Taipei LedgerData Analysis on Taiwan's Companies and Economy

Revenue Day · Taiwan monthly revenue

September 2026

Revised 4 November 2026: now includes the companies incorporated outside Taiwan (-KY listings, such as Airtac, Alchip and BizLink), which were missing from the first edition.

1,989 TWSE and TPEx companies have reported September 2026 revenue (1,990 reported the month before).

NT$6,492.2bntotal revenue, excl. financials and builders
+46.7%year on year, same companies
+54.3%electronics industries
+19.9%everything else

Listed-company revenue rose year over year in September. 1,989 companies reported, against 1,990 the month before. Revenue for all companies excluding financials and builders was NT$6,492.2bn, up 46.7%; electronics industries were up 54.3%, compared with 19.9% for everything else.

TSMC and Hon Hai reported different month-on-month movements. TSMC revenue was NT$511.9bn, up 54.6% year over year and down 0.6% month over month. Hon Hai reported NT$1,158.6bn, up 38.4% year over year and 25.7% month over month; it was the highest month in records starting 2021-01, though 9.4% below its recent trend.

Silitech Technology was furthest above trend among the companies listed. Its revenue was NT$1.2bn, up 446.5% year over year and 269.1% above its recent trend. Delta Electronics was 21.5% below its recent trend and reported year-over-year revenue growth of 14.6%. Quanta Computer was 25.5% below its recent trend and reported year-over-year revenue growth of 76.7%.

Several companies reported record months. Alongside Hon Hai, these included WPG Holdings at NT$219.6bn, Pegatron at NT$214.8bn, and Wiwynn at NT$172.6bn. ASE Technology and UMC also recorded their highest months since 2021-01, at NT$88.1bn and NT$25.4bn, respectively.

AI hardware groups showed sharply different growth rates. Memory & storage revenue rose 368.1% year over year to NT$112.3bn; Nanya Technology’s revenue rose 576.6% year over year. By comparison, AI servers & ODMs rose 57.2% to NT$2,206.0bn, while power & cooling rose 22.2% to NT$111.2bn.

Where the revenue came from

Share of all reported revenue this month, top 10 industries

Computers & peripherals25.2%
Other electronics19.1%
Semiconductors15.1%
Electronics distribution10.2%
Electronic components5.0%
Finance & insurance2.6%
Shipping2.6%
Communications2.4%
Optoelectronics1.7%
Plastics1.5%

Largest industries, revenue year on year

The 12 industries with the most revenue this month

Electronics distribution+102.3%
Oil, gas & power+69.2%
Computers & peripherals+65.4%
Semiconductors+58.9%
Shipping+50.4%
Other electronics+37.4%
Plastics+32.6%
Communications+31.1%
Electronic components+29.8%
Optoelectronics+5.9%
Food+5.6%
Finance & insurance-19.0%

AI hardware groups, revenue year on year

Group revenue vs the same month last year

Memory & storage+368.1%
PCB & materials+69.7%
AI servers & ODMs+57.2%
Networking & connectivity+56.7%
Packaging & test+48.7%
Foundry & chip design+48.5%
Power & cooling+22.2%

1. Biggest surprises

"vs trend" compares this month with what the company's growth over the previous three months implied (same month last year × (1 + average YoY of the last 3 months)). "Unusual" scales that gap by how much the company's own month-to-month gaps have varied over the last three years, so steady companies with a real break rank above companies that always swing; the tables are sorted by it. Companies with at least NT$500m revenue this month; banks, insurers and builders left out (their monthly revenue is lumpy by nature).

