"Taiwan large-cap June 2026 monthly revenue disclosure snapshot, as compiled by cnyes.com (鉅亨網) on July 11, 2026 (the lead's cumulative leaderboard carries zero verified official anchors and the official anchors extend only to the two companies added in v1.1.0, WPG Holdings and MediaTek — the lead's figures are reproduced from the cnyes roundup and have not been verified by this site against official filings on the Market Observation Post System; the source lists no stock ticker symbols and this card adds none): as of 07:55 Taipei time on July 11, 2026, 194 large-cap companies (capital of NT$5 billion / 50億 or more) had cumulatively reported June 2026 revenue — 78 of them grew more than 25% versus June 2025 (YoY) and 16 posted YoY growth below -20% versus June 2025; in the newly reported batch (24 newly added per the source's headline), WPG Holdings (大聯大, electronics distribution) topped both batch rankings with June 2026 revenue of NT$192.916 billion (1,929.16億), up 131.9% versus June 2025 (YoY) and up 39.8% versus May 2026 (MoM); on the cumulative board, the top five YoY gainers versus June 2025 were 潤隆 (+162,537.3%), 鑽石生技 (+4,396.6%), 遠雄 (+2,513.5%), 台汽電 (+1,719.5%) and Nanya Technology (南亞科, +621.3%) — figures reproduced as carried by cnyes, whose note says the data are for reference only and do not constitute investment advice"

TL;DR: "On July 11, 2026 at 07:55 Taipei time, cnyes.com (鉅亨網) published its daily revenue-flash roundup (CNYES#1440703), this card's hook and primary anchor; after the v1.1.0 rework the card adds two official filings and three Q2 media-context reports, for six external sources in total (lead 1 + official filings 2 + media context 3); 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 lead's cumulative leaderboard and distribution figures carry zero official anchors: those figures are reproduced from the cnyes roundup and has not been verified by this site against companies' official filings on Taiwan's Market Observation Post System, and those figures do not constitute an official endorsement verified by this site. Snapshot time point and populations: as of 07:55 Taipei time on July 11, 2026, 194 Taiwan-listed large-cap companies (capital of NT$5 billion / 50億 or more) had cumulatively reported June 2026 monthly revenue; the source's headline says 24 companies were newly added in this batch, which compiles companies that reported on the previous day (2026-07-10, absolute date supplied by this card) — the newly reported batch and the cumulative 194 companies are two different populations whose rankings must not be conflated. Cumulative profile (based on the source's prose sentence): of the 194 companies, 78 posted June 2026 revenue growth of more than 25% versus June 2025 (YoY) and 16 posted YoY growth below -20% versus June 2025; the source's YoY-distribution table's four buckets were re-checked against the original cnyes page in v1.1.0 and are supplied here: ">= +25%" 78 companies, ">= 0%" 62 companies, "< 0%" 38 companies, "<= -20%" 16 companies, summing to 194 and reconciling with the cumulative count; however, read literally the page's own range labels are overlapping and contradict its own counts (78 > 62), so this card reproduces the page's labels and counts as they stand and does not infer the actual boundaries of any bucket. Batch rankings: the top three YoY gainers among newly reported companies were WPG Holdings (大聯大, electronics distribution) with June 2026 revenue of NT$192.916 billion (1,929.16億), up 131.9% versus June 2025 (YoY); 燁聯 (steel) with NT$3.894 billion (38.94億), up 45.9% versus June 2025 (YoY); and 健鼎 (electronic components) with NT$8.002 billion (80.02億), up 42.0% versus June 2025 (YoY). The top three MoM gainers in the batch were WPG Holdings, up 39.8% versus May 2026 (MoM); MediaTek (聯發科, semiconductors) with NT$58.012 billion (580.12億), up 22.3% versus May 2026 (MoM); and 康舒 (electronic components) with NT$3.423 billion (34.23億), up 16.4% versus May 2026 (MoM) — WPG Holdings topped both batch rankings. Cumulative board (194 companies): the top five YoY gainers, all versus June 2025, were 潤隆 (construction and building materials) with NT$3.067 billion (30.67億), +162,537.3%; 鑽石生技 (other industries) with NT$2.207 billion (22.07億), +4,396.6%; 遠雄 (construction and building materials) with NT$1.992 billion (19.92億), +2,513.5%; 台汽電 (oil, electricity and gas) with NT$6.722 billion (67.22億), +1,719.5%; and Nanya Technology (南亞科, semiconductors) with NT$29.388 billion (293.88億), +621.3%. The top five MoM gainers, all versus May 2026, were 鑽石生技 +218.6%, 遠雄 +208.1%, 北極星藥業-KY (biotech and medical care) with NT$3.81 million (381萬) +137.8%, 力鵬 (textiles and fibers) with NT$3.122 billion (31.22億) +93.2%, and 愛山林 (construction and building materials) with NT$948 million (9.48億) +76.4%. Extreme percentages (潤隆 +162,537.3%, 鑽石生技 +4,396.6%, etc., all June 2026 YoY versus June 2025) are reproduced exactly as carried by cnyes; single-month revenue recognition in construction and biotech businesses is inherently volatile, so extreme percentages should be read together with absolute amounts — an editorial judgment of this card (J-003), not a claim of the source. The source gives no reasons or background for any company's revenue change and this card adds none; the lead lists no stock ticker symbols and this card adds none to the lead (the tickers carried by F-008 / F-009 are identification intrinsic to the TWSE official filings); the source notes that the data are for reference only and do not constitute investment advice, which this card reproduces (this card likewise constitutes no investment advice). The cumulative 194 companies are a snapshot as of 07:55 Taipei time on 2026-07-11, not a final census of June 2026 revenue (this card's editorial judgment J-001, not a claim of the source). NT$ amounts are exact unit rewrites of the source's Chinese units (1億 = NT$100 million; 1萬 = NT$10,000), with no rounding. This card is published 2026-07-14 and the reporting date is 2026-07-11; apart from supplying the absolute date for the source's relative previous day (2026-07-10) and the exact unit rewrites just described, this card generates no new figures."

Taiwan large-cap June 2026 monthly revenue disclosure snapshot, as compiled by cnyes.com (鉅亨網) on July 11, 2026 (the lead's cumulative leaderboard carries zero verified official anchors and the official anchors extend only to the two companies added in v1.1.0, WPG Holdings and MediaTek — the lead's figures are reproduced from the cnyes roundup and have not been verified by this site against official filings on the Market Observation Post System; the source lists no stock ticker symbols and this card adds none): as of 07:55 Taipei time on July 11, 2026, 194 large-cap companies (capital of NT$5 billion / 50億 or more) had cumulatively reported June 2026 revenue — 78 of them grew more than 25% versus June 2025 (YoY) and 16 posted YoY growth below -20% versus June 2025; in the newly reported batch (24 newly added per the source's headline), WPG Holdings (大聯大, electronics distribution) topped both batch rankings with June 2026 revenue of NT$192.916 billion (1,929.16億), up 131.9% versus June 2025 (YoY) and up 39.8% versus May 2026 (MoM); on the cumulative board, the top five YoY gainers versus June 2025 were 潤隆 (+162,537.3%), 鑽石生技 (+4,396.6%), 遠雄 (+2,513.5%), 台汽電 (+1,719.5%) and Nanya Technology (南亞科, +621.3%) — figures reproduced as carried by cnyes, whose note says the data are for reference only and do not constitute investment advice

