According to United Daily News (UDN), Quanta (廣達) reported July consolidated revenue of approximately NT$366.274 billion, down 4.9% from June but up 1.3-fold from a year earlier. CNA (中央社) confirmed the same figures in its own coverage, reporting Quanta's July revenue at roughly NT$366.274 billion, down 4.9% month over month and up 1.3-fold year over year.
UDN reported that Quanta's cumulative revenue for the first seven months of the year reached NT$2.21 trillion, an increase of 92.7% compared with the same period last year.
Per UDN, Quanta shipped 2.8 million notebook computers in July, a decline of 1.7 million units from June. UDN attributed the drop mainly to clients having front-loaded orders in the first half of the year in response to CPU shortages and rising memory prices, which pushed up the prior comparison base.
Both UDN and CNA reported that Wistron (緯創) posted July consolidated revenue of approximately NT$308.219 billion, down 4.2% month over month but up 60.8% year over year. TechNews cited a slightly different figure set from Wistron's own filing, putting July revenue at NT$308.219 billion, down 4.23% from June and up 60.76% from a year earlier — describing it as a new same-period high.
According to UDN, Compal (仁寶) reported July consolidated revenue of about NT$81.006 billion, down 15.5% month over month and up 38.3% year over year. UDN also noted that Compal's cumulative revenue for the first seven months reached approximately NT$520.604 billion, up 18.8% year over year.
| Company | July Revenue | MoM Change | YoY Change | Source |
|---|---|---|---|---|
| Quanta | NT$366.274 billion | -4.9% | +1.3-fold | UDN / CNA |
| Wistron | NT$308.219 billion | -4.2% (UDN/CNA) / -4.23% (TechNews) | +60.8% (UDN/CNA) / +60.76% (TechNews) | UDN / CNA / TechNews |
| Compal | NT$81.006 billion | -15.5% | +38.3% | UDN |
UDN reported Wistron's January–July cumulative revenue at NT$2.05 trillion, up 88.2% year over year. TechNews reported the same period at NT$2.05 trillion with a growth rate of 88.16%, and stated that the figure has "提前超越去年全年營收規模" (already exceeded last year's full-year revenue scale), which TechNews linked to sustained AI infrastructure demand.
TechNews further detailed that Wistron's July revenue a year earlier was about NT$191.7 billion, meaning this July's figure rose by more than NT$116 billion, translating into a year-on-year increase of over 60%. Looking at the cumulative figures, TechNews reported that Wistron's first-seven-month revenue of NT$2.0499 trillion was about NT$960.4 billion higher than the same period last year, consistent with the 88.16% growth rate.
CNA reported that Wistron expects third-quarter notebook shipments to come in below the second quarter, with desktop and monitor shipments holding flat. The company told CNA that its AI-related business is expected to grow sequentially in the second half, with stronger momentum starting in August.
Separately, TechNews cited Wistron saying that AI server demand remains strong, and that August shipment momentum is expected to exceed July's, with AI server business projected to grow sequentially through the second half, supporting continued full-year growth.
CNA reported that Compal shipped 1.8 million notebooks in July, a decrease of 600,000 units from June. CNA attributed the decline primarily to a pull-forward effect from quarter-end shipments in June that raised the comparison base, combined with some clients having front-loaded orders earlier in the first half of the year.
UDN reported that Quanta told CNA it is maintaining its prior view for full-year 2026: AI server revenue is expected to grow at a triple-digit rate, while notebook products are expected to track the broader industry trend and could decline by a double-digit percentage.
Across all three ODMs, July revenue rose sharply year over year even as notebook shipment volumes fell — Quanta's shipments dropped by 1.7 million units and Compal's by 600,000 units, both attributed by the companies to high prior-year bases from earlier pull-forward ordering. This pattern lines up with Quanta's own full-year framing that AI servers will grow at a triple-digit pace while notebooks may decline by double digits. Wistron's case adds a cumulative dimension: TechNews reported that its January–July revenue of NT$2.05 trillion has already surpassed last year's full-year total, and the company told both CNA and TechNews that it expects August and second-half momentum to strengthen further — suggesting that, per the companies' own statements, AI server demand is currently the dominant driver behind the year-on-year revenue gains even as notebook volumes soften.
Yes. TechNews reported that Wistron's January–July 2026 cumulative revenue of NT$2.05 trillion (up 88.16% year over year) has already surpassed the company's full-year revenue scale from the prior year.
According to UDN, Quanta told CNA it expects AI server revenue to grow at a triple-digit rate in 2026, while notebook products may decline by a double-digit percentage in line with the broader industry trend.
CNA and UDN both reported that the declines were mainly due to high comparison bases from earlier client pull-forward ordering in the first half of the year — Quanta's shipments fell by 1.7 million units and Compal's by 600,000 units month over month.
According to Liberty Times and CNA reports, OpenAI said on August 7 it could not rule out that its upcoming Astra model has reached a 'critical' cybersecurity capability threshold, so it paused part of Astra's development and moved remaining work into an isolated sandbox. The Wall Street Journal called it one of the first public halts by an AI developer over safety concerns.
According to United Daily News (udn.com) and the Central News Agency (CNA), Wu Hsin-yang (吳昕陽), vice chairman of Shin Kong Mitsukoshi (新光三越), was elected the 5th-term chairman of the Taiwan Non-Store Retail Trade Association (中華民國無店面零售商業同業公會) on August 7, 2026, succeeding Wang Ling-lung (王令麟), with the handover witnessed by Tung Ming-hui (童明慧) of the Digital Development Ministry.
According to money.udn.com, the Trump administration will impose a 15% tariff on polysilicon and derivative products effective December 4, invoking Section 232 of the 1962 Trade Expansion Act. Taiwan is exempt from stacking with MFN duties, and semiconductor firms can secure exemption quotas through the Taiwan-U.S. investment MOU, per Taiwan's Ministry of Economic Affairs.