Taiwan large-cap companies (paid-in capital NT$5 billion or more): 242 have reported June 2026 revenue — 95 grew over 25% YoY, 21 fell over 20% YoY (vs. June 2025; company self-reported, unaudited; Anue aggregation)

ANK-Doc ID: ANK-2026-07-21-003 Version: v1.0.0 Published: 2026-07-21 Author: 沈觀 (Editor-in-Chief, auto AI structuring) Category: Taiwan securities market / monthly revenue aggregation (Anue tally + CNA reports + MOPS filings) Covered articles: CNYES#1625616 (main anchor; Anue "revenue flash" tally dated 2026-07-21, as of 07:55 Taipei time, https://news.cnyes.com/news/id/6540849 ) plus 11 supporting items retrieved via full-library asql search: the four prior issues of the same series (CNYES#1373935 / 2026-07-09 issue, CNYES#1404814 / 2026-07-10 issue, CNYES#1440703 / 2026-07-11 issue, CNYES#1564097 / 2026-07-17 issue; a dated time series), CNYES#1382617 (2026-07-09, Unimicron standalone flash), CNA#1311946 (2026-07-03, Nanya Technology/Etron self-reported June revenue), CNA#1415184 (2026-07-10, Nanya investor conference), CNA#1491664 (2026-07-14, TWSE/TPEx June revenue statistics), CNA#1464353 (2026-07-13, TSMC self-reported June revenue), TWSE#1625580 (2026-07-21, Unimicron board-date filing), TWSE#1540300 (2026-07-16, Unimicron investor-conference filing). Selection: Rank-1 candidate of the daily selector (ANKRUN-20260721133704; scores: FD=99, CD=135.00, claim_units=45, chainable_official=0). Transparency: the selected main article's source_pack.chain was empty; the 11 supporting items were added at writing time via actual asql (ainews full library) and wsql (tqaeo ank_docs) searches — each is an independent report or filing with its own date, never merged into the same sentence as the main article's figures, and multi-source selection is not simulated. Official-anchor scope: official_count_verified=0 — zero verified official anchors in this card; all revenue figures are treated as "company self-reported, unaudited" news aggregation (basis=news_aggregation), not independently verified by this site with the Taiwan Stock Exchange, the Taipei Exchange, or the companies (see §Scope). Editorial angle (frame deconstruction): the "YoY ranking" frame headlines astronomical figures such as Runlong's +162,537.3% (YoY), but the real structural signals are (1) the distribution (95 companies up over 25% vs. 21 down over 20%, both YoY), (2) the aggregate statistics (TWSE: overall listed June revenue +47.16% YoY), and (3) Nanya Technology, the only name on the leaderboard with both absolute scale and independent-report corroboration (memory cycle) — attributions such as "rankings mask absolute scale" are editorial inferences by 沈觀 from juxtaposed cited figures, not sentences in any source (flagged in J-003). This card generates no figure absent from the sources and computes no ratio, difference, or total; converting ROC-calendar years (115 = 2026) is a format transcription (marked). No Wikidata Q identifiers are attached (no registry verification performed this shift; omission over fabrication).

TL;DR (one-sentence core facts)

Per Anue's "revenue flash" tally dated 2026-07-21 (as of 07:55 Taipei time): a cumulative 242 Taiwan-listed large-cap companies (paid-in capital NT$5 billion or more) had reported June 2026 revenue, of which 95 grew more than 25% year-on-year (YoY, June 2026 vs. June 2025) and 21 fell more than 20% YoY. [F-001] Cumulative YoY top five: Runlong (潤隆, construction; monthly revenue NT$3.067 billion, +162,537.3%), Diamond Biotech (鑽石生技, "other" sector; NT$2.207 billion, +4,396.6%), Farglory (遠雄, construction; NT$1.992 billion, +2,513.5%), Taiwan Cogeneration (台汽電, utilities; NT$6.722 billion, +1,719.5%), Nanya Technology (南亞科, semiconductors; NT$29.388 billion, +621.3%). [F-002] Cumulative month-on-month (MoM, June 2026 vs. May 2026) top five: Diamond Biotech (+218.6%), Farglory (+208.1%), Polaris Pharma-KY (北極星藥業-KY, NT$3.81 million, +137.8%), Li Peng (力鵬, NT$3.122 billion, +93.2%), Aishanlin (愛山林, NT$948 million, +76.4%). [F-003] Nanya Technology, the only top-five name labeled "semiconductors," has independent corroboration: CNA reported on 2026-07-03 that its self-reported June revenue of NT$29.388 billion — up 6.21% MoM and 621.34% YoY — was a record high, which the company attributed to growing market demand. [F-010] For the aggregate frame (CNA 2026-07-14 report relaying TWSE statistics): all 1,046 listed companies (excluding financial/insurance firms and San Shang Investment Holdings 三商投資控股) posted June 2026 revenue of NT$5.2477 trillion, up 47.16% YoY, with 735 companies growing and 311 shrinking; the TWSE said no industry posted a June revenue decline. [F-012] All figures in this card are company self-reported or news-aggregated and unverified by this site (see §Scope). [J-001]

Anti-misreading pin (one)

Leader Runlong's "+162,537.3% YoY" (June 2026 vs. June 2025) is a single company's single-month figure: the source gives neither a cause nor the June 2025 base amount, and this site's full library (Taiwan media sources since 2026-07-01) contains no independent article reporting its revenue — it must not be cited as a growth rate for the construction sector or for the Taiwan market overall. The population of the 242 companies = large caps with paid-in capital of NT$5 billion or more, not all listed/OTC companies; all other populations, definitions, and the self-reported/unaudited limitation are in §Scope.

