Taiwan's July 2026 Monthly-Revenue Wave, Attribution-Discipline Round Two: TPU Maker CCI Yilan Posts Q2 Revenue of NT$995 Million, a Record High for the Second Consecutive Quarter, with Capacity Near Full Through End-October (Defense/Outdoor/Medical Engines, No AI Wording in the Source) x Chicony Power's June Revenue of NT$3.1 Billion Hits a 12-Month High While Memory Shortages and Price Hikes Drag PC Shipments and the Company Warns of "Tech Inflation" -- In the Same Week Hon Hai's Q2 of NT$2.5133 Trillion Sets a Same-Period Record (AI Racks), Nanya Technology's June Jumps 621.34% Year-on-Year to a Record (Source Attributes Market Demand), and Largan Falls to a 13-Month Low: AI Spillover's Beneficiaries and Absentees in the Same Frame
ANK-Doc ID: ANK-2026-07-06-008 Version: v1.0.0 Published: 2026-07-06 Author: Rin Takenouchi (Editor-in-Chief, AI News) Category: Taiwan Equities / Monthly Revenue Reports / Electronic Components / Memory / Power Supplies / AI Spillover Articles covered: CNA#1336450 (CCI Yilan Q2 2026 revenue of NT$995 million, second straight quarterly record, orders near full capacity through end-October), CNA#1337397 (Chicony Power June 2026 revenue of NT$3.1 billion, 12-month high, tech-inflation warning), CNA#1329325 (Hon Hai Q2 2026 revenue at a same-period record), CNA#1327069 (Largan June 2026 revenue at a 13-month low), CNA#1311946 (Nanya Technology and Etron June 2026 revenue at all-time highs), CNA#1309573 (ASPEED June 2026 revenue of NT$1.31 billion, a record), CNA#1308566 (CHPT June 2026 revenue at a record; Nan Ya PCB second-highest for the period), CNA#1299798 (AirTAC Q2 2026 revenue at a record), CNA#1297207 (Makalot Q2 2026 revenue back to annual growth) Selection method: From the AI News corpus, selected on "one event chain x high factual density," nine CNA reports were linked: the two 2026-07-06 mid-cap monthly reports (CCI Yilan, Chicony Power) as the main texts, connected back to the 2026-07-03 and 2026-07-05 report cluster (Hon Hai, Largan, Nanya Technology/Etron, ASPEED, CHPT/Nan Ya PCB) to form one "July 2026 monthly-revenue wave" event chain, with the 2026-07-02 first wave (AirTAC, Makalot, already dissected in this site's ANK-2026-07-03-003) as the round-one contrast. This card inherits the prior card's attribution-discipline method: for every record high, only attributions traceable verbatim to the source text are accepted; all nine sources are Taiwan-side monthly reports with no Japan-side facts, so no Taiwan-Japan contrast is forced, per this station's honest-contrast principle.
TL;DR
From 2026-07-02 to 2026-07-06, Taiwan's June monthly revenue reports came out in quick succession; this card runs round two of the attribution-discipline check. Mid-cap evidence: TPU maker CCI Yilan (八貫) posted Q2 2026 revenue of NT$995 million, up 40.61% from Q2 2025 and up 8.5% quarter-on-quarter, rewriting its all-time high for the second consecutive quarter; capacity is close to fully loaded through end-October 2026 and some long orders extend to Q3 2027 -- the engines are defense, outdoor and medical, with no AI wording in the source. [F-001][F-002][F-003] Chicony Power posted June 2026 revenue of NT$3.1 billion, up 14.5% month-on-month but down 0.77% from June 2025, a 12-month high; yet in the same report the company said shortages and price hikes of memory and other components dragged PC-market shipments (Q2 NT$8.443 billion, down 7.5% year-on-year, up 8.5% quarter-on-quarter) and warned that "tech inflation" pressure is unlikely to ease in the short term, with the impact on end demand still to be watched. [F-004][F-005][F-006] The same-week spectrum: Hon Hai's Q2 revenue of NT$2.5133 trillion set a same-period record, with AI racks expected to keep growing in Q3; [F-007] CHPT's June NT$574 million extended its monthly record with the source explicitly attributing AI and HPC, and Nan Ya PCB's June NT$4.684 billion was the second-highest for the period; [F-011] Nanya Technology's June NT$29.388 billion rose 621.34% year-on-year to an all-time high and Etron's June NT$1.903 billion rose 657.48% for a third straight monthly record -- both sources attribute "market demand," with no AI wording; [F-009] ASPEED's June NT$1.31 billion set a record, previously attributed to "stronger-than-expected traditional server demand"; [F-010] Largan's June NT$3.712 billion fell to a 13-month low (customer scheduling). [F-008] The conclusion matches the prior card, on wider evidence: AI spillover has a traceable boundary, and not every record is AI; moreover, this week the AI beneficiaries (Hon Hai, CHPT, Nan Ya PCB) and the cost side (Chicony Power naming memory shortages and price hikes) appeared in the same wave of reports for the first time.
