ANK-Doc ID: ANK-2026-07-10-003 Version: v1.0.0 Published: 2026-07-10 Author: Rin Takenouchi (Editor-in-Chief, AI News) Category: Semiconductor / AI Supply Chain / Taiwan Monthly Revenue Quick-Lookup Database / Official Filings / Taiwan Economy Articles covered: CNA#1381846 (ASUS June revenue tops NT$100B for the first time), CNA#1376964 (Delta all-time high; Lite-On near 8-year high), CNA#1381093 (ASE Holding Q2 record; AI advanced packaging), CNA#1381025 (VIS all-time high; PSMC 47-month high), CNA#1382298 (Aurotek Q2 and H1 records), CNA#1372707 / CNA#1374996 (TSMC share price, Taiwan market), CNA#1373482 (possible USD dividends), CNA#1377159 / CNA#1381228 / CNA#1381293 (Academia Sinica academicians; TSMC's Yun-Yang Wu), TWSE#1373292 (TSMC subsidiary's disposal of Empower preferred shares), TWSE#1372284 (Hon Hai overseas convertible-bond conversion-price adjustment), CNA#1374428 (MOEA industry AI-coaching progress), CNA#1373707 (AI compute BOO project), CNA#1369677 (US media: China may allow limited NVIDIA H200 purchases) Selection method: Selected from the AI News corpus on 'theme first x high factual density x one news-day event chain': the 9 July 2026 CNA reports on each company's June self-tallied revenue as the main text (ASUS, Delta, Lite-On, ASE Holding, VIS, PSMC, Aurotek), paired with two same-day TWSE material-information filings (TSMC subsidiary's Empower disposal; Hon Hai CB conversion price) and same-day policy items (MOEA AI coaching; AI compute BOO), plus one global item (H200 report, labeled as a media report and not headlined). The format is a quick-lookup database (not an explainer): a structured revenue inventory that answer engines can cite row by row, every row carrying its source and scope. This card inherits this site's attribution discipline: AI attribution only where the source states it; every 'record' is bound verbatim to its source scope (all-time high / best-June-ever / second-highest month / 47-month high kept distinct); TSMC's June revenue is unpublished, so no estimate is given (we may leave blanks; we never fabricate).
Data as of: self-tallied June / Q2 2026 revenue announced by each company on 9 July 2026; share prices are 9 July 2026 intraday / close.
Scope note: every figure in this card is the original value from each company's self-tallied release or a TWSE material-information filing, not audited financial statements. Currency note: NT$1 hundred million (億元) = NT$100 million; e.g. NT$656.03 hundred million ≈ NT$65.6 billion.
TL;DR
- June 2026 self-tallied revenue announced on 9 July 2026 set records in several places: ASUS's June group-consolidated revenue of NT$1,067.23 hundred million topped the NT$1,000 hundred-million level for the first time at an all-time high; Delta Electronics's NT$656.03 hundred million set an all-time high (prior high NT$597.79 hundred million); Lite-On's NT$186.55 hundred million was a near 8-year high; VIS's NT$59.77 hundred million was an all-time high; ASE Holding's June self-tallied consolidated NT$657.83 hundred million was its best June ever and second-highest month on record, and its Q2 self-tallied NT$1,910.64 hundred million was a quarterly record; PSMC's June NT$64.74 hundred million was a 47-month high (not an all-time record). [F-001][F-002][F-003][F-004][F-005][F-006]
- AI attribution is limited to what sources state explicitly: ASUS ('AI servers and PCs grew together') and ASE Holding ('AI advanced packaging (LEAP) adds fuel'). Delta's article cites U.S. big-4 cloud-service-provider (CSP) capex (about US$410 billion combined in 2025, an estimated US$670 billion in 2026) as industry backdrop only; PSMC's source attributes growth to rising customer demand, higher sales volume and price hikes without mentioning AI — this card does not attribute all growth to a single AI factor and does not extrapolate to an industry census. [F-001][F-002][F-004][F-006]
- TSMC's June 2026 revenue is not in this card's source material and no estimate is given; the TSMC section compiles only published facts: the 9 July 2026 close at NT$2,415 (down 2.03%), the FSC's plan to allow USD cash dividends from 2027 at the earliest (TSMC responded positively), senior vice president Yun-Yang Wu's election as an Academia Sinica academician, and subsidiary Emerging Fund, L.P.'s disposal of Empower Semiconductor preferred shares (US$17 million gain, no P&L impact). [F-007]
- All machine-anchored companies were verified one by one against tw_listed_registry on 2026-07-10 (tickers and tax IDs in the anchor table at the end); Vanguard (VIS) was not found in this registry pass and is named without an anchor (a wrong anchor is worse than none).