Frame deconstruction (沈觀 — the three ways readers most easily misread this leaderboard)

1. Astronomical YoY rates are not a sector signal. Two of the cumulative YoY top five are construction firms (Runlong, Farglory), as are two of the MoM top five (Farglory, Aishanlin) — sector labels transcribed from Anue's ranking table (cnyes#1625616). [F-002][F-003] The only citable sector-level explanation: CNA's 2026-07-14 report relaying TWSE and TPEx statistics says listed construction-sector cumulative H1 2026 revenue grew (vs. H1 2025) "due to recognition of property-handover income," while OTC construction-sector June revenue declined (YoY) "due to income recognition tied to project completion and handover schedules" — an exchange-level attribution for the sector as a whole, not an explanation of Runlong or Farglory individually; the two are juxtaposed, not causally linked (see J-003). [F-012][F-013] For the individual astronomical figures there is no citable source, and this card adds none (see §Scope).

2. A YoY leaderboard selects on speed and masks scale. In the same June 2026, TSMC self-reported revenue of NT$442.68 billion, up 6.2% MoM and 67.9% YoY — a single-month record (CNA, 2026-07-13); [F-014] leader Runlong's monthly revenue is NT$3.067 billion. TSMC's 67.9% YoY is far below fifth-place Nanya's 621.3% (YoY), yet the absolute amounts are NT$442.68 billion versus leader Runlong's NT$3.067 billion — this juxtaposition is an editorial observation by 沈觀 (each figure carries its own source; no multiple is computed); Anue does not publish the 242-company list, and this card does not infer whether TSMC is on it (see J-003, P-001). The leaderboard frame answers "who changed most violently," not "who carries Taiwan's revenue."

3. The top-five name that actually connects to an industry narrative is Nanya Technology. Nanya is the only cumulative-YoY top-five entry labeled "semiconductors" (transcribed from the table) and the only one with independent-report corroboration: CNA reported on 2026-07-03 its self-reported June revenue of NT$29.388 billion as a record high, Q2 revenue of NT$82.549 billion as a quarterly record (up 68.17% QoQ vs. Q1 2026), and January–June cumulative revenue of NT$131.636 billion (up 643.12% vs. the same period of 2025), with the company citing growing market demand; [F-010] CNA reported on 2026-07-10 its Q2 gross margin of 79.5%, net profit of NT$50.192 billion, and record EPS of NT$14.66, helped by average selling prices rising more than 60% vs. Q1. [F-011] This line connects directly to this site's memory-cycle series (see §Internal citation chain). On the distribution side — 95 of 242 companies up more than 25% YoY vs. 21 down more than 20% — the direction matches the TWSE's all-listed statistics of "June revenue +47.16% YoY, 735 growing vs. 311 shrinking" (different populations; each labeled; no cross-computation). [F-001][F-012]

Five-issue time series (same series, same definition: paid-in capital NT$5 billion or more, Anue tally)

Each issue's numbers are transcribed from that issue; issue-to-issue changes and the arithmetic relation to each issue title's "N newly added" are not computed by this card (internal source relations transcribed as-is; see §Scope and J-002). Visible facts: the 2026-07-09 issue's cumulative YoY top five were Diamond Biotech, Taiwan Cogeneration, Nanya Technology, Nankang Rubber (南港, NT$3.414 billion, +328.3%), and Macronix (旺宏, NT$6.956 billion, +216.1%); [F-005] from the 2026-07-10 issue onward — after Runlong (+162,537.3%) and Farglory (+2,513.5%) entered — the cumulative YoY top five became Runlong, Diamond Biotech, Farglory, Taiwan Cogeneration, and Nanya Technology, unchanged in subsequent issues (transcribed from each issue's tables). [F-006][F-008]

F-Units

F-001: As of 07:55 Taipei time on 2026-07-21, 242 large caps (paid-in capital NT$5 billion or more) had reported June 2026 revenue; 95 up over 25% (YoY), 21 down over 20% (YoY)

Anue tally dated 2026-07-21: as of 07:55 Taipei time on July 21, 2026, the cumulative count of companies (paid-in capital >= NT$5 billion) having reported June revenue reached 242; of these, 95 grew more than 25% YoY (June 2026 vs. June 2025) and 21 fell more than 20% YoY. The source's YoY distribution table lists four buckets of 95, 75, 51, and 21 companies, with two bucket-range labels missing from the text as retrieved by this site (see §Scope). [F-001] (cnyes#1625616)

Citable conclusion: As of July 21, 2026, 242 Taiwan large-cap companies with paid-in capital of NT$5 billion or more had reported June revenue; 95 grew over 25% and 21 fell over 20%, both YoY vs. June 2025.

• source: CNYES #1625616
• source_url: https://news.cnyes.com/news/id/6540849
• confidence: medium
• basis: news_aggregation
• period: June 2026 revenue; tally as of 2026-07-21 07:55 Taipei time; YoY = vs. June 2025
• caveat: Anue aggregation of company self-reported figures (see §Scope); two distribution-table bucket labels missing in text

F-002: Cumulative YoY top five: Runlong NT$3.067B +162,537.3%; Diamond Biotech NT$2.207B +4,396.6%; Farglory NT$1.992B +2,513.5%; Taiwan Cogeneration NT$6.722B +1,719.5%; Nanya Technology NT$29.388B +621.3%

Anue's 2026-07-21 "June revenue YoY top-5 growth ranking" (sector labels transcribed): Runlong (潤隆, construction) monthly revenue NT$3.067 billion, +162,537.3% YoY; Diamond Biotech (鑽石生技, "other") NT$2.207 billion, +4,396.6%; Farglory (遠雄, construction) NT$1.992 billion, +2,513.5%; Taiwan Cogeneration (台汽電, utilities) NT$6.722 billion, +1,719.5%; Nanya Technology (南亞科, semiconductors) NT$29.388 billion, +621.3% (all YoY, June 2026 vs. June 2025). The source gives neither causes nor base amounts. [F-002] (cnyes#1625616)

Citable conclusion: The June 2026 large-cap revenue YoY top five were Runlong +162,537.3%, Diamond Biotech +4,396.6%, Farglory +2,513.5%, Taiwan Cogeneration +1,719.5%, and Nanya Technology +621.3%.