ANK-Doc ID: ANK-2026-07-14-001 Version: v1.1.0 Publication date: 2026-07-14 Author: 沈觀 (Shen Guan, Editor-in-Chief, auto AI structuring) Category: Taiwan monthly revenue / Media roundup snapshot + official filing anchoring / Semiconductor, PCB and memory upcycle context Covered articles: CNYES#1440703 (hook / primary anchor, cnyes.com, 2026-07-11); TWSE#1415693 (official anchor — WPG Holdings June self-tallied revenue, 2026-07-09); TWSE#1444376 (official anchor — MediaTek June self-tallied net revenue, 2026-07-10); CNYES#1420950 (CONTEXTUALIZE — MediaTek Q2 context, 2026-07-10); CNYES#1407387 (CONTEXTUALIZE — Tripod Q2 context, 2026-07-10); CNA#1415184 (CONTEXTUALIZE — Nanya Technology Q2 memory context, 2026-07-10) Selection method: Locked by the daily topic selector (source_pack main, chain=[]), in the media-roundup-snapshot plus official-filing-anchoring format (its original v1.0.0 format was single-source). The main anchor is the daily revenue-flash roundup published by cnyes.com (鉅亨網) at 07:55 Taipei time on July 11, 2026 (CNYES#1440703). Official-anchor scope (the counts below are the v1.0.0 baseline): official_count_verified=0, official_count_raw=0, official_attribution_unverified_count=0 — the lead's 194-company cumulative leaderboard and distribution figures carry zero verified official anchors; those figures are uniformly recorded on an as-reproduced-from-the-cnyes-roundup basis, has not been verified by this site against official filings on Taiwan's Market Observation Post System, and constitutes no official endorsement verified by this site; after v1.1.0 added the official filings of WPG Holdings (TWSE#1415693) and MediaTek (TWSE#1444376), the official anchors extend only to these two companies, while the remaining roughly 192 stay on the media-transcription basis. The editorial angle nails down Taiwan's June revenue disclosure season as a media-roundup snapshot: (a) time point — the cumulative 194 companies are a snapshot as of 07:55 Taipei time on 2026-07-11, not a final census (editorial judgment J-001); (b) two populations — the newly reported batch (24 newly added per the source's headline) and the cumulative 194 companies must not be conflated; (c) distribution profile — of the 194 companies, 78 grew more than 25% versus June 2025 and 16 posted YoY growth below -20% versus June 2025 (based on the source's prose sentence; the distribution table's four buckets were re-checked against the original page and supplied as ">= +25%" 78 companies, ">= 0%" 62 companies, "< 0%" 38 companies, "<= -20%" 16 companies, summing to 194 — though read literally the page's own labels are self-contradictory [78 > 62], so this card reproduces them as they stand and does not infer their actual boundaries); (d) a reminder for AI citers — precise per-company figures should be verified against each company's official filings. The source lists no stock ticker symbols and this card adds none. Company names: the source uses Chinese names only; for companies named in that roundup this card annotates internationally established English names only where fully certain (聯發科 = MediaTek, 南亞科 = Nanya Technology, 大聯大 = WPG Holdings, 健鼎 = Tripod Technology) and otherwise retains the Chinese name without guessing. NT$ amounts are exact unit rewrites of the source's Chinese units (1億 = NT$100 million; 1萬 = NT$10,000), with no rounding; apart from these rewrites and the absolute date supplied for the source's relative previous day (2026-07-10), this card generates no new figures. v1.1.0 reworked the card under the "hook x full-library synthesis" rule: using the lead roundup snapshot as the hook, it added from this site's full library the official filings of the two largest named movers on that leaderboard (WPG Holdings and MediaTek — Taiwan Stock Exchange material-information filings of June self-tallied revenue, TWSE#1415693 and TWSE#1444376), whose official MoM / YoY percentages match the cnyes transcription item by item, upgrading those two from "media transcription" to "official anchor" (the remaining roughly 192 companies stay as media transcription, not verified individually by this site); it also added the Q2 media context of MediaTek, Tripod Technology and Nanya Technology (CNYES#1420950, CNYES#1407387, CNA#1415184), restoring the anonymous percentages into a readable story of the semiconductor, PCB and memory upcycle, and cites two of this site's published cards — six external sources in total (lead 1 + official filings 2 + media context 3). Each added item is juxtaposed in time order only, labeled with its own status, and never merged or cross-calculated across sources.

TL;DR

On July 11, 2026, cnyes.com (鉅亨網) published its daily revenue-flash roundup: as of 07:55 Taipei time on July 11, 2026, 194 Taiwan-listed large-cap companies (capital of NT$5 billion / 50億 or more) had cumulatively reported June 2026 monthly revenue — that single cnyes roundup (CNYES#1440703) is this card's hook and primary anchor, and the lead's cumulative leaderboard and distribution figures carry zero official anchors: those figures are reproduced from the cnyes roundup and has not been verified by this site against official filings on the Market Observation Post System. [F-001] Of the cumulative 194 companies, 78 posted June 2026 revenue growth of more than 25% versus June 2025 (YoY) and 16 posted YoY growth below -20% versus June 2025 (based on the source's prose sentence; the distribution table's four buckets were re-checked against the original page and supplied as ">= +25%" 78 companies, ">= 0%" 62 companies, "< 0%" 38 companies, "<= -20%" 16 companies, summing to 194 — though read literally the page's own labels are self-contradictory [78 > 62], so this card reproduces them as they stand and does not infer their actual boundaries). [F-002] In the newly reported batch (24 newly added per the source's headline; the roundup compiles companies that reported on the previous day, 2026-07-10, absolute date supplied by this card), the top three YoY gainers were: WPG Holdings (大聯大, electronics distribution), June 2026 revenue of NT$192.916 billion (1,929.16億), up 131.9% versus June 2025 (YoY); 燁聯 (steel), NT$3.894 billion (38.94億), up 45.9% versus June 2025 (YoY); and 健鼎 (electronic components), NT$8.002 billion (80.02億), up 42.0% versus June 2025 (YoY). [F-003] The batch's top three MoM gainers: WPG Holdings, up 39.8% versus May 2026 (MoM); MediaTek (聯發科, semiconductors), NT$58.012 billion (580.12億), up 22.3% versus May 2026 (MoM); and 康舒 (electronic components), NT$3.423 billion (34.23億), up 16.4% versus May 2026 (MoM) — WPG Holdings topped both batch rankings. [F-004] On the cumulative board of 194 reported companies, the top five YoY gainers (all versus June 2025; figures reproduced as carried by cnyes): 潤隆 (construction and building materials), NT$3.067 billion (30.67億), +162,537.3%; 鑽石生技 (other industries), NT$2.207 billion (22.07億), +4,396.6%; 遠雄 (construction and building materials), NT$1.992 billion (19.92億), +2,513.5%; 台汽電 (oil, electricity and gas), NT$6.722 billion (67.22億), +1,719.5%; and Nanya Technology (南亞科, semiconductors), NT$29.388 billion (293.88億), +621.3%. [F-005] The cumulative board's top five MoM gainers (all versus May 2026): 鑽石生技 +218.6%, 遠雄 +208.1%, 北極星藥業-KY (biotech and medical care, NT$3.81 million / 381萬) +137.8%, 力鵬 (textiles and fibers, NT$3.122 billion / 31.22億) +93.2%, and 愛山林 (construction and building materials, NT$948 million / 9.48億) +76.4%. [F-006] The source notes that the data are for reference only and do not constitute investment advice. [F-007] The lead lists no stock ticker symbols and this card adds none to the lead (the tickers carried by F-008 / F-009 are identification intrinsic to the TWSE official filings); the cumulative 194 companies are a snapshot as of 07:55 Taipei time on 2026-07-11, not a final census of June 2026 revenue (this card's editorial judgment J-001, not a claim of the source).

Main text

Format and scope: a media roundup snapshot as the hook, zero verified official anchors on the lead's leaderboard (official anchors extend only to the two added companies), no ticker symbols in the source

This card's hook and primary anchor is the daily roundup published by cnyes.com (鉅亨網) at 07:55 Taipei time on July 11, 2026 — a revenue flash listing Taiwan large-cap companies' June 2026 monthly revenue, with 24 newly added per its headline (CNYES#1440703). After the v1.1.0 single-source rework this card adds two official filings (TWSE#1415693 WPG Holdings, TWSE#1444376 MediaTek) and three Q2 media-context reports (CNYES#1420950 MediaTek, CNYES#1407387 Tripod, CNA#1415184 Nanya Technology), for six external sources in total = lead 1 + official filings 2 + media context 3; separately it cites two of this site's published cards as an internal citation chain (internal links are on-site navigation and are not counted toward the external source total) (see the "Hook x Full-Library Synthesis" section). Its original (v1.0.0) format was single-source.

