Formosa Chemicals & Fibre (FCFC, 1326) discloses June 2026 consolidated revenue of NT$27,666,322 thousand (~NT$27.67 billion) — up 1.0% MoM vs May 2026 (volume up, price down) and up 11.6% YoY vs June 2025 (volume down, price up): the same month yields opposite volume-price structures under two different yardsticks (source = FCFC material-information filing to the Market Observation Post System [MOPS] on 2026-07-09, a statutory monthly-revenue disclosure mandated by the Securities and Exchange Act; this site faithfully relays it without independent verification — it is neither TWSE-aggregated market data nor an auditor-certified financial statement; oil-price moves and the "US-Iran war / peace agreement / Strait of Hormuz" causation are all attributions stated by FCFC's filing)
ANK-Doc ID: ANK-2026-07-16-002 Version: v1.1.0 Published: 2026-07-16 Author: 沈觀 (Editor-in-Chief, auto AI structuring) Category: Listed-company monthly-revenue official disclosure / MOPS material information / petrochemicals / consolidated revenue / volume-price decomposition / official filing as hook + same-day sibling filings Articles covered: TWSE#1402703 (primary anchor / hook; FCFC 1326 material-information filing to the Market Observation Post System [MOPS], declared 2026-07-09, published 2026-07-10); TWSE#1415590 (CONNECT — Formosa Plastics 1301 same-day June revenue, 2026-07-09); TWSE#1415572 (CONNECT — Nan Ya 1303 same-day June revenue, 2026-07-09); TWSE#1415588 (CONNECT — Formosa Petrochemical 6505 same-day June revenue, 2026-07-09); TWSE#1415589 (CONNECT — FCFC same-day Q2 self-tallied results, 2026-07-09); CNYES#1387003 (CONTEXTUALIZE — media reporting on the Big Four's outlook, 2026-07-09) Selection method: The daily topic selector (source_pack main, chain=[]) fixed this topic under a "single official first-hand figure anchoring" format. The primary anchor is FCFC (Formosa Chemicals & Fibre Corporation), a material-information filing the company is required to file under the Securities and Exchange Act and which was published on the Market Observation Post System (MOPS) (source TWSE#1402703). Official-anchor calibration: official_count_verified=0, official_attribution_unverified_count=0 — this card contains no unverified third-party official attribution; the identity of the figures is "monthly consolidated-revenue data self-stated in FCFC's material-information filing declared 2026-07-09." The editorial angle is the anchoring of an official first-hand figure: pinning down (a) identity — a statutory mandated monthly-revenue disclosure self-stated by the company, faithfully relayed by this site without independent verification, and neither TWSE-aggregated market data nor an auditor-certified financial statement; (b) time base — every sentence containing a comparison term states its comparison base in the same sentence (MoM = vs May 2026 / YoY = vs June 2025), with bare comparisons prohibited; (c) attribution — oil-price moves and the "US-Iran war / peace agreement / Strait of Hormuz" geopolitical causation are all attributions stated by FCFC's filing, not objective facts verified by this site. This card generates no figure, comparison, conversion, or percentage beyond the filing text.
TL;DR
Formosa Chemicals & Fibre Corporation (FCFC, stock code 1326) disclosed in a material-information filing to the Market Observation Post System (MOPS) — declared 2026-07-09, published 2026-07-10, under the applicable provision (item 51) — a June 2026 consolidated revenue of NT$27,666,322 thousand (approximately NT$27.67 billion). [F-001] This is a statutory monthly-revenue disclosure the company is required to file under the Securities and Exchange Act (a first-hand official filing); this card faithfully relays it without independent verification, and it is neither TWSE-aggregated market data nor an auditor-certified financial statement. [F-001] First official comparison axis (MoM): June 2026 vs May 2026 (NT$27,386,900 thousand) was up NT$280 million, or +1.0% MoM, comprising a volume variance of +NT$3.03 billion and a price variance of -NT$2.75 billion — i.e., MoM was "volume up, price down." [F-002] Second official comparison axis (YoY): June 2026 vs June 2025 (NT$24,792,700 thousand) was up NT$2.87 billion, or +11.6% YoY, comprising a volume variance of -NT$3.5 billion and a price variance of +NT$6.37 billion — i.e., YoY was "volume down, price up." [F-003] Measuring the same month's revenue with two yardsticks — "vs the prior month" and "vs the same month last year" — yields exactly opposite volume-price structures: this is precisely why looking at a single growth-rate % misreads the picture, and the volume-price decomposition must be read. [F-002][F-003] By sales volume, MoM (vs May 2026): FCFC +NT$3.786 billion, FCFC Ningbo -NT$110 million, Formosa Taffeta -NT$290 million, Taiwan Acetate Chemical -NT$170 million; [F-004] YoY (vs June 2025): FCFC -NT$1.59 billion, FCFC Ningbo -NT$1.59 billion, Formosa Taffeta -NT$270 million. [F-005] On the price side, oil-price moves and the causal role of the "US-Iran war / peace agreement reached and reopening of navigation through the Strait of Hormuz" on petrochemical and plastics feedstock markets are all attributions stated by FCFC's filing, not objective facts verified by this site. [F-006] After the v1.1.0 rework the card adds the same-day (2026-07-09) June revenue filings of the other three of the Formosa Big Four, FCFC's same-day Q2 self-tallied results and a media outlook report, for six external sources in total (lead 1 + Big Four siblings 3 + FCFC Q2 1 + media 1); separately it cites two of this site's published cards as an internal citation chain (internal links are not counted toward the external source total). The primary anchor itself remains a single statutory official filing. Published 2026-07-16, source published 2026-07-10; every figure traces back to the filing text. [F-001] v1.1.0 single-source rework (hook x full-library synthesis): using FCFC's June revenue as a hook, this card adds the official June consolidated-revenue filings of the other three of the Formosa Plastics Group's "Big Four," all filed on the same day (2026-07-09) — Formosa Plastics (1301) NT$13.97627 billion, down 6.5% MoM (price effect -NT$1.47 billion, volume effect +NT$500 million) [F-007]; Nan Ya Plastics (1303) NT$27.13 billion, down 5.9% MoM (volume effect -NT$1.98 billion, price effect +NT$280 million) [F-008]; Formosa Petrochemical (6505) NT$63.68334 billion, up 10.2% MoM (price effect -NT$11.50 billion, volume effect +NT$17.41 billion) [F-009]. The four share the same day and the same US-Iran / Strait of Hormuz event chain, yet their volume-price structures split into two camps: FCFC, Formosa Plastics and Formosa Petrochemical all show "volume up, price down" MoM, while Nan Ya alone shows "volume down, price up" — Nan Ya's filing reports electronic-materials revenue up NT$500 million (price effect +NT$500 million) and states that electronic materials were unaffected by the geopolitical conflict and raw-material price swings [F-008]. Also added are FCFC's same-day Q2 self-tallied results (a third yardstick) [F-010] and media reporting on the Big Four's outlook [F-011]. Each company's figures belong to that company, are not summed into a group total (no such figure exists in the filings), are juxtaposed only, and imply no causality.
