"Memory Cycle, Chapter Five — the 'Taiwan Revenue and Capital-Action Chapter': Winbond's June Self-Tallied Revenue of NT$20.597 Billion and Macronix's NT$6.956 Billion Both Set All-Time Highs with Record Quarters in Q2, ADATA Logs a Fourth Straight Monthly Record with First-Half Revenue of NT$64.27 Billion Above Its Full-Year 2025, and Team Group Posts Its Best-Ever June — Nanya Technology Discloses a US$1 Billion Cash Capital Increase into a Subsidiary (Stated Purpose: Lowering the Parent's FX-Hedging Costs), ASE Files Two Equipment-Acquisition Disclosures Each Above NT$1 Billion; MOEA's May Manufacturing Production Index of 139.12 Sets a Record, Against the Largest-Ever Single-Day Foreign Net Sell of NT$177.418 Billion on June 24"

TL;DR: "Taiwan's memory and semiconductor supply chain produced four layers of evidence from late June to early July 2026 — revenue, capital actions, macro statistics, and market flows. This card binds every claim to its exact scope and does not extrapolate to an industry-wide census. Revenue layer (company self-tallied figures, relayed by CNA): memory maker Winbond's June self-tallied revenue was NT$20.597 billion (up 2.98% month-on-month, up 189.88% year-on-year) and Macronix's NT$6.956 billion (up 11.2% MoM, up 216.09% YoY), both all-time highs; their Q2 revenue of NT$59.843 billion and NT$19.125 billion set quarterly records, and first-half revenue of NT$98.096 billion and NT$29.593 billion already exceeded each company's full-year 2025 revenue of NT$89.406 billion and NT$28.88 billion respectively. Memory module maker ADATA's June revenue of NT$14.66 billion was a fourth consecutive monthly record, with first-half revenue of NT$64.27 billion above its full-year 2025 revenue of NT$53.04 billion; Transcend's Q2 of NT$18.82 billion set a quarterly record but its June revenue of NT$5.07 billion fell 19.5% MoM; Team Group's June NT$3.018 billion was only its best-ever June (not an all-time high), and its Q2 of NT$7.588 billion fell 16.1% quarter-on-quarter — counter-signals inside the very same reports, honestly presented. Price signal (company relay): ADATA Chairman 陳立白 relayed via press release that memory suppliers have notified the company of Q3 DRAM contract-price increases of 20% to 30% and NAND Flash increases of 35% to 40% — supplier-notified expectations, not official statistics. Capital-action layer (Taiwan Stock Exchange material-information filings): on July 6, 2026 Nanya Technology disclosed a board-approved cash capital increase of US$1 billion into subsidiary Nanya Technology International Co., Ltd. (1,000 shares, par value and issue price of US$1 million per share, 100% subscription by the existing shareholder, funded by the parent's cash injection), with the stated purpose 'lowering the parent company's foreign-exchange hedging costs' — not capacity expansion; ASE Technology Holding filed two equipment acquisitions by subsidiary Advanced Semiconductor Engineering — cumulative NT$1,116,382 thousand (approximately NT$1.116 billion, facts occurring May 13 to July 3, 2026) from KLA CORPORATION, and cumulative NT$1,044,640 thousand (approximately NT$1.045 billion, accumulated from July 21, 2025 to July 6, 2026, spanning nearly a year) from 印能科技; ZDT (臻鼎-KY) subsidiary 禮鼎半導體科技 (Shenzhen) filed a Hong Kong main-board listing application on July 2, 2026 (ZDT's indirect stake 60.75%) and separately disclosed equipment acquisitions of NT$1,141,465,050 (approximately NT$1.141 billion); Ennostar disclosed a disposal of 環宇-KY common shares by its investment subsidiary (planned 4,000 thousand shares; 570 thousand shares disposed for NT$350,456 thousand as of July 3; purpose: capital reallocation). Macro corroboration (Ministry of Economic Affairs statistics, relayed by CNA): May's manufacturing production index of 139.12 rose 12.68% YoY and the industrial production index of 136.65 rose 11.78% YoY, both record highs with 27 consecutive months of growth; the statistics department named foundry output and memory-related products as contributors; MOEA forecasts June manufacturing production index growth of 19.9% to 23.4% YoY. Market-flow contrast (as of June 24, 2026): foreign and mainland investors net sold NT$177.418 billion in a single day, the largest ever for Taiwan's stock market; Winbond was the No. 3 foreign net sell at 51,700 lots and TSMC also made the top-10 sell list; the same day, investment trusts net bought NT$3.666 billion with Winbond and Nanya Technology among their top-10 buys. Honest caveats: monthly and quarterly revenue figures are company self-tallied, not audited financial statements; record-high attributions are company statements; price-hike figures are company-relayed supplier notices; the capital actions differ in purpose and period and must not be read as a synchronized expansion wave; the market data is a June 24 single-day snapshot predating the early-July revenue releases."

