Taiwan supplier monthly revenue

Taiwan-listed companies file revenue every month, so their sales show up weeks before quarterly results. Here are 64 catalog companies for 2026-09, ranked by growth against the same month a year earlier.61 of 64 grew year over year. Figures are as filed, in NT$ millions; they are not converted.

Median year-over-year growth by layer

L1 Compute+45.0%15/16 up
L2 Memory+256.7%3/3 up
L3 Networking+51.6%4/4 up
L4 Servers+41.7%36/38 up
L5 Liquid+32.2%3/3 up

Each company is assigned to the layer where it has the most placements. Layers with fewer than two companies are left out.

CompanyLayerRevenue (NT$ m)MoMYoY12-mo YoY24 months
Alchip 3661L19,979+13.7%+496.0%
Phison 8299L230,639+8.4%+370.3%+248.7%
Winbond 2344L228,249+3.4%+256.7%+154.1%
Chroma 2360L46,860+21.8%+206.5%+101.4%
ADATA 3260L215,730-16.9%+199.9%+183.6%
King Slide 2059L44,464-31.0%+196.2%+146.4%
Elite Material 2383L421,532+6.9%+168.9%+89.0%
Kaori 8996L51,616+34.2%+153.8%+122.5%
Gigabyte 2376L463,099+33.1%+125.4%+57.5%
Taiwan Union TUC 6274L46,126+3.6%+114.8%+86.9%
Iteq 6213L45,824+15.5%+110.7%+42.0%
Aspeed 5274L41,636+0.6%+100.9%+62.9%
Wiwynn 6669L4172,620+19.6%+100.0%+65.6%
Global Unichip 3443L17,145+22.3%+97.8%+103.5%
MiTAC 3706L418,913+39.5%+88.6%+50.9%
Wistron 3231L4380,806-17.2%+87.2%+104.9%
Pegatron 4938L4214,753+143.2%+86.9%+9.1%
MPI 6223L12,048-0.0%+82.2%+50.7%
Jentech 3653L13,054-5.3%+80.0%+40.8%
Quanta Computer 2382L4325,300-23.3%+76.7%+89.4%
Accton 2345L340,399-1.2%+66.1%+66.5%
Unimicron 3037L118,651+5.1%+64.7%+33.1%
Wistron NeWeb 6285L316,079+2.4%+64.0%+29.8%
Inventec 2356L498,636+18.5%+62.9%+27.3%
Nan Ya PCB 8046L15,586+4.4%+57.8%+41.8%
Gold Circuit GCE 2368L49,320-10.2%+55.5%+68.5%
Nanya Plastics 1303L434,423+12.5%+55.3%+18.5%
TSMC 2330L1511,857-0.6%+54.6%+36.2%
Walsin 2492L44,889+7.0%+53.9%+21.0%
Tripod 3044L410,648+4.1%+53.5%+33.6%
Yageo 2327L417,068+4.5%+46.1%+32.4%
ASE Technology 3711L188,130+7.2%+45.5%+24.9%
AVC 3017L421,018+7.9%+44.9%+81.8%
Kinsus 3189L15,181+7.7%+44.5%+33.8%
Bizlink 3665L39,332+5.0%+39.2%
Foxconn 2317L41,158,633+25.7%+38.4%+34.6%
Zhen Ding 4958L126,358+27.5%+36.1%
Compal 2324L494,434+40.2%+35.4%+9.7%
Fositek 6805L51,613+5.6%+32.2%+46.3%
Insyde 6231L4246+75.4%+31.6%+10.6%
ASRock Rack 3515L46,518+70.7%+27.3%+24.8%
UMC 2303L125,350+1.2%+27.2%+12.6%
Powertech 6239L18,507-0.6%+27.0%+29.1%
KYEC 2449L14,071-0.2%+24.5%+34.6%
AcBel 6282L43,833+3.4%+23.6%+23.8%
Auras 3324L52,884-8.2%+23.2%+74.8%
Aces 3605L41,181+7.7%+22.7%+13.6%
Lite-On 2301L418,848-3.8%+22.1%+23.7%
ASUS 2357L497,243+2.4%+17.7%+37.3%
Sunon 2421L42,049+3.8%+16.5%+22.0%
Lotes 3533L43,357+5.0%+16.1%+16.1%
Compeq 2313L48,617+22.9%+15.0%+11.1%
Delta Electronics 2308L465,400+1.3%+14.6%+38.2%
Chenbro 8210L42,476+0.8%+13.8%+52.0%
Cyber Power 3617L41,298+3.4%+13.3%+4.1%
Alpha Networks 3380L32,417-19.0%+6.6%+10.8%
Nuvoton 4919L42,764+9.4%+4.7%+0.3%
Faraday 3035L11,418+19.8%+4.4%-31.8%
Chaun-Choung CCI 6230L4786+3.5%+3.4%+8.0%
MediaTek 2454L155,399-13.7%+2.0%+6.1%
MSI 2377L419,910+12.5%+1.8%-1.5%
GlobalWafers 6488L15,129+7.6%-13.1%-6.2%
FSP 3015L41,017-6.3%-17.2%-5.4%
Chicony Power 6412L42,413-2.3%-21.0%-13.7%

Source: monthly revenue filings on Taiwan's Market Observation Post System (MOPS), updated around the 10th to 14th of each month. The 12-month column compares the latest twelve months with the twelve before. Each company's page has its full history with links back to the filing.

Questions about this data

Where do these figures come from?
Taiwan requires listed companies to file monthly revenue with the exchange by the 10th of the following month. We read those filings (MOPS) for every Taiwan-listed company in the catalog and show them unchanged, in New Taiwan dollars.
Why does this matter for AI data centers?
Much of the hardware chain is Taiwanese: foundry and packaging, servers and racks, power supplies, boards and connectors. Their monthly sales are one of the earliest public readings of AI hardware demand, weeks before quarterly results.
Is a high year-over-year number a sign of AI demand?
Not by itself. A small base, a one-off order, currency moves or a recent acquisition can all inflate it. The table shows trailing-twelve-month growth beside the single month to help separate a trend from a spike.