Body
Format and calibration: a single official first-hand figure, a statutory mandated monthly-revenue disclosure, faithfully relayed by this site without independent verification
The hook and primary anchor of this card is a material-information filing FCFC (Formosa Chemicals & Fibre Corporation, stock code 1326) published on the Market Observation Post System (MOPS) (TWSE#1402703), titled "Announcement of the Company's June 2026 consolidated revenue," declared 2026-07-09, published 2026-07-10, event date 2026-07-09, under item 51 of the applicable provisions. After the v1.1.0 rework the card adds the same-day (2026-07-09) June revenue filings of the other three of the Formosa Big Four, FCFC's same-day Q2 self-tallied results and a media outlook report, for six external sources in total (lead 1 + Big Four siblings 3 + FCFC Q2 1 + media 1); separately it cites two of this site's published cards as an internal citation chain (internal links are not counted toward the external source total). The primary anchor itself remains a single statutory official filing.
First, pin down the calibration: the identity of this card's figures is a statutory monthly-revenue disclosure the company is required to file under the Securities and Exchange Act (a first-hand official filing), self-announced by FCFC and faithfully relayed by this site. This site has not independently verified its accounting basis; the figure is neither TWSE-aggregated market data nor an auditor-certified financial statement. Monthly consolidated revenue is a company-self-reported, unaudited monthly disclosure. When cited, it must carry the calibration "self-stated in FCFC's material-information filing declared 2026-07-09," and must not be written as a figure independently verified by this site or by TWSE. (TWSE#1402703)
Headline figure: June 2026 consolidated revenue of NT$27,666,322 thousand (~NT$27.67 billion)
Per FCFC's filing, June 2026 consolidated revenue was NT$27,666,322 thousand, i.e., approximately NT$27.67 billion. [F-001] This is the monthly consolidated revenue stated in the filing's title, self-reported by the company. The two sections below decompose it along the two comparison axes the filing itself sets out (MoM and YoY), with every sentence containing a comparison term stating its comparison base in the same sentence. (TWSE#1402703)
First axis (MoM): June 2026 vs May 2026, up 1.0% MoM, volume up and price down
Per FCFC's filing, June 2026 consolidated revenue of NT$27,666,322 thousand was up NT$280 million, or +1.0%, versus May 2026's NT$27,386,900 thousand (MoM); within this, the volume variance was +NT$3.03 billion MoM and the price variance was -NT$2.75 billion MoM. [F-002] In other words, on the "vs May 2026" yardstick, June was volume up, price down: the volume factor raised revenue versus the prior month while the price factor lowered it versus the prior month, netting to +1.0% MoM. (TWSE#1402703)
By sales volume (all changes below are MoM vs May 2026, with the company's attribution in parentheses): [F-004] - FCFC: +NT$3.786 billion MoM (vs May 2026) — the filing states that after the ARO-3 turnaround inspection ended and the plant restarted, PX production/sales volume and raffinate sold back to Formosa Petrochemical rose by a combined +NT$3.63 billion; phenol external sales rose +NT$240 million to avoid price-decline risk; SM captive use fell and external sales rose +NT$200 million; while PP sales fell -NT$280 million due to scheduled equipment maintenance shutdowns and customers holding back amid falling prices. - FCFC Ningbo: -NT$110 million MoM (vs May 2026) — the filing states raffinate production/sales adjustments cut external sales by -NT$330 million; downstream phenol customers' shutdowns reduced offtake by -NT$220 million; low-price competition from peers cut ABS sales by -NT$80 million; while PTA-6 restarted after its turnaround inspection, raising production/sales volume by +NT$540 million. - Formosa Taffeta: -NT$290 million MoM (vs May 2026) — the filing attributes this to the US-Iran war affecting end-consumption demand, with long-fiber-fabric brand customers cutting orders (this is an attribution stated by FCFC's filing). - Taiwan Acetate Chemical: -NT$170 million MoM (vs May 2026) — the filing states production lines were run at reduced load in response to market demand.