CompanyIndustryRevenueYoYMoMYTD YoYvs trendUnusual
Silitech Technology 3311 閎暉CommunicationsNT$1.2bn+446.5%+187.4%+68.3%+269.1%+16.6σ
Ventec International Group 6672 騰輝電子-KYElectronic componentsNT$1.0bn+201.7%+26.7%+69.5%+52.8%+4.2σ
Channel Well Technology 3078 僑威Electronic componentsNT$600m-1.6%+48.8%-43.6%+105.7%+4.0σ
Ritek 2349 錸德OptoelectronicsNT$773m+42.3%+43.3%-1.4%+56.7%+3.6σ
General Interface Solution (GIS) Holding 6456 GIS-KYOptoelectronicsNT$6.2bn+30.8%+46.4%-18.5%+99.1%+3.3σ
Pegatron 4938 和碩Computers & peripheralsNT$214.8bn+86.9%+143.2%+13.8%+55.1%+3.2σ
Winmate 3416 融程電Computers & peripheralsNT$535m+95.9%+31.8%+34.2%+61.7%+3.2σ
Chin-Poon Industrial 2355 敬鵬Electronic componentsNT$1.9bn+44.3%+27.4%+11.2%+29.7%+3.0σ
Apex International 4927 泰鼎-KYElectronic componentsNT$1.5bn+72.8%+11.4%+9.7%+42.5%+3.0σ
Stark Technology 2480 敦陽科IT servicesNT$977m+50.4%+26.1%+20.0%+26.4%+2.4σ
Alchip Technologies 3661 世芯-KYSemiconductorsNT$10.0bn+496.0%+13.7%+44.6%+132.0%+2.4σ
Test Rite International 2908 特力Trading & retailNT$3.1bn+14.5%+19.2%+2.9%+22.4%+2.3σ
Oriental Union Chemical 1710 東聯ChemicalsNT$3.0bn+74.0%+26.6%+5.2%+55.1%+2.3σ
Trusval Technology 6667 信紘科Other electronicsNT$1.2bn+91.5%+46.6%+21.2%+66.2%+2.2σ
Kerry TJ Logistics 2608 嘉里大榮ShippingNT$1.6bn+23.6%+2.8%+31.9%+34.1%+2.2σ
SuperAlloy Industrial 1563 巧新AutomotiveNT$816m+39.7%+48.4%+10.0%+24.8%+2.1σ
Makalot 1477 聚陽TextilesNT$2.9bn+24.1%-17.5%+0.2%+22.7%+2.0σ
LuxNet 4979 華星光CommunicationsNT$575m+97.8%+5.3%+27.3%+49.8%+2.0σ
Genesis Technology 6221 晉泰IT servicesNT$616m+47.3%+31.4%-20.4%+77.5%+1.9σ
Acer E-Enabling Service Business 6811 宏碁資訊Digital & cloudNT$1.5bn+97.4%+30.7%+33.4%+37.6%+1.9σ

Largest shortfalls

CompanyIndustryRevenueYoYMoMYTD YoYvs trendUnusual
Elan Microelectronics 2458 義隆SemiconductorsNT$602m-46.9%-18.7%-8.6%-38.1%-2.9σ
Delta Electronics 2308 台達電Electronic componentsNT$65.4bn+14.6%+1.3%+37.2%-21.5%-2.6σ
Simplo Technology 6121 新普Computers & peripheralsNT$6.0bn-20.6%-10.4%+1.5%-27.5%-2.4σ
WEI Chuan Foods 1201 味全FoodNT$1.9bn-12.3%-5.3%-2.3%-16.3%-2.4σ
Dynapack International Technology 3211 順達Computers & peripheralsNT$776m-34.1%-53.7%+13.9%-44.9%-2.4σ
Fwusow Industry 1219 福壽FoodNT$866m-28.5%-12.0%-7.5%-19.3%-2.2σ
Globe Union Industrial 9934 成霖Home & livingNT$1.3bn-17.5%+5.4%+3.2%-23.2%-2.2σ
Wits 4953 緯軟IT servicesNT$1.2bn+17.6%-1.2%+29.0%-11.2%-2.1σ
PSS 6914 阜爾運通OtherNT$543m-3.7%+1.8%+7.0%-12.0%-2.0σ
Speed Tech 5457 宣德Electronic componentsNT$1.7bn-37.6%-8.5%-9.9%-33.3%-2.0σ

2. Record months

Highest monthly revenue in our records for that company (records begin January 2021).