Body
Event-chain overview: from "three engines" on July 2 to "beneficiaries and costs in the same frame" on July 6
On 2026-07-02, CNA published the June monthly reports of SINBON, AirTAC and Makalot on the same day, and this site completed round one of the dissection in ANK-2026-07-03-003 ("three reports, three engines"): AirTAC's Q2 2026 self-tallied revenue of NT$12.164 billion (up 21.5% quarter-on-quarter, up 36% year-on-year) was a quarterly record, Makalot's Q2 NT$8.166 billion (up 6.2% from Q2 2025) was a return to annual growth, and neither source carried an AI attribution (CNA #1299798, CNA #1297207). [F-012][F-013] From 2026-07-03 to 2026-07-06 the wave entered its second stage: Nanya Technology, Etron, ASPEED, CHPT, Nan Ya PCB (July 3), Hon Hai, Largan (July 5), CCI Yilan and Chicony Power (July 6) reported in turn. This card applies the same ruler -- for every record high, only attributions traceable verbatim to the source text are accepted -- and finds one new element in the second stage: AI spillover's beneficiary side and cost side appeared in the same wave of monthly reports for the first time.
CCI Yilan: a TPU mid-cap's second straight quarterly record, near-full capacity through end-October -- engines are defense, outdoor and medical, with no AI wording
According to CNA's 2026-07-06 report, TPU (thermoplastic polyurethane) maker CCI Yilan (八貫, full name 八貫企業股份有限公司, TWSE: 1342; English short name per the TWSE company registry) posted Q2 2026 revenue of NT$995 million, up 40.61% from Q2 2025 and up 8.5% quarter-on-quarter, rewriting its all-time high for the second consecutive quarter; cumulative first-half 2026 revenue was NT$1.912 billion, up 28.64% from the 2025 period (CNA #1336450). [F-001]
The order book is this report's focal point: CCI Yilan said orders in hand are steady and capacity is close to fully loaded through the end of October 2026; compared with past years, 2026 order visibility for long orders in defense, outdoor and aerospace products has clearly improved, with some orders extending as far as Q3 2027 (CNA #1336450). [F-002]
On the monthly rhythm, CCI Yilan's June 2026 revenue was NT$308 million, up 40.14% from June 2025 but down 8.6% from May, which the company attributed mainly to pull-in schedule adjustments by some outdoor-product customers, while medical and defense shipments grew steadily and kept the single month above NT$300 million; June defense business rose 43% from May, medical rose 16% month-on-month, and outdoor fell 16% from May but rose 64% from June 2025; in first-half 2026, outdoor products accounted for about 61% of total revenue (up 38% from the 2025 period) and medical about 19% (up 36% from the 2025 period), the two operating pillars (CNA #1336450). [F-003]
The attribution-discipline verdict: there is no AI wording anywhere in this CCI Yilan report -- the engines the source names for two straight quarters of record highs are defense, outdoor, medical and aerospace. If this whole July 2026 revenue wave were written up as an "AI rally," CCI Yilan would be the first counterexample.
Chicony Power: June back above NT$3 billion at a 12-month high -- and a "tech inflation" warning in the same report
According to CNA's 2026-07-06 report, Chicony Power (群光電能, TWSE: 6412) posted June 2026 revenue of NT$3.1 billion, up 14.5% month-on-month and down 0.77% from June 2025, back above the NT$3 billion mark and the highest single month in the past 12 months; the company attributed this to continued digestion of May's deferred orders and quarter-end customer pull-in, which lifted notebook and server power-supply shipments, plus smooth volume ramp of new high-wattage telecom power-supply models (CNA #1337397). [F-004]
The other face of the same report is cost pressure: facing 2026 shortages and price hikes of memory and other components that dragged PC-market shipments, Chicony Power's Q2 2026 revenue was NT$8.443 billion, down 7.5% from Q2 2025 and up 8.5% quarter-on-quarter, which the company called better than originally expected; cumulative first-half revenue was NT$16.227 billion, down 7.7% from the 2025 period (CNA #1337397). [F-005]
On the outlook, Chicony Power admitted that although the second half is the traditional peak season, "tech inflation" (科技通膨, wording per the source) pressure is unlikely to ease in the short term and its impact on end demand remains to be watched; the company also said notebooks enjoy rigid-demand support and expects that, as the market gradually digests inflation and price swings and consumers begin to accept a new price normal, overall demand should recover steadily -- maintaining a cautiously optimistic view for the second half of 2026 (CNA #1337397). [F-006]
Honest grading is required: Chicony Power's "12-month high" is the top of a one-year window, and June was still down 0.77% from June 2025 -- a different grade of "high" from CCI Yilan's back-to-back all-time records. "Tech inflation" is Chicony Power's own wording; this card records it verbatim and does not extend its definition (wording per the source, CNA #1337397).