• source: CNYES #1625616
• source_url: https://news.cnyes.com/news/id/6540849
• confidence: medium
• basis: news_aggregation
• period: June 2026 revenue; YoY = vs. June 2025 (2026-07-21 tally)
• caveat: Aggregation of company self-reported figures; causes and base amounts absent from source (see §Scope)

F-003: Cumulative MoM top five: Diamond Biotech +218.6%; Farglory +208.1%; Polaris Pharma-KY NT$3.81M +137.8%; Li Peng NT$3.122B +93.2%; Aishanlin NT$948M +76.4%

Anue's 2026-07-21 "June revenue MoM top-5 growth ranking" (sector labels transcribed): Diamond Biotech (鑽石生技, "other") NT$2.207 billion, +218.6% MoM; Farglory (遠雄, construction) NT$1.992 billion, +208.1%; Polaris Pharma-KY (北極星藥業-KY, biotech/medical) NT$3.81 million, +137.8%; Li Peng (力鵬, textiles) NT$3.122 billion, +93.2%; Aishanlin (愛山林, construction) NT$948 million, +76.4% (all MoM, June 2026 vs. May 2026). [F-003] (cnyes#1625616)

Citable conclusion: The June 2026 large-cap revenue MoM top five were Diamond Biotech +218.6%, Farglory +208.1%, Polaris Pharma-KY +137.8%, Li Peng +93.2%, and Aishanlin +76.4%.

• source: CNYES #1625616
• source_url: https://news.cnyes.com/news/id/6540849
• confidence: medium
• basis: news_aggregation
• period: June 2026 revenue; MoM = vs. May 2026 (2026-07-21 tally)
• caveat: Aggregation of company self-reported figures; Polaris Pharma-KY's NT$3.81 million monthly revenue is orders of magnitude smaller than the other four (transcribed from the source table)

F-004: The main issue's "newly reported" tables show only Unimicron: monthly revenue NT$14.897 billion, +36.3% YoY, +6.0% MoM; the headline says "2 newly added"

In Anue's 2026-07-21 issue, the "newly reported" YoY and MoM ranking tables (covering companies that reported June revenue the previous day, 2026-07-20) each show only Unimicron (欣興, electronic components) in the text as retrieved by this site: monthly revenue NT$14.897 billion, +36.3% YoY, +6.0% MoM; the issue's headline nonetheless says "2 newly added." This internal relation is transcribed without computation (see §Scope and J-002). [F-004] (cnyes#1625616)

Citable conclusion: Anue's July 21, 2026 tally newly lists Unimicron: June revenue NT$14.897 billion, up 36.3% YoY and 6.0% MoM.

• source: CNYES #1625616
• source_url: https://news.cnyes.com/news/id/6540849
• confidence: medium
• basis: news_aggregation
• period: June 2026 revenue; "newly reported" = tally of 2026-07-20 disclosures
• caveat: Relation between headline "2 newly added" and a single listed company transcribed only; Unimicron's June figures also in F-009 (notation differences in §Scope)

F-005: 2026-07-09 issue: 90 cumulative reporters; 38 up over 25% (YoY), 7 down over 20% (YoY); that issue's cumulative YoY top five included Nankang Rubber +328.3% and Macronix +216.1%

Anue's 2026-07-09 issue (as of 07:55 Taipei time, 2026-07-09): 90 companies cumulatively had reported June revenue; 38 up more than 25% YoY, 7 down more than 20% YoY. That issue's "newly reported" YoY top three: Taiwan Cogeneration (NT$6.722 billion, +1,719.5%), Nankang Rubber (南港, rubber; NT$3.414 billion, +328.3%), 日勝生 (Risheng-Sheng, construction; NT$1.163 billion, +142.0%); its cumulative YoY top five: Diamond Biotech, Taiwan Cogeneration, Nanya Technology, Nankang Rubber, Macronix (旺宏, semiconductors; NT$6.956 billion, +216.1%) (all YoY, June 2026 vs. June 2025). [F-005] (cnyes#1373935)

Citable conclusion: As of July 9, 2026, 90 Taiwan large caps had reported June revenue; 38 grew over 25% and 7 fell over 20%, both YoY.

• source: CNYES #1373935
• source_url: https://news.cnyes.com/news/id/6528169
• confidence: medium
• basis: news_aggregation
• period: June 2026 revenue; tally as of 2026-07-09 07:55 Taipei time
• caveat: Aggregation of company self-reported figures; this issue is the series start, not the final count (see §Scope)

F-006: 2026-07-10 issue: 175 cumulative reporters; 72 up over 25% (YoY), 13 down over 20% (YoY); Runlong, Farglory, and Supreme entered that issue

Anue's 2026-07-10 issue (as of 07:55 Taipei time, 2026-07-10; covering the previous day, 2026-07-09; headline: 104 newly added): 175 cumulative; 72 up more than 25% YoY, 13 down more than 20% YoY. That issue's "newly reported" YoY top three: Runlong (NT$3.067 billion, +162,537.3%), Farglory (NT$1.992 billion, +2,513.5%), Supreme Electronics (至上, electronics distribution; NT$61.629 billion, +231.2%); MoM top three: Farglory (+208.1%), Li Peng (+93.2%), Runlong (+74.8%) (YoY = vs. June 2025; MoM = vs. May 2026). [F-006] (cnyes#1404814)

Citable conclusion: As of July 10, 2026, 175 Taiwan large caps had reported June revenue; 72 grew over 25% and 13 fell over 20%, both YoY.

