKRUN-20260717193705, candidate rank 1 (scores: CD=159.00, FD=112, MC=3, FD_norm=144.1441, chain_count=1, claim_units=53, chainable_official=0, headline_fact_score=3; filters: days=14, min_FD=80, density_bucket=80-120; selector=scripts/ank-daily-select.sh). Transparency: the selected main article is a single cnyes roundup (CNYES#1373935, 2026-07-09) and the selector chain was empty; the other four CNA articles were added at the writing stage from a full-archive search of this site and were not part of the original selection. Verified official anchors in this card = 0 (official_count_verified=0, official_count_raw=0): monthly revenue of Taiwan-listed companies is company-compiled and unaudited; every revenue figure in this card is attributed solely to the cnyes roundup of 2026-07-09 or to the specific CNA article cited, and must not be presented as officially endorsed (MOPS/TWSE) data.


TL;DR

Per the cnyes (Anue Juheng) "Revenue Flash" roundup of July 9, 2026 (compiled as of 07:55 Taipei time): a cumulative 90 Taiwan-listed large-cap companies — paid-in capital of NT$5 billion (50億元) or more — had reported June 2026 revenue; among them, 38 grew more than 25% YoY vs June 2025, and 7 fell below -20% YoY vs June 2025; per the headline, the current batch (companies that reported on July 8, 2026) added 43 names. [F-001] Cumulative top-5 by YoY growth vs June 2025 (single-month revenue, company-compiled, unaudited): 鑽石生技 ("other" sector) NT$2.207 billion, +4396.6%; Taiwan Cogeneration Corp (台汽電, cogeneration/energy sector) NT$6.722 billion, +1719.5%; Nanya Technology (南亞科, semiconductors) NT$29.388 billion, +621.3%; 南港 (rubber sector) NT$3.414 billion, +328.3%; Macronix (旺宏, semiconductors) NT$6.956 billion, +216.1%. [F-002] Cumulative top-5 by MoM growth vs May 2026: 鑽石生技 +218.6%; 北極星藥業-KY +137.8% (monthly revenue NT$3.81 million — note the unit: millions, not billions); 愛山林 +76.4%; 太子 +73.5%; 鴻準 +71.9%. [F-003] Within the newly added batch of 43: top-3 YoY growth vs June 2025 were 台汽電 +1719.5%, 南港 +328.3% and 日勝生 +142.0%; top-3 MoM growth vs May 2026 were 北極星藥業-KY +137.8%, 愛山林 +76.4% and 南港 +58.7%. [F-004] CORROBORATE: a CNA report of 2026-07-03 states Nanya Technology's company-compiled June revenue of NT$29.388 billion (+621.34% YoY vs June 2025) was a record high; a CNA report of 2026-07-07 states Macronix's company-compiled June revenue of NT$6.956 billion (+216.09% YoY vs June 2025) was a record high — both amounts match the main article exactly, and the growth rates differ only by rounding. [F-005][F-006] CONTEXTUALIZE: Nanya Technology's July 10, 2026 earnings call (relayed by CNA) reported Q2 average selling prices up more than 60% vs Q1 2026 with shipment volume flat vs Q1 2026; Taiwan Stock Exchange statistics (relayed by CNA on 2026-07-14) put total June revenue of all 1,046 listed companies (excluding financial/insurance firms and 三商投資控股) at NT$5.2477 trillion, +47.16% YoY vs June 2025 — this full-market scope and this card's 90-company sample are not interchangeable. [F-007][F-008] All figures are company-compiled, unaudited, and media-relayed (see §Scope). NT$ figures in this card are exact unit transpositions of the original 億/兆 notation (1億 = NT$100 million; 1兆 = NT$1 trillion), with no rounding added.