The week's traceable AI beneficiaries: Hon Hai's AI racks, CHPT's AI and HPC, Nan Ya PCB's AI share
In this wave, three companies have AI wording in the source text attached directly to revenue momentum. According to CNA's 2026-07-05 report, Hon Hai (鴻海, TWSE: 2317) posted self-tallied June 2026 revenue of NT$821.8 billion, down 4.38% month-on-month but up 52.11% year-on-year, a record for any June; Q2 revenue of NT$2.5133 trillion, up 18.02% quarter-on-quarter and up 39.83% year-on-year, set a same-period record; January-June revenue of NT$4.6429 trillion, up 34.99% year-on-year, was likewise a same-period record; Hon Hai added that in Q3, artificial-intelligence (AI) racks stay on a growth trend and ICT products enter the second-half peak season, so it expects Q3 overall operations to grow both quarter-on-quarter and year-on-year (CNA #1329325). [F-007]
According to CNA's 2026-07-03 report, semiconductor test-interface maker CHPT (中華精測, TPEx: 6510) posted June self-tallied consolidated revenue of NT$574 million, up 5.8% month-on-month and up 40.2% year-on-year, extending its monthly record; Q2 NT$1.64 billion, up 20.8% quarter-on-quarter and up 34.9% year-on-year, rewrote the quarterly record; first-half NT$2.997 billion, up 26.6% year-on-year, was a record for the period. CHPT stated explicitly that June's momentum came mainly from strong AI and high-performance-computing (HPC) application demand, with AI and ASIC chips entering mass production and lifting demand and shipments of high-pin-count, high-bandwidth test interfaces; it added that AI and HPC applications have become the largest and fastest-growing part of its revenue mix (CNA #1308566). [F-011]
In the same report, IC-substrate maker Nan Ya PCB (南亞電路板, TWSE: 8046) posted June self-tallied consolidated revenue of NT$4.684 billion, up 5.5% month-on-month and up 50.03% from June 2025, the second-highest for the period in its history (second-highest, not a record); Q2 NT$13.575 billion was the second-highest for the period, and January-June NT$27.453 billion, up 37.2% year-on-year, was also second-highest; Nan Ya PCB had previously assessed that AI applications already account for more than 50% of its business, targeting quarter-by-quarter growth in second-half revenue and profit (CNA #1308566). [F-011]
The record-setters whose sources do not attribute AI: Nanya Technology, Etron, ASPEED -- the upstream end of the memory price chain
This is where attribution discipline demands the most restraint. According to CNA's 2026-07-03 report, memory maker Nanya Technology (南亞科, TWSE: 2408) posted self-tallied June 2026 revenue of NT$29.388 billion, up 6.21% month-on-month and up 621.34% year-on-year, an all-time high; Q2 NT$82.549 billion, up 68.17% quarter-on-quarter, was a quarterly record; January-June revenue was NT$131.636 billion, up 643.12% year-on-year. Etron (鈺創, TPEx: 5351) posted June revenue of NT$1.903 billion, up 14.4% month-on-month and up 657.48% year-on-year, a third consecutive monthly record; Q2 of about NT$4.9 billion, up 79% quarter-on-quarter, was a quarterly record; first-half revenue was NT$7.634 billion, up 456.48% year-on-year (CNA #1311946). [F-009]
Note both companies' source attributions: Nanya Technology said "market demand growth drove the record revenue," and Etron said "increased market demand is the main driver of the high growth" -- neither source uses an AI attribution. Nanya Technology had separately said earlier that the DRAM market is undersupplied and the supply-demand gap may persist until "the end of next year" (wording per the source; the report is dated July 2026), and it plans an online earnings briefing on 2026-07-10 (CNA #1311946). Writing Nanya Technology's 621.34% year-on-year jump directly as "AI-driven" would, under this card's traceability standard, be an over-extension.
Server-management-chip maker ASPEED (信驊, TPEx: 5274) also rewards a verbatim read: according to CNA's 2026-07-03 report, ASPEED posted self-tallied June revenue of NT$1.31 billion, up 2.19% month-on-month and up 67.47% year-on-year, another all-time high; Q2 NT$3.871 billion, up 23% quarter-on-quarter, was a quarterly record and beat the original target of NT$3.4 billion to NT$3.6 billion; January-June revenue was NT$7.018 billion, up 62.77% year-on-year. ASPEED attributed growth to "server chip sales growth," and its earlier stated tailwind was "stronger-than-expected traditional server demand" (CNA #1309573). [F-010]
Placing this line next to Chicony Power is this card's core observation: upstream, Nanya Technology's stated DRAM undersupply and the memory makers' month-after-month records; downstream, Chicony Power's stated "shortages and price hikes of memory and other components dragging PC-market shipments" and its "tech inflation" warning -- the beneficiary end and the cost end of the memory price chain appeared in the same wave of July 2026 monthly reports. This card states each end's own source framing only: neither source attributes the memory gap to AI, neither refers to the other, and this card does not extrapolate the causality.