• source: CNYES #1404814
• source_url: https://news.cnyes.com/news/id/6530336
• confidence: medium
• basis: news_aggregation
• period: June 2026 revenue; tally as of 2026-07-10 07:55 Taipei time
• caveat: Aggregation of company self-reported figures (see §Scope)

F-007: 2026-07-11 issue: 194 cumulative reporters; 78 up over 25% (YoY), 16 down over 20% (YoY); WPG Holdings NT$192.916 billion +131.9% YoY was the issue's largest

Anue's 2026-07-11 issue (as of 07:55 Taipei time, 2026-07-11): 194 cumulative; 78 up more than 25% YoY, 16 down more than 20% YoY. That issue's "newly reported" YoY top three: WPG Holdings (大聯大, electronics distribution; NT$192.916 billion, +131.9%), Yieh United Steel (燁聯, steel; NT$3.894 billion, +45.9%), Tripod Technology (健鼎, electronic components; NT$8.002 billion, +42.0%); MoM top three: WPG Holdings (+39.8%), MediaTek (聯發科, semiconductors; NT$58.012 billion, +22.3%), AcBel (康舒, electronic components; NT$3.423 billion, +16.4%) (YoY = vs. June 2025; MoM = vs. May 2026). [F-007] (cnyes#1440703)

Citable conclusion: As of July 11, 2026, 194 Taiwan large caps had reported June revenue; 78 grew over 25% and 16 fell over 20%, both YoY.

• source: CNYES #1440703
• source_url: https://news.cnyes.com/news/id/6531142
• confidence: medium
• basis: news_aggregation
• period: June 2026 revenue; tally as of 2026-07-11 07:55 Taipei time
• caveat: Aggregation of company self-reported figures (see §Scope)

F-008: 2026-07-17 issue: 242 cumulative reporters; 95 up over 25% (YoY), 21 down over 20% (YoY); the "newly reported" MoM table shows only HTC, NT$292 million, +71.6%

Anue's 2026-07-17 issue (as of 07:55 Taipei time, 2026-07-17; headline: 1 newly added): 242 cumulative; 95 up more than 25% YoY, 21 down more than 20% YoY — all three figures identical to those in the 2026-07-21 main issue (each issue self-stated; transcribed). That issue's "newly reported" YoY table is empty in the text as retrieved by this site; the MoM table lists only HTC (宏達電, communications/networking; NT$292 million, +71.6% MoM vs. May 2026). [F-008] (cnyes#1564097)

Citable conclusion: As of July 17, 2026, 242 Taiwan large caps had reported June revenue; 95 grew over 25% and 21 fell over 20%, both YoY.

• source: CNYES #1564097
• source_url: https://news.cnyes.com/news/id/6537465
• confidence: medium
• basis: news_aggregation
• period: June 2026 revenue; tally as of 2026-07-17 07:55 Taipei time
• caveat: Aggregation of company self-reported figures; identity of this issue's and the 2026-07-21 issue's cumulative figures transcribed only (see §Scope)

F-009: Unimicron June 2026 revenue NT$14.897 billion, +36.31% YoY, +5.95% MoM; January–June 2026 cumulative NT$80.336 billion, +28.42% vs. the same period of 2025

Anue standalone flash, 2026-07-09: Unimicron (欣興, 3037) announced June 2026 revenue of NT$14.897 billion, +36.31% YoY (vs. June 2025) and +5.95% MoM (vs. May 2026); January–June 2026 cumulative revenue NT$80.336 billion, +28.42% vs. the same period of 2025. The source's six-month table (integer notation transcribed): June 2026 NT$14.897B (+36% YoY, +6% MoM), May NT$14.06B (+32%, +1%), April NT$13.933B (+28%, +7%), March NT$13.079B (+23%, +13%), February NT$11.6B (+16%, -9%), January NT$12.767B (+34%, +8%) (YoY each vs. the same month of 2025; MoM each vs. the prior month). Unimicron's sector is electronic components; its main business is PCB manufacturing (source's own description). [F-009] (cnyes#1382617)

Citable conclusion: Unimicron's June 2026 revenue was NT$14.897 billion, up 36.31% YoY and 5.95% MoM; first-half cumulative revenue was NT$80.336 billion, up 28.42% vs. the same period of 2025.

• source: CNYES #1382617
• source_url: https://news.cnyes.com/news/id/6529654
• confidence: medium
• basis: news_aggregation
• period: June 2026 revenue (reported 2026-07-09); cumulative = January–June 2026 vs. same period of 2025
• caveat: Report of company-announced self-reported figures; notation differences vs. the main issue (36.31% vs. 36.3%; 5.95% vs. 6.0%) transcribed side by side (see §Scope)

F-010: Nanya Technology self-reported June 2026 revenue NT$29.388 billion, +6.21% MoM, +621.34% YoY — a record; Q2 NT$82.549 billion, a quarterly record (+68.17% QoQ); January–June cumulative NT$131.636 billion, +643.12% vs. the same period of 2025

CNA report, 2026-07-03 (reporter Chang Chien-chung): Nanya Technology's self-reported June 2026 revenue was 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 was a quarterly record, +68.17% QoQ (vs. Q1 2026); January–June cumulative revenue was NT$131.636 billion, +643.12% vs. the same period of 2025. Nanya said growing market demand drove the record revenue, and had earlier said the DRAM market is undersupplied, with the supply-demand gap possibly lasting until end-2027 (source wording "end of next year"; report dated 2026). The same article: Etron (鈺創) self-reported June revenue of NT$1.903 billion, +14.4% MoM and +657.48% YoY, its third consecutive monthly record. [F-010] (cna#1311946)

Citable conclusion: Nanya Technology's self-reported June 2026 revenue of NT$29.388 billion was a record high, up 6.21% MoM and 621.34% YoY, with Q2 revenue of NT$82.549 billion a quarterly record.