Body

Qualification first: zero verified official anchors — the rankings are within-sample rankings of a cnyes roundup, not official rankings and not a full-market census

The main article is an automated roundup in cnyes's "Revenue Flash" series (as of 07:55 Taipei time on July 9, 2026, aggregating companies that reported June revenue the previous day, i.e., July 8, 2026). The identity of the numbers must come first: monthly revenue of Taiwan-listed companies is company-compiled and unaudited (self-tallied by the companies, not reviewed by auditors); every revenue figure in this card is relayed through the cnyes roundup, and this site has not verified any figure against the Market Observation Post System (MOPS) or Taiwan Stock Exchange source endpoints (official_count_verified=0). Institutional background for international readers: Taiwan-listed and OTC companies report monthly revenue under a disclosure regime, giving a far higher-frequency read on business conditions than quarterly-only reporting — the figures in this card are aggregations of those monthly company-compiled numbers (this is general institutional context; each specific number is attributed to its cited article). Every "top 3" and "top 5" in this card is a ranking within the cnyes roundup sample (paid-in capital of NT$5 billion or more, and only companies that had reported by the cut-off time) — companies outside the sample, below the capital threshold, or not yet reporting by that time are absent, so these rankings must not be stretched into full-market claims such as "the highest June revenue growth YoY vs June 2025 in the entire Taiwan market." The original article ends with a note that the data is for reference only and does not constitute investment advice. [F-001][J-001] (CNYES#1373935, 2026-07-09)

The big picture: 90 companies reported; 38 above +25% YoY and 7 below -20% YoY vs June 2025

Per the main article: as of 07:55 Taipei time on July 9, 2026, a cumulative 90 companies with paid-in capital of NT$5 billion or more had reported June 2026 revenue; among them, 38 grew more than 25% YoY vs June 2025, and 7 fell below -20% YoY vs June 2025. Per the headline, the current batch added 43 names. The main article also carries a "June revenue YoY distribution" table (YoY base = June 2025), of which only two rows are legible in our archive: "≥ +25%: 38 companies" and "≥ 0%: 30 companies"; the YoY bracket labels of the remaining two rows (15 companies; 7 companies) are corrupted in our archive (likely because "<" characters were stripped during archival conversion). This card cites only the legible prose sentence and table rows and does not reconstruct the missing labels (see §Scope and P-001). [F-001][J-004] (CNYES#1373935)

Cumulative rankings: top-5 YoY (vs June 2025) and top-5 MoM (vs May 2026), within the 90-company sample

Top-5 June revenue by YoY growth (within-sample ranking; all YoY rates are single-month revenue vs June 2025; company-compiled, unaudited): [F-002]

RankCompany (sector, per original)June 2026 revenueYoY (vs June 2025)
1鑽石生技 ("other" sector)NT$2.207 billion4396.6%
2Taiwan Cogeneration Corp (台汽電, cogeneration/energy)NT$6.722 billion1719.5%
3Nanya Technology (南亞科, semiconductors)NT$29.388 billion621.3%
4南港 (rubber)NT$3.414 billion328.3%
5Macronix (旺宏, semiconductors)NT$6.956 billion216.1%

Top-5 June revenue by MoM growth (within-sample ranking; all MoM rates vs May 2026; company-compiled, unaudited): [F-003]

RankCompany (sector, per original)June 2026 revenueMoM (vs May 2026)
1鑽石生技 ("other" sector)NT$2.207 billion218.6%
2北極星藥業-KY (biotech/medical)NT$3.81 million137.8%
3愛山林 (construction)NT$948 million76.4%
4太子 (construction)NT$1.18 billion73.5%
5鴻準 (other electronics)NT$15.055 billion71.9%

Two anti-misreading pins. First, 北極星藥業-KY's monthly revenue is NT$3.81 million — a different order of magnitude from the other ranked companies (all in the billions); always quote it with its unit. Second, the main article gives no explanation for the top YoY figures — 鑽石生技's +4396.6% and 台汽電's +1719.5% (both vs June 2025); a search of this site's full archive (cna/cnyes/storm, from June 2026 onward) found no individual article explaining either company's surge beyond the same roundup series — this card does not speculate on causes and leaves them to future disclosures or reporting (P-002). [J-003] (CNYES#1373935)

Rankings within the newly added batch (companies that reported on July 8, 2026)