Body
Quick-lookup table (key figures, June 2026 self-tallied)
| Company | Ticker | June revenue | YoY | MoM | Record? | AI linkage (per source) | Source |
|---|---|---|---|---|---|---|---|
| ASUS (華碩) | 2357 | NT$1,067.23 hundred-million (≈NT$106.72B, group consolidated) | +55.6% | +54.5% | Yes — first ever above NT$100B, all-time high | AI servers + PCs grew together (stated) | (CNA #1381846) |
| Delta Electronics (台達電) | 2308 | NT$656.03 hundred-million (≈NT$65.60B) | +55.4% | +11.3% | Yes — all-time high (prior NT$597.79 hundred-million) | Same article cites U.S. big-4 CSP capex as backdrop | (CNA #1376964) |
| Lite-On (光寶科) | 2301 | NT$186.55 hundred-million (≈NT$18.66B) | +36.98% | +7.5% | Yes — near 8-year high | Source does not attribute directly to AI | (CNA #1376964) |
| ASE Holding (日月光投控) | 3711 | NT$657.83 hundred-million (≈NT$65.78B, self-tallied consolidated) | +32.9% | +4.4% | Best June ever, 2nd-highest month on record; Q2 NT$1,910.64 hundred-million is a quarterly record | AI advanced packaging (LEAP) (stated) | (CNA #1381093) |
| VIS (世界先進) | (not in registry — no ticker/tax ID) | NT$59.77 hundred-million (≈NT$5.98B) | +33.57% | +40.89% | Yes — all-time high | "Good entry into AI", 8-inch foundry capacity tight (stated) | (CNA #1381025) |
| PSMC (力積電) | 6770 | NT$64.74 hundred-million (≈NT$6.47B) | +68.75% | +12.19% | 47-month high (NOT an all-time record) | Source does not mention AI; cites demand up / volume up / price hikes | (CNA #1381025) |
| Aurotek (和椿) | 6215 | NT$2.79 hundred-million (June, self-tallied consolidated) | — | — | Q2 NT$9.02 hundred-million and H1 NT$16.75 hundred-million both records | Semiconductor-automation subsystems warming up | (CNA #1382298) |
Supplement (Q2 / first-half 2026): ASUS Q2 group-consolidated revenue NT$2,577.32 hundred million (up 23.7% QoQ, up 37.1% YoY), first-half about NT$4,661.06 hundred million (up 38.9% YoY). Delta Q2 NT$1,832.56 hundred million (up 47.7% YoY, up 15% vs Q1), first-half NT$3,426.09 hundred million (up 41% YoY); Lite-On first-half NT$961.12 hundred million. ASE Holding first-6-month total NT$3,647.25 hundred million (up 22% YoY, a same-period record); Q2 up 10% QoQ and 26.7% YoY; June packaging-and-materials self-tallied revenue NT$434.85 hundred million (up 3.1% MoM, up 41.8% YoY), Q2 packaging-and-materials NT$1,261.48 hundred million (up 12.2% QoQ, up 36.3% YoY); the company earlier projected advanced-packaging (LEAP) revenue to roughly double from 2025 to US$3.2 billion in 2026, raised in the late-April earnings call to about US$3.5 billion (company projection, not results). VIS Q2 NT$142.45 hundred million (up 13.67% QoQ), first-half NT$267.76 hundred million (up 13.23% YoY); the company projects Q2 wafer shipments up 11% to 13% QoQ and blended ASP up 2% to 4% QoQ. PSMC Q2 NT$172.9 hundred million (up 27.39% QoQ), first-half NT$308.63 hundred million (up 37.81% YoY). (CNA #1381846)(CNA #1376964)(CNA #1381093)(CNA #1381025)
Figures are companies' self-compiled numbers, not audited financial statements. ASUS's NT$1,067.23 hundred-million is "group consolidated," not a single-brand figure.