Memory Cycle, Chapter Five — the "Taiwan Revenue and Capital-Action Chapter": Winbond's June Self-Tallied Revenue of NT$20.597 Billion and Macronix's NT$6.956 Billion Both Set All-Time Highs with Record Quarters in Q2, ADATA Logs a Fourth Straight Monthly Record with First-Half Revenue of NT$64.27 Billion Above Its Full-Year 2025, and Team Group Posts Its Best-Ever June — Nanya Technology Discloses a US$1 Billion Cash Capital Increase into a Subsidiary (Stated Purpose: Lowering the Parent's FX-Hedging Costs), ASE Files Two Equipment-Acquisition Disclosures Each Above NT$1 Billion; MOEA's May Manufacturing Production Index of 139.12 Sets a Record, Against the Largest-Ever Single-Day Foreign Net Sell of NT$177.418 Billion on June 24

ANK-Doc ID: ANK-2026-07-08-001 Version: v1.0.0 Published: 2026-07-08 Author: Rin Takenouchi (Editor-in-Chief, AI News) Category: Semiconductor Memory / Taiwan Monthly Revenue / Capital Actions / Official Filings / Taiwan Economy Articles covered: CNA#1351917 (Winbond and Macronix June revenue at all-time highs; Team Group best-ever June), CNA#1339811 (memory module makers ADATA and Transcend strong in Q2), TWSE#1349447 (Nanya Technology discloses subsidiary cash capital increase), TWSE#1317684 (ASE Technology Holding acquires KLA CORPORATION equipment), TWSE#1349439 (ASE Technology Holding acquires equipment from 印能科技), TWSE#1309652 (ZDT subsidiary 禮鼎 files Hong Kong listing application), TWSE#1349459 (ZDT subsidiary 禮鼎 acquires machinery), TWSE#1317639 (Ennostar subsidiary disposes of 環宇-KY common shares), CNA#1231679 (MOEA May manufacturing production statistics), CNA#1231694 (largest-ever single-day foreign net sell on June 24) Selection method: From the AI News corpus, selected on 'theme first x high factual density x one event chain' (selector v2 theme: memory and semiconductor revenue cycle), linking ten sources: the July 7, 2026 CNA report on Winbond, Macronix and Team Group June revenue as the main text, paired with the July 6 CNA report on ADATA and Transcend, then chained to six official material-information filings on the Taiwan Stock Exchange (TWSE) Market Observation Post System (Nanya Technology's capital increase, two ASE equipment filings, ZDT's listing application plus equipment, Ennostar's disposal), and finally the MOEA May production statistics and the June 24, 2026 record foreign net sell (both relayed by CNA; historical material is date-labeled) as macro and market contrasts. This card inherits the attribution discipline of this site's memory-cycle series: every 'record high' is bound verbatim to its source scope; the sources contain no Japan-side facts, so no Taiwan-Japan contrast is forced, per the honest-contrast principle — the Taiwan-Japan perspective is carried by the internally cited Chapter One card.

