Guide first published July 2026; the worked example below uses the filings covering June 2026 activity, reported by the July 10, 2026 statutory deadline.
Taiwan-listed companies must disclose monthly revenue by the 10th of the following month — a disclosure cadence almost no other major market imposes. Where investors elsewhere wait a full quarter for hard numbers, Taiwan delivers an official demand reading every thirty days, straight from each company’s own filing with the Taiwan Stock Exchange (TWSE). For the AI trade in particular, that makes Taiwan’s monthly filings the earliest verified, volume-weighted data point on how much advanced silicon and hardware the industry is actually paying for — not ordering, not forecasting, but paying for.
This guide walks through how to read that data: what to compare it against, which companies to watch together, and what divergences between them tend to mean. As a worked example, it uses the filings covering June 2026, reported by TSMC (2330), Hon Hai/Foxconn (2317), Delta Electronics (2308), MediaTek (2454), and UMC (2303).
The Three Numbers That Matter in Every Monthly Filing
- Year-over-year (YoY) growth — the cleanest read on demand momentum, since it cancels out seasonality.
- Month-over-month (MoM) change — noisier, but tells you whether momentum is building or fading into a quarter close.
- Year-to-date (YTD) cumulative YoY — the trend line. Comparing a single month’s YoY figure against the YTD cumulative figure is the single most useful gut-check: a monthly YoY rate running well above the YTD figure signals the growth rate is accelerating; a monthly rate below YTD signals deceleration.
Worked Example: The June 2026 Filings
As of the filings reported by the July 10, 2026 deadline, TSMC posted June revenue of NT$442.7 billion, up 6.16% from May and up 67.9% from June 2025. Cumulative revenue for the first six months of 2026 was running 35.6% ahead of the same period last year.
Applying rule 3 above: full-year-to-date revenue was up 35.6%, yet June alone grew 67.9% year-over-year — nearly double the cumulative pace. That spread is the signal: growth accelerated versus the earlier first-half run rate, and the 6.16% sequential gain into the quarter close suggests demand was still building rather than plateauing when the books were ruled off.
| Company (Ticker) | June 2026 Revenue (NT$B) | MoM | YoY | YTD Cumulative YoY |
|---|---|---|---|---|
| TSMC (2330) | 442.7 | +6.16% | +67.90% | +35.60% |
| Hon Hai / Foxconn (2317) | 821.8 | −4.38% | +52.11% | +34.99% |
| Delta Electronics (2308) | 65.6 | +11.26% | +55.43% | +41.02% |
| MediaTek (2454) | 58.0 | +22.30% | +2.80% | −0.77% |
| UMC (2303) | 23.1 | +0.79% | +22.85% | +11.28% |
Hon Hai (Foxconn), the largest company in the table by absolute revenue at NT$821.8 billion, grew 52.11% year-over-year even as revenue slipped 4.38% from May. The annual comparison is what counts here: as the dominant assembler of AI servers, Hon Hai’s growth rate corroborates the demand signal coming out of TSMC’s fabs one step downstream.
Delta Electronics posted the fastest cumulative growth of the group, with first-half revenue up 41.02% and June up 55.43% year-over-year alongside an 11.26% sequential gain. Delta’s power components and thermal solutions sit squarely in the data-center build-out, and its numbers move in visible sympathy with the AI names above it.
UMC offers the contrast. The mature-node foundry grew a respectable 22.85% year-over-year, but its near-flat month (+0.79%) and 11.28% year-to-date pace — roughly a third of TSMC’s — underline that this cycle is being driven by leading-edge capacity, not the broader chip market.
MediaTek is the outlier. A 22.30% jump from May looks impressive in isolation, but June revenue was up just 2.80% from a year earlier, and cumulative first-half revenue is actually down 0.77%. The divergence between MediaTek and TSMC could hardly be starker: demand for smartphone- and consumer-centric silicon is flat while AI infrastructure spending surges. The strong May-to-June move is worth noting, but one month does not yet reverse a negative half.
How to Apply This Framework Each Month
The same three-number framework (YoY / MoM / YTD-cumulative) applies to every filing cycle. Using the June 2026 data as the template, here is what a reader should track going into the next filing round (due by August 10, 2026):
- Does TSMC’s monthly YoY rate stay above its YTD cumulative rate? In June 2026, it did by a wide margin (67.9% vs. 35.6%) — the acceleration case. If a later month’s YoY rate converges back toward the YTD figure, that is the deceleration case.
- Does a laggard’s cumulative YoY turn positive? MediaTek’s first-half 2026 revenue sat at −0.77% YoY even after a strong single month (+22.30% MoM in June). Whether that cumulative line crosses back into positive territory in a later filing is the tell for whether consumer-silicon demand is actually recovering or a single filing was noise.
- Does a MoM decline reverse or persist? Hon Hai’s June 2026 revenue fell 4.38% month-over-month even as it grew 52.11% year-over-year. A single MoM dip inside a strong annual trend is usually just quarter-timing noise; two or three consecutive MoM declines is a different signal.
Why Taiwan’s Monthly Filings Matter for the AI Trade
In a market where investor sentiment on artificial intelligence often swings on rumor and survey data, Taiwan’s monthly filings are about as close as the market gets to an official, audited reading of real semiconductor and hardware demand. TSMC’s fabs sit at the top of the AI accelerator supply chain; Hon Hai assembles the servers; Delta supplies the power and thermal components that keep the data centers running. Reading all three together — plus a laggard like MediaTek for contrast — gives a broader, more textured picture than any single company’s number in isolation.
For how TSMC’s monthly prints roll up into its quarterly earnings guidance and margin outlook, see our TSMC Q2 2026 earnings preview.
Source: June 2026 monthly revenue filings by TSMC (2330), Hon Hai (2317), Delta Electronics (2308), MediaTek (2454), and UMC (2303) with the Taiwan Stock Exchange. Next filing round due by August 10, 2026.
Disclaimer: This is an information and analysis publication, not investment advice. See our Methodology for data sources, standards, and our corrections policy.