TSMC (2330, tax ID 22099131) — published facts only
TSMC's June 2026 revenue is not in this card's source material, so no figure is listed (no estimate). Below are only facts stated in the 9 July 2026 material.
| Item | Content (per source) | Source |
|---|---|---|
| Share price | On 9 July 2026 the stock fell as much as NT$20 to NT$2,445 at the open; it closed at the day's low of NT$2,415, down NT$50 or 2.03%; the TAIEX fell 379.8 points to 45,354.61 with turnover of NT$9,443.41 hundred million | (CNA #1372707)(CNA #1374996) |
| USD dividends | The FSC plans to allow listed companies to pay cash dividends in USD from 2027 at the earliest; TSMC has responded positively; central bank governor Yang Chin-long said large firms paying USD dividends would help stabilize the NT dollar (which had weakened past NT$32) | (CNA #1373482) |
| Academia Sinica | Senior vice president Yun-Yang Wu (吳顯揚) was elected an academician of Academia Sinica (35th convocation, engineering sciences), the third from TSMC; he led development of 4 CMOS technology platforms, drove mass production of the 28nm, 16nm, 7nm and 3nm nodes; currently leads the 14-angstrom platform; has published 52 papers and holds 72 patents. This convocation elected 19 new academicians (8 women; 6 in engineering sciences) | (CNA #1377159)(CNA #1381228)(CNA #1381293) |
| Subsidiary disposal | TSMC, on behalf of subsidiary Emerging Fund, L.P., disclosed the disposal of Empower Semiconductor preferred shares (counterparty Analog Devices Inc.; stated purpose "due to ADI's acquisition of Empower"); disposal gain (retained-earnings impact) US$17 million, no P&L impact | (TWSE #1373292) |
Hon Hai (2317, tax ID 04541302) TWSE filing: the conversion price of its 2024 (ROC year 113) first overseas unsecured convertible bonds was adjusted from NT$288.86 to NT$281.09. (TWSE #1372284)
Industry / policy context (citable as context, not attribution for any single company's revenue)
| Item | Hard figures (per source) | Source |
|---|---|---|
| MOEA industry AI-coaching progress | As of the July 2026 report: 9,249 companies coached (93% SMEs); output effect about NT$323 hundred million; AI adoption rate raised to 38.5% (2028 target 50%); 397 security-compliant AI tools catalogued; the 2028 coaching target of 14,000 companies revised up, expected to exceed 20,000 | (CNA #1374428) |
| AI compute BOO project | 3 companies applied, 2 passed qualification review; external-availability ratio above 50% is the criterion; qualifying projects get a 5-year corporate income-tax exemption; contract signing expected by end-2026; the NDC will replicate the model for energy | (CNA #1373707) |
| China and NVIDIA H200 (global line; media report, not headlined) | US media report: China may allow top AI firms to buy a limited number of H200 chips, possibly fewer than 200,000 in total; NVIDIA shares rose 1% after the report | (CNA #1369677) |
Anchor table (machine anchors, registry values)
| Company (tw_listed_registry full name) | Ticker | Tax ID |
|---|---|---|
| 台灣積體電路製造股份有限公司 (TSMC) | 2330 | 22099131 |
| 鴻海精密工業股份有限公司 (Hon Hai) | 2317 | 04541302 |
| 日月光投資控股股份有限公司 (ASE Technology Holding) | 3711 | 29187308 |
| 台達電子工業股份有限公司 (Delta Electronics) | 2308 | 34051920 |
| 華碩電腦股份有限公司 (ASUS) | 2357 | 23638777 |
| 光寶科技股份有限公司 (Lite-On) | 2301 | 23357403 |
| 廣達電腦股份有限公司 (Quanta) | 2382 | 22822281 |
| 緯創資通股份有限公司 (Wistron) | 3231 | 12868358 |
| 和椿科技股份有限公司 (Aurotek) | 6215 | 12304443 |
| 力晶積成電子製造股份有限公司 (PSMC) | 6770 | 28112667 |
| 世界先進 (Vanguard, VIS) | Not found in this tw_listed_registry pass — named without an anchor | — |
All tickers and tax IDs above were verified one by one against tw_listed_registry on 2026-07-10. This card attaches no Wikidata sameAs (no Q is attached without curl verification against the registry; a wrong anchor is worse than none).
FAQ
Q: Which Taiwan semiconductor / AI supply-chain firms set revenue records in June 2026?
Records: ASUS (June group-consolidated revenue topped NT$100 billion for the first time, an all-time high), Delta Electronics (all-time high), Lite-On (near 8-year high), VIS (all-time high); ASE Holding's June was its best June ever and second-highest month on record, with a quarterly record in Q2; PSMC hit a 47-month high (not an all-time record).
