Taiwan AI Supply-Chain Monthly Revenue (July 2026)
July 2026 consolidated revenue and YoY growth for Taiwan-listed AI hardware supply-chain companies — server ODMs, thermal, power, PCB/substrate, IC design, connectors — ranked by revenue.
| Company (ticker) | Category | Jul 2026 revenue (NT$100M) | YoY |
|---|---|---|---|
| Hon Hai (2317) | AI server ODM/EMS | 9,465.13 | +54.2% |
| Quanta (2382) | AI server ODM | 3,662.74 | +131.3% |
| Wistron (3231) | AI server ODM | 3,082.19 | +60.8% |
| Wiwynn (6669) | Hyperscale rack ODM | 1,176.86 | +39.2% |
| Inventec (2356) | AI server ODM | 901.90 | +65.7% |
| Delta (2308) | Power / infrastructure | 670.73 | +47.8% |
| MediaTek (2454) | IC design | 484.75 | +12.2% |
| AVC (3017) | Thermal | 185.90 | +57.4% |
| Unimicron (3037) | PCB / ABF substrate | 162.54 | +43.7% |
| Nan Ya PCB (8046) | PCB / ABF substrate | 54.40 | +50.2% |
| Auras (3324) | Liquid cooling | 37.65 | +116.7% |
| Lotes (3533) | Connectors | 33.69 | +18.6% |
Method & sources
Each figure is **July 2026 consolidated revenue** (Taiwan-listed companies file monthly revenue with MOPS 公開資訊觀測站 by the 10th). Figures are as restated by cnyes "營收速報" from the official MOPS filing (a mechanical restatement; the owner accepted this source on 2026-08-17); each can be re-pulled from MOPS (https://mops.twse.com.tw → monthly revenue) or company IR if literal first-party URLs are required. Unit: NT$ hundred-million (億). This is the latest available month as of retrieval (2026-08-17); August 2026 revenue files ~2026-09-10. Notes: 3017 (AVC) and 3324 (Auras) are both thermal — do not confuse; 8046 is Nan Ya PCB (南電), distinct from Nanya Technology (2408). MediaTek's YoY is +12.16% (cnyes rounds to +12%, corroborated by Nextapple); Lotes YoY is reported as +18.6% by aggregators.
Source: https://mops.twse.com.tw/mops/web/t21sc03_1
Retrieved: 2026-08-17