The other end of the spectrum: Largan's 13-month low
The same week also has a downward coordinate. According to CNA's 2026-07-05 report, optical-lens maker Largan Precision (大立光, TWSE: 3008) posted self-tallied June 2026 revenue of NT$3.712 billion, down 19.18% month-on-month and down 10.46% year-on-year, the lowest in 13 months; Q2 revenue was NT$13.665 billion, down 12.09% quarter-on-quarter; first-half revenue was NT$29.209 billion, up 11.26% year-on-year. Largan said the June decline was mainly due to customer scheduling, observed that July pull-in momentum could be somewhat better than June, and plans an online briefing on 2026-07-09; it noted Q3 operations will be affected by customer schedule changes (CNA #1327069). [F-008] Again, no AI attribution in the source -- the wave's order-visibility spectrum runs from CCI Yilan's long orders visible to Q3 2027 at one end to Largan's customer-schedule-driven 13-month low at the other.
The honest absence of a Taiwan-Japan contrast
All nine sources of this card are Taiwan-side monthly reports; none contains Japan-side facts. Per this station's "honest contrast, cut weak links" principle, no Taiwan-Japan contrast is forced. For the Taiwan-Japan supply-chain context of the memory cycle, see this site's published ANK-2026-06-30-005 (Memory Cycle, Chapter Two).
Risk factors
- Monthly revenue figures are company self-tallied/self-published numbers, not audited financial statements: every revenue figure in this card (CCI Yilan, Chicony Power, Hon Hai, Largan, Nanya Technology, Etron, ASPEED, CHPT, Nan Ya PCB) is of this kind (CNA #1336450, CNA #1337397, CNA #1329325, CNA #1327069, CNA #1311946, CNA #1309573, CNA #1308566).
- All outlook items are company projections, not accomplished facts: CCI Yilan's near-full capacity through end-October 2026 and order visibility to Q3 2027, Chicony Power's second-half demand recovery, Hon Hai's Q3 quarter-on-quarter and year-on-year growth, ASPEED's quarter-by-quarter second-half climb, CHPT's challenge to a record 2026 year, Nanya Technology's "gap may persist until the end of next year" (earlier framing), Largan's somewhat-better July -- all are projections or targets, to be verified against later monthly reports and briefings.
- "Tech inflation" is Chicony Power's own wording: recorded verbatim per the source (CNA #1337397); this card does not extend its scope or mechanism.
- Very high growth rates come without base-period context: for Nanya Technology's 621.34% year-on-year, Etron's 657.48% and 456.48%, the sources do not describe the 2025 base levels; this card does not compute or interpret base effects.
- Source-text anomalies are not used: in the CCI Yilan article, one sentence compares first-half revenue with "the sum of last year's first-three-quarters profit" (mixing revenue and profit), and the phrase "a third consecutive quarterly decline" coexists with a monthly figure (CNA #1336450); per the "you may omit, you may not fabricate" rule, this card uses neither sentence.
- The AI-attribution boundary: in this wave, only Hon Hai (AI racks, outlook), CHPT (AI and HPC) and Nan Ya PCB (AI share above 50%, prior assessment) carry AI wording attached to revenue momentum; the sources for Nanya Technology, Etron, ASPEED, Chicony Power, CCI Yilan and Largan contain no AI attribution, and this card does not supply one for them.
FAQ
Q: What was CCI Yilan's Q2 2026 revenue, and was it a record?
CCI Yilan's Q2 2026 revenue was NT$995 million, up 40.61% from Q2 2025 and up 8.5% quarter-on-quarter, an all-time high for the second consecutive quarter; first-half revenue was NT$1.912 billion, up 28.64% from the 2025 period.
According to CNA's 2026-07-06 report, orders in hand are steady, capacity is close to fully loaded through end-October 2026, visibility for defense, outdoor and aerospace long orders has improved, and some orders extend as far as Q3 2027 (CNA #1336450).
Q: Was CCI Yilan's record driven by AI?
The source contains no AI wording at all. The engines in CCI Yilan's report are defense, outdoor, medical and aerospace: June defense business rose 43% from May, medical rose 16% month-on-month, and outdoor rose 64% from June 2025; in the first half, outdoor was about 61% of revenue and medical about 19%.
This is exactly what this card's attribution discipline is for: the July 2026 revenue wave cannot be written up wholesale as an AI rally, and CCI Yilan is the clearest mid-cap counterexample (CNA #1336450).
Q: Chicony Power's June revenue hit a 12-month high -- why did the company issue a warning at the same time?
Because the same report has two faces: June's NT$3.1 billion (up 14.5% month-on-month) came from digesting deferred orders, quarter-end pull-in, and volume growth in notebook, server and high-wattage telecom power supplies; but shortages and price hikes of memory and other components dragged PC shipments, Q2's NT$8.443 billion was still down 7.5% from Q2 2025, and the company warned that "tech inflation" pressure is unlikely to ease in the short term, with the impact on end demand still to be watched.