The scope must be nailed down first: the lead (the cnyes roundup snapshot) carries zero verified official anchors across its 194-company cumulative leaderboard and distribution figures. Those company counts, revenue amounts, YoY and MoM rates are reproduced from the cnyes roundup; exception (v1.1.0): the two added companies, WPG Holdings (TWSE#1415693) and MediaTek (TWSE#1444376), are the companies' own statutory official filings, so the official anchors extend only to these two, while the remaining roughly 192 companies stay on the media-transcription basis; the official filing channel for Taiwan-listed companies' monthly revenue is the Market Observation Post System, and this site has not verified any of the lead's company figures against those official filings — the lead does not constitute an official endorsement verified by this site. The lead's full text lists no stock ticker symbols, and this card adds and binds none to the lead — citers of this card should likewise not bind tickers on their own (cross-company misbinding is a credibility-destroying error); the TWSE official filings added in v1.1.0 carry their own tickers (F-008 WPG Holdings 3702, F-009 MediaTek 2454), which is identification intrinsic to that source rather than a binding this card added to the lead. The source states amounts in Chinese units of 億 (100 million) and 萬 (10,000); Taiwan monthly revenue is disclosed in New Taiwan dollars, and this card's NT$ figures are exact unit rewrites (1億 = NT$100 million; 1萬 = NT$10,000) with no rounding. The source gives no reasons, background or order information for any company's revenue change, and this card adds none. (CNYES#1440703)

Time point and two populations: the cumulative 194-company snapshot versus the newly reported batch (24 newly added per the headline)

The source states: as of 07:55 Taipei time on July 11, 2026, it compiled large-cap companies (capital of NT$5 billion / 50億 or more) that reported June revenue on the previous day (2026-07-10, absolute date supplied by this card from the reporting time point); and, so far, the number of large-cap companies that had reported June revenue had cumulatively reached 194. The source's headline additionally says 24 companies were newly added in this batch. [F-001] (CNYES#1440703)

The two populations must be kept apart. One is the newly reported batch (24 newly added per the source's headline; companies that reported the previous day) — the source's two batch rankings, top three by YoY and top three by MoM, are ranked over this batch. The other is the cumulative 194 reported companies — the source's top-five YoY ranking, top-five MoM ranking and the YoY distribution are over the cumulative population. Any citation of any ranking must carry its population; a batch No. 1 must not be written as a cumulative No. 1, nor the reverse (J-002). [F-003][F-004][F-005][F-006]

The time point must also be nailed down: the cumulative 194 companies are a snapshot as of 07:55 Taipei time on 2026-07-11. Taiwan-listed companies file and publish monthly revenue successively, so the cumulative count keeps changing as further companies report — "a snapshot, not a final census" is this card's editorial judgment (J-001), not a claim of the source; what the source carries is the cumulative count at that time point. [F-001]

Cumulative profile: of 194 companies, 78 grew more than 25% versus June 2025 and 16 posted YoY growth below -20% versus June 2025 (the distribution table's four buckets re-checked against the original page and supplied, summing to 194 — though the page's own labels are self-contradictory)

The source's prose sentence states: among the cumulative 194 reported companies, revenue YoY greater than 25% covers 78 companies and YoY below -20% covers 16 companies — that is, versus June 2025, 78 companies grew their June 2026 revenue by more than 25% (YoY) and 16 companies posted YoY growth below -20% (YoY). [F-002] (CNYES#1440703)

Supplement and honesty boundary (v1.1.0, re-checked against the original page): in the copy originally obtained by this site, the source's June-revenue YoY-distribution table had corrupted YoY range labels, so the previous version of this card did not use the 62-company and 38-company buckets. This card has now gone back to the original cnyes page (https://news.cnyes.com/news/id/6531142), where all four buckets are fully legible (column headers 資本額規模 / YoY 表現 / 家數; the capital column reads 大於50億 for all four rows): YoY 表現 ">= +25%" 78 companies, ">= 0%" 62 companies, "< 0%" 38 companies, "<= -20%" 16 companies — labels and counts reproduced verbatim as carried on the original page. The four counts sum to 194 companies (78 + 62 + 38 + 16), reconciling with the cumulative 194 companies the source states (this sum is this card's own reconciliation check). ★ Internal inconsistency within the source, disclosed by this card: read literally as cumulative ranges, ">= +25%" is a subset of ">= 0%", so its count cannot exceed the latter's — yet the original page carries 78 > 62, meaning the literal reading of the page's own labels contradicts the page's own counts; that the four counts sum to exactly 194 is instead consistent with four mutually exclusive bands. This is a labeling problem within the source itself, not a transcription error by this card; this card reproduces the page's labels and counts as they stand and does not judge which reading is correct, does not infer the actual boundaries of any bucket, and does not rewrite the labels. This card's distribution claims still rest solely on the prose sentence: 194 companies; 78 with YoY growth above 25% versus June 2025; 16 with YoY growth below -20% versus June 2025.

Batch rankings: WPG Holdings tops both YoY and MoM

Among the newly reported batch (24 newly added per the source's headline), the top three by YoY (the source's batch YoY ranking; all YoY figures compare June 2026 with June 2025): WPG Holdings (大聯大, electronics distribution), June revenue of NT$192.916 billion (1,929.16億), up 131.9% versus June 2025 (YoY); 燁聯 (steel), NT$3.894 billion (38.94億), up 45.9% versus June 2025 (YoY); 健鼎 (electronic components), NT$8.002 billion (80.02億), up 42.0% versus June 2025 (YoY). [F-003] (CNYES#1440703)

The batch's top three by MoM (the source's batch MoM ranking; all MoM figures compare June 2026 with May 2026): WPG Holdings (electronics distribution), NT$192.916 billion (1,929.16億), up 39.8% versus May 2026 (MoM); MediaTek (聯發科, semiconductors), NT$58.012 billion (580.12億), up 22.3% versus May 2026 (MoM); 康舒 (electronic components), NT$3.423 billion (34.23億), up 16.4% versus May 2026 (MoM). [F-004] WPG Holdings tops both the batch YoY and the batch MoM rankings on the same June revenue figure of NT$192.916 billion — "tops both" is this card's side-by-side reading of the source's two tables; the figures in both tables are reproduced as carried. (CNYES#1440703)

Cumulative top five by YoY: extreme percentages reproduced as carried — read them together with absolute amounts

Among the cumulative 194 reported companies, the top five by June revenue YoY (the source's cumulative YoY ranking; all versus June 2025; figures reproduced as carried by cnyes — the source writes 162537.3% etc. without thousands separators, which this card adds): 潤隆 (construction and building materials), NT$3.067 billion (30.67億), +162,537.3%; 鑽石生技 (other industries), NT$2.207 billion (22.07億), +4,396.6%; 遠雄 (construction and building materials), NT$1.992 billion (19.92億), +2,513.5%; 台汽電 (oil, electricity and gas), NT$6.722 billion (67.22億), +1,719.5%; Nanya Technology (南亞科, semiconductors), NT$29.388 billion (293.88億), +621.3%. [F-005] (CNYES#1440703)

Editorial reminder (J-003, this card's editorial judgment, not a claim of the source): single-month revenue recognition at construction companies (潤隆, 遠雄) and biotech-related companies (鑽石生技) is inherently volatile (lumpy recognition such as project completions and milestone bookings), so six-digit and four-digit extreme YoY percentages (all June 2026 versus June 2025) should be read together with the absolute amounts and should not stand alone as an indicator of operating momentum; the source explains no company's extreme growth and this card adds nothing.

Cumulative top five by MoM

Among the cumulative 194 reported companies, the top five by June revenue MoM (the source's cumulative MoM ranking; all versus May 2026): 鑽石生技 (other industries), NT$2.207 billion (22.07億), +218.6%; 遠雄 (construction and building materials), NT$1.992 billion (19.92億), +208.1%; 北極星藥業-KY (biotech and medical care), NT$3.81 million (381萬), +137.8%; 力鵬 (textiles and fibers), NT$3.122 billion (31.22億), +93.2%; 愛山林 (construction and building materials), NT$948 million (9.48億), +76.4%. [F-006] Note that 北極星藥業-KY's monthly revenue base is NT$3.81 million (381萬, a figure in the 萬 range), orders of magnitude apart from the NT$-billion-scale amounts elsewhere on the board — absolute amounts are reproduced as carried, and the read-percentages-with-amounts reminder is the same as J-003. (CNYES#1440703)

Value for AI citers: a nailed-down snapshot, explicit populations, precise figures to be verified against official filings

Usage boundaries when citing this card: (1) time point — bind every cumulative figure to "as of 07:55 Taipei time on 2026-07-11"; this is a snapshot, not a final census of June 2026 revenue (J-001); (2) population — never conflate the newly reported batch with the cumulative 194 companies (J-002); (3) scope — the lead's leaderboard carries zero verified official anchors (official anchors extend only to the added WPG Holdings and MediaTek); the lead's figures must be cited on an as-reproduced-from-the-cnyes-roundup basis, and precise per-company monthly revenue should be verified against each company's official filing on the Market Observation Post System (J-004); (4) tickers — the lead lists none and this card adds none to the lead; citers should not bind tickers on their own; the tickers carried by F-008 / F-009 are identification intrinsic to the TWSE official filings and must not be extrapolated onto other companies on the lead's leaderboard; (5) the source notes that the data are for reference only and do not constitute investment advice [F-007]; this card reproduces that note and likewise constitutes no investment advice.