The main article also ranks the "current batch" — companies that reported June revenue on July 8, 2026. Top-3 by YoY growth vs June 2025: 台汽電 (cogeneration/energy) NT$6.722 billion, +1719.5%; 南港 (rubber) NT$3.414 billion, +328.3%; 日勝生 (construction) NT$1.163 billion, +142.0%. Top-3 by MoM growth vs May 2026: 北極星藥業-KY (biotech/medical) NT$3.81 million, +137.8%; 愛山林 (construction) NT$948 million, +76.4%; 南港 (rubber) NT$3.414 billion, +58.7%. Scope pin: the batch ranking and the cumulative 90-company ranking are two tables with different populations — 台汽電 and 南港 appear in both with identical figures, but the comparison bases differ (the 43-company batch vs the cumulative 90), so any citation must state which table it comes from. [F-004][J-002] (CNYES#1373935)

CORROBORATE: the two memory makers' numbers interlock — Nanya Technology NT$29.388 billion and Macronix NT$6.956 billion match earlier CNA reports exactly

For the two semiconductor (memory) companies ranked 3rd and 5th, this site's archive holds earlier individual CNA reports that independently corroborate the main article's figures:

  • Nanya Technology (CNA, 2026-07-03, reporter 張建中): company-compiled June 2026 revenue of NT$29.388 billion, +6.21% MoM vs May 2026 and +621.34% YoY vs June 2025, a record high; Q2 revenue of NT$82.549 billion, a record quarter (+68.17% QoQ vs Q1 2026); cumulative January–June 2026 revenue of NT$131.636 billion (+643.12% vs January–June 2025). The company attributed the record to market demand (a qualitative attribution, not quantified). The same article reports Etron (鈺創) posting company-compiled June revenue of NT$1.903 billion (+14.4% MoM vs May 2026, +657.48% YoY vs June 2025), a record high for the third consecutive month. Interlock result: Nanya's NT$29.388 billion matches the main article exactly; the growth rates — 621.3% in the main article vs 621.34% in CNA — differ only by rounding. [F-005] (CNA#1311946)
  • Macronix (CNA, 2026-07-07, reporter 張建中): company-compiled June 2026 revenue of NT$6.956 billion, +11.2% MoM vs May 2026 and +216.09% YoY vs June 2025, a record high; Q2 revenue of NT$19.125 billion, a record quarter (+82.68% QoQ vs Q1 2026); cumulative H1 revenue of NT$29.593 billion, already surpassing full-year 2025 revenue of NT$28.88 billion ("last year" converted to 2025 per the 2026-07-07 report date; +128.76% vs H1 2025). Macronix attributed the record mainly to market demand (qualitative). The same article reports Winbond (華邦電) posting company-compiled June revenue of NT$20.597 billion (+2.98% MoM vs May 2026, +189.88% YoY vs June 2025), a record high, which the company attributed to market supply-demand conditions. Interlock result: Macronix's NT$6.956 billion matches the main article exactly; 216.1% vs 216.09% differ only by rounding. [F-006] (CNA#1351917)

CONTEXTUALIZE (presented side by side — no causal chain constructed): Nanya's pricing clue × the exchange's full-market scope

Nanya Technology's earnings call (CNA, 2026-07-10): Q2 revenue of NT$82.549 billion (that article states +68.2% QoQ vs Q1 2026; the 2026-07-03 CNA article states 68.17% — a rounding difference). Shipment volume was flat vs Q1 2026, while average selling prices rose more than 60% vs Q1 2026; gross margin reached 79.5% (up 11.6 percentage points vs Q1 2026), net profit after tax was NT$50.192 billion and EPS NT$14.66, a record high; cumulative H1 net profit after tax was NT$76.25 billion with EPS of NT$23.38. President Pei-Ing Lee (李培瑛) said AI-infrastructure and server products accounted for more than 20% of H1 revenue, long-term contracts reached 50% of the mix, and selling prices are expected to keep rising in H2 (a company outlook, not an accomplished fact). This card presents this "flat volume, rising price" earnings-call content side by side with the main article's June +621.3% YoY (vs June 2025) for reference only, and does not construct a causal chain — the company attributions on record are qualitative "market demand" statements. [F-007] (CNA#1415184)