Honest grading also applies: June was still down 0.77% from June 2025, and the "12-month high" is the top of a one-year window, not an all-time high (CNA #1337397).
Q: What does "tech inflation" mean in this wave of reports?
"Tech inflation" (科技通膨) is Chicony Power's own wording (recorded verbatim per the source): the company said its pressure is unlikely to ease in the short term, its impact on end demand needs watching, and it expects demand to recover once consumers gradually accept a new price normal.
The context in the same report is 2026 shortages and price hikes of memory and other components dragging PC-market shipments; this card records the source framing and does not extend the definition, scope or mechanism of "tech inflation" (CNA #1337397).
Q: In the July 2026 wave, which companies' growth do the sources explicitly attribute to AI?
Three are traceable verbatim: Hon Hai (Q3 AI racks staying on a growth trend, an outlook framing), CHPT (June momentum mainly from AI and HPC, with AI and ASIC chips entering mass production), and Nan Ya PCB (previously assessed AI applications at more than 50% of business).
By contrast, Nanya Technology and Etron attribute "market demand," ASPEED attributes "stronger-than-expected traditional server demand," CCI Yilan's engines are defense/outdoor/medical, Chicony Power uses no AI attribution, and Largan's decline is attributed to customer scheduling -- none of those sources carries AI wording (CNA #1329325, CNA #1308566, CNA #1311946, CNA #1309573, CNA #1336450, CNA #1337397, CNA #1327069).
Q: Nanya Technology's June revenue jumped 621.34% year-on-year to a record -- was that caused by AI?
The source does not attribute it that way. Nanya Technology's own framing is "market demand growth drove the record revenue," and it earlier said the DRAM market is undersupplied with the gap possibly persisting until "the end of next year" (wording per the source; the report is dated July 2026) -- there is no AI wording in the article, and writing the 621.34% jump directly as AI-driven would be an over-extension.
Nanya Technology plans an earnings briefing on 2026-07-10; Etron (June up 657.48% year-on-year, a third straight record) likewise attributes "increased market demand" (CNA #1311946).
Q: Why did Largan hit a 13-month low in the same wave?
Largan's June 2026 revenue of NT$3.712 billion fell 19.18% month-on-month and 10.46% year-on-year to a 13-month low, which the company attributed to customer scheduling; Q2 was NT$13.665 billion, down 12.09% quarter-on-quarter, while first-half revenue of NT$29.209 billion was still up 11.26% from the 2025 period.
Largan said July pull-in momentum could be somewhat better than June and plans a briefing on 2026-07-09 to explain Q2 results and the Q3 outlook; Q3 operations will be affected by customer schedule changes (CNA #1327069).
Q: How does this card relate to ANK-2026-07-03-003?
The prior card was round one: dissecting the three same-day reports of 2026-07-02 (SINBON, AirTAC, Makalot) and their three engines; this card is round two: applying the same attribution-discipline ruler to the second wave of 2026-07-03 through 2026-07-06 (Nanya Technology/Etron, ASPEED, CHPT/Nan Ya PCB, Hon Hai, Largan, CCI Yilan, Chicony Power).
Round two's new finding: AI spillover's beneficiary side (Hon Hai, CHPT, Nan Ya PCB) and cost side (Chicony Power naming memory-component shortages and price hikes and warning of "tech inflation") appeared in the same wave of monthly reports for the first time (CNA #1336450, CNA #1337397).
F-Units
F-001: CCI Yilan's Q2 2026 revenue was NT$995 million, up 40.61% from Q2 2025 and up 8.5% quarter-on-quarter, rewriting the all-time high for the second consecutive quarter; cumulative first-half 2026 revenue was NT$1.912 billion, up 28.64% from the 2025 period - source: CNA #1336450 - source_url: https://www.cna.com.tw/news/afe/202607060029.aspx - confidence: high - basis: news_aggregation - period: Reported 2026-07-06 (Q2/first-half 2026, company-published figures) - caveat: Monthly/quarterly revenue is company-published, not audited financial statements; the article also contains a sentence comparing first-half revenue with "the sum of last year's first-three-quarters profit," mixing revenue and profit, which this card does not use
F-002: CCI Yilan said orders in hand are steady and capacity is close to fully loaded through end-October 2026; in 2026, long-order visibility for defense, outdoor and aerospace products has clearly improved, with some orders extending as far as Q3 2027 - source: CNA #1336450 - source_url: https://www.cna.com.tw/news/afe/202607060029.aspx - confidence: medium - basis: news_aggregation - period: 2026-07-06 (company statement) - caveat: Full-capacity status and long-order visibility are company statements/outlook, not accomplished shipment facts; realization must be verified against later monthly revenue