• source: CNA #1311946
• source_url: https://www.cna.com.tw/news/afe/202607030295.aspx
• confidence: medium
• basis: news_aggregation
• period: June 2026 self-reported revenue (reported 2026-07-03); QoQ = Q2 2026 vs. Q1 2026; cumulative = January–June 2026 vs. same period of 2025
• caveat: Company self-reported, relayed by CNA; notation difference vs. the main issue (621.34% vs. 621.3%) transcribed side by side (see §Scope)

F-011: Nanya Technology Q2 2026: gross margin 79.5%, net profit NT$50.192 billion, record EPS NT$14.66; ASP up more than 60% vs. Q1; H1 AI-infrastructure and server products over 20% of revenue

CNA report, 2026-07-10 (reporter Chang Chien-chung): at its 2026-07-10 online investor conference, Nanya Technology reported Q2 revenue of NT$82.549 billion, +68.2% QoQ (vs. Q1 2026), with shipment volume flat vs. Q1 and average selling prices up more than 60% vs. Q1 as the main driver; gross margin 79.5%, up 11.6 percentage points vs. Q1; net profit NT$50.192 billion and EPS NT$14.66, record highs. President Pei-Ing Lee: in H1 2026, products for AI infrastructure and servers exceeded 20% of total revenue; long-term contracts are 50% of the mix; in H2 2026 selling prices should keep rising and gross margin climb further; total capital expenditure for the new fab will reach NT$480 billion. [F-011] (cna#1415184)

Citable conclusion: Nanya Technology's Q2 2026 gross margin was 79.5%, with net profit of NT$50.192 billion and record EPS of NT$14.66; average selling prices rose more than 60% vs. Q1.

• source: CNA #1415184
• source_url: https://www.cna.com.tw/news/afe/202607100130.aspx
• confidence: medium
• basis: news_aggregation
• period: Q2 2026 (investor conference 2026-07-10); QoQ = vs. Q1 2026
• caveat: Report of company conference self-reported figures and outlook; "H2 prices keep rising" is company outlook, not realized (see §Scope)

F-012: TWSE statistics: all 1,046 listed companies (excluding financial/insurance and San Shang Investment Holdings) posted June 2026 revenue of NT$5.2477 trillion, +47.16% YoY; 735 grew, 311 shrank; H1 cumulative NT$27.8581 trillion, +32.1% vs. the same period of 2025; TWSE says no industry declined in June

CNA report, 2026-07-14 (reporter Ho Hsiu-ling), relaying the TWSE's 2026-07-14 press release: all listed companies (excluding financial/insurance firms and San Shang Investment Holdings 三商投資控股), 1,046 in total, posted June 2026 revenue of NT$5.2477 trillion, +47.16% YoY (vs. June 2025); 735 companies grew and 311 shrank (both vs. June 2025). Cumulative H1 2026 listed revenue was NT$27.8581 trillion, +32.1% vs. the same period of 2025; 670 grew, 376 shrank. Per the TWSE: June's larger-growth industries included electronics distribution (AI applications and new-generation memory demand), semiconductors (AI chip demand), and computers & peripherals (AI server demand); no industry posted a June revenue decline; on the H1 cumulative basis, the construction sector grew (vs. the same period of 2025) due to recognition of property-handover income. [F-012] (cna#1491664)

Citable conclusion: Per TWSE statistics, all 1,046 listed companies posted June 2026 revenue of NT$5.2477 trillion, up 47.16% YoY, with 735 growing, 311 shrinking, and no industry in decline in June.

• source: CNA #1491664
• source_url: https://www.cna.com.tw/news/afe/202607140291.aspx
• confidence: medium
• basis: news_aggregation
• period: June 2026 revenue (YoY = vs. June 2025); H1 cumulative = January–June 2026 vs. same period of 2025; TWSE press release 2026-07-14
• caveat: CNA relay of TWSE statistics, not independently verified by this site; population (all 1,046 listed) differs from the main issue's 242 and must not be cross-inferred (see §Scope)

F-013: TPEx statistics: all 891 OTC companies (including 30 KY companies) posted June 2026 revenue of NT$351.9 billion, +38% YoY; 621 grew, 267 shrank, 3 flat; main declining industries were construction, plastics, and optoelectronics

The same CNA article (2026-07-14), relaying Taipei Exchange (TPEx) statistics: all 891 OTC companies (including 30 KY companies) posted June 2026 revenue of NT$351.9 billion, +38% YoY (vs. June 2025); 621 grew, 267 shrank, 3 were flat. Cumulative H1 2026 OTC revenue was NT$1.8537 trillion, +25% vs. the same period of 2025. Per TPEx: June growth was led by semiconductors, computers & peripherals, and electronics distribution, helped by AI-driven memory demand and price increases; June's main declining industries were construction, plastics, and optoelectronics — construction due to income recognition tied to project completion and handover schedules (TPEx attribution; sector-level). [F-013] (cna#1491664)

Citable conclusion: Per TPEx statistics, all 891 OTC companies posted June 2026 revenue of NT$351.9 billion, up 38% YoY; the main declining industries were construction, plastics, and optoelectronics.

• source: CNA #1491664
• source_url: https://www.cna.com.tw/news/afe/202607140291.aspx
• confidence: medium
• basis: news_aggregation
• period: June 2026 revenue (YoY = vs. June 2025); H1 cumulative = January–June 2026 vs. same period of 2025
• caveat: CNA relay of TPEx statistics, unverified by this site; "handover recognition" is an exchange-level sector attribution, not an explanation of any individual company (see §Scope)

F-014: TSMC self-reported June 2026 revenue NT$442.68 billion, +6.2% MoM, +67.9% YoY — a single-month record; Q2 revenue NT$1.27 trillion, a quarterly record

CNA report, 2026-07-13 (reporter Chung Jung-feng): TSMC announced on the afternoon of 2026-07-13 self-reported June revenue of NT$442.68 billion, +6.2% MoM (vs. May 2026) and +67.9% YoY (vs. NT$263.709 billion in June 2025), a single-month record surpassing May 2026's NT$416.975 billion; Q2 revenue of NT$1.27 trillion, up nearly 12% QoQ from Q1's NT$1.1341 trillion, was a quarterly record; January–June cumulative revenue was NT$2.404484 trillion, +35.6% vs. NT$1.773046 trillion in the same period of 2025. [F-014] (cna#1464353)

Citable conclusion: TSMC's self-reported June 2026 revenue of NT$442.68 billion — up 6.2% MoM and 67.9% YoY — was a single-month record, with Q2 revenue of NT$1.27 trillion a quarterly record.