Full-market scope (Taiwan Stock Exchange / Taipei Exchange statistics, relayed by CNA on 2026-07-14): all 1,046 listed companies (excluding financial/insurance firms and 三商投資控股) posted June 2026 revenue of NT$5.2477 trillion, +47.16% YoY vs June 2025, with 735 companies growing and 311 declining (the same release's year-on-year basis, vs June 2025); cumulative H1 2026 revenue was NT$27.8581 trillion, +32.1% vs H1 2025. The exchange said no listed-market sector declined vs June 2025 in June, and named the sectors with the largest June growth as electronics distribution (AI applications and new-generation memory demand), semiconductors (AI chip demand), and computers & peripherals (AI server demand) — attributions are the exchange release's wording. All 891 TPEx-listed (OTC) companies (including 30 KY companies) posted June revenue of NT$351.9 billion, +38% YoY vs June 2025; cumulative H1 was NT$1.8537 trillion, +25% vs H1 2025. Scope pin: this is full-market statistics (1,046 listed / 891 OTC companies) and is not interchangeable with the main article's sample of 90 companies with capital of NT$5 billion or more reported by July 9; these statistics are exchange press-release figures relayed by CNA — this site has not verified them at the source endpoints, and under this desk's rules they do not count as verified official anchors. [F-008][J-001] (CNA#1491664)

Risk factors (§Scope: the consolidated caveat block)

  • Zero verified official anchors: Taiwan monthly revenue = company-compiled, unaudited figures that may differ from subsequent audited financial reports; all figures are relayed via cnyes/CNA reporting; this site has not verified them against MOPS/TWSE source endpoints (official_count_verified=0).
  • Rankings = within-sample rankings: both ranking types are rankings within the cnyes roundup sample (paid-in capital of NT$5 billion or more, reported by 07:55 Taipei time on July 9, 2026; cumulative 90 companies) — not official rankings, not a full-market census; do not stretch into "highest in the entire Taiwan market." June revenue reporting continued after July 9; this roundup is an interim snapshot.
  • Two tables, two populations — do not mix: "current batch" = the 43 companies reported on July 8, 2026; "cumulative" = 90 companies. Different comparison populations.
  • Corrupted distribution table in archive: only "≥ +25%: 38" and "≥ 0%: 30" rows are legible; the bracket labels of the remaining two rows (15; 7) are corrupted (likely stripped "<" characters). This card cites only the legible parts and the prose sentence (38 companies above +25% YoY; 7 below -20% YoY, both vs June 2025), and does not reconstruct missing labels (P-001).
  • Unit warning: 北極星藥業-KY's monthly revenue is NT$3.81 million — a different unit scale from the other ranked companies (billions).
  • Unexplained extreme YoY rates: no cause is given in the main article for 鑽石生技's +4396.6% or 台汽電's +1719.5% (both vs June 2025), and no explanatory article was found in this site's full archive; this card does not speculate (P-002).
  • Decimal places: the main article uses one decimal (621.3%/216.1%); the individual CNA reports use two (621.34%/216.09%) — rounding relationships; likewise 68.17% vs 68.2% for Nanya's Q2 QoQ (vs Q1 2026).
  • Company attributions are qualitative: "market demand" (Nanya, Macronix) and "market supply-demand" (Winbond) are company statements relayed by CNA, not quantified; the exchange's sector attributions (AI applications etc.) are its release's wording. This card does not link the earnings-call pricing data causally to the June YoY rates (vs June 2025).
  • Investment disclaimer: the original article notes the data is for reference only and does not constitute investment advice; the same applies to this card.
  • Metrology note: NT$ figures are exact unit transpositions of the original 億/兆 notation (1億 = NT$100 million; 1兆 = NT$1 trillion); no rounding was added by this card.
  • Report dates vs publication date: this card is published 2026-07-17; the main article is dated 2026-07-09; supplementary sources are dated 2026-07-03 through 2026-07-14.

FAQ

Q: Which large-cap Taiwan-listed company posted the highest June 2026 revenue growth YoY vs June 2025?

Within the cnyes roundup sample of July 9, 2026 (cumulative 90 companies with paid-in capital of NT$5 billion or more that had reported June revenue by 07:55 Taipei time), the highest YoY growth was 鑽石生技: June revenue of NT$2.207 billion, +4396.6% vs June 2025 (company-compiled, unaudited).