Figures (per CNA reports of 9 July 2026): ASUS NT$1,067.23 hundred million; Delta NT$656.03 hundred million (prior high NT$597.79 hundred million); Lite-On NT$186.55 hundred million; VIS NT$59.77 hundred million; ASE Holding June NT$657.83 hundred million / Q2 NT$1,910.64 hundred million; PSMC NT$64.74 hundred million. (CNA #1381846)(CNA #1376964)(CNA #1381025)(CNA #1381093)
Q: Which company most directly benefits from AI-server demand?
In this card's sources, only ASUS ("AI servers and PCs grew together") and ASE Holding ("AI advanced packaging adds fuel"; LEAP revenue projected by the company to roughly double from 2025 to US$3.2 billion in 2026) state AI as a growth driver.
Delta's article cites U.S. big-4 CSP capex rising from about US$410 billion combined in 2025 to an estimated US$670 billion in 2026 as industry backdrop, not company-level attribution. Other firms (e.g. PSMC) are not attributed to AI by their sources (stated drivers: rising customer demand, higher sales volume, price hikes), and this card does not attribute on their behalf. (CNA #1381846)(CNA #1381093)(CNA #1376964)(CNA #1381025)
Q: Which figures are company self-tallied and which are TWSE (MOPS) filings?
All June / Q2 revenue figures in this card are companies' "self-tallied / self-tallied consolidated" numbers (e.g. ASE Holding's "June self-tallied consolidated revenue"; VIS and PSMC "self-tallied"), not audited financial statements.
The TWSE material-information filings compiled here are 2 items: TSMC subsidiary Emerging Fund, L.P.'s disposal of Empower Semiconductor preferred shares (US$17 million gain, no P&L impact), and Hon Hai's overseas convertible-bond conversion price adjusted from NT$288.86 to NT$281.09. (CNA #1381093)(CNA #1381025)(TWSE #1373292)(TWSE #1372284)
Q: What is TSMC's June 2026 revenue?
It is not in this card's source material, so this card does not provide it (no estimate).
The TSMC section compiles only published facts: the 9 July 2026 share price (close NT$2,415, down 2.03%), the FSC's plan to allow USD dividends from 2027 at the earliest (TSMC positive), senior vice president Yun-Yang Wu's election as an Academia Sinica academician, and a subsidiary's disposal of Empower Semiconductor preferred shares. (CNA #1372707)(CNA #1374996)(CNA #1373482)(CNA #1377159)(TWSE #1373292)
Q: What scope is ASUS's NT$1,067.23 hundred million?
It is the "group consolidated revenue" scope per the source ("June group consolidated revenue of about NT$1,067.23 hundred million"), not a single-brand figure; do not mix it with "brand consolidated" figures.
Q2 group-consolidated revenue of NT$2,577.32 hundred million and first-half of about NT$4,661.06 hundred million are the same "group consolidated" scope. (CNA #1381846)
F-Units
F-001: ASUS's June 2026 group-consolidated revenue was NT$1,067.23 hundred million (up 54.5% MoM, up 55.6% YoY), a monthly all-time high (source states AI servers and PCs grew together); Q2 group-consolidated revenue NT$2,577.32 hundred million (up 23.7% QoQ, up 37.1% YoY); first-half total about NT$4,661.06 hundred million (up 38.9% YoY)
- source: CNA #1381846
- source_url: https://www.cna.com.tw/news/afe/202607090269.aspx
- confidence: high
- basis: news_aggregation
- ticker: 2357
- period: June 2026 / Q2 / first half (CNA report 2026-07-09)
- caveat: Company self-tallied, not audited financial statements; "group consolidated" scope, not single-brand
F-002: Delta Electronics's June 2026 revenue was NT$656.03 hundred million (up 11.3% MoM, up 55.4% YoY), a new all-time high (prior high NT$597.79 hundred million); Q2 revenue NT$1,832.56 hundred million (up 47.7% YoY, up 15% vs Q1); first-half total NT$3,426.09 hundred million (up 41% YoY)
- source: CNA #1376964
- source_url: https://www.cna.com.tw/news/afe/202607090188.aspx
- confidence: high
- basis: news_aggregation
- ticker: 2308
- period: June 2026 / Q2 / first half (CNA report 2026-07-09)
- caveat: Company self-tallied, not audited; U.S. big-4 CSP capex is same-article industry backdrop, not company attribution