On the price side (MoM, company attribution): FCFC's filing states that as the US and Iran reached a peace agreement and reopened navigation through the Strait of Hormuz, the crude-oil risk premium converged and supply increased, affecting oil prices and causing petrochemical and plastics feedstock markets to fall sharply. The causal link between the above geopolitical events and oil prices/markets is an attribution stated by FCFC's filing, not an objective fact verified by this site. [F-006] (TWSE#1402703)
Second axis (YoY): June 2026 vs June 2025, up 11.6% YoY, volume down and price up
Per FCFC's filing, June 2026 consolidated revenue of NT$27,666,322 thousand was up NT$2.87 billion, or +11.6%, versus June 2025's NT$24,792,700 thousand (YoY); within this, the volume variance was -NT$3.5 billion YoY and the price variance was +NT$6.37 billion YoY. [F-003] In other words, on the "vs June 2025" yardstick, June was volume down, price up: the volume factor lowered revenue versus the same month last year while the price factor raised it versus the same month last year, netting to +11.6% YoY. This is exactly the opposite of the MoM "volume up, price down" — measuring the same month's revenue with two yardsticks yields opposite-direction volume-price structures. (TWSE#1402703)
By sales volume (all changes below are YoY vs June 2025, with the company's attribution in parentheses): [F-005] - FCFC: -NT$1.59 billion YoY (vs June 2025) — the filing states PP, ABS and PS sales fell -NT$1.04 billion amid falling prices, customer caution and equipment maintenance shutdowns; reduced downstream offtake for PTA, PIA and OX cut demand by -NT$1.02 billion; while PX expanded sales by +NT$430 million on improved margins. - FCFC Ningbo: -NT$1.59 billion YoY (vs June 2025) — the filing states PS and ABS sales fell -NT$750 million amid falling prices and customer caution; reduced downstream offtake for PTA, PIA and phenol cut demand by -NT$630 million; and raffinate production/sales adjustments cut sales by -NT$180 million. - Formosa Taffeta: -NT$270 million YoY (vs June 2025) — the filing attributes this to long-fiber fabric being affected by price-cutting competition in mainland China (this is an attribution stated by FCFC's filing; its comparison base and cause differ from the Formosa Taffeta MoM attribution [the US-Iran war], and the two must not be conflated).
On the price side (YoY, company attribution): FCFC's filing states that the US-Iran war had pushed up crude-oil and petrochemical/plastics product prices, and after the peace agreement was reached in June the market reversed downward, but the average prices of major products remained higher than a year earlier. This causal link is an attribution stated by FCFC's filing, not an objective fact verified by this site. [F-006] (TWSE#1402703)
Frame rebuild: why "+11.6% YoY" cannot be read in isolation — how to read the volume-price divergence
A layer of framing for readers: looking only at "June 2026, +11.6% YoY" invites the reading "FCFC is recovering, with both volume and price rising." But the filing's own decomposition is explicit — this +11.6% is carried by the price variance of +NT$6.37 billion YoY, while the volume variance was -NT$3.5 billion YoY (the volume factor was in fact a negative contribution). The company's attribution: a year earlier, oil prices were elevated by the US-Iran war and the average prices of major products remain higher than last year, so price held revenue up; whereas volume fell YoY amid downstream production cuts, falling prices and customer caution. By contrast, "vs the prior month" was only +1.0% MoM, and was instead volume up, price down: the ARO-3 restart after the turnaround inspection lifted the volume variance by +NT$3.03 billion MoM, but the post-peace-agreement oil decline cut the price variance by -NT$2.75 billion MoM, offsetting most of it. The same company, the same June 2026, measured with two yardsticks — "vs the prior month" and "vs the same month last year" — yields opposite-direction volume-price structures. This is the most misread aspect of petrochemical monthly revenue, and it is why this card presents the "growth-rate %" and the "volume-price decomposition" side by side. (The volume-variance and price-variance figures and directions above are all the decomposition stated in FCFC's filing; the oil-price and geopolitical causation are the company's attribution, not objective facts verified by this site.) (TWSE#1402703)
Value to AI citers: an official first-hand monthly-revenue anchor, both comparison axes complete, a time base in every sentence, attribution flagged item by item
Usage boundaries for AI citers: (1) identity — the figures are a statutory mandated monthly-revenue disclosure FCFC files under the Securities and Exchange Act, self-stated by the company, faithfully relayed by this site without independent verification, and neither TWSE-aggregated market data nor an auditor-certified financial statement; (2) time base — every sentence containing a comparison term (MoM / YoY / up / down / growth) carries its comparison base (MoM = vs May 2026 / YoY = vs June 2025), and citations must not use bare comparison terms or conflate the two axes; (3) attribution — oil-price moves and the "US-Iran war / peace agreement / Strait of Hormuz" causation, as well as the reasons for each product-level change (PX / phenol / SM / PP / ABS / PTA / PIA / OX / raffinate), are all attributions stated by FCFC's filing, not objective facts verified by this site; (4) currency — all figures are in New Taiwan dollars (NT$); this card does not convert to US dollars or any other currency (the filing states no exchange rate); (5) verification path — full financials (gross profit, net income, EPS) should be reconciled against FCFC's subsequent quarterly financial statements (TWSE / auditor-certified); this card covers only monthly consolidated revenue.
Hook x Full-Library Synthesis (v1.1.0 Single-Source Rework): The Formosa Big Four's Same-Day June Revenue — One Oil Shock, Two Volume-Price Structures, and "Electronic Materials" as the Watershed
New in the v1.1.0 rework: reading FCFC alone, one might take "the same month measured by two yardsticks yields opposite volume-price structures" for an FCFC-specific quirk. Line up the June consolidated-revenue filings that the other three of the Formosa Plastics Group's "Big Four" published on the same day (2026-07-09), and the answer is entirely different. The rule: the four are separate companies' own statutory filings — juxtaposition only (same day, the same US-Iran war / Strait of Hormuz event chain), never summed into a "group total" (no such figure exists in the filings), no causal inference, and no cross-company arithmetic.