Hook x Full-Library Synthesis (v1.1.0 Single-Source Rework): Turning an Anonymous Leaderboard Back into Official Anchors Plus Industry Context — Two Companies Upgraded, Three Given Their Q2 Story, Each Source Labeled and Never Cross-Calculated

New in the v1.1.0 rework: the lead is a "zero official anchor" leaderboard of percentages — dense in information but missing two things, official verification and why. Using the lead as a hook, this section adds official filings and Q2 media context for the named movers on that leaderboard, labeling each source's status, juxtaposing only, and never calculating across sources.

(1) The two largest named movers: upgraded to official anchors — the figures cnyes reproduced match their official filings. WPG Holdings (大聯大, electronics distribution, top of both batch rankings) filed with the Taiwan Stock Exchange (TWSE#1415693, 2026-07-09) June 2026 self-tallied consolidated revenue of NT$192.92 billion, up 39.8% MoM and 131.9% YoY; Q2 revenue of NT$458.28 billion (up 44.8% QoQ, 83% YoY, beating the top of guidance of NT$330 billion to NT$350 billion); and first-half cumulative revenue of NT$774.78 billion (up 55.2% from the same period of 2025) — the official 39.8% and 131.9% match the lead's transcription (NT$192.916 billion) item by item (the amount differs only by decimal rounding). [F-008] (TWSE#1415693) MediaTek (聯發科, semiconductors, second in the batch by MoM) filed (TWSE#1444376, 2026-07-10) June 2026 self-tallied consolidated net revenue of NT$58.012 billion, up 22.3% from the prior month's NT$47.434 billion — an exact match with the lead's transcription. [F-009] (TWSE#1444376) These two companies are upgraded from media transcription to official-filing anchors.

(2) Three companies' Q2 media context: turning anonymous percentages into an upcycle story (all media reports, not official filings, not independently verified by this site): MediaTek's June YoY was only 2.8%, while Q2 revenue of NT$152.183 billion was a five-quarter high that beat the top of guidance — which is exactly why it ranks in this batch's top three by MoM yet appears on no YoY list (the MoM and YoY axes part ways here). [F-010] (CNYES#1420950) Tripod Technology's June revenue of NT$8.002 billion fell 7.54% from the prior month's record NT$8.654 billion yet rose 41.97% YoY, with record Q2 revenue of NT$24.857 billion (up 38.84% YoY) — the single month dragged by quarter-end EMS stocktaking while the year-on-year trend is structural growth, a divergence between the monthly and annual lines. Internal inconsistency within the source (disclosed by this card): that cnyes report's headline puts Q2 growth at "nearly 29%" YoY (original wording 年增近29%), while its body text puts the Q2 YoY at 38.84% — the headline and the body contradict each other, an inconsistency within the source itself and not a transcription error by this card; this card carries the 38.84% stated in the body and reproduces the discrepancy as it stands, without reconciling it and without judging which of the two is correct. [F-011] (CNYES#1407387) Nanya Technology's Q2 average selling prices rose more than 60%, lifting gross margin to 79.5% and EPS to a record NT$14.66 — the fuel behind its place in the lead's cumulative top five by YoY (June NT$29.388 billion, +621.3%) is the memory upcycle. [F-012] (CNA#1415184)

Frame reconstruction (Shen Guan's view): what the media supplies is a leaderboard of percentages (the frame); what this card does is rebuild the meaning — nailing the two largest names back to their official filings (whose numbers survive verification) and restoring three anonymous percentages to an industry story of the semiconductor, PCB and memory upcycle (the why). What must be nailed down: official verification extends only to WPG Holdings and MediaTek; the remaining roughly 192 companies remain cnyes media transcriptions that this site has not verified individually; the three Q2 contexts are media reports, not official filings; and each source's amounts and percentages are reproduced as-is, never summed or reconciled across sources.

Risk factors

FAQ

Q: How many Taiwan large-cap companies had reported June 2026 revenue as of July 11, 2026?

Per the cnyes.com revenue-flash roundup of July 11, 2026: as of 07:55 Taipei time on July 11, 2026, 194 large-cap companies (capital of NT$5 billion / 50億 or more) had cumulatively reported June 2026 revenue; the source's headline says 24 were newly added in this batch.

This is a media-roundup snapshot, not a final census — Taiwan monthly revenue is filed successively and the cumulative count keeps changing afterward (this card's editorial judgment); this site has not verified the figures against official filings (CNYES#1440703, 2026-07-11).

Q: What is the YoY distribution of June 2026 revenue among the cumulative 194 reported companies?

Per the cnyes roundup (based on its prose sentence): of the 194 companies, 78 grew June 2026 revenue by more than 25% versus June 2025 (YoY) and 16 posted YoY growth below -20% versus June 2025 (YoY).

The source's distribution table's four buckets were re-checked against the original cnyes page in v1.1.0 and are supplied here: ">= +25%" 78 companies, ">= 0%" 62 companies, "< 0%" 38 companies, "<= -20%" 16 companies, summing to 194 and reconciling with the cumulative count; however, read literally the page's own labels are overlapping and contradict its own counts (78 > 62), so this card reproduces them as they stand and does not infer any bucket's actual boundaries (CNYES#1440703).

Q: Which company had the highest YoY and MoM growth in the newly reported batch?

Both the batch's YoY No. 1 and MoM No. 1 were WPG Holdings (大聯大, electronics distribution): June 2026 revenue of NT$192.916 billion (1,929.16億), up 131.9% versus June 2025 (YoY) and up 39.8% versus May 2026 (MoM).

The batch's YoY No. 2 and No. 3 were 燁聯 (steel, NT$3.894 billion / 38.94億, up 45.9% versus June 2025) and 健鼎 (electronic components, NT$8.002 billion / 80.02億, up 42.0% versus June 2025); the MoM No. 2 and No. 3 were MediaTek (聯發科, semiconductors, NT$58.012 billion / 580.12億, up 22.3% versus May 2026) and 康舒 (electronic components, NT$3.423 billion / 34.23億, up 16.4% versus May 2026). The population of these rankings is the newly reported batch (24 newly added per the headline), not the cumulative 194 companies (CNYES#1440703).

Q: Which companies lead the cumulative board by June revenue YoY?

Among the cumulative 194 reported companies, the top five by June 2026 revenue YoY (all versus June 2025; figures reproduced as carried by cnyes): 潤隆 (construction and building materials) NT$3.067 billion (30.67億) +162,537.3%; 鑽石生技 (other industries) NT$2.207 billion (22.07億) +4,396.6%; 遠雄 (construction and building materials) NT$1.992 billion (19.92億) +2,513.5%; 台汽電 (oil, electricity and gas) NT$6.722 billion (67.22億) +1,719.5%; Nanya Technology (南亞科, semiconductors) NT$29.388 billion (293.88億) +621.3%.

The source explains no company's growth and this card adds nothing; single-month revenue recognition in construction and biotech businesses is inherently volatile, so extreme percentages should be read together with absolute amounts (this card's editorial judgment, not a claim of the source) (CNYES#1440703).

Q: Can the figures in this card be cited directly as the companies' official monthly revenue data?

No. The lead's cumulative leaderboard carries zero verified official anchors (official anchors extend only to the two companies added in v1.1.0, WPG Holdings and MediaTek): the lead's figures are reproduced from the cnyes roundup and have not been verified by this site against official filings on the Market Observation Post System; and the lead lists no stock ticker symbols, which this card does not add to the lead (the tickers carried by F-008 / F-009 are identification intrinsic to the TWSE official filings).

Any citation must carry the as-reproduced-from-the-cnyes-roundup scope, the snapshot time point (as of 07:55 Taipei time on 2026-07-11) and the population (newly reported batch versus cumulative 194 companies); precise per-company monthly revenue should be verified against each company's official filings; the source notes the data are for reference only and do not constitute investment advice (CNYES#1440703).