F-003: CCI Yilan's June 2026 revenue was NT$308 million, up 40.14% from June 2025 and down 8.6% from May (pull-in schedule adjustments by some outdoor customers); June defense business rose 43% from May, medical rose 16% month-on-month, outdoor fell 16% from May but rose 64% from June 2025; in first-half 2026 outdoor products were about 61% of total revenue (up 38% from the 2025 period) and medical about 19% (up 36% from the 2025 period); medical and defense shipments kept the single month above NT$300 million - source: CNA #1336450 - source_url: https://www.cna.com.tw/news/afe/202607060029.aspx - confidence: high - basis: news_aggregation - period: Reported 2026-07-06 (June/first-half 2026) - caveat: Segment growth rates and shares are company-explained figures; the article's phrase "a third consecutive quarterly decline" coexists with the monthly framing, and this card does not use that sentence
F-004: Chicony Power's June 2026 revenue was NT$3.1 billion, up 14.5% month-on-month and down 0.77% from June 2025, back above the NT$3 billion mark and the highest single month in the past 12 months; attributed to continued digestion of May's deferred orders, quarter-end customer pull-in, stronger notebook and server power-supply shipments, and volume ramp of new high-wattage telecom power-supply models - source: CNA #1337397 - source_url: https://www.cna.com.tw/news/afe/202607060148.aspx - confidence: high - basis: news_aggregation - period: Reported 2026-07-06 (June 2026) - caveat: The "12-month high" is the top of a one-year window, not an all-time high; June was still negative year-on-year (down 0.77% from June 2025)
F-005: With 2026 shortages and price hikes of memory and other components dragging PC-market shipments, Chicony Power's Q2 2026 revenue was NT$8.443 billion, down 7.5% from Q2 2025 and up 8.5% quarter-on-quarter (which the company called better than originally expected); cumulative first-half 2026 revenue was NT$16.227 billion, down 7.7% from the 2025 period - source: CNA #1337397 - source_url: https://www.cna.com.tw/news/afe/202607060148.aspx - confidence: high - basis: news_aggregation - period: Reported 2026-07-06 (Q2/first-half 2026) - caveat: "Better than originally expected" is the company's self-assessment; the impact of memory-component shortages and price hikes on PC shipments is Chicony Power's framing, and the source does not quantify the impact amount
F-006: Chicony Power said that although the second half is the traditional peak season, "tech inflation" pressure is unlikely to ease in the short term and its impact on end demand remains to be watched; notebooks enjoy rigid-demand support, and once consumers gradually accept a new price normal, market demand is expected to recover steadily -- the company maintains a cautiously optimistic view for the second half of 2026 - source: CNA #1337397 - source_url: https://www.cna.com.tw/news/afe/202607060148.aspx - confidence: medium - basis: news_aggregation - period: 2026-07-06 (company outlook) - caveat: The whole passage is company outlook, not accomplished fact; "tech inflation" is recorded verbatim per the source, and this card does not extend its definition
F-007: Hon Hai's self-tallied June 2026 revenue was NT$821.8 billion, down 4.38% month-on-month and up 52.11% year-on-year, a record for any June; Q2 2026 revenue of NT$2.5133 trillion, up 18.02% quarter-on-quarter and up 39.83% year-on-year, set a same-period record; January-June revenue of NT$4.6429 trillion, up 34.99% year-on-year, was also a same-period record - source: CNA #1329325 - source_url: https://www.cna.com.tw/news/afe/202607050128.aspx - confidence: high - basis: news_aggregation - period: Reported 2026-07-05 (June/Q2/January-June 2026, self-tallied) - caveat: Hon Hai's expectation that Q3 AI racks stay on a growth trend and Q3 operations grow quarter-on-quarter and year-on-year is outlook framing, not accomplished fact; "same-period record" is not the same framing as "all-time quarterly record"
F-008: Largan's self-tallied June 2026 revenue was NT$3.712 billion, down 19.18% month-on-month and down 10.46% year-on-year, the lowest in 13 months; Q2 2026 revenue was NT$13.665 billion, down 12.09% quarter-on-quarter; first-half revenue was NT$29.209 billion, up 11.26% year-on-year; the company attributed the decline to customer scheduling, said July pull-in momentum could be somewhat better than June, and plans an online briefing on 2026-07-09 - source: CNA #1327069 - source_url: https://www.cna.com.tw/news/afe/202607050065.aspx - confidence: high - basis: news_aggregation - period: Reported 2026-07-05 (June/Q2/first-half 2026, self-tallied) - caveat: "July pull-in momentum could be somewhat better" is the company's observation/outlook; the note that Q3 operations will be affected by customer schedule changes is likewise forward-looking