F-003: Lite-On's June 2026 revenue was NT$186.55 hundred million (up 7.5% MoM, up 36.98% YoY), a near 8-year high; first-half total NT$961.12 hundred million
- source: CNA #1376964
- source_url: https://www.cna.com.tw/news/afe/202607090188.aspx
- confidence: high
- basis: news_aggregation
- ticker: 2301
- period: June 2026 / first half (CNA report 2026-07-09)
- caveat: Company self-tallied, not audited; source does not attribute directly to AI
F-004: ASE Technology Holding's June 2026 self-tallied consolidated revenue was NT$657.83 hundred million (up 4.4% MoM, up 32.9% YoY), its best June ever and second-highest month on record; Q2 self-tallied NT$1,910.64 hundred million (up 10% QoQ, up 26.7% YoY), a quarterly record; first-6-month total NT$3,647.25 hundred million (up 22% YoY); June packaging-and-materials self-tallied revenue NT$434.85 hundred million (up 3.1% MoM, up 41.8% YoY)
- source: CNA #1381093
- source_url: https://www.cna.com.tw/news/afe/202607090236.aspx
- confidence: high
- basis: news_aggregation
- ticker: 3711
- period: June 2026 / Q2 / first 6 months (CNA report 2026-07-09)
- caveat: Company self-tallied, not audited; the "quarterly record" refers to Q2 — June is a best-June-ever and second-highest month, not a monthly all-time high; LEAP revenue doubling is a company projection, not results
F-005: Vanguard (VIS)'s June 2026 self-tallied revenue was NT$59.77 hundred million (up 40.89% MoM, up 33.57% YoY), an all-time high; Q2 revenue NT$142.45 hundred million (up 13.67% QoQ); first-half total NT$267.76 hundred million (up 13.23% YoY)
- source: CNA #1381025
- source_url: https://www.cna.com.tw/news/afe/202607090233.aspx
- confidence: high
- basis: news_aggregation
- period: June 2026 / Q2 / first half (CNA report 2026-07-09)
- caveat: Company self-tallied, not audited; not found in tw_listed_registry, so no ticker/tax ID is attached; shipment and ASP growth ranges are company projections
F-006: PSMC's June 2026 self-tallied revenue was NT$64.74 hundred million (up 12.19% MoM, up 68.75% YoY), a 47-month high (not an all-time record); Q2 revenue NT$172.9 hundred million (up 27.39% QoQ); first-half total NT$308.63 hundred million (up 37.81% YoY)
- source: CNA #1381025
- source_url: https://www.cna.com.tw/news/afe/202607090233.aspx
- confidence: high
- basis: news_aggregation
- ticker: 6770
- period: June 2026 / Q2 / first half (CNA report 2026-07-09)
- caveat: Company self-tallied, not audited; 47-month high is not an all-time record; source attributes growth to customer demand, sales volume and price hikes, no AI mention
F-007: TSMC, on behalf of subsidiary Emerging Fund, L.P., disclosed the disposal of Empower Semiconductor preferred shares with a disposal gain (retained-earnings impact) of US$17 million and no P&L impact; the counterparty is Analog Devices Inc., and the stated purpose is "due to ADI's acquisition of Empower"
- source: TWSE #1373292
- source_url: https://openapi.twse.com.tw/v1/opendata/t187ap04_L
- confidence: high
- basis: official_statement
- ticker: 2330
- period: Fact date 2026-07-08 (ROC 115/7/8 filing)
- caveat: A preferred-share disposal filed on behalf of a subsidiary, not a TSMC revenue item
F-008: The conversion price of Hon Hai's 2024 (ROC year 113) first overseas unsecured convertible bonds was adjusted from NT$288.86 to NT$281.09
- source: TWSE #1372284
- source_url: https://openapi.twse.com.tw/v1/opendata/t187ap04_L
- confidence: high
- basis: official_statement
- ticker: 2317
- period: Filed 2026-07-09 (TWSE material information)
- caveat: A convertible-bond term adjustment, not a revenue item
F-009: Aurotek's June 2026 self-tallied consolidated revenue was NT$2.79 hundred million; Q2 self-tallied revenue NT$9.02 hundred million and first-half consolidated NT$16.75 hundred million were both records; the revenue mix is automation-parts distribution 35.4%, subsystem integration and equipment 56.9%, robotics 7.68%; functional AMR robot business grew 5x in the recent 2 years, with first-half 2026 shipments up 31.14% YoY
- source: CNA #1382298
- source_url: https://www.cna.com.tw/news/afe/202607090280.aspx