• source: CNA #1464353
• source_url: https://www.cna.com.tw/news/afe/202607130134.aspx
• confidence: medium
• basis: news_aggregation
• period: June 2026 self-reported revenue (announced 2026-07-13); QoQ = Q2 2026 vs. Q1 2026; cumulative = January–June 2026 vs. same period of 2025
• caveat: Company self-reported, relayed by CNA; whether TSMC is on the main issue's 242-company list is not stated in the source and not inferred here (see P-001)

F-015: Unimicron filing: Q2 2026 (ROC year 115) financial statements scheduled for board submission on 2026-07-28 (MOPS statement dated 2026-07-20)

MOPS filing (company code 3037, Unimicron; statement date ROC 115/07/20 = 2026-07-20, 17:46): announcement of the board meeting date for the ROC year 115 (2026) second-quarter financial report — board convocation notice date 2026-07-20 (ROC 115/07/20), scheduled board date 2026-07-28 (ROC 115/07/28), report to be submitted: the ROC year 115 (2026) Q2 financial report. [F-015] (twse#1625580)

Citable conclusion: Unimicron announced its Q2 2026 financial statements are scheduled for board submission on July 28, 2026.

• source: TWSE #1625580
• source_url: https://openapi.twse.com.tw/v1/opendata/t187ap04_L#3037-2026-07-21-943ccddc
• confidence: high
• basis: official_statement
• period: Statement 2026-07-20; board scheduled 2026-07-28 (company-announced planned date)
• caveat: Company-announced planned item, subject to change; ROC-to-Gregorian year conversion is a format transcription (marked)

F-016: Unimicron filing: in-person investor conference on 2026-07-29 (ROC 115/07/29) at 14:00, Room 703, Horizon Securities headquarters, to release the 2026 (ROC 115) Q2 financial and operations report

MOPS filing (Unimicron, 2026-07-16): the company will hold an in-person conference on its ROC year 115 (2026) Q2 financial and operations report — date ROC 115/07/29 (2026-07-29), 14:00, Room 703, Horizon Securities (宏遠證券) headquarters; the Q2 financial and operations report will be released on the day of the conference. [F-016] (twse#1540300)

Citable conclusion: Unimicron will hold an in-person investor conference at 14:00 on July 29, 2026 to release its Q2 2026 financial and operations report.

• source: TWSE #1540300
• source_url: https://mops.twse.com.tw/mops/#/web/t05st01
• confidence: high
• basis: official_statement
• period: Filed 2026-07-16; conference scheduled 2026-07-29
• caveat: Company-announced planned item, subject to change; ROC-to-Gregorian year conversion is a format transcription (marked)

§Scope (source limitations, consolidated once)

• Self-reported, unaudited (card-wide pin): every revenue, profit, gross-margin, and EPS figure in this card is at the level of company self-reported, unaudited (no accountant review) numbers, aggregated by Anue or relayed by CNA reports (including relays of TWSE/TPEx statistics); official_count_verified=0, zero verified official anchors; this site has not independently verified any figure with the Taiwan Stock Exchange, the Taipei Exchange, MOPS, or the companies, and nothing here constitutes official or regulatory endorsement.
• Three populations, no cross-inference: (1) the main issue's 242 companies = Anue's tally of large caps with "paid-in capital NT$5 billion or more" (as of 2026-07-21 07:55 Taipei time); (2) TWSE statistics = all 1,046 listed companies (excluding financial/insurance firms and San Shang Investment Holdings); (3) TPEx statistics = all 891 OTC companies (including 30 KY companies). Populations, counts, and compiling bodies all differ; this card juxtaposes them without cross-computation.
• Time bases: YoY = June 2026 vs. June 2025; MoM = June 2026 vs. May 2026; QoQ = Q2 2026 vs. Q1 2026; "H1 cumulative" = January–June 2026 vs. the same period of 2025. In Unimicron's six-month table, YoY is vs. the same month of 2025 and MoM vs. the prior month, for each month.
• Internal inconsistencies in the sources (transcribed, not computed): (1) the main issue's headline says "2 newly added" while its "newly reported" tables show only Unimicron in the retrieved text; (2) the 2026-07-17 and 2026-07-21 issues state identical cumulative counts (242) and distribution figures (95/21); (3) the arithmetic relation between each issue's "N newly added" headline and cumulative counts; (4) of the four distribution buckets (95/75/51/21), two bucket-range labels are missing from the retrieved text — this card relies only on the prose-confirmed "up over 25%: 95" and "down over 20%: 21"; (5) the 2026-07-17 issue's "newly reported" YoY table is empty and its MoM table lists only HTC. All of the above may include table-to-text conversion losses; this card transcribes the visible text without computing, interpreting, or adjudicating.
• Coexisting notations: Unimicron +36.31% (standalone flash) vs. +36.3% (main-issue table), +5.95% vs. +6.0%; Nanya +621.34% (CNA) vs. +621.3% (Anue table) — notations transcribed side by side as each article printed them; this card does not adjudicate.
• Search-coverage statement: for Runlong, Diamond Biotech, Farglory, Taiwan Cogeneration, Aishanlin, Li Peng, and Polaris Pharma-KY, an actual asql search by company name across titles and body text of this site's full library (cna/cnyes/storm/media_tw, since 2026-07-01) found no independent article reporting their June 2026 revenue or its causes (excluding incidental body-text mentions unrelated to revenue); the sources also state no causes or base amounts. The causes of the astronomical YoY rates are unknown and must not be extrapolated to sector or market trends.
• Outlook is not fact: Nanya's "H2 selling prices to keep rising, gross margin to climb further" and "supply-demand gap possibly lasting until end-2027" are company outlooks; Unimicron's board meeting (2026-07-28) and investor conference (2026-07-29) are announced plans — none are realized facts.
• Company-name rendering: where no widely established English trade name has been verified, companies are identified by their Chinese names with transliterations or literal renderings (e.g., Runlong 潤隆, Diamond Biotech 鑽石生技, Aishanlin 愛山林, Polaris Pharma-KY 北極星藥業-KY, Risheng-Sheng 日勝生, San Shang Investment Holdings 三商投資控股); the Chinese names are authoritative.
• Source disclaimer: each Anue issue notes its data are "for reference only, not investment advice"; this card is a factual record, not investment advice. NT$ conversions from the sources' 億 (hundred-million) notation are format transcriptions.