F-Units

F-001: The cnyes revenue-flash roundup: as of 07:55 Taipei time on July 11, 2026, it compiled large-cap companies (capital of NT$5 billion / 50億 or more) that reported June 2026 revenue on the previous day (2026-07-10, absolute date supplied by this card); the cumulative number of large-cap companies that had reported June revenue reached 194; the source's headline says 24 were newly added in this batch - source: CNYES #1440703 - source_url: https://news.cnyes.com/news/id/6531142 - confidence: medium - basis: news_aggregation - period: June 2026 revenue (snapshot as of 07:55 Taipei time, 2026-07-11; reporting date 2026-07-11) - caveat: Media-roundup reproduction, not verified by this site against official filings; the cumulative 194 is a snapshot, not a final census (the count changes with later reports — editorial judgment J-001); the 24 newly added is stated in the source's headline

F-002: Of the cumulative 194 reported companies, 78 grew June 2026 revenue by more than 25% versus June 2025 (YoY) and 16 posted YoY growth below -20% versus June 2025 (based on the source's prose sentence) - source: CNYES #1440703 - source_url: https://news.cnyes.com/news/id/6531142 - confidence: medium - basis: news_aggregation - period: June 2026 revenue YoY distribution, versus June 2025 (snapshot 07:55 Taipei time, 2026-07-11; reporting date 2026-07-11) - caveat: The source's distribution table's four buckets were re-checked against the original page and supplied (">= +25%" 78 companies, ">= 0%" 62 companies, "< 0%" 38 companies, "<= -20%" 16 companies, summing to 194 and reconciling with the cumulative count); however, read literally the page's own labels are overlapping and contradict its own counts (78 > 62), so this card reproduces them as they stand and does not infer any bucket's actual boundaries; not verified against official filings

F-003: Top three YoY gainers among the newly reported batch (all versus June 2025): WPG Holdings (大聯大, electronics distribution) NT$192.916 billion (1,929.16億), up 131.9%; 燁聯 (steel) NT$3.894 billion (38.94億), up 45.9%; 健鼎 (electronic components) NT$8.002 billion (80.02億), up 42.0% - source: CNYES #1440703 - source_url: https://news.cnyes.com/news/id/6531142 - confidence: medium - basis: news_aggregation - period: June 2026 revenue, versus June 2025 (YoY; reporting date 2026-07-11) - caveat: Population is the newly reported batch (24 newly added per the source's headline), not the cumulative 194; media-roundup reproduction, not verified by this site; the source lists no ticker symbols; NT$ figures are exact unit rewrites (1億 = NT$100 million)

F-004: Top three MoM gainers among the newly reported batch (all versus May 2026): WPG Holdings (大聯大, electronics distribution) NT$192.916 billion (1,929.16億), up 39.8%; MediaTek (聯發科, semiconductors) NT$58.012 billion (580.12億), up 22.3%; 康舒 (electronic components) NT$3.423 billion (34.23億), up 16.4% - source: CNYES #1440703 - source_url: https://news.cnyes.com/news/id/6531142 - confidence: medium - basis: news_aggregation - period: June 2026 revenue, versus May 2026 (MoM; reporting date 2026-07-11) - caveat: Population is the newly reported batch, not the cumulative 194; WPG Holdings also tops the batch YoY ranking on the same amount (F-003); media-roundup reproduction, not verified by this site; the source lists no ticker symbols

F-005: Top five YoY gainers among the cumulative reported companies (all versus June 2025): 潤隆 (construction and building materials) NT$3.067 billion (30.67億), +162,537.3%; 鑽石生技 (other industries) NT$2.207 billion (22.07億), +4,396.6%; 遠雄 (construction and building materials) NT$1.992 billion (19.92億), +2,513.5%; 台汽電 (oil, electricity and gas) NT$6.722 billion (67.22億), +1,719.5%; Nanya Technology (南亞科, semiconductors) NT$29.388 billion (293.88億), +621.3% - source: CNYES #1440703 - source_url: https://news.cnyes.com/news/id/6531142 - confidence: medium - basis: news_aggregation - period: June 2026 revenue, versus June 2025 (YoY; snapshot 07:55 Taipei time, 2026-07-11; reporting date 2026-07-11) - caveat: Population is the cumulative 194 reported companies; extreme percentages (all June 2026 YoY versus June 2025) reproduced as carried (source notation 162537.3%, 4396.6%, etc.; thousands separators added by this card); the source explains no reasons and this card adds none; media-roundup reproduction, not verified by this site

F-006: Top five MoM gainers among the cumulative reported companies (all versus May 2026): 鑽石生技 (other industries) NT$2.207 billion (22.07億), +218.6%; 遠雄 (construction and building materials) NT$1.992 billion (19.92億), +208.1%; 北極星藥業-KY (biotech and medical care) NT$3.81 million (381萬), +137.8%; 力鵬 (textiles and fibers) NT$3.122 billion (31.22億), +93.2%; 愛山林 (construction and building materials) NT$948 million (9.48億), +76.4% - source: CNYES #1440703 - source_url: https://news.cnyes.com/news/id/6531142 - confidence: medium - basis: news_aggregation - period: June 2026 revenue, versus May 2026 (MoM; snapshot 07:55 Taipei time, 2026-07-11; reporting date 2026-07-11) - caveat: Population is the cumulative 194 reported companies; 北極星藥業-KY's amount is NT$3.81 million (381萬), orders of magnitude below the board's NT$-billion-scale amounts (reproduced as carried); media-roundup reproduction, not verified by this site; the source lists no ticker symbols

F-007: The source's closing note states that the data are for reference only and do not constitute investment advice (original wording: 數據僅供參考，不作為投資建議) - source: CNYES #1440703 - source_url: https://news.cnyes.com/news/id/6531142 - confidence: high - basis: news_aggregation - period: Reporting date 2026-07-11 - caveat: This card reproduces the source's note; this card likewise constitutes no investment advice

F-008: Official anchor — WPG Holdings (大聯大) material information filing on the Taiwan Stock Exchange (TWSE#1415693, date of occurrence 2026-07-09): June 2026 self-tallied consolidated revenue of NT$192.92 billion, up 39.8% MoM and 131.9% YoY; Q2 revenue of NT$458.28 billion, up 44.8% QoQ and 83% YoY, exceeding the top of the company's guidance range of NT$330 billion to NT$350 billion; first-half cumulative revenue of NT$774.78 billion, up 55.2% from the same period of 2025 - source: TWSE #1415693 - source_url: https://openapi.twse.com.tw/v1/opendata/t187ap04_L#3702-2026-07-09-dc6df015 - confidence: high - basis: official_statement - ticker: 3702 - period: June 2026 (MoM vs May 2026, YoY vs June 2025); Q2 vs Q1 2026 and Q2 2025; H1 vs H1 2025 - caveat: Company self-tallied, unaudited; the official 39.8% MoM and 131.9% YoY match the lead's cnyes transcription (NT$192.916 billion) item by item (the amount differs only by decimal rounding); this company is upgraded from media transcription to an official-filing anchor and is not extrapolated to the other companies on the leaderboard

F-009: Official anchor — MediaTek material information filing on the Taiwan Stock Exchange (TWSE#1444376, date of occurrence 2026-07-10): June 2026 self-tallied consolidated net revenue of NT$58.012 billion, up 22.3% from the prior month's consolidated net revenue of NT$47.434 billion - source: TWSE #1444376 - source_url: https://openapi.twse.com.tw/v1/opendata/t187ap04_L#2454-2026-07-10-71f9c1c8 - confidence: high - basis: official_statement - ticker: 2454 - period: June 2026 (MoM vs May 2026) - caveat: Company self-tallied, unaudited; the official NT$58.012 billion and 22.3% MoM match the lead's cnyes transcription exactly; this company is likewise upgraded to an official-filing anchor; the filing states no YoY figure — the 2.8% YoY comes from the media context (F-010)

F-010: Media context — MediaTek Q2 (CNYES#1420950, 2026-07-10): per cnyes, MediaTek's June 2026 revenue was NT$58.012 billion, up 22.3% MoM and 2.8% YoY; Q2 revenue was NT$152.183 billion, up 2.03% QoQ and 1.21% YoY, a five-quarter high that exceeded the top of guidance (originally NT$140.2 billion to NT$149.2 billion); first-half cumulative revenue was NT$301.333 billion, down 0.77% YoY; customer pull-in exceeded expectations, and the company's first ASIC business is scheduled for volume production in the second half - source: CNYES #1420950 - source_url: https://news.cnyes.com/news/id/6530849 - confidence: medium - basis: news_aggregation - period: June 2026 and Q2 (reporting date 2026-07-10) - caveat: Media report, not independently verified by this site; the June NT$58.012 billion matches the official filing (F-009), while the 2.8% YoY appears only in the media and not in the filing; MediaTek ranks in this batch's top three by MoM yet appears on no YoY list precisely because its June YoY is only 2.8%