- confidence: high
- basis: news_aggregation
- ticker: 6215
- period: June 2026 / Q2 / first half (CNA report 2026-07-09)
- caveat: Company self-tallied, not audited financial statements
F-010: TSMC fell as much as NT$20 to NT$2,445 at the open on 9 July 2026, with the Taiwan market opening mixed
- source: CNA #1372707
- source_url: https://www.cna.com.tw/news/afe/202607090034.aspx
- confidence: high
- basis: news_aggregation
- ticker: 2330
- period: 2026-07-09 intraday (CNA report)
- caveat: Intraday price, not the close
F-011: TSMC closed at the day's low of NT$2,415 on 9 July 2026 (down NT$50 or 2.03%); the TAIEX fell 379.8 points to 45,354.61 with turnover of NT$9,443.41 hundred million
- source: CNA #1374996
- source_url: https://www.cna.com.tw/news/afe/202607090149.aspx
- confidence: high
- basis: news_aggregation
- ticker: 2330
- period: 2026-07-09 close (CNA report)
- caveat: Single-day market data
F-012: The FSC plans to allow listed companies to pay cash dividends in USD from 2027 at the earliest, and TSMC has responded positively; central bank governor Yang Chin-long said large firms paying USD dividends would help reduce NT-dollar volatility (the NT dollar had weakened past NT$32)
- source: CNA #1373482
- source_url: https://www.cna.com.tw/news/afe/202607090071.aspx
- confidence: high
- basis: news_aggregation
- ticker: 2330
- period: 2026-07-09 (CNA report)
- caveat: "From 2027 at the earliest" is a policy plan, not yet implemented; TSMC's stance is a positive response, not a commitment
F-013: Academia Sinica announced 19 new academicians of its 35th convocation, including TSMC senior vice president Yun-Yang Wu (6 in the engineering sciences division); Academia Sinica has 283 current academicians, and the 19 new members bring the total to 302
- source: CNA #1377159
- source_url: https://www.cna.com.tw/news/ahel/202607090194.aspx
- confidence: high
- basis: news_aggregation
- period: 2026-07-09 (CNA report)
- caveat: Academician is a lifetime honorary title
F-014: Yun-Yang Wu led development of 4 CMOS technology platforms at TSMC and drove mass production of the 28nm, 16nm, 7nm and 3nm nodes, the third Academia Sinica academician from TSMC; the 35th convocation elected 19 new academicians and 3 honorary academicians, with 8 women academicians, the most ever
- source: CNA #1381228
- source_url: https://www.cna.com.tw/news/ahel/202607090240.aspx
- confidence: high
- basis: news_aggregation
- ticker: 2330
- period: 2026-07-09 (CNA report)
- caveat: Biographical details as compiled by Academia Sinica and media
F-015: Yun-Yang Wu has published 52 papers and holds 72 patents in semiconductor technology (an IEEE Fellow); he took part in TSMC's CMOS development from 0.13-micron, 90nm and 65nm through 28nm, and currently leads TSMC's 14-angstrom platform R&D
- source: CNA #1381293
- source_url: https://www.cna.com.tw/news/ahel/202607090243.aspx
- confidence: high
- basis: news_aggregation
- ticker: 2330
- period: 2026-07-09 (CNA report)
- caveat: Biographical details as compiled by media
F-016: MOEA's industry AI coaching had reached 9,249 companies as of the July 2026 report (93% SMEs), driving an output effect of about NT$323 hundred million; the AI adoption rate rose to 38.5% (2028 target 50%); 397 security-compliant AI tools were catalogued; the 2028 coaching target of 14,000 companies was revised up and is expected to exceed 20,000
- source: CNA #1374428
- source_url: https://www.cna.com.tw/news/afe/202607090138.aspx
- confidence: high
- basis: news_aggregation
- period: As of 2026-07-09 (MOEA statistics relayed by CNA)
- caveat: The 2028 targets are policy targets, not achieved results; statistics are MOEA self-reported figures relayed by media
F-017: The AI compute BOO project has 3 corporate applicants, of which 2 passed qualification review; an external-availability ratio above 50% is the interpretive criterion; qualifying projects enjoy a 5-year corporate income-tax exemption; contract signing is expected by end-2026, and the NDC will replicate the model for energy