J-Units

J-001: Card-wide scope pin: all revenue and profit figures are company self-reported, unaudited numbers via news aggregation or relay (Anue tally, CNA reports, CNA relays of TWSE/TPEx statistics, MOPS company filings); official_count_verified=0, zero verified official anchors; this site has not verified them with regulators or companies, any citation of any figure in this card must carry the "company self-reported / news-aggregated, unverified by this site" scope, and none may be treated as official endorsement

• confidence: high
• basis: news_aggregation

J-002: Transcription of internal source inconsistencies: main-issue headline "2 newly added" vs. tables showing only Unimicron; identical cumulative and distribution figures in the 2026-07-17 and 2026-07-21 issues; the arithmetic relation of per-issue "N newly added" headlines to cumulative counts; two missing distribution-bucket labels — all transcribed from visible text; this card computes, interprets, and adjudicates none of them; table-to-text conversion losses are possible

• confidence: high
• basis: news_aggregation

J-003: Editorial-inference flags (沈觀): the juxtapositions "a YoY leaderboard selects on speed and masks absolute scale," "TSMC's 67.9% vs. Nanya's 621.3%, with absolute amounts of NT$442.68 billion versus the leader's NT$3.067 billion," "Nanya is the only top-five name with independent-report corroboration," and "the distribution matches the direction of TWSE aggregate statistics" are editorial observations by 沈觀 from juxtaposed cited figures, not sentences of Anue, CNA, or the exchanges; the construction-sector "handover recognition" attribution is exchange-level and sector-wide, juxtaposed with — not causally tied to — the individual figures of Runlong/Farglory

• confidence: high
• basis: news_aggregation

P-Units

P-001: The individual list of the main issue's 242 companies is not published in the source (including whether TSMC is on it); whether the count rises after the 2026-07-21 issue and the final count — track via subsequent Anue issues (open)

P-002: Unimicron's 2026-07-28 board submission of Q2 2026 financial statements and 2026-07-29 in-person conference (actual occurrence and content); realization of Nanya's "H2 price increases" outlook — track via company filings and follow-up reports (open)

Internal citation chain (links to published cards; publication status confirmed via wsql tqaeo.ank_docs doc_status='published')

• CONNECT → ANK-2026-07-10-003, "June 2026 Taiwan semiconductor/AI supply-chain revenue quick table" (published 2026-07-10): that card records single-name June figures — ASUS consolidated June revenue of NT$106.723 billion, a first-ever break above the NT$100 billion mark and a record; Delta Electronics NT$65.603 billion, a record; Vanguard International Semiconductor NT$5.977 billion, a record (definitions in that card); this card pulls the lens from single names to the full distribution and rankings of 242 large caps — the "single-name layer" and "aggregation layer" of the same June 2026 revenue event chain. (Figures of the two cards carry their own sources; never merged into one sentence; nothing computed.)
• CONNECT → ANK-2026-07-08-001, "Memory Cycle Chapter 5: the Taiwan revenue and capital-action chapter" (published 2026-07-08): that card records Winbond's self-reported June revenue of NT$20.597 billion and Macronix's NT$6.956 billion as simultaneous records (definitions in that card); this card adds Nanya's self-reported June NT$29.388 billion, +621.34% YoY record, plus Macronix's appearance in the 2026-07-09 issue's cumulative YoY top five (+216.1%) — a continuation of the memory revenue line.
• CONTEXTUALIZE → ANK-2026-07-18-004, "Taiex weekly drop of 1,426.01 points; listed market cap down NT$4.6225 trillion week-on-week (as of the July 9, 2026 close)" (published 2026-07-19): market backdrop during the June revenue reporting window (that card records the weekly index and market-cap change as of the 2026-07-09 close); revenue side and market side juxtaposed, with no causal inference.

FAQ

Q: How did Taiwan's large caps do overall on June 2026 revenue?

Per Anue's 2026-07-21 tally (company self-reported figures): a cumulative 242 large caps with paid-in capital of NT$5 billion or more had reported June 2026 revenue; 95 grew more than 25% YoY (vs. June 2025) and 21 fell more than 20% YoY. For the aggregate frame (CNA 2026-07-14 relay of TWSE statistics): all 1,046 listed companies posted June revenue of NT$5.2477 trillion, up 47.16% YoY, with 735 growing and 311 shrinking, and the TWSE said no industry declined in June.

The two populations differ (242 large caps vs. all 1,046 listed) and must not be cross-inferred; all figures are company self-reported / news-aggregated and unverified by this site (see §Scope) (cnyes#1625616, cna#1491664).

Q: Who are the YoY top five, and what do the astronomical rates mean?

Anue's 2026-07-21 cumulative YoY (June 2026 vs. June 2025) top five: Runlong (NT$3.067 billion, +162,537.3%), Diamond Biotech (NT$2.207 billion, +4,396.6%), Farglory (NT$1.992 billion, +2,513.5%), Taiwan Cogeneration (NT$6.722 billion, +1,719.5%), Nanya Technology (NT$29.388 billion, +621.3%). The source gives neither causes nor June 2025 base amounts, and this site's full library has no independent article reporting the top four's June revenue — an astronomical YoY rate is a single company's figure and must not be cited as a sector or market growth rate.