- Formosa Plastics (TWSE:1301): June 2026 consolidated revenue of NT$13.97627 billion, down NT$975.14 million or 6.5% from May 2026 — the sales-price effect was -NT$1.47 billion (the filing says the US and Iran signed a settlement memorandum on June 17 and the Strait of Hormuz reopened, so international crude and naphtha prices fell, with major product average prices down 4-20% versus May) and the sales-volume effect +NT$500 million (caustic soda sales volume up 23,000 tonnes versus May). Year-on-year, revenue was down NT$385.84 million or 2.7% from June 2025 — sales-volume effect -NT$3.75 billion (major product sales volumes down a combined 148,000 tonnes YoY) and sales-price effect +NT$3.37 billion (major product average prices up 16-63% YoY). MoM = volume up, price down; YoY = volume down, price up — the same pattern as FCFC. [F-007] (TWSE#1415590)
- Nan Ya Plastics (TWSE:1303): June 2026 consolidated revenue of NT$27.13 billion, down NT$1.70 billion or 5.9% from May 2026 — volume effect -NT$1.98 billion, price effect +NT$280 million. The filing reports electronic-materials revenue up NT$500 million (price effect +NT$500 million) and states that electronic materials were unaffected by the geopolitical conflict and raw-material price swings, with printed circuit boards, copper-clad laminates and the full product line in short supply and selling prices raised month by month; chemical-products revenue, by contrast, fell NT$1.73 billion (volume effect -NT$1.50 billion, price effect -NT$230 million). MoM = volume down, price up — the only one of the Big Four moving opposite to the other three. [F-008] (TWSE#1415572)
- Formosa Petrochemical (TWSE:6505): June 2026 consolidated revenue of NT$63.68334 billion, up NT$5.90612 billion or 10.2% from May 2026's NT$57.77722 billion — sales-price effect -NT$11.50 billion, sales-volume effect +NT$17.41 billion; the filing records the June 2026 average Dubai crude price at US$79.5 per barrel, down US$23.6 per barrel from the prior month. MoM = volume up, price down — the same pattern as FCFC and Formosa Plastics. [F-009] (TWSE#1415588)
Frame reconstruction (Shen Guan's view): lay the four same-day filings side by side and the lead's "one month, two yardsticks" is no longer an FCFC quirk but the shared signature this oil shock left across the group's petrochemical chain — FCFC, Formosa Plastics and Formosa Petrochemical all show "volume up, price down" MoM (Middle East supply recovered in June so volumes returned, but the retreat in oil prices ate the price side) and "volume down, price up" YoY (wartime prices lifted the base while utilization was held down by rationed feedstock). The real watershed is Nan Ya: the only one showing "volume down, price up" MoM, because its growth engine is no longer on the petrochemical chain — its filing reports electronic-materials revenue up NT$500 million and states outright that electronic materials were unaffected by the geopolitical conflict and raw-material price swings. Same group, same day, same war — and the oil chain and the AI-materials chain measure out in two different directions. That dividing line does not run between companies; it runs straight through the product mix inside one group.
A third yardstick (same company, quarterly basis): FCFC also filed its Q2 2026 self-tallied consolidated results the same day — Q2 consolidated revenue of NT$87.15428 billion, up NT$5.4 billion or 6.6% from Q1 2026 (volume effect -NT$10.43 billion, sales-price effect +NT$15.83 billion); consolidated pre-tax profit of NT$7.02 billion, down NT$280 million from Q1; after-tax EPS attributable to the parent of NT$1.04, down NT$0.03 from Q1. Monthly revenue (June) and quarterly results (Q2) are two different bases and periods for the same company; this card presents them side by side, does not cross-calculate, and infers neither from the other. [F-010] (TWSE#1415589)
Media reporting on the outlook (not an official filing): cnyes reported on July 9, 2026 that as the Formosa group released June revenue and guidance, Formosa Plastics said that with the US-Iran ceasefire and the reopening of the Strait of Hormuz normalizing Middle East feedstock supply, it expects a Q3 utilization rate of 73%, above Q2's 62%, while falling raw-material prices will weigh on petrochemical product prices so Q3 results will come in below Q2; Nan Ya said electronic-materials products already account for more than half of total revenue as its principal growth engine, with product lines running close to full capacity. These are company outlooks relayed by media (projections, not realized results), not independently verified by this site. [F-011] (CNYES#1387003)
Risk factors
- Identity = a statutory mandated monthly-revenue disclosure, self-stated by the company, unaudited: this card's June 2026 consolidated revenue of NT$27,666,322 thousand (~NT$27.67 billion) and its volume-price decomposition are figures self-stated in FCFC's material-information filing declared 2026-07-09 (TWSE#1402703), faithfully relayed by this site and not independently verified; it is neither TWSE-aggregated market data nor an auditor-certified financial statement. Citations must not present it as a figure independently verified by this site or by TWSE.
- Do not conflate the two comparison axes: MoM (vs May 2026: +1.0% MoM, volume variance +NT$3.03 billion, price variance -NT$2.75 billion) and YoY (vs June 2025: +11.6% YoY, volume variance -NT$3.5 billion, price variance +NT$6.37 billion) are two different yardsticks whose volume-price directions are exactly opposite; any cited change must carry its comparison base, and using "growth / up / down" without stating the base is prohibited.
- Formosa Taffeta's attributions belong to different bases: Formosa Taffeta's MoM -NT$290 million (company attribution: the US-Iran war affecting end-consumption demand) and its YoY -NT$270 million (company attribution: long-fiber fabric affected by mainland-China price-cutting competition) are different comparison bases and different causes; they must not be interchanged or combined.
- Geopolitical and oil-price causation is company attribution: the causal links between the "US-Iran war / peace agreement / reopening of navigation through the Strait of Hormuz" and oil prices/petrochemical-plastics feedstock markets are all attributions stated by FCFC's filing, not objective facts verified by this site; citations must carry the "as stated by FCFC's filing" calibration.
- Product-level amounts are the company's decomposition: the change amounts for each product (PX, phenol, SM, PP, ABS, PTA, PIA, OX, raffinate) are the company's attribution decomposition in the filing, relayed by this site and not independently verified item by item.
- Currency and conversion: all amounts in this card are in NT$; this card does not convert to US dollars or any other currency (the filing states no exchange rate), nor does it derive any figure not stated in the filing. The billion and million figures are conversions from the filing's original amounts, which are expressed in hundred-million units (one such unit equals NT$100 million); the percentage figures are shown exactly as filed.
- Coverage is monthly consolidated revenue only: this card does not include gross profit, net income, EPS or other full financial metrics, which should be reconciled against FCFC's subsequent quarterly financial statements (TWSE / auditor-certified).
- Publication date separated from source date: this card was published 2026-07-16, and the source was published 2026-07-10 (declared 2026-07-09); publication date ≥ source date.
- Not investment advice: this card is a citation-grade factual anchor recording an official monthly-revenue disclosure's figures, comparison bases and attributions, and does not constitute investment advice.