This is a within-sample ranking, not a full-market census; companies not yet reporting by the cut-off or below the capital threshold are excluded (CNYES#1373935; see §Scope).

Q: How many large-cap Taiwan companies grew June 2026 revenue by more than 25% YoY vs June 2025?

Per the cnyes roundup of July 9, 2026: of the cumulative 90 companies with capital of NT$5 billion or more that had reported June revenue, 38 grew more than 25% YoY vs June 2025, and 7 fell below -20% YoY vs June 2025.

The population is companies that had reported by 07:55 Taipei time on July 9, 2026 — not all listed/OTC companies; for the full-market picture see the exchange statistics (CNYES#1373935; CNA#1491664).

Q: Are these revenue figures officially audited?

No. Taiwan monthly revenue figures are company-compiled and unaudited; every figure in this card is relayed through cnyes/CNA reporting, and this site has not verified them against the Market Observation Post System (MOPS) or Taiwan Stock Exchange source endpoints.

The exchange's full-market statistics are likewise press-release figures relayed by CNA and do not count as verified official anchors under this desk's rules (see §Scope).

Q: Why did Nanya Technology's June 2026 revenue rise 621.3% YoY vs June 2025?

The main article gives no cause. A CNA report of 2026-07-03 says Nanya attributed its record June revenue of NT$29.388 billion to market demand (a qualitative attribution); separately, a CNA earnings-call report of 2026-07-10 records Q2 shipment volume flat vs Q1 2026 while average selling prices rose more than 60% vs Q1 2026 — this card presents the two side by side and does not itself construct a "price rise → +621.3%" causal chain.

Rate notation: 621.3% in the main article vs 621.34% in CNA (both vs June 2025) — a rounding relationship (CNYES#1373935; CNA#1311946; CNA#1415184).

Q: How did the overall Taiwan market perform in June 2026?

Per Taiwan Stock Exchange statistics (relayed by CNA on 2026-07-14): all 1,046 listed companies (excluding financial/insurance firms and 三商投資控股) posted June revenue of NT$5.2477 trillion, +47.16% YoY vs June 2025; all 891 TPEx-listed (OTC) companies posted June revenue of NT$351.9 billion, +38% YoY vs June 2025.

This is the full-market scope and is not interchangeable with this card's 90-company sample; the statistics are exchange/TPEx release figures relayed by CNA (CNA#1491664; see §Scope).


F-Units

F-001: cnyes "Revenue Flash" roundup: as of 07:55 Taipei time on 2026-07-09, a cumulative 90 Taiwan-listed companies with paid-in capital of NT$5 billion or more had reported June 2026 revenue; 38 grew more than 25% YoY vs June 2025 and 7 fell below -20% YoY vs June 2025; per the headline, the current batch (reported 2026-07-08) added 43 companies; the original notes the data is for reference only, not investment advice

  • source: CNYES #1373935
  • source_url: https://news.cnyes.com/news/id/6528169
  • confidence: medium
  • basis: news_aggregation
  • period: June 2026 revenue; compiled 2026-07-09 07:55 (Taipei time)
  • caveat: company-compiled, unaudited; relayed via the cnyes roundup (see §Scope); two distribution-table rows (15; 7) have corrupted bracket labels in our archive — not reconstructed

F-002: Cumulative top-5 June revenue by YoY growth within the 90-company sample (all vs June 2025): 鑽石生技 ("other") NT$2.207 billion, 4396.6%; Taiwan Cogeneration Corp (台汽電, cogeneration/energy) NT$6.722 billion, 1719.5%; Nanya Technology (semiconductors) NT$29.388 billion, 621.3%; 南港 (rubber) NT$3.414 billion, 328.3%; Macronix (semiconductors) NT$6.956 billion, 216.1%

  • source: CNYES #1373935
  • source_url: https://news.cnyes.com/news/id/6528169
  • confidence: medium
  • basis: news_aggregation
  • period: June 2026 revenue (YoY base = June 2025; compiled 2026-07-09)
  • caveat: company-compiled, unaudited; relayed via cnyes (see §Scope); within-sample ranking, not full-market; causes of the 鑽石生技/台汽電 surges not stated in the original — this card does not speculate