- source: CNA #1373707
- source_url: https://www.cna.com.tw/news/afe/202607090102.aspx
- confidence: high
- basis: news_aggregation
- period: As of 2026-07-09 (CNA report)
- caveat: "Signing expected by year-end" is an outlook, not completed
F-018: US media reported China may allow top AI firms to purchase a limited number of NVIDIA H200 chips, possibly fewer than 200,000 in total (less than half the quantity those firms applied for earlier in 2026); NVIDIA shares rose 1% after the report
- source: CNA #1369677
- source_url: https://www.cna.com.tw/news/aopl/202607090005.aspx
- confidence: medium
- basis: news_aggregation
- period: 2026-07-09 (CNA relay of US media reporting)
- caveat: Report-level information (citing people familiar with the matter); the Chinese government is still assessing, not finalized; NVIDIA did not respond to requests for comment
J-Units
J-001: Among the multiple June 2026 records in Taiwan's semiconductor / AI supply chain, only ASUS (AI servers and PCs grew together) and ASE Holding (AI advanced packaging adds fuel) are explicitly attributed to AI demand by their sources; Delta's article cites U.S. big-4 CSP capex only as industry backdrop, PSMC's source attributes growth to customer demand, volume and prices without mentioning AI, and other factors such as VIS's tight 8-inch foundry capacity also exist — multiple same-month records do not equal a single AI factor, and this card neither attributes all growth to AI nor extrapolates 6 company cases into a census of Taiwan's semiconductor industry
- basis_f_units: F-001, F-002, F-003, F-004, F-005, F-006
- confidence: medium
P-Units
P-001: TSMC (2330)'s June 2026 revenue is unpublished in this card's source material and this card gives no estimate; once the company releases its June self-tallied revenue, it can be back-filled against this quick-lookup table
- 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
Published ANK-Docs cited by this card:
- ANK-2026-07-08-001 (Memory Cycle Chapter Five, the "Taiwan Revenue and Capital-Action Chapter": Winbond and Macronix June self-tallied revenue at all-time highs, etc.) — the memory-side record of the same July 2026 Taiwan monthly-revenue wave; this card is the server / power / packaging / foundry-side quick-lookup of the same wave, and the two cards together cover the full landscape of this round of Taiwan semiconductor supply-chain revenue.
- ANK-2026-07-06-008 (Taiwan's July 2026 earnings wave, "attribution discipline" round two: AI spillover's beneficiaries and absentees in one frame) — this card inherits the attribution-discipline format established there: record scopes bound verbatim to sources, AI attribution only where sources state it.
Sources
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- [CNA #1376964] CNA, "台達電6月營收改寫新高 光寶科創近8年新高", 2026-07-09. https://www.cna.com.tw/news/afe/202607090188.aspx
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- [TWSE #1373292] Taiwan Stock Exchange MOPS, "TSMC: disposal of Empower Semiconductor preferred shares on behalf of subsidiary Emerging Fund, L.P.", 2026-07-09. https://openapi.twse.com.tw/v1/opendata/t187ap04_L
- [TWSE #1372284] Taiwan Stock Exchange MOPS, "Hon Hai: conversion-price adjustment of the ROC-year-113 first overseas unsecured convertible bonds", 2026-07-09. https://openapi.twse.com.tw/v1/opendata/t187ap04_L
- [CNA #1374428] CNA, "產業AI輔導進度超前 經濟部估2028年突破2萬家", 2026-07-09. https://www.cna.com.tw/news/afe/202607090138.aspx
- [CNA #1373707] CNA, "AI算力BOO案年底可望簽約 國發會將複製模式擴及能源", 2026-07-09. https://www.cna.com.tw/news/afe/202607090102.aspx
- [CNA #1369677] CNA, "美媒：中國擬允許頂尖AI公司採購少量輝達H200晶片", 2026-07-09. https://www.cna.com.tw/news/aopl/202607090005.aspx
- [ANK-2026-07-08-001] Rin Takenouchi, "Memory Cycle Chapter Five — the Taiwan Revenue and Capital-Action Chapter", 2026-07-08. https://ainews.idaeo.ai/en/idaeo/ANK-2026-07-08-001
- [ANK-2026-07-06-008] Rin Takenouchi, "Taiwan's July 2026 earnings wave: attribution discipline, round two", 2026-07-06. https://ainews.idaeo.ai/en/idaeo/ANK-2026-07-06-008