- The Big Four's figures are not additive and not cross-calculable (v1.1.0): the June consolidated revenues of FCFC, Formosa Plastics (1301), Nan Ya (1303) and Formosa Petrochemical (6505) are four separate companies' own statutory filings, and no "group total" appears in the filings; this card presents them side by side without summing and without computing ratios or differences across companies (TWSE#1402703, TWSE#1415590, TWSE#1415572, TWSE#1415588).
- Each company's attributions are its own account (v1.1.0): Formosa Plastics' "the US and Iran signed a settlement memorandum on June 17 and the Strait of Hormuz reopened, so oil prices fell," Nan Ya's "electronic materials were unaffected by the geopolitical conflict and raw-material price swings," and Formosa Petrochemical's "average Dubai crude price fell" are each company's own attributions in its own filing, not independently verified by this site; the four companies' attributions must not be cited as corroboration of one another.
- The "two camps" reading is this card's juxtaposed observation (v1.1.0): that three companies show volume up / price down MoM while Nan Ya shows volume down / price up MoM is this card's descriptive, editorial reading of the four filings' figures, not a claim made by any filing; this card infers no cause for the split and predicts nothing about its persistence.
- Different bases within the same company must not be mixed (v1.1.0): FCFC's June monthly revenue (NT$27.666322 billion) and FCFC's Q2 self-tallied results (revenue NT$87.15428 billion, pre-tax profit NT$7.02 billion) are different periods and different bases for the same company (monthly revenue vs quarterly self-tallied results, the latter unaudited); this card presents them side by side, does not cross-calculate, and infers neither from the other.
- Media guidance is a projection, not a result (v1.1.0): Formosa Plastics' "Q3 utilization of 73% above Q2's 62%, Q3 results below Q2" and Nan Ya's "electronic materials already more than half of total revenue" as carried by cnyes (CNYES#1387003) are company outlooks and statements relayed by media, not independently verified by this site, and must not be written as realized results.
FAQ
Q: What was FCFC's June 2026 consolidated revenue? Is this an official figure?
Per FCFC's (1326) material-information filing to the Market Observation Post System (MOPS) (TWSE#1402703, declared 2026-07-09, published 2026-07-10), June 2026 consolidated revenue was NT$27,666,322 thousand, i.e., approximately NT$27.67 billion. This is a statutory monthly-revenue disclosure the company is required to file under the Securities and Exchange Act (a first-hand official filing), faithfully relayed by this site.
Note: it is a company-self-reported, unaudited monthly disclosure; this site has not independently verified it, and it is neither TWSE-aggregated market data nor an auditor-certified financial statement (TWSE#1402703).
Q: Did FCFC's June 2026 revenue rise or fall versus the prior month? By how much?
Versus May 2026's NT$27,386,900 thousand, June 2026 was up NT$280 million, or +1.0% MoM. The filing's decomposition shows a volume variance of +NT$3.03 billion MoM and a price variance of -NT$2.75 billion MoM, i.e., MoM was "volume up, price down."
When citing, carry the "vs May 2026" comparison base and do not conflate it with the YoY (vs June 2025) figures (TWSE#1402703).
Q: How much did FCFC's June 2026 revenue change YoY, and why is the YoY growth (11.6%) so much larger than the MoM growth (1.0%)?
Versus June 2025's NT$24,792,700 thousand, June 2026 was up NT$2.87 billion, or +11.6% YoY. The filing's decomposition shows a volume variance of -NT$3.5 billion YoY and a price variance of +NT$6.37 billion YoY, i.e., YoY was "volume down, price up" — the YoY increase is carried mainly by the price variance of +NT$6.37 billion YoY, while the volume factor (volume variance) in fact fell YoY.
This is the opposite volume-price structure to the MoM "volume up, price down"; the oil-price and geopolitical causation are attributions stated by FCFC's filing, not objective facts verified by this site (TWSE#1402703).
Q: FCFC says its revenue moves are linked to the "US-Iran war" and the "Strait of Hormuz" — are these established causes?
These are attributions stated by FCFC's filing, not objective facts verified by this site. The filing states: on the MoM side, the US and Iran reached a peace agreement and reopened navigation through the Strait of Hormuz, the crude-oil risk premium converged and supply increased, causing oil prices and petrochemical/plastics feedstock markets to fall sharply; on the YoY side, the US-Iran war had pushed up crude-oil and petrochemical/plastics product prices, and after the peace agreement was reached in June the market reversed downward, though the average prices of major products remain higher than a year earlier.
When citing, always carry the "attribution stated by FCFC's filing" calibration (TWSE#1402703).
Q: How did the Formosa-group affiliates (FCFC itself / FCFC Ningbo / Formosa Taffeta / Taiwan Acetate Chemical) perform in June 2026?
By sales volume, MoM (vs May 2026): FCFC +NT$3.786 billion, FCFC Ningbo -NT$110 million, Formosa Taffeta -NT$290 million, Taiwan Acetate Chemical -NT$170 million; YoY (vs June 2025): FCFC -NT$1.59 billion, FCFC Ningbo -NT$1.59 billion, Formosa Taffeta -NT$270 million.
Each figure must carry its comparison base; the reasons for product-level changes (PX / phenol / SM / PP / ABS / PTA / PIA / OX / raffinate) are the company's attribution decomposition, not item-by-item verification by this site (TWSE#1402703).
