Hongtsu (弘塑, TWSE: 3131) reported consolidated revenue of NT$792,895 thousand for July 2026, according to disclosure data carried by MoneyDJ (E1). TechNews reported the same figure rounded as NT$7.93 billion... more precisely NT$792.9 million (7.93億元), and said it represented growth of 25.6% from June (E6, E7).
On the year-on-year comparison, MoneyDJ's disclosure data put July's increase at 42.41% (E2), while TechNews reported the year-on-year gain as 42.4% (E8) — the two outlets' figures are consistent apart from minor rounding.
MoneyDJ's disclosure data show Hongtsu's July 2025 revenue stood at NT$556,771 thousand (E5). Measured against that base, July 2026 revenue of NT$792,895 thousand produces the 42.41% year-on-year increase reported by MoneyDJ (E2) and the 42.4% figure reported by TechNews (E8) — both outlets describing the same year-on-year move from the same starting point.
For the January–July 2026 period, MoneyDJ's disclosure data show cumulative revenue of NT$4,115,803 thousand (E3), a year-on-year increase of 20.07% (E4). TechNews reported the same cumulative total as NT$4.116 billion (41.16億元) with year-on-year growth of 20.1% (E9, E10). Again, the two sources' numbers align within rounding.
| Metric | MoneyDJ (moneydj.com) | TechNews (finance.technews.tw) |
|---|---|---|
| July 2026 revenue | NT$792,895 thousand | NT$792.9 million (7.93億元) |
| July 2026 MoM growth | — | 25.6% |
| July 2026 YoY growth | 42.41% | 42.4% |
| July 2025 revenue (year-ago base) | NT$556,771 thousand | — |
| Jan–Jul 2026 cumulative revenue | NT$4,115,803 thousand | NT$4.116 billion (41.16億元) |
| Jan–Jul 2026 cumulative YoY growth | 20.07% | 20.1% |
Placing the figures side by side shows July's pace running ahead of the year-to-date trend: the single-month year-on-year gain reported by both MoneyDJ (42.41%) and TechNews (42.4%) is roughly double the cumulative January–July year-on-year growth of 20.07%/20.1% reported by the same two outlets. That gap indicates July contributed more to year-on-year growth than the average of the preceding months in the same period. The two outlets' independently reported figures — for the monthly total, the year-ago base, the cumulative total, and both growth rates — are consistent with each other within normal rounding differences, with MoneyDJ's disclosure-based figures and TechNews's reporting corroborating the same set of numbers from different domains.
NT$792,895 thousand (NT$792.9 million), according to MoneyDJ disclosure data and TechNews reporting.
TechNews reported month-on-month growth of 25.6%.
NT$4,115,803 thousand (NT$4.116 billion), up 20.07%–20.1% year-on-year per MoneyDJ and TechNews.
According to TechNews and CNA, Winbond Electronics (華邦電) GM Chen Pei-ming warned on August 6, 2026 that 2027 memory shortages will exceed 2026's. CMS revenue rose 78% and Flash revenue rose 65% quarter-over-quarter, backed by NT$39.5 billion in 2026 capex, up over 70-fold year-on-year.
According to Technews, MoneyDJ, and CTEE reports dated August 6, 2026, TSMC (台積電) is holding roughly $1 billion (about NT$32 billion) worth of Apple (蘋果) A20 Pro processors that cannot complete back-end packaging because of a DRAM shortage. TSMC's CFO had already flagged rising inventory days on July 16, and Apple sources memory mainly from Micron, plus SK Hynix and Samsung.
According to Technews, also reported by CNA and ETtoday, the US FCC is drafting a measure to ban imports of new Chinese-made optical transceivers, with officials hoping to finalize it this year, though it could still be revised or shelved. The news drove same-day share drops of 7.27% for Innolight (中際旭創) and 5.29% for Eoptolink (新易盛), while Beijing's foreign ministry called the move protectionist.