CompanyIndustryRevenueYoYMoMHighest since
Hon Hai 2317 鴻海Other electronicsNT$1,158.6bn+38.4%+25.7%records began 2021-01
WPG Holdings 3702 大聯大Electronics distributionNT$219.6bn+146.5%+54.4%records began 2021-01
WT Microelectronics 3036 文曄Electronics distributionNT$215.9bn+60.0%+8.8%records began 2021-01
Pegatron 4938 和碩Computers & peripheralsNT$214.8bn+86.9%+143.2%records began 2021-01
Wiwynn 6669 緯穎Computers & peripheralsNT$172.6bn+100.0%+19.6%records began 2021-01
Synnex Technology 2347 聯強Electronics distributionNT$90.3bn+158.7%+21.7%records began 2021-01
ASE Technology 3711 日月光投控SemiconductorsNT$88.1bn+45.5%+7.1%records began 2021-01
Gigabyte 2376 技嘉Computers & peripheralsNT$63.1bn+125.4%+33.1%records began 2021-01
Nanya Technology 2408 南亞科SemiconductorsNT$45.1bn+576.6%+0.9%records began 2021-01
Acer 2353 宏碁Computers & peripheralsNT$34.7bn+17.6%+15.1%records began 2021-01
Phison 8299 群聯SemiconductorsNT$30.6bn+370.3%+8.4%records began 2021-01
Winbond 2344 華邦電SemiconductorsNT$28.2bn+256.7%+3.4%records began 2021-01
Zhen Ding Technology Holding 4958 臻鼎-KYElectronic componentsNT$26.4bn+36.1%+27.5%records began 2021-01
UMC 2303 聯電SemiconductorsNT$25.4bn+27.2%+1.2%records began 2021-01
Kinpo Electronics 2312 金寶Other electronicsNT$22.2bn+13.4%+64.9%records began 2021-01
Elite Material 2383 台光電Electronic componentsNT$21.5bn+168.9%+6.9%records began 2021-01
Asia Vital Components 3017 奇鋐Computers & peripheralsNT$21.0bn+44.9%+7.9%records began 2021-01
Cal-Comp Electronics (Thailand) Pub 9105 泰金寶-DRUnclassifiedNT$20.2bn+21.1%+71.4%records began 2021-01
MiTAC Holdings 3706 神達Computers & peripheralsNT$18.9bn+88.6%+39.5%records began 2021-01
Weikeng Industrial 3033 威健Electronics distributionNT$18.8bn+79.9%+52.3%records began 2021-01
Unimicron 3037 欣興Electronic componentsNT$18.7bn+64.7%+5.1%records began 2021-01
Ennoconn 6414 樺漢Computers & peripheralsNT$17.8bn+45.3%+14.6%records began 2021-01
Yageo 2327 國巨*Electronic componentsNT$17.1bn+46.1%+4.5%records began 2021-01
Edom Technology 3048 益登Electronics distributionNT$15.1bn+41.9%+11.4%records began 2021-01
Tripod Technology 3044 健鼎Electronic componentsNT$10.6bn+53.5%+4.1%records began 2021-01

3. Large companies

CompanyIndustryRevenueYoYMoMYTD YoYvs trend
TSMC 2330 台積電SemiconductorsNT$511.9bn+54.6%-0.6%+41.1%-0.4%
Hon Hai 2317 鴻海Other electronicsNT$1,158.6bn+38.4%+25.7%+39.5%-9.4%
MediaTek 2454 聯發科SemiconductorsNT$55.4bn+2.0%-13.7%+5.3%-14.8%
Delta Electronics 2308 台達電Electronic componentsNT$65.4bn+14.6%+1.3%+37.2%-21.5%
Quanta Computer 2382 廣達Computers & peripheralsNT$325.3bn+76.7%-23.3%+99.4%-25.5%
ASE Technology 3711 日月光投控SemiconductorsNT$88.1bn+45.5%+7.1%+30.3%+3.5%
Chunghwa Telecom 2412 中華電CommunicationsNT$24.4bn+20.8%+4.7%+10.8%+6.4%
UMC 2303 聯電SemiconductorsNT$25.4bn+27.2%+1.2%+16.1%+2.4%
Wiwynn 6669 緯穎Computers & peripheralsNT$172.6bn+100.0%+19.6%+50.3%+43.1%
Wistron 3231 緯創Computers & peripheralsNT$380.8bn+87.2%-17.2%+97.2%-3.4%
Asus 2357 華碩Computers & peripheralsNT$97.2bn+17.7%+2.4%+38.5%-23.2%
Uni-President 1216 統一FoodNT$61.8bn+5.8%-2.1%+4.2%+0.1%
Evergreen Marine 2603 長榮ShippingNT$49.7bn+63.7%+1.5%+15.5%+17.4%
Formosa Plastics 1301 台塑PlasticsNT$15.0bn+7.1%+7.3%-0.6%+4.1%
China Steel 2002 中鋼SteelNT$31.0bn+27.1%+10.9%+6.2%+10.7%

4. AI hardware groups

A provisional grouping of companies by AI hardware segment. It is not a confirmed supply-chain map.