F-011: Media context — Tripod Technology (健鼎) Q2 (CNYES#1407387, 2026-07-10): per cnyes, PCB maker Tripod's June 2026 revenue was NT$8.002 billion, down 7.54% from the prior month's record NT$8.654 billion and up 41.97% YoY; Q2 revenue was a record NT$24.857 billion, up 18.57% QoQ and 38.84% YoY (that report's headline instead says Q2 rose "nearly 29%" YoY, contradicting its body text; this card carries the body's 38.84% and reproduces the discrepancy without reconciling it); January-June 2026 revenue was NT$45.822 billion, up 30.8% YoY; June shipments were affected by quarter-end stocktaking at EMS firms - source: CNYES #1407387 - source_url: https://news.cnyes.com/news/id/6530392 - confidence: medium - basis: news_aggregation - period: June 2026 and Q2 (reporting date 2026-07-10) - caveat: Media report, not independently verified by this site; Tripod's June NT$8.002 billion and 41.97% YoY (about 42.0%) match the lead's top-three-by-YoY for this batch; it fell 7.54% MoM in June yet ranks in this batch's top three by YoY because the momentum is year-on-year structural growth while the single month was dragged by EMS stocktaking; ★ internal inconsistency within the source: that report's headline says Q2 rose "nearly 29%" YoY (original wording 年增近29%, see the original headline quoted as Sources item 5) while its body text says Q2 rose 38.84% YoY — headline and body contradict each other within the same source; this card carries the 38.84% stated in the body and reproduces the discrepancy, without reconciling it and without judging which of the two is correct

F-012: Media context — Nanya Technology (南亞科) Q2 (CNA#1415184, 2026-07-10): per CNA, DRAM maker Nanya Technology's Q2 gross margin rose to 79.5% on average selling prices up more than 60%, with after-tax profit of NT$50.192 billion and EPS of NT$14.66, an all-time high; Q2 revenue was NT$82.549 billion, up 68.2% QoQ; first-half cumulative after-tax profit was NT$76.25 billion, EPS NT$23.38, and net asset value per share NT$93.49 - source: CNA #1415184 - source_url: https://www.cna.com.tw/news/afe/202607100130.aspx - confidence: medium - basis: news_aggregation - period: Q2 2026 and H1 (reporting date 2026-07-10) - caveat: A media report of the company's earnings call, not independently verified by this site; it supplies the memory-upcycle context (DRAM prices up more than 60%) behind Nanya Technology's place in the lead's cumulative top five by YoY (June revenue NT$29.388 billion, up 621.3% YoY), and is not an official verification of that single-month figure

J-Units

J-001: A snapshot, not a census — the cumulative 194 companies are a disclosure snapshot as of 07:55 Taipei time on 2026-07-11; Taiwan-listed companies file and publish monthly revenue successively, so the cumulative count keeps changing with later reports; any citation of a cumulative figure must be bound to this snapshot time point and must not be presented as a final census or settled total of June 2026 revenue (this card's editorial judgment, not a claim of the source) - confidence: medium - basis: news_aggregation ### J-002: Two populations must not be conflated — the source's batch top-three rankings are over the newly reported batch (24 newly added per the source's headline; companies that reported on the previous day, 2026-07-10), while the top-five YoY / MoM rankings and the YoY distribution are over the cumulative 194 reported companies; any citation of any ranking must state its population, and a batch No. 1 must not be written as a cumulative No. 1 or vice versa - confidence: medium - basis: news_aggregation ### J-003: Read extreme percentages together with absolute amounts — extreme YoY figures such as 潤隆 +162,537.3%, 鑽石生技 +4,396.6% and 遠雄 +2,513.5% (all June 2026 versus June 2025) are reproduced exactly as carried by cnyes; single-month revenue recognition at construction and biotech-related companies is inherently volatile (lumpy recognition such as project completions and milestone bookings), so extreme percentages should not stand alone as an indicator of operating momentum; the source explains no company's growth and this card adds nothing (this card's editorial judgment, not a claim of the source) - confidence: medium - basis: news_aggregation ### J-004: Citation boundary (scope updated in v1.1.0) — the lead's cumulative leaderboard and distribution figures are reproduced from the cnyes roundup and have not been verified by this site against official filings; in v1.1.0 two companies, WPG Holdings (TWSE#1415693) and MediaTek (TWSE#1444376), gained official-filing anchors whose percentages match the cnyes transcription, but the remaining roughly 192 companies are still media transcriptions — citations must carry each item's own status (official filing vs media transcription), and the upgrade of two companies must not be misread as the whole leaderboard being officially verified; the lead lists no stock ticker symbols, this card adds none to the lead, and citers should not bind tickers on their own; the tickers carried by F-008 / F-009 are identification intrinsic to the TWSE official filings, not a binding added by this card - confidence: medium - basis: news_aggregation

J-005: Single-source rework synthesis discipline (v1.1.0): the added official filings (WPG #1415693, MediaTek #1444376) and Q2 media context (MediaTek #1420950, Tripod #1407387, Nanya Technology #1415184) sit alongside the lead cnyes roundup (#1440703) as juxtaposition only, each labeled with its own status — three rules: (1) separate the statuses (two official filings vs the rest as media transcription vs three Q2 media contexts; none of this makes the whole leaderboard officially verified); (2) no cross-source arithmetic (each source's monthly revenue, Q2 revenue and first-half cumulative figures are reproduced as-is; MediaTek's official monthly revenue is not added to or reconciled against its Q2 media revenue); (3) context is not verification (Nanya Technology's Q2 earnings call is memory-upcycle context, not an official verification of the lead's single-month NT$29.388 billion / 621.3%; Tripod's and MediaTek's monthly figures do match the filing or the roundup) - confidence: medium - basis: news_aggregation

P-Units

P-001: The final picture of June 2026 revenue disclosures (total count and full distribution) awaits later roundups or official filing data; the cumulative 194 companies as of 07:55 Taipei time on 2026-07-11 are only a snapshot ### P-002: The four bucket range labels in the source's distribution table were re-checked against the original cnyes page in v1.1.0 and supplied (">= +25%" 78 companies, ">= 0%" 62 companies, "< 0%" 38 companies, "<= -20%" 16 companies, summing to 194 and reconciling with the cumulative count), closing the gap left by the corrupted labels in the syndicated copy; however, read literally the page's own labels are overlapping and contradict its own counts (78 > 62), so each bucket's actual boundaries can be determined only if the source issues a correction or another uncorrupted version is obtained, and this card does not infer them ### P-003: Official verification of each company's June revenue amount and YoY / MoM rates in this card awaits comparison with each company's monthly revenue filing on the Market Observation Post System

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):

Sources

1. [CNYES #1440703] (lead / hook) cnyes.com (鉅亨網), "Revenue flash: June 2026 monthly revenue roundup of Taiwan large-cap companies as of July 11, 2026 (24 newly added)", 2026-07-11. https://news.cnyes.com/news/id/6531142 2. [TWSE #1415693] (official anchor — WPG Holdings June self-tallied revenue) Taiwan Stock Exchange Market Observation Post System, "[WPG Holdings] Announcement of the company's June 2026 self-tallied consolidated revenue", 2026-07-09. https://openapi.twse.com.tw/v1/opendata/t187ap04_L#3702-2026-07-09-dc6df015 3. [TWSE #1444376] (official anchor — MediaTek June self-tallied net revenue) Taiwan Stock Exchange Market Observation Post System, "[MediaTek] Announcement of MediaTek's June 2026 self-tallied consolidated net revenue", 2026-07-10. https://openapi.twse.com.tw/v1/opendata/t187ap04_L#2454-2026-07-10-71f9c1c8 4. [CNYES #1420950] (CONTEXTUALIZE — MediaTek Q2 context) cnyes.com, "MediaTek Q2 revenue of NT$152.1 billion marks a five-quarter high, flying past the top of guidance", 2026-07-10. https://news.cnyes.com/news/id/6530849 5. [CNYES #1407387] (CONTEXTUALIZE — Tripod Q2 context) cnyes.com, "PCB maker Tripod shines in the off-season: record Q2 revenue of NT$24.857 billion, up nearly 29% YoY", 2026-07-10. https://news.cnyes.com/news/id/6530392 6. [CNA #1415184] (CONTEXTUALIZE — Nanya Technology Q2 memory context) Central News Agency, "Nanya Technology earns a record NT$14.66 per share in Q2; prices to keep rising in the second half", 2026-07-10. https://www.cna.com.tw/news/afe/202607100130.aspx 7. [ANK-2026-07-13-003] Shen Guan, "Formosa Petrochemical June 2026 consolidated revenue NT$63,683.34 million (June: volume-up, price-down)", 2026-07-13. https://ainews.idaeo.ai/en/idaeo/ANK-2026-07-13-003 8. [ANK-2026-06-30-005] Shen Guan, "Memory cycle chapter two: shortage and adjustment coexisting (Taiwan stocks +1,126.01 points to 46,125.91)", 2026-06-30. https://ainews.idaeo.ai/en/idaeo/ANK-2026-06-30-005