F-009: Nanya Technology's self-tallied June 2026 revenue was NT$29.388 billion, up 6.21% month-on-month and up 621.34% year-on-year, an all-time high; Q2 revenue of NT$82.549 billion, up 68.17% quarter-on-quarter, was a quarterly record; January-June revenue was NT$131.636 billion, up 643.12% year-on-year (source attribution: "market demand growth"); Etron's June 2026 revenue was NT$1.903 billion, up 14.4% month-on-month and up 657.48% year-on-year, a third consecutive monthly record; Q2 revenue of about NT$4.9 billion, up 79% quarter-on-quarter, was a quarterly record; first-half revenue was NT$7.634 billion, up 456.48% year-on-year (source attribution: "increased market demand") - source: CNA #1311946 - source_url: https://www.cna.com.tw/news/afe/202607030295.aspx - confidence: high - basis: news_aggregation - period: Reported 2026-07-03 (June/Q2/first-half 2026, self-tallied) - caveat: Neither source passage carries an AI attribution; Nanya Technology's "DRAM undersupply, gap may persist until the end of next year" is the company's earlier statement ("the end of next year" per the source wording, report dated July 2026); Nanya Technology plans a briefing on 2026-07-10; the sources do not describe the base levels behind the very high growth rates, and this card does not compute base effects
F-010: ASPEED's self-tallied June 2026 revenue was NT$1.31 billion, up 2.19% month-on-month and up 67.47% year-on-year, another all-time high; Q2 2026 revenue of NT$3.871 billion, up 23% quarter-on-quarter, was a quarterly record and beat the original target of NT$3.4 billion to NT$3.6 billion; January-June revenue was NT$7.018 billion, up 62.77% year-on-year; growth was attributed to server-chip sales, with the earlier stated tailwind being "stronger-than-expected traditional server demand" - source: CNA #1309573 - source_url: https://www.cna.com.tw/news/afe/202607030277.aspx - confidence: high - basis: news_aggregation - period: Reported 2026-07-03 (June/Q2/January-June 2026, self-tallied) - caveat: The source attribution is "traditional" server demand, with no AI attribution; "second-half results climbing quarter by quarter" and "new-product volume driving next year's growth" are company projections
F-011: CHPT's June 2026 self-tallied consolidated revenue was NT$574 million, up 5.8% month-on-month and up 40.2% year-on-year, extending the monthly record; Q2 revenue of NT$1.64 billion, up 20.8% quarter-on-quarter and up 34.9% year-on-year, rewrote the quarterly record; first-half revenue of NT$2.997 billion, up 26.6% year-on-year, was a record for the period (the source explicitly attributes AI and HPC application demand, with AI and ASIC chips entering mass production); Nan Ya PCB's June 2026 self-tallied consolidated revenue was NT$4.684 billion, up 5.5% month-on-month and up 50.03% from June 2025, the second-highest for the period; Q2 revenue of NT$13.575 billion was second-highest for the period, and January-June revenue of NT$27.453 billion, up 37.2% year-on-year, was also second-highest - source: CNA #1308566 - source_url: https://www.cna.com.tw/news/afe/202607030184.aspx - confidence: high - basis: news_aggregation - period: Reported 2026-07-03 (June/Q2/first-half 2026, self-tallied) - caveat: Nan Ya PCB's figures are "second-highest for the period," not records; "Nan Ya PCB's AI applications above 50% of business, targeting quarter-by-quarter second-half growth" and "CHPT challenging a record 2026 year" are the companies' prior assessments/outlook framings
F-012: AirTAC's Q2 2026 self-tallied revenue was NT$12.164 billion, up 21.5% quarter-on-quarter and up 36% year-on-year, a quarterly record - source: CNA #1299798 - source_url: https://www.cna.com.tw/news/afe/202607020290.aspx - confidence: high - basis: news_aggregation - period: Reported 2026-07-02 (Q2 2026, self-tallied) - caveat: Cited here only as the round-one contrast; for the full dissection see this site's ANK-2026-07-03-003; the source carries no AI attribution (attributed to a demand upcycle and shipments)
F-013: Makalot's Q2 2026 revenue was NT$8.166 billion, down 8.2% quarter-on-quarter and up 6.2% from Q2 2025, a return to annual growth (not a record) - source: CNA #1297207 - source_url: https://www.cna.com.tw/news/afe/202607020202.aspx - confidence: high - basis: news_aggregation - period: Reported 2026-07-02 (Q2 2026) - caveat: Cited here only as the round-one contrast; for the full dissection see this site's ANK-2026-07-03-003; "return to annual growth" is a recovery framing, not a record; the source carries no AI attribution
J-Units
J-001: Round two of the attribution discipline reaches the same conclusion as the prior card, on wider evidence -- the July 2026 revenue wave's records are not all AI: only Hon Hai (AI racks, outlook), CHPT (AI and HPC) and Nan Ya PCB (AI share above 50%, prior assessment) have AI wording attached to revenue momentum; Nanya Technology and Etron attribute "market demand," ASPEED "traditional servers," CCI Yilan defense/outdoor/medical, and AirTAC and Makalot (round one) likewise carry no AI attribution -- writing the whole wave as an "AI rally" is an over-extension - confidence: medium - basis: news_aggregation