F-003: Cumulative top-5 June revenue by MoM growth within the 90-company sample (all vs May 2026): 鑽石生技 ("other") NT$2.207 billion, 218.6%; 北極星藥業-KY (biotech/medical) NT$3.81 million, 137.8%; 愛山林 (construction) NT$948 million, 76.4%; 太子 (construction) NT$1.18 billion, 73.5%; 鴻準 (other electronics) NT$15.055 billion, 71.9%

  • source: CNYES #1373935
  • source_url: https://news.cnyes.com/news/id/6528169
  • confidence: medium
  • basis: news_aggregation
  • period: June 2026 revenue (MoM base = May 2026; compiled 2026-07-09)
  • caveat: company-compiled, unaudited; relayed via cnyes (see §Scope); 北極星藥業-KY is in NT$ millions — a different unit scale from the other ranked companies (billions)

F-004: Current batch (companies that reported June revenue on 2026-07-08; 43 newly added per headline), within-batch rankings — top-3 YoY (vs June 2025): 台汽電 NT$6.722 billion, 1719.5%; 南港 NT$3.414 billion, 328.3%; 日勝生 (construction) NT$1.163 billion, 142.0%. Top-3 MoM (vs May 2026): 北極星藥業-KY NT$3.81 million, 137.8%; 愛山林 NT$948 million, 76.4%; 南港 NT$3.414 billion, 58.7%

  • source: CNYES #1373935
  • source_url: https://news.cnyes.com/news/id/6528169
  • confidence: medium
  • basis: news_aggregation
  • period: June 2026 revenue (batch reported 2026-07-08; compiled 2026-07-09)
  • caveat: company-compiled, unaudited; relayed via cnyes (see §Scope); batch table and cumulative 90-company table have different populations — do not mix

F-005: CORROBORATE (CNA, 2026-07-03): Nanya Technology company-compiled June 2026 revenue NT$29.388 billion (+6.21% MoM vs May 2026; +621.34% YoY vs June 2025), a record high; Q2 revenue NT$82.549 billion, a record quarter (+68.17% QoQ vs Q1 2026); cumulative Jan–Jun 2026 revenue NT$131.636 billion (+643.12% vs Jan–Jun 2025); company attribution: market demand (qualitative). Same article: Etron (鈺創) June revenue NT$1.903 billion (+14.4% MoM vs May 2026; +657.48% YoY vs June 2025), a record for the third straight month; Nanya had earlier said the DRAM supply-demand gap could last through end-2027 (original "end of next year," converted per the 2026-07-03 report date)

  • source: CNA #1311946
  • source_url: https://www.cna.com.tw/news/afe/202607030295.aspx
  • confidence: medium
  • basis: news_aggregation
  • period: June 2026 / Q2 / Jan–Jun (reported 2026-07-03)
  • caveat: company-compiled, unaudited; relayed via CNA (see §Scope); NT$29.388 billion matches the main article exactly; 621.34% vs 621.3% is a rounding relationship

F-006: CORROBORATE (CNA, 2026-07-07): Macronix company-compiled June 2026 revenue NT$6.956 billion (+11.2% MoM vs May 2026; +216.09% YoY vs June 2025), a record high; Q2 revenue NT$19.125 billion, a record quarter (+82.68% QoQ vs Q1 2026); cumulative H1 revenue NT$29.593 billion, already above full-year 2025 revenue of NT$28.88 billion (+128.76% vs H1 2025); company attribution: market demand (qualitative). Same article: Winbond June revenue NT$20.597 billion (+2.98% MoM vs May 2026; +189.88% YoY vs June 2025), a record high; company attribution: market supply-demand conditions

  • source: CNA #1351917
  • source_url: https://www.cna.com.tw/news/afe/202607070282.aspx
  • confidence: medium
  • basis: news_aggregation
  • period: June 2026 / Q2 / H1 (reported 2026-07-07; "last year" converted to 2025 per report date)
  • caveat: company-compiled, unaudited; relayed via CNA (see §Scope); NT$6.956 billion matches the main article exactly; 216.09% vs 216.1% is a rounding relationship