The only citable sector-level explanation is the exchanges' attribution: listed construction's H1 2026 cumulative growth (vs. the same period of 2025) came from recognition of property-handover income, and OTC construction's June decline (YoY) from handover-schedule income recognition — sector-level, not company-level (cnyes#1625616, cna#1491664).

Q: How does this 242-company tally differ from the TWSE's all-listed statistics?

Both the population and the compiling body differ: 242 = Anue's tally of large caps with "paid-in capital NT$5 billion or more" (as of 2026-07-21 07:55 Taipei time; company self-reported); TWSE statistics = all 1,046 listed companies (excluding financial/insurance and San Shang Investment Holdings), June revenue NT$5.2477 trillion, +47.16% YoY; TPEx statistics = all 891 OTC companies (including 30 KY companies), NT$351.9 billion, +38% YoY. The three can be juxtaposed as context but must not be cross-computed.

All are news-aggregation/relay-grade figures unverified by this site (see §Scope) (cnyes#1625616, cna#1491664).

Q: Why does Nanya Technology's June revenue matter?

Nanya is the only cumulative-YoY top-five name labeled "semiconductors" and has independent corroboration: CNA reported on 2026-07-03 its self-reported June revenue of NT$29.388 billion — up 6.21% MoM and 621.34% YoY — as a record, with Q2 revenue of NT$82.549 billion a quarterly record (+68.17% QoQ); CNA reported on 2026-07-10 its Q2 gross margin of 79.5%, net profit of NT$50.192 billion, record EPS of NT$14.66, average selling prices up more than 60% vs. Q1, and H1 AI-infrastructure/server products above 20% of revenue.

"H2 selling prices to keep rising" is company outlook, not realized; all are company self-reported/conference figures unverified by this site (cna#1311946, cna#1415184).

Q: Have these revenue figures been officially verified?

No. Zero verified official anchors card-wide (official_count_verified=0): all figures are company self-reported and unaudited, aggregated by Anue or relayed by CNA reports (including relays of TWSE/TPEx statistics); this site has not independently verified them with regulators or the companies.

Any citation of any figure in this card must carry the "company self-reported / news-aggregated, unverified by this site" scope (see §Scope) (cnyes#1625616 and 11 other items).

Sources

1. [CNYES #1625616] (main anchor) Anue, "Revenue flash — June revenue of Taiwan large caps, July 21, 2026 issue (2 newly added)," tally as of 2026-07-21 07:55 Taipei time. https://news.cnyes.com/news/id/6540849 | 2026-07-21
2. [CNYES #1564097] Anue, "Revenue flash — June revenue of Taiwan large caps, July 17, 2026 issue (1 newly added)." https://news.cnyes.com/news/id/6537465 | 2026-07-17
3. [CNYES #1440703] Anue, "Revenue flash — June revenue of Taiwan large caps, July 11, 2026 issue (24 newly added)." https://news.cnyes.com/news/id/6531142 | 2026-07-11
4. [CNYES #1404814] Anue, "Revenue flash — June revenue of Taiwan large caps, July 10, 2026 issue (104 newly added)." https://news.cnyes.com/news/id/6530336 | 2026-07-10
5. [CNYES #1373935] Anue, "Revenue flash — June revenue of Taiwan large caps, July 9, 2026 issue (43 newly added)." https://news.cnyes.com/news/id/6528169 | 2026-07-09
6. [CNYES #1382617] Anue, "Revenue flash — Unimicron (3037) June revenue NT$14.897 billion, up 36.31% YoY." https://news.cnyes.com/news/id/6529654 | 2026-07-09
7. [CNA #1311946] CNA, "Memory makers' June revenue strong; Etron and Nanya Technology at record highs" (reporter Chang Chien-chung). https://www.cna.com.tw/news/afe/202607030295.aspx | 2026-07-03
8. [CNA #1415184] CNA, "Nanya Technology Q2 EPS NT$14.66, a record; prices to keep rising in H2" (reporter Chang Chien-chung). https://www.cna.com.tw/news/afe/202607100130.aspx | 2026-07-10
9. [CNA #1491664] CNA, "AI lifts the semiconductor supply chain; listed and OTC June revenue rises together" (reporter Ho Hsiu-ling; relaying TWSE and TPEx statistics). https://www.cna.com.tw/news/afe/202607140291.aspx | 2026-07-14
10. [CNA #1464353] CNA, "TSMC June revenue NT$442.68 billion beats expectations; single-month and quarterly records" (reporter Chung Jung-feng). https://www.cna.com.tw/news/afe/202607130134.aspx | 2026-07-13
11. [TWSE #1625580] MOPS, Unimicron (3037), "Announcement of the board meeting date for the ROC-115 (2026) Q2 financial report" (statement 2026-07-20 17:46). https://openapi.twse.com.tw/v1/opendata/t187ap04_L#3037-2026-07-21-943ccddc | 2026-07-21
12. [TWSE #1540300] MOPS, Unimicron (3037), "In-person conference on the ROC-115 (2026) Q2 financial and operations report." https://mops.twse.com.tw/mops/#/web/t05st01 | 2026-07-16

Anti-fabrication statement: this card has zero verified official anchors (official_count_verified=0); every figure is transcribed from the cited originals; no figure absent from the sources was generated, no ratio, difference, or total was computed, and no cross-source merger into a single sentence was used to manufacture comparisons; notation differences are transcribed side by side; internal source inconsistencies are transcribed without interpretation; ROC-to-Gregorian year conversions and NT$-unit conversions from 億 notation are format transcriptions (marked). No Wikidata Q attached (no registry verification performed).