Foundry & chip design +48.5% group revenue YoY

CompanyIndustryRevenueYoYMoMYTD YoYvs trend
TSMC 2330 台積電SemiconductorsNT$511.9bn+54.6%-0.6%+41.1%-0.4%
MediaTek 2454 聯發科SemiconductorsNT$55.4bn+2.0%-13.7%+5.3%-14.8%
UMC 2303 聯電SemiconductorsNT$25.4bn+27.2%+1.2%+16.1%+2.4%
Alchip Technologies 3661 世芯-KYSemiconductorsNT$10.0bn+496.0%+13.7%+44.6%+132.0%
Global Unichip 3443 創意SemiconductorsNT$7.1bn+97.8%+22.4%+102.8%-11.9%
Aspeed 5274 信驊SemiconductorsNT$1.6bn+100.9%+0.6%+77.7%+3.3%
Faraday Technology 3035 智原SemiconductorsNT$1.4bn+4.4%+19.8%-37.0%-14.5%

Packaging & test +48.7% group revenue YoY

CompanyIndustryRevenueYoYMoMYTD YoYvs trend
ASE Technology 3711 日月光投控SemiconductorsNT$88.1bn+45.5%+7.1%+30.3%+3.5%
Powertech Technology 6239 力成SemiconductorsNT$8.5bn+27.0%-0.6%+30.3%+1.4%
Chroma ATE 2360 致茂Other electronicsNT$6.9bn+206.5%+21.8%+119.5%+30.5%
King Yuan Electronics 2449 京元電子SemiconductorsNT$4.1bn+24.5%-0.2%+34.1%-5.9%
MPI 6223 旺矽SemiconductorsNT$2.0bn+82.2%-0.0%+57.9%+9.0%
WinWay 6515 穎崴SemiconductorsNT$1.3bn+87.7%-26.7%+96.7%-42.3%

AI servers & ODMs +57.2% group revenue YoY

CompanyIndustryRevenueYoYMoMYTD YoYvs trend
Hon Hai 2317 鴻海Other electronicsNT$1,158.6bn+38.4%+25.7%+39.5%-9.4%
Wistron 3231 緯創Computers & peripheralsNT$380.8bn+87.2%-17.2%+97.2%-3.4%
Quanta Computer 2382 廣達Computers & peripheralsNT$325.3bn+76.7%-23.3%+99.4%-25.5%
Wiwynn 6669 緯穎Computers & peripheralsNT$172.6bn+100.0%+19.6%+50.3%+43.1%
Inventec 2356 英業達Computers & peripheralsNT$98.6bn+62.9%+18.5%+42.8%+5.5%
Gigabyte 2376 技嘉Computers & peripheralsNT$63.1bn+125.4%+33.1%+63.2%+28.4%
King Slide 2059 川湖Electronic componentsNT$4.5bn+196.2%-31.0%+167.8%-27.2%
Chenbro 8210 勤誠Computers & peripheralsNT$2.5bn+13.8%+0.8%+46.3%-28.9%

Power & cooling +22.2% group revenue YoY

CompanyIndustryRevenueYoYMoMYTD YoYvs trend
Delta Electronics 2308 台達電Electronic componentsNT$65.4bn+14.6%+1.3%+37.2%-21.5%
Asia Vital Components 3017 奇鋐Computers & peripheralsNT$21.0bn+44.9%+7.9%+71.2%-9.0%
Lite-On Technology 2301 光寶科Computers & peripheralsNT$18.8bn+22.1%-3.8%+26.1%-8.3%
Jentech 3653 健策Electronic componentsNT$3.1bn+80.0%-5.3%+47.1%+0.1%
Auras 3324 雙鴻Other electronicsNT$2.9bn+23.2%-8.2%+72.4%-32.3%

PCB & materials +69.7% group revenue YoY

CompanyIndustryRevenueYoYMoMYTD YoYvs trend
Zhen Ding Technology Holding 4958 臻鼎-KYElectronic componentsNT$26.4bn+36.1%+27.5%+22.4%+0.7%
Elite Material 2383 台光電Electronic componentsNT$21.5bn+168.9%+6.9%+103.7%+18.6%
Unimicron 3037 欣興Electronic componentsNT$18.7bn+64.7%+5.1%+37.7%+13.2%
Gold Circuit Electronics 2368 金像電Electronic componentsNT$9.3bn+55.5%-10.2%+69.1%-12.3%
Taiwan Union Technology 6274 台燿Electronic componentsNT$6.1bn+114.8%+3.6%+99.4%-2.6%
Nan Ya PCB 8046 南電Electronic componentsNT$5.6bn+57.8%+4.4%+41.8%+7.4%
Kinsus 3189 景碩SemiconductorsNT$5.2bn+44.5%+7.7%+33.6%+6.0%