F-007: CONTEXTUALIZE (Nanya Technology earnings call, CNA 2026-07-10): Q2 revenue NT$82.549 billion (that article: +68.2% QoQ vs Q1 2026); shipment volume flat vs Q1 2026 while average selling prices rose more than 60% vs Q1 2026; gross margin 79.5% (up 11.6 percentage points vs Q1 2026); net profit after tax NT$50.192 billion, EPS NT$14.66 — a record high; cumulative H1 net profit after tax NT$76.25 billion, EPS NT$23.38; President Pei-Ing Lee: AI-infrastructure/server products exceeded 20% of H1 revenue, long-term contracts reached 50%, and H2 selling prices are expected to keep rising

  • source: CNA #1415184
  • source_url: https://www.cna.com.tw/news/afe/202607100130.aspx
  • confidence: medium
  • basis: news_aggregation
  • period: Q2 2026 / H1 2026 (earnings call reported 2026-07-10)
  • caveat: company-compiled, unaudited; relayed via CNA (see §Scope); presented side by side with the main article's June YoY (vs June 2025) — no causal chain constructed; "prices expected to keep rising in H2" is a company outlook, not an accomplished fact

F-008: CONTEXTUALIZE (TWSE/TPEx statistics relayed by CNA, 2026-07-14): all 1,046 listed companies (excluding financial/insurance firms and 三商投資控股) posted June 2026 revenue of NT$5.2477 trillion (+47.16% YoY vs June 2025; 735 companies grew and 311 declined on the release's year-on-year basis); cumulative H1 NT$27.8581 trillion (+32.1% vs H1 2025); the exchange said no listed-market sector declined vs June 2025 in June. All 891 TPEx (OTC) companies (including 30 KY companies) posted June revenue of NT$351.9 billion (+38% YoY vs June 2025); cumulative H1 NT$1.8537 trillion (+25% vs H1 2025)

  • source: CNA #1491664
  • source_url: https://www.cna.com.tw/news/afe/202607140291.aspx
  • confidence: medium
  • basis: news_aggregation
  • period: June 2026 / H1 2026 (reported 2026-07-14)
  • caveat: exchange/TPEx press-release figures relayed by CNA; not verified at source endpoints by this site and not counted as verified official anchors under this desk's rules (see §Scope); full-market scope not interchangeable with the 90-company sample

J-Units

J-001: Citation-scope rule: zero verified official anchors in this card — Taiwan monthly revenue = company-compiled, unaudited figures, all relayed via cnyes/CNA reporting; the main article's rankings = within-sample rankings of the cnyes roundup, not official rankings, not a full-market census; the TWSE/TPEx statistics are likewise CNA-relayed release figures and do not count as verified official anchors

  • confidence: medium
  • basis: news_aggregation

J-002: Two tables, two populations — never mix: the "current batch" table = within-batch ranking of the companies reported on 2026-07-08 (43 per headline); the "cumulative" table = ranking within the 90-company sample — 台汽電 and 南港 appear in both with identical figures, but the populations differ; every cited ranking must state which table it comes from

  • confidence: medium
  • basis: news_aggregation

J-003: How to read extreme growth rates: the ranked figures are single-month revenue growth rates (vs June 2025), not trends; causes of 鑽石生技's 4396.6% and 台汽電's 1719.5% are not stated in the main article and no explanatory article exists in this site's full archive (cna/cnyes/storm, from June 2026 onward) beyond the same roundup series — this card does not speculate; 北極星藥業-KY's NT$3.81 million monthly revenue is a different unit scale from the other ranked companies (billions)

  • confidence: medium
  • basis: news_aggregation

J-004: Honest labeling of archive corruption: in our archive, only the "≥ +25%: 38" and "≥ 0%: 30" rows of the main article's YoY distribution table are legible; the bracket labels of the remaining two rows (15; 7) are corrupted (likely stripped "<" characters); this card cites only the prose sentence (38 above +25% YoY; 7 below -20% YoY, both vs June 2025) and the legible rows, and neither reconstructs the missing labels nor infers the missing brackets