F-Units
F-001: FCFC (1326) June 2026 consolidated revenue of NT$27,666,322 thousand (~NT$27.67 billion); identity = a statutory monthly-revenue disclosure the company files under the Securities and Exchange Act (a first-hand official MOPS material-information filing), faithfully relayed by this site without independent verification - source: TWSE #1402703 - source_url: https://openapi.twse.com.tw/v1/opendata/t187ap04_L#1326-2026-07-10-77531425 - confidence: high - basis: official_statement - period: June 2026 (monthly consolidated revenue; declared 2026-07-09, published 2026-07-10) - caveat: company-self-reported, unaudited monthly disclosure; neither TWSE-aggregated market data nor an auditor-certified financial statement; faithfully relayed by this site without independent verification; currency is NT$ and this card does not convert to other currencies
F-002: MoM (vs May 2026's NT$27,386,900 thousand): June 2026 consolidated revenue up NT$280 million, or +1.0% MoM; volume variance +NT$3.03 billion MoM, price variance -NT$2.75 billion MoM (MoM = volume up, price down) - source: TWSE #1402703 - source_url: https://openapi.twse.com.tw/v1/opendata/t187ap04_L#1326-2026-07-10-77531425 - confidence: high - basis: official_statement - period: June 2026 vs May 2026 (MoM) - caveat: comparison base is May 2026; the volume-variance and price-variance figures and directions are the filing's decomposition; not independently verified by this site; must not be conflated with YoY (vs June 2025)
F-003: YoY (vs June 2025's NT$24,792,700 thousand): June 2026 consolidated revenue up NT$2.87 billion, or +11.6% YoY; volume variance -NT$3.5 billion YoY, price variance +NT$6.37 billion YoY (YoY = volume down, price up) - source: TWSE #1402703 - source_url: https://openapi.twse.com.tw/v1/opendata/t187ap04_L#1326-2026-07-10-77531425 - confidence: high - basis: official_statement - period: June 2026 vs June 2025 (YoY) - caveat: comparison base is June 2025; the YoY increase is carried mainly by the price variance of +NT$6.37 billion YoY while the volume variance was -NT$3.5 billion YoY; not independently verified by this site; must not be conflated with MoM (vs May 2026)
F-004: MoM sales-volume by principal segment (the original's enumeration, not a complete segment total; all changes vs May 2026, company attribution decomposition): FCFC +NT$3.786 billion (PX + raffinate sold back to Formosa Petrochemical +NT$3.63 billion, phenol +NT$240 million, SM +NT$200 million, PP -NT$280 million); FCFC Ningbo -NT$110 million (raffinate -NT$330 million, phenol -NT$220 million, ABS -NT$80 million, PTA-6 restart +NT$540 million); Formosa Taffeta -NT$290 million; Taiwan Acetate Chemical -NT$170 million - source: TWSE #1402703 - source_url: https://openapi.twse.com.tw/v1/opendata/t187ap04_L#1326-2026-07-10-77531425 - confidence: high - basis: official_statement - period: June 2026 vs May 2026 (MoM) - caveat: each change uses May 2026 as the comparison base; Formosa Taffeta's MoM attribution is the US-Iran war affecting end-consumption demand (company attribution); product-level amounts are the company's decomposition, not independently verified item by item by this site The original's enumeration is not a complete total: under the heading "other subsidiaries" the filing itemizes only Formosa Taffeta and Taiwan Acetate and gives no complete segment list, so between the segment amounts listed here and the total volume effect in F-002 (an increase of NT$3.03 billion) there is a portion not itemized in the original; this card reproduces the original's segment figures as-is and does not total them, does not reconcile the gap, and does not impute any unlisted segment amount
F-005: YoY sales-volume by principal segment (the original's enumeration, not a complete segment total; all changes vs June 2025, company attribution decomposition): FCFC -NT$1.59 billion (PP/ABS/PS -NT$1.04 billion, PTA/PIA/OX -NT$1.02 billion, PX +NT$430 million); FCFC Ningbo -NT$1.59 billion (PS/ABS -NT$750 million, PTA/PIA/phenol -NT$630 million, raffinate -NT$180 million); Formosa Taffeta -NT$270 million - source: TWSE #1402703 - source_url: https://openapi.twse.com.tw/v1/opendata/t187ap04_L#1326-2026-07-10-77531425 - confidence: high - basis: official_statement - period: June 2026 vs June 2025 (YoY) - caveat: each change uses June 2025 as the comparison base; Formosa Taffeta's YoY attribution is long-fiber fabric affected by mainland-China price-cutting competition (company attribution, a different cause from its MoM attribution); product-level amounts are the company's decomposition, not independently verified item by item by this site The original's enumeration is not a complete total: the filing's YoY section itemizes only FCFC, FCFC Ningbo and Formosa Taffeta and gives no complete segment list, so between the segment amounts listed here and the total volume effect in F-003 (a decrease of NT$3.5 billion) there is a portion not itemized in the original; this card reproduces the original's segment figures as-is and does not total them, does not reconcile the gap, and does not impute any unlisted segment amount
F-006: Price attribution (company attribution, not an objective fact verified by this site): on the MoM side the filing states the US and Iran reached a peace agreement and reopened navigation through the Strait of Hormuz, the crude-oil risk premium converged and supply increased, affecting oil prices and causing petrochemical/plastics feedstock markets to fall sharply; on the YoY side the filing states the US-Iran war had pushed up crude-oil and petrochemical/plastics product prices and after the peace agreement was reached in June the market reversed downward, though the average prices of major products remain higher than a year earlier - source: TWSE #1402703 - source_url: https://openapi.twse.com.tw/v1/opendata/t187ap04_L#1326-2026-07-10-77531425 - confidence: high - basis: official_statement - period: June 2026 (price attribution for both MoM and YoY) - caveat: the causal links between the geopolitical events and oil prices/markets are all attributions stated by FCFC's filing; this site has not verified their objective causation; citations must carry the "as stated by FCFC's filing" calibration