Networking & connectivity +56.7% group revenue YoY

CompanyIndustryRevenueYoYMoMYTD YoYvs trend
Accton 2345 智邦CommunicationsNT$40.4bn+66.1%-1.2%+62.4%+1.2%
BizLink Holding 3665 貿聯-KYOther electronicsNT$9.3bn+39.2%+5.0%+39.9%-12.5%
Lotes 3533 嘉澤Electronic componentsNT$3.4bn+16.1%+5.0%+17.5%-2.0%
LuxNet 4979 華星光CommunicationsNT$575m+97.8%+5.3%+27.3%+49.8%
FOCI Fiber Optic Communications 3363 上詮CommunicationsNT$224m+28.4%+9.7%-6.0%+24.4%

Memory & storage +368.1% group revenue YoY

CompanyIndustryRevenueYoYMoMYTD YoYvs trend
Nanya Technology 2408 南亞科SemiconductorsNT$45.1bn+576.6%+0.9%+626.9%-7.8%
Phison 8299 群聯SemiconductorsNT$30.6bn+370.3%+8.4%+290.9%+4.1%
Winbond 2344 華邦電SemiconductorsNT$28.2bn+256.7%+3.4%+187.4%-0.1%
Macronix 2337 旺宏SemiconductorsNT$8.4bn+188.2%+2.7%+154.5%-5.5%

5. Back to growth

Revenue up year on year after at least three months of declines.

CompanyIndustryRevenueYoYMoMMonths down before
MSI 2377 微星Computers & peripheralsNT$19.9bn+1.8%+12.5%6
Asia Cement 1102 亞泥CementNT$6.7bn+5.2%+20.2%6
General Interface Solution (GIS) Holding 6456 GIS-KYOptoelectronicsNT$6.2bn+30.8%+46.4%6
Yulon Motor 2201 裕隆AutomotiveNT$6.0bn+2.4%+3.2%4
Far Eastern Department Stores 2903 遠百Trading & retailNT$2.6bn+4.0%+0.7%3
Yuen Foong Yu Consumer Products 6790 永豐實PaperNT$978m+10.7%+16.3%4
Phihong Technology 2457 飛宏Electronic componentsNT$862m+2.5%+12.2%6
Shin Zu Shing Co 3376 新日興Electronic componentsNT$850m+3.3%+2.4%6
Nidec Chaun-Choung Technology 6230 尼得科超眾Computers & peripheralsNT$786m+3.4%+3.5%3
Ritek 2349 錸德OptoelectronicsNT$773m+42.3%+43.3%6
GrandTech C.G. Systems 6123 上奇IT servicesNT$547m+9.4%+3.6%6
Global Lighting Technologies 4935 茂林-KYOptoelectronicsNT$545m+23.5%+36.0%6

6. By industry

IndustryCompaniesRevenueYoY
Computers & peripherals110NT$1,696.7bn+65.4%
Other electronics94NT$1,287.0bn+37.4%
Semiconductors199NT$1,016.3bn+58.9%
Electronics distribution36NT$688.1bn+102.3%
Electronic components211NT$338.1bn+29.8%
Finance & insurance39NT$175.0bn-19.0%
Shipping33NT$172.5bn+50.4%
Communications92NT$160.1bn+31.1%
Optoelectronics116NT$113.0bn+5.9%
Plastics25NT$103.9bn+32.6%
Oil, gas & power12NT$98.9bn+69.2%
Food33NT$94.0bn+5.6%
Steel49NT$88.8bn+19.4%
Construction86NT$66.0bn+56.2%
Automotive42NT$63.6bn+13.8%
Other96NT$59.2bn+6.9%
Sports & leisure26NT$56.7bn+6.0%
Electrical machinery97NT$55.1bn+18.9%
Textiles52NT$52.3bn+4.8%
Trading & retail19NT$44.4bn-24.3%
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