  • confidence: high
  • basis: news_aggregation

P-Units

P-001: The corrupted bracket labels of the two distribution-table rows (15; 7) can be recovered by checking the original cnyes page

P-002: The causes of 鑽石生技's +4396.6% and 台汽電's +1719.5% June revenue growth (both vs June 2025) await company announcements or subsequent reporting

P-003: The cumulative 90 companies are an interim snapshot as of 07:55 on 2026-07-09; the full June picture (including later filers) can be compared against the exchange statistics (F-008) at market level; the complete per-company table awaits the cnyes original page or MOPS

P-004: Differences between company-compiled figures and subsequent audited/reviewed financial reports can be verified once formal reports are published


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


Internal citation chain

This card cites two published cards on this site (published cards only):

  • ANK-2026-07-08-001 "Memory Cycle, Chapter 5 — 'Taiwan revenue and capital actions': Winbond's company-compiled June revenue of NT$20.597 billion and Macronix's NT$6.956 billion both at record highs…" (published 2026-07-08; title abridged and translated into English) → Relation (CONNECT + CORROBORATE): that card already pinned Macronix's June company-compiled revenue of NT$6.956 billion and Winbond's NT$20.597 billion record highs — the same figure as Macronix's rank-5 entry in this card's cumulative table, same event chain; this card adds the MoM (vs May 2026) / YoY (vs June 2025) / quarterly (vs Q1 2026) breakdown via CNA#1351917. Links: zh / ja / en
  • ANK-2026-07-06-008 "Taiwan's July 2026 earnings-season 'attribution discipline,' round two: … Nanya Technology's June revenue up 621.34% YoY vs June 2025, a record high (attributed in the original to market demand)…" (published 2026-07-06; title abridged and translated into English) → Relation (CONNECT): that card already recorded Nanya's June +621.34% YoY (vs June 2025) record and pinned the "attribution = market demand" discipline; the 621.3% at rank 3 of this card's cumulative table is the same figure at one decimal place — the attribution discipline carries forward. Links: zh / ja / en

Sources

  1. [CNYES#1373935] (main article) cnyes (Anue Juheng): "Revenue Flash — June revenue roundup of large-cap Taiwan-listed companies, July 9, 2026 (43 newly added)" (title translated into English), 2026-07-09 (compiled 07:55 Taipei time). https://news.cnyes.com/news/id/6528169
  2. [CNA#1311946] (CORROBORATE) CNA (Central News Agency): "Memory makers' June revenue strong — Etron and Nanya Technology at record highs" (title translated into English; reporter 張建中), 2026-07-03. https://www.cna.com.tw/news/afe/202607030295.aspx
  3. [CNA#1351917] (CORROBORATE) CNA: "Winbond and Macronix June revenue at record highs; Team Group at a June record" (title translated into English; reporter 張建中), 2026-07-07. https://www.cna.com.tw/news/afe/202607070282.aspx
  4. [CNA#1415184] (CONTEXTUALIZE) CNA: "Nanya Technology Q2 EPS of NT$14.66 a record high; prices to keep rising in H2" (title translated into English; reporter 張建中), 2026-07-10. https://www.cna.com.tw/news/afe/202607100130.aspx
  5. [CNA#1491664] (CONTEXTUALIZE) CNA: "AI lifts the semiconductor supply chain — listed and OTC companies' June revenue rises across the board" (title translated into English; reporter 何秀玲), 2026-07-14. https://www.cna.com.tw/news/afe/202607140291.aspx

Cite this article

方實・《90 large-cap Taiwan-listed companies (paid-in capital of NT$5 billion or more) have cumulatively reported June 2026 revenue (company-compiled, unaudited): 38 grew more than 25% YoY vs June 2025, while 7 fell below -20% (cnyes roundup, 2026-07-09)》・IDAEO 知識庫・2026-07-27・https://km.idaeo.ai/insight/ank-2026-07-17-007

Updated 2026-08-11

更新 2026-08-11T10:51:36.565Z · server-rendered · four-language · IDAEO 知識庫