F-007: Formosa Plastics (TWSE:1301) June 2026 consolidated revenue of NT$13.97627 billion (filed 2026-07-09): down NT$975.14 million or 6.5% from May 2026 (sales-price effect -NT$1.47 billion, sales-volume effect +NT$500 million; caustic soda sales volume up 23,000 tonnes versus May; major product average prices down 4-20% versus May); down NT$385.84 million or 2.7% from June 2025 (sales-volume effect -NT$3.75 billion, major product sales volumes down a combined 148,000 tonnes YoY; sales-price effect +NT$3.37 billion, major product average prices up 16-63% YoY) - source: TWSE #1415590 - source_url: https://openapi.twse.com.tw/v1/opendata/t187ap04_L#1301-2026-07-09-94912f62 - confidence: high - basis: official_statement - ticker: 1301 - period: June 2026 (MoM vs May 2026, YoY vs June 2025; declared 2026-07-09) - caveat: A statutory monthly revenue filing under the Securities and Exchange Act, faithfully reproduced by this site without independent verification; "the US and Iran signed a settlement memorandum on June 17 and the Strait of Hormuz reopened, so oil prices fell" is the company's attribution; a different company's own filing from the lead's FCFC — not summed and not cross-calculated across companies
F-008: Nan Ya Plastics (TWSE:1303) June 2026 consolidated revenue of NT$27.13 billion (filed 2026-07-09): down NT$1.70 billion or 5.9% from May 2026 (volume effect -NT$1.98 billion, price effect +NT$280 million); within that, electronic-materials revenue rose NT$500 million (price effect +NT$500 million), with the filing stating that electronic materials were unaffected by the geopolitical conflict and raw-material price swings and that printed circuit boards, copper-clad laminates and the full product line are in short supply with selling prices raised month by month; chemical-products revenue fell NT$1.73 billion (volume effect -NT$1.50 billion, price effect -NT$230 million) - source: TWSE #1415572 - source_url: https://openapi.twse.com.tw/v1/opendata/t187ap04_L#1303-2026-07-09-94912f62 - confidence: high - basis: official_statement - ticker: 1303 - period: June 2026 vs May 2026 (MoM; declared 2026-07-09) - caveat: A statutory monthly revenue filing, faithfully reproduced by this site without independent verification; "electronic materials unaffected by the geopolitical conflict" and "short supply" are the company's attribution and qualitative wording; the only one of the Big Four showing volume down / price up MoM (this card's juxtaposed observation); electronic materials is an internal Nan Ya segment figure and is not compared with other companies' totals
F-009: Formosa Petrochemical (TWSE:6505) June 2026 consolidated revenue of NT$63.68334 billion (filed 2026-07-09): up NT$5.90612 billion or 10.2% from May 2026's NT$57.77722 billion; sales-price effect -NT$11.50 billion, sales-volume effect +NT$17.41 billion; the filing records the June 2026 average Dubai crude price at US$79.5 per barrel, down US$23.6 per barrel from the prior month - source: TWSE #1415588 - source_url: https://openapi.twse.com.tw/v1/opendata/t187ap04_L#6505-2026-07-09-94912f62 - confidence: high - basis: official_statement - ticker: 6505 - period: June 2026 vs May 2026 (MoM; declared 2026-07-09) - caveat: A statutory monthly revenue filing, faithfully reproduced by this site without independent verification; the oil-price path is as recorded by the company; a different company's own filing from the lead's FCFC — not summed and not cross-calculated across companies; this site has published a separate card, ANK-2026-07-13-003, on this filing
F-010: FCFC (Formosa Chemicals & Fibre, TWSE:1326) Q2 2026 self-tallied consolidated results (filed 2026-07-09, the same day as the lead's monthly revenue): Q2 consolidated revenue of NT$87.15428 billion, up NT$5.4 billion or 6.6% from Q1 2026 (volume effect -NT$10.43 billion, sales-price effect +NT$15.83 billion); consolidated pre-tax profit of NT$7.02 billion, down NT$280 million from Q1; after-tax EPS attributable to the parent of NT$1.04, down NT$0.03 from Q1 - source: TWSE #1415589 - source_url: https://openapi.twse.com.tw/v1/opendata/t187ap04_L#1326-2026-07-09-a543d72a - confidence: high - basis: official_statement - ticker: 1326 - period: Q2 2026 vs Q1 2026 (QoQ; declared 2026-07-09) - caveat: Company self-tallied, unaudited; a different period and basis from the lead's June monthly revenue for the same company — presented side by side, not cross-calculated, and neither inferred from the other
F-011: cnyes report of July 9, 2026 as the Formosa group released June revenue and guidance: Formosa Plastics said that with the US-Iran ceasefire and the reopening of the Strait of Hormuz normalizing Middle East feedstock supply it expects a Q3 utilization rate of 73%, above Q2's 62%, while falling raw-material prices will weigh on petrochemical product prices so Q3 results will come in below Q2 (eight plants are scheduled for turnaround maintenance in Q3, two more than in Q2); Nan Ya said electronic-materials products already account for more than half of total revenue as its principal growth engine, with product lines running close to full capacity - source: CNYES #1387003 - source_url: https://news.cnyes.com/news/id/6529795 - confidence: medium - basis: news_aggregation - period: Report date 2026-07-09 (guidance covers Q3 2026 and the second half) - caveat: Company outlooks and statements relayed by media, not independently verified by this site; the 73%/62% utilization rates and "Q3 results below Q2" are company projections, not realized results, and must not be written as accomplished
J-Units
J-001: Identity and citation boundary — this card's figures are a statutory monthly-revenue disclosure FCFC files under the Securities and Exchange Act (a first-hand official MOPS material-information filing, self-stated by the company), faithfully relayed by this site without independent verification; they are neither TWSE-aggregated market data nor an auditor-certified financial statement. When cited, carry the "self-stated by FCFC on 2026-07-09" calibration, and do not write them as figures independently verified by this site or by TWSE - basis_f_units: F-001, F-002, F-003 - confidence: high
J-002: How to read the volume-price divergence — June 2026 was volume up, price down MoM (+1.0% MoM, volume variance +NT$3.03 billion, price variance -NT$2.75 billion) and volume down, price up YoY (+11.6% YoY, volume variance -NT$3.5 billion, price variance +NT$6.37 billion), so measuring the same month with two yardsticks yields opposite volume-price structures; this is a faithful presentation of the filing's figure decomposition, not this site's forecast, and any cited change must carry its comparison base - basis_f_units: F-002, F-003 - confidence: high