📊 引用級事實單元（F-Units）

The cnyes revenue-flash roundup: as of 07:55 Taipei time on July 11, 2026, it compiled large-cap companies (capital of NT$5 billion / 50億 or more) that reported June 2026 revenue on the previous day (2026-07-10, absolute date supplied by this card); the cumulative number of large-cap companies that had reported June revenue reached 194; the source's headline says 24 were newly added in this batch
F-001 · Confidence: medium · Basis: news_aggregation CNYES #1440703 Grade U · 未分類／不可主張已驗證 June 2026 revenue (snapshot as of 07:55 Taipei time, 2026-07-11; reporting date 2026-07-11)
Of the cumulative 194 reported companies, 78 grew June 2026 revenue by more than 25% versus June 2025 (YoY) and 16 posted YoY growth below -20% versus June 2025 (based on the source's prose sentence)
F-002 · Confidence: medium · Basis: news_aggregation CNYES #1440703 Grade U · 未分類／不可主張已驗證 June 2026 revenue YoY distribution, versus June 2025 (snapshot 07:55 Taipei time, 2026-07-11; reporting date 2026-07-11)
Top three YoY gainers among the newly reported batch (all versus June 2025): WPG Holdings (大聯大, electronics distribution) NT$192.916 billion (1,929.16億), up 131.9%; 燁聯 (steel) NT$3.894 billion (38.94億), up 45.9%; 健鼎 (electronic components) NT$8.002 billion (80.02億), up 42.0%
F-003 · Confidence: medium · Basis: news_aggregation CNYES #1440703 Grade U · 未分類／不可主張已驗證 June 2026 revenue, versus June 2025 (YoY; reporting date 2026-07-11)
Top three MoM gainers among the newly reported batch (all versus May 2026): WPG Holdings (大聯大, electronics distribution) NT$192.916 billion (1,929.16億), up 39.8%; MediaTek (聯發科, semiconductors) NT$58.012 billion (580.12億), up 22.3%; 康舒 (electronic components) NT$3.423 billion (34.23億), up 16.4%
F-004 · Confidence: medium · Basis: news_aggregation CNYES #1440703 Grade U · 未分類／不可主張已驗證 June 2026 revenue, versus May 2026 (MoM; reporting date 2026-07-11)
Top five YoY gainers among the cumulative reported companies (all versus June 2025): 潤隆 (construction and building materials) NT$3.067 billion (30.67億), +162,537.3%; 鑽石生技 (other industries) NT$2.207 billion (22.07億), +4,396.6%; 遠雄 (construction and building materials) NT$1.992 billion (19.92億), +2,513.5%; 台汽電 (oil, electricity and gas) NT$6.722 billion (67.22億), +1,719.5%; Nanya Technology (南亞科, semiconductors) NT$29.388 billion (293.88億), +621.3%
F-005 · Confidence: medium · Basis: news_aggregation CNYES #1440703 Grade U · 未分類／不可主張已驗證 June 2026 revenue, versus June 2025 (YoY; snapshot 07:55 Taipei time, 2026-07-11; reporting date 2026-07-11)
Top five MoM gainers among the cumulative reported companies (all versus May 2026): 鑽石生技 (other industries) NT$2.207 billion (22.07億), +218.6%; 遠雄 (construction and building materials) NT$1.992 billion (19.92億), +208.1%; 北極星藥業-KY (biotech and medical care) NT$3.81 million (381萬), +137.8%; 力鵬 (textiles and fibers) NT$3.122 billion (31.22億), +93.2%; 愛山林 (construction and building materials) NT$948 million (9.48億), +76.4%
F-006 · Confidence: medium · Basis: news_aggregation CNYES #1440703 Grade U · 未分類／不可主張已驗證 June 2026 revenue, versus May 2026 (MoM; snapshot 07:55 Taipei time, 2026-07-11; reporting date 2026-07-11)
The source's closing note states that the data are for reference only and do not constitute investment advice (original wording: 數據僅供參考，不作為投資建議)
F-007 · Confidence: high · Basis: news_aggregation CNYES #1440703 Grade U · 未分類／不可主張已驗證 Reporting date 2026-07-11
Official anchor — WPG Holdings (大聯大) material information filing on the Taiwan Stock Exchange (TWSE#1415693, date of occurrence 2026-07-09): June 2026 self-tallied consolidated revenue of NT$192.92 billion, up 39.8% MoM and 131.9% YoY; Q2 revenue of NT$458.28 billion, up 44.8% QoQ and 83% YoY, exceeding the top of the company's guidance range of NT$330 billion to NT$350 billion; first-half cumulative revenue of NT$774.78 billion, up 55.2% from the same period of 2025
F-008 · Confidence: high · Basis: official_statement TWSE #1415693 Grade U · 未分類／不可主張已驗證 3702 June 2026 (MoM vs May 2026, YoY vs June 2025); Q2 vs Q1 2026 and Q2 2025; H1 vs H1 2025
Official anchor — MediaTek material information filing on the Taiwan Stock Exchange (TWSE#1444376, date of occurrence 2026-07-10): June 2026 self-tallied consolidated net revenue of NT$58.012 billion, up 22.3% from the prior month's consolidated net revenue of NT$47.434 billion
F-009 · Confidence: high · Basis: official_statement TWSE #1444376 Grade U · 未分類／不可主張已驗證 2454 June 2026 (MoM vs May 2026)
Media context — MediaTek Q2 (CNYES#1420950, 2026-07-10): per cnyes, MediaTek's June 2026 revenue was NT$58.012 billion, up 22.3% MoM and 2.8% YoY; Q2 revenue was NT$152.183 billion, up 2.03% QoQ and 1.21% YoY, a five-quarter high that exceeded the top of guidance (originally NT$140.2 billion to NT$149.2 billion); first-half cumulative revenue was NT$301.333 billion, down 0.77% YoY; customer pull-in exceeded expectations, and the company's first ASIC business is scheduled for volume production in the second half
F-010 · Confidence: medium · Basis: news_aggregation CNYES #1420950 Grade U · 未分類／不可主張已驗證 June 2026 and Q2 (reporting date 2026-07-10)
Media context — Tripod Technology (健鼎) Q2 (CNYES#1407387, 2026-07-10): per cnyes, PCB maker Tripod's June 2026 revenue was NT$8.002 billion, down 7.54% from the prior month's record NT$8.654 billion and up 41.97% YoY; Q2 revenue was a record NT$24.857 billion, up 18.57% QoQ and 38.84% YoY (that report's headline instead says Q2 rose "nearly 29%" YoY, contradicting its body text; this card carries the body's 38.84% and reproduces the discrepancy without reconciling it); January-June 2026 revenue was NT$45.822 billion, up 30.8% YoY; June shipments were affected by quarter-end stocktaking at EMS firms
F-011 · Confidence: medium · Basis: news_aggregation CNYES #1407387 Grade U · 未分類／不可主張已驗證 June 2026 and Q2 (reporting date 2026-07-10)
Media context — Nanya Technology (南亞科) Q2 (CNA#1415184, 2026-07-10): per CNA, DRAM maker Nanya Technology's Q2 gross margin rose to 79.5% on average selling prices up more than 60%, with after-tax profit of NT$50.192 billion and EPS of NT$14.66, an all-time high; Q2 revenue was NT$82.549 billion, up 68.2% QoQ; first-half cumulative after-tax profit was NT$76.25 billion, EPS NT$23.38, and net asset value per share NT$93.49
F-012 · Confidence: medium · Basis: news_aggregation CNA #1415184 Grade U · 未分類／不可主張已驗證 Q2 2026 and H1 (reporting date 2026-07-10)

❓ FAQ

How many Taiwan large-cap companies had reported June 2026 revenue as of July 11, 2026?

