Taiwan supply chain

Taiwan AI supply-chain revenue monitor

Monitor official monthly revenue across reviewed Taiwan AI supply-chain companies, including foundry, packaging, server, power, cooling, PCB, and component relationships.

Latest period: June 2026YELLOWSnapshot generated:Project lead:Aaron Decker

Latest aggregate

ASSEMBLY TEST PACKAGING is decelerating even though the broader aggregate remains positive.

The aggregate is equal-weighted across unique suppliers. A company connected to multiple targets or bill-of-material layers is counted once, preventing heavily mapped suppliers from dominating the result.

Median YoY
44.5%
Positive YoY breadth
95.5%
3-month momentum
18.2%
Companies in month
44
Positive YoY breadth95.5%
Positive MoM breadth79.5%

Where the aggregate is weakening

ASSEMBLY TEST PACKAGING

YELLOW

Growth has not broadly contracted, but momentum or supplier breadth is deteriorating.

COMPONENT SUPPLIER

YELLOW

Growth has not broadly contracted, but momentum or supplier breadth is deteriorating.

Twelve-month trend

Company revenue can reflect price, volume, product mix, acquisitions, and pass-through costs. Breadth and momentum help show whether a move is broad, but they do not identify the cause on their own.

Positive MoM breadth

+18.2%

Improved

12-month growth

+10.4%

Improved

3-month acceleration

-9.0%

Slowed

Line chart showing twelve months of median year-over-year revenue growth, three-month momentum, and three-month acceleration across reviewed Taiwan AI supply-chain companies
View the monthly values behind the chart
Monthly median year-over-year growth, three-month momentum, and acceleration
MonthMedian YoY3M momentumAcceleration
July 202513.6%2.6%-2.6%
August 202513.6%0.6%-11.4%
September 202523.9%6.3%-2.2%
October 202516.2%9.3%5.0%
November 202512.5%8.9%8.6%
December 202524.5%5.9%-2.5%
January 202634.6%4.3%-6.8%
February 202616.0%0.7%-6.0%
March 202623.9%2.7%-1.9%
April 202627.9%7.9%2.9%
May 202634.2%19.5%20.7%
June 202644.5%18.2%11.7%

Coverage and relationship discipline

Mapped suppliers
44
Reviewed relationships
53
AI targets
6
Required-metric coverage
44/44

Publication policy

Published metrics use reviewed observations. Pending review candidates are excluded from values, and missing disclosures stay missing. We preserve source units and distinguish actual spending, guidance, contractual commitments, trade values, weights, and price indices.

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Primary sources

  • Taiwan MOPS

    The authoritative company monthly-revenue source. Values are reported in New Taiwan dollars and can be revised.

  • Taiwan Stock Exchange

    Company identifiers and market context for exchange-listed issuers.

  • Reviewed company and customer disclosures

    Supplier relationships require CONFIRMED or SUPPORTED evidence; ecosystem membership alone does not become an economic demand signal.