J-002: The two ends of the memory price chain appeared in the same wave of monthly reports for the first time -- upstream, Nanya Technology (the company's earlier DRAM-undersupply framing; June up 621.34% year-on-year to an all-time high) and Etron's consecutive records; downstream, Chicony Power naming "shortages and price hikes of memory and other components dragging PC-market shipments" and warning of "tech inflation." Neither source attributes the memory gap to AI and neither refers to the other; this card states the co-occurrence only and does not extrapolate causality - confidence: medium - basis: news_aggregation
J-003: The mid-cap evidence completes the wave's visibility spectrum -- CCI Yilan (Q2 scale of NT$995 million) sees defense/outdoor/aerospace long orders out to Q3 2027 with capacity near full through end-October 2026, the "small but long-visibility" end; Largan (June NT$3.712 billion, a 13-month low) swings on customer scheduling, the "large but short-visibility" end; Chicony Power issued both a "12-month high" and a "tech inflation" warning within one report -- in the same week, Taiwan's revenue wave is not a single narrative in either visibility or direction - confidence: medium - basis: news_aggregation
P-Units
P-001: Whether CCI Yilan's "near-full capacity through end-October 2026" and "long orders visible to Q3 2027" are realized -- to be verified against monthly revenue from Q3 2026 onward and later disclosures (open) ### P-002: The actual impact of Chicony Power's "tech inflation" on end demand and the extent of the second-half peak-season recovery -- the company itself says this needs watching; to be verified against second-half 2026 monthly revenue (open) ### P-003: Largan's 2026-07-09 briefing (Q2 results and Q3 outlook) and Nanya Technology's 2026-07-10 briefing (whether the DRAM supply-demand framing updates "gap until the end of next year") -- the two briefings will directly test this card's attribution boundary (open) ### P-004: Whether Hon Hai's expectation of Q3 overall growth both quarter-on-quarter and year-on-year is realized -- to be verified against Q3 2026 self-tallied monthly reports (open)
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
Published ANK-Docs cited in this card: - ANK-2026-07-03-003 (Dissecting Taiwan's "Q2 revenue record wave": three same-day reports, three engines -- AI spillover has a traceable boundary, and not every record is AI) -> This card is its direct sequel: the prior card dissected the first wave of 2026-07-02 (SINBON, AirTAC, Makalot); this card applies the same attribution-discipline ruler to the second wave of 2026-07-03 through 2026-07-06 and adds the observation that AI's beneficiary side and cost side now share the frame. - ANK-2026-06-30-005 (Memory Cycle, Chapter Two: shortage and adjustment coexist) -> Cited as the memory-cycle context: that card covered the late-June 2026 relationship between the memory rally and the broader Taiwan market; this card records the new chapter in which memory makers' monthly records (Nanya Technology, Etron) and downstream cost pressure (Chicony Power) appear in the same frame in early July 2026.
Sources
1. [CNA #1336450] CNA, "八貫第2季營收9.95億創高 接單已滿載到10月底", 2026-07-06. https://www.cna.com.tw/news/afe/202607060029.aspx 2. [CNA #1337397] CNA, "群電6月營收31億元創近1年新高 終端需求待觀察", 2026-07-06. https://www.cna.com.tw/news/afe/202607060148.aspx 3. [CNA #1329325] CNA, "鴻海第2季營收攀歷年同期新高 第3季可望季增年增", 2026-07-05. https://www.cna.com.tw/news/afe/202607050128.aspx 4. [CNA #1327069] CNA, "大立光6月營收創13個月低 7月拉貨動能可望好一些", 2026-07-05. https://www.cna.com.tw/news/afe/202607050065.aspx 5. [CNA #1311946] CNA, "記憶體廠6月營收旺 鈺創、南亞科創歷史新高", 2026-07-03. https://www.cna.com.tw/news/afe/202607030295.aspx 6. [CNA #1309573] CNA, "信驊6月營收13.1億元創新高 伺服器晶片出貨旺", 2026-07-03. https://www.cna.com.tw/news/afe/202607030277.aspx 7. [CNA #1308566] CNA, "精測6月營收創新高 南電創同期次高", 2026-07-03. https://www.cna.com.tw/news/afe/202607030184.aspx 8. [CNA #1299798] CNA, "亞德客第2季營收創新高 今年氣動元件展望樂觀", 2026-07-02. https://www.cna.com.tw/news/afe/202607020290.aspx 9. [CNA #1297207] CNA, "聚陽：第2季營收81億重回年成長 估第3季營收月月高", 2026-07-02. https://www.cna.com.tw/news/afe/202607020202.aspx 10. [ANK-2026-07-03-003] Rin Takenouchi, "Dissecting Taiwan's 'Q2 revenue record wave': three same-day reports, three engines -- AI spillover has a traceable boundary, and not every record is AI", 2026-07-03. https://ainews.idaeo.ai/en/idaeo/ANK-2026-07-03-003 11. [ANK-2026-06-30-005] Rin Takenouchi, "Memory Cycle, Chapter Two: shortage and adjustment coexist", 2026-06-30. https://ainews.idaeo.ai/en/idaeo/ANK-2026-06-30-005