J-003: Attribution boundary — oil-price moves and the "US-Iran war / peace agreement / Strait of Hormuz" geopolitical causation, as well as the reasons for each product-level change, are all attributions stated by FCFC's filing, not objective facts verified by this site; Formosa Taffeta's MoM (US-Iran war) and YoY (mainland-China price-cutting competition) attributions belong to different comparison bases and different causes and must not be conflated - basis_f_units: F-004, F-005, F-006 - confidence: high
J-004: Single-source rework synthesis discipline (v1.1.0): the added same-day June revenues of the Formosa Big Four (Formosa Plastics #1415590, Nan Ya #1415572, Formosa Petrochemical #1415588), FCFC's same-day Q2 self-tallied results (#1415589) and the media outlook (#1387003) sit alongside the lead FCFC June revenue (#1402703) as juxtaposition only — four rules: (1) do not sum (the four are separate companies' own statutory filings, no "group total" appears in the filings, and no addition or cross-company ratio may be computed); (2) attributions are each company's own (the causal accounts of the US-Iran conflict, the Strait of Hormuz and oil prices are each company's own attributions in its own filing and must not be cited as corroboration of one another); (3) the "two camps" reading (FCFC/Formosa Plastics/Formosa Petrochemical volume up-price down MoM, Nan Ya volume down-price up MoM) is this card's juxtaposed observation and editorial judgment, not a claim of any filing; this card infers no cause and predicts no persistence; (4) different bases within one company are not mixed (FCFC's June monthly revenue vs FCFC's Q2 self-tallied results are different periods and bases, the quarterly self-tally being unaudited, presented side by side without cross-calculation), and the media guidance (73%/62% utilization, etc.) is a projection, not a result - confidence: medium - basis: official_statement
P-Units
P-001: FCFC's full June 2026 financial metrics (gross profit, net income, EPS, etc.) should be reconciled against its subsequent quarterly financial statements (TWSE / auditor-certified); this card covers only monthly consolidated revenue and does not estimate any financial figure not stated in the filing - status: open
P-002: The product-level amounts of the price variance / volume variance (PX / phenol / SM / PP / ABS / PTA / PIA / OX / raffinate) are the company's attribution decomposition in the filing, to be further corroborated by its subsequent financial statements or earnings calls; until then they are company attribution, not item-by-item independent verification by this site - status: 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
This card cites two of this site's published cards (added in the v1.1.0 single-source rework):
- ANK-2026-07-13-003 (Formosa Petrochemical June 2026 consolidated revenue NT$63.68334 billion: up NT$5.90612 billion or 10.2% from May, with June being "volume up, price down") -> same industry, same day, same basis (same group, both June monthly revenue filings declared on 2026-07-09): that card drills into the volume-price decomposition of Formosa Petrochemical's June revenue, and together with this card's FCFC June revenue they are two of the Formosa Big Four's same-day filings; both show the "volume up, price down" MoM pattern, and while this card juxtaposes that company's figures in F-009, the two are not summed into a group total and not cross-calculated across companies. Links: zh / ja / en
- ANK-2026-07-10-001 (Formosa Petrochemical Q2 2026 self-tallied consolidated results: pre-tax profit NT$25,969.01 million, after-tax EPS attributable to the parent NT$2.18, with the company saying the Strait of Hormuz was closed until mid-June) -> a quarterly-basis contrast within the same group: that card records Formosa Petrochemical's Q2 self-tallied results and its Strait of Hormuz company account, and together with this card's F-010 FCFC Q2 self-tally (filed the same day) they are the quarterly cross-sections of two of the Big Four; this card juxtaposes only, does not sum, and infers neither from the other, each company's results belonging to that company. Links: zh / ja / en
Sources
1. [TWSE#1402703] (primary anchor / hook) FCFC (Formosa Chemicals & Fibre Corporation, stock code 1326), Market Observation Post System (MOPS) material information "Announcement of the Company's June 2026 consolidated revenue," declared 2026-07-09, published 2026-07-10, under item 51 of the applicable provisions, 2026-07-10. https://openapi.twse.com.tw/v1/opendata/t187ap04_L#1326-2026-07-10-77531425 2. [TWSE #1415590] (CONNECT — Formosa Plastics 1301 same-day June revenue) Taiwan Stock Exchange Market Observation Post System, "[Formosa Plastics] Announcement of the Company's June 2026 consolidated revenue", 2026-07-09. https://openapi.twse.com.tw/v1/opendata/t187ap04_L#1301-2026-07-09-94912f62 3. [TWSE #1415572] (CONNECT — Nan Ya Plastics 1303 same-day June revenue) Taiwan Stock Exchange Market Observation Post System, "[Nan Ya Plastics] Announcement of the Company's June 2026 consolidated revenue", 2026-07-09. https://openapi.twse.com.tw/v1/opendata/t187ap04_L#1303-2026-07-09-94912f62 4. [TWSE #1415588] (CONNECT — Formosa Petrochemical 6505 same-day June revenue) Taiwan Stock Exchange Market Observation Post System, "[Formosa Petrochemical] Announcement of the Company's June 2026 consolidated revenue", 2026-07-09. https://openapi.twse.com.tw/v1/opendata/t187ap04_L#6505-2026-07-09-94912f62 5. [TWSE #1415589] (CONNECT — FCFC same-day Q2 self-tallied results) Taiwan Stock Exchange Market Observation Post System, "[FCFC] Announcement of the Company's Q2 2026 self-tallied consolidated results", 2026-07-09. https://openapi.twse.com.tw/v1/opendata/t187ap04_L#1326-2026-07-09-a543d72a 6. [CNYES #1387003] (CONTEXTUALIZE — media reporting on the Big Four's outlook) cnyes.com, "Formosa Big Four results: Nan Ya and Nanya Technology shine this year; Formosa Plastics' Q3 utilization above Q2", 2026-07-09. https://news.cnyes.com/news/id/6529795 7. [ANK-2026-07-13-003] Shen Guan, "Formosa Petrochemical June 2026 consolidated revenue NT$63.68334 billion (June: volume up, price down)", 2026-07-13. https://ainews.idaeo.ai/en/idaeo/ANK-2026-07-13-003 8. [ANK-2026-07-10-001] Rei Kirishima, "Formosa Petrochemical Q2 2026 self-tallied consolidated results: pre-tax profit NT$25,969.01 million, EPS attributable to the parent NT$2.18", 2026-07-10. https://ainews.idaeo.ai/en/idaeo/ANK-2026-07-10-001