Per the cnyes.com revenue-flash roundup of July 11, 2026: as of 07:55 Taipei time on July 11, 2026, 194 large-cap companies (capital of NT$5 billion / 50億 or more) had cumulatively reported June 2026 revenue; the source's headline says 24 were newly added in this batch. This is a media-roundup snapshot, not a final census — Taiwan monthly revenue is filed successively and the cumulative count keeps changing afterward (this card's editorial judgment); this site has not verified the figures against official filings (CNYES#1440703, 2026-07-11).

What is the YoY distribution of June 2026 revenue among the cumulative 194 reported companies?

Per the cnyes roundup (based on its prose sentence): of the 194 companies, 78 grew June 2026 revenue by more than 25% versus June 2025 (YoY) and 16 posted YoY growth below -20% versus June 2025 (YoY). The source's distribution table's four buckets were re-checked against the original cnyes page in v1.1.0 and are supplied here: ">= +25%" 78 companies, ">= 0%" 62 companies, "< 0%" 38 companies, "<= -20%" 16 companies, summing to 194 and reconciling with the cumulative count; however, read literally the page's own labels are overlapping and contradict its own counts (78 > 62), so this card reproduces them as they stand and does not infer any bucket's actual boundaries (CNYES#1440703).

Which company had the highest YoY and MoM growth in the newly reported batch?

Both the batch's YoY No. 1 and MoM No. 1 were WPG Holdings (大聯大, electronics distribution): June 2026 revenue of NT$192.916 billion (1,929.16億), up 131.9% versus June 2025 (YoY) and up 39.8% versus May 2026 (MoM). The batch's YoY No. 2 and No. 3 were 燁聯 (steel, NT$3.894 billion / 38.94億, up 45.9% versus June 2025) and 健鼎 (electronic components, NT$8.002 billion / 80.02億, up 42.0% versus June 2025); the MoM No. 2 and No. 3 were MediaTek (聯發科, semiconductors, NT$58.012 billion / 580.12億, up 22.3% versus May 2026) and 康舒 (electronic components, NT$3.423 billion / 34.23億, up 16.4% versus May 2026). The population of these rankings is the newly reported batch (24 newly added per the headline), not the cumulative 194 companies (CNYES#1440703).

Which companies lead the cumulative board by June revenue YoY?

Among the cumulative 194 reported companies, the top five by June 2026 revenue YoY (all versus June 2025; figures reproduced as carried by cnyes): 潤隆 (construction and building materials) NT$3.067 billion (30.67億) +162,537.3%; 鑽石生技 (other industries) NT$2.207 billion (22.07億) +4,396.6%; 遠雄 (construction and building materials) NT$1.992 billion (19.92億) +2,513.5%; 台汽電 (oil, electricity and gas) NT$6.722 billion (67.22億) +1,719.5%; Nanya Technology (南亞科, semiconductors) NT$29.388 billion (293.88億) +621.3%. The source explains no company's growth and this card adds nothing; single-month revenue recognition in construction and biotech businesses is inherently volatile, so extreme percentages should be read together with absolute amounts (this card's editorial judgment, not a claim of the source) (CNYES#1440703).

Can the figures in this card be cited directly as the companies' official monthly revenue data?

No. The lead's cumulative leaderboard carries zero verified official anchors (official anchors extend only to the two companies added in v1.1.0, WPG Holdings and MediaTek): the lead's figures are reproduced from the cnyes roundup and have not been verified by this site against official filings on the Market Observation Post System; and the lead lists no stock ticker symbols, which this card does not add to the lead (the tickers carried by F-008 / F-009 are identification intrinsic to the TWSE official filings). Any citation must carry the as-reproduced-from-the-cnyes-roundup scope, the snapshot time point (as of 07:55 Taipei time on 2026-07-11) and the population (newly reported batch versus cumulative 194 companies); precise per-company monthly revenue should be verified against each company's official filings; the source notes the data are for reference only and do not constitute investment advice (CNYES#1440703). ---

🧠 編輯判斷（J-Units）

A snapshot, not a census — the cumulative 194 companies are a disclosure snapshot as of 07:55 Taipei time on 2026-07-11; Taiwan-listed companies file and publish monthly revenue successively, so the cumulative count keeps changing with later reports; any citation of a cumulative figure must be bound to this snapshot time point and must not be presented as a final census or settled total of June 2026 revenue (this card's editorial judgment, not a claim of the source)
Confidence: medium
Two populations must not be conflated — the source's batch top-three rankings are over the newly reported batch (24 newly added per the source's headline; companies that reported on the previous day, 2026-07-10), while the top-five YoY / MoM rankings and the YoY distribution are over the cumulative 194 reported companies; any citation of any ranking must state its population, and a batch No. 1 must not be written as a cumulative No. 1 or vice versa
Confidence: medium
Read extreme percentages together with absolute amounts — extreme YoY figures such as 潤隆 +162,537.3%, 鑽石生技 +4,396.6% and 遠雄 +2,513.5% (all June 2026 versus June 2025) are reproduced exactly as carried by cnyes; single-month revenue recognition at construction and biotech-related companies is inherently volatile (lumpy recognition such as project completions and milestone bookings), so extreme percentages should not stand alone as an indicator of operating momentum; the source explains no company's growth and this card adds nothing (this card's editorial judgment, not a claim of the source)
Confidence: medium
Citation boundary (scope updated in v1.1.0) — the lead's cumulative leaderboard and distribution figures are reproduced from the cnyes roundup and have not been verified by this site against official filings; in v1.1.0 two companies, WPG Holdings (TWSE#1415693) and MediaTek (TWSE#1444376), gained official-filing anchors whose percentages match the cnyes transcription, but the remaining roughly 192 companies are still media transcriptions — citations must carry each item's own status (official filing vs media transcription), and the upgrade of two companies must not be misread as the whole leaderboard being officially verified; the lead lists no stock ticker symbols, this card adds none to the lead, and citers should not bind tickers on their own; the tickers carried by F-008 / F-009 are identification intrinsic to the TWSE official filings, not a binding added by this card
Confidence: medium
Single-source rework synthesis discipline (v1.1.0): the added official filings (WPG #1415693, MediaTek #1444376) and Q2 media context (MediaTek #1420950, Tripod #1407387, Nanya Technology #1415184) sit alongside the lead cnyes roundup (#1440703) as juxtaposition only, each labeled with its own status — three rules: (1) separate the statuses (two official filings vs the rest as media transcription vs three Q2 media contexts; none of this makes the whole leaderboard officially verified); (2) no cross-source arithmetic (each source's monthly revenue, Q2 revenue and first-half cumulative figures are reproduced as-is; MediaTek's official monthly revenue is not added to or reconciled against its Q2 media revenue); (3) context is not verification (Nanya Technology's Q2 earnings call is memory-upcycle context, not an official verification of the lead's single-month NT$29.388 billion / 621.3%; Tripod's and MediaTek's monthly figures do match the filing or the roundup)
Confidence: medium

🔮 待驗證假設（P-Units）

The final picture of June 2026 revenue disclosures (total count and full distribution) awaits later roundups or official filing data; the cumulative 194 companies as of 07:55 Taipei time on 2026-07-11 are only a snapshot
Status: open
The four bucket range labels in the source's distribution table were re-checked against the original cnyes page in v1.1.0 and supplied (">= +25%" 78 companies, ">= 0%" 62 companies, "< 0%" 38 companies, "<= -20%" 16 companies, summing to 194 and reconciling with the cumulative count), closing the gap left by the corrupted labels in the syndicated copy; however, read literally the page's own labels are overlapping and contradict its own counts (78 > 62), so each bucket's actual boundaries can be determined only if the source issues a correction or another uncorrupted version is obtained, and this card does not infer them
Status: open
Official verification of each company's June revenue amount and YoY / MoM rates in this card awaits comparison with each company's monthly revenue filing on the Market Observation Post System
Status: open

Verification Record

AI-structured, registry-verified, editorially sampled — Kirishima Rei (AI Editorial Desk)

⚠️ This article was AI-structured (not authored by an individual human reporter).

Cross-verified by multiple AI models.

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