TL;DR

Taiwan's memory and semiconductor supply chain produced four layers of evidence from late June to early July 2026; this card binds each item to its scope and does not extrapolate to an industry census. Revenue layer (company self-tallied, relayed by the Central News Agency (CNA)): Winbond's June self-tallied revenue of NT$20.597 billion (up 2.98% MoM, up 189.88% YoY) and Macronix's NT$6.956 billion (up 11.2% MoM, up 216.09% YoY) both set all-time highs; Q2 revenue of NT$59.843 billion and NT$19.125 billion set quarterly records for both, and first-half revenue of NT$98.096 billion and NT$29.593 billion already exceeded their full-year 2025 revenue of NT$89.406 billion and NT$28.88 billion; ADATA's June NT$14.66 billion was a fourth straight monthly record and its first-half NT$64.27 billion exceeded full-year 2025's NT$53.04 billion; Transcend's Q2 NT$18.82 billion set a quarterly record but June fell 19.5% MoM to NT$5.07 billion; Team Group's June NT$3.018 billion was its best-ever June (not an all-time high) and its Q2 NT$7.588 billion fell 16.1% QoQ — counter-signals inside the same reports. [F-001][F-002][F-003][F-004][F-006] Price signal (company relay): ADATA Chairman 陳立白 relayed that memory suppliers have notified Q3 DRAM contract-price rises of 20% to 30% and NAND Flash rises of 35% to 40% — expectations, not official statistics. [F-005] Capital-action layer (TWSE material-information filings): Nanya Technology disclosed a US$1 billion cash capital increase into subsidiary Nanya Technology International with the stated purpose of 'lowering the parent company's foreign-exchange hedging costs' (not expansion); ASE Technology Holding filed two equipment acquisitions (KLA approximately NT$1.116 billion; 印能科技 approximately NT$1.045 billion; accumulation periods differ); ZDT's subsidiary 禮鼎 filed a Hong Kong listing application on July 2 and separately acquired approximately NT$1.141 billion of equipment; Ennostar disclosed a disposal of its 環宇-KY stake (capital reallocation). [F-007][F-008][F-009][F-010][F-011][F-012] Macro corroboration: the Ministry of Economic Affairs' May manufacturing production index of 139.12 rose 12.68% YoY to a record, with the statistics department naming foundry output and memory-related products as contributors. [F-013][F-014] Market-flow contrast (as of June 24, 2026): foreign and mainland investors net sold NT$177.418 billion in one day, the largest ever for Taiwan's market; Winbond was the No. 3 foreign net sell at 51,700 lots and TSMC also made the top-10 sell list; the same day, investment trusts' top-10 buys included Winbond and Nanya Technology. [F-015]

Body

Event-chain overview: Chapter Five — four layers presented side by side (case-level and filing-level evidence, not an industry census)

This site's memory-cycle series has recorded four chapters: Chapter One (ANK-2026-06-25-008) recorded the ignition by Micron Technology's earnings and the May revenue records of Macronix and ADATA; Chapter Two (ANK-2026-06-30-005) recorded shortage coexisting with foreign-investor trimming; Chapter Three (ANK-2026-07-06-003) recorded SK hynix launching a US listing — the capital-market chapter; Chapter Four (ANK-2026-07-06-005) recorded Samsung Electronics' profit estimates — the profit-realization chapter. This card is Chapter Five: Taiwan's revenue and capital actions. The four layers of evidence — company self-tallied revenue (two CNA reports covering five companies), six material-information filings on the Taiwan Stock Exchange (TWSE) Market Observation Post System, the MOEA's May production statistics, and the June 24 foreign net-sell record — span June 24 to July 7, 2026, and this card dates each item explicitly. The five companies' cases are not extrapolated to 'Taiwan's entire memory industry,' and because each capital action states a different purpose, they are not read as a synchronized expansion wave. [F-001][F-007][F-013][F-015]

Revenue layer (1): Winbond and Macronix both set June all-time highs and Q2 quarterly records — every 'record' bound to its scope

Per the CNA report of July 7, 2026 (CNA#1351917), memory maker Winbond (華邦電, TWSE:2344) posted June self-tallied revenue of NT$20.597 billion, up 2.98% month-on-month and up 189.88% year-on-year, an all-time high; Winbond said the June record was mainly driven by market supply-demand conditions. Q2 revenue of NT$59.843 billion set a quarterly all-time high, up 56.44% quarter-on-quarter; cumulative first-half revenue of NT$98.096 billion, up 139.2% year-on-year, already exceeded last year's (2025) full-year revenue of NT$89.406 billion. [F-001]

Macronix (旺宏, TWSE:2337) posted June self-tallied revenue of NT$6.956 billion, up 11.2% MoM and up 216.09% YoY, likewise an all-time high; Macronix attributed the record mainly to increased market demand. Q2 revenue of NT$19.125 billion set a quarterly record, up 82.68% QoQ; first-half revenue of NT$29.593 billion, up 128.76% YoY, exceeded last year's full-year revenue of NT$28.88 billion. [F-002]

The third company in the same report, memory module maker Team Group (十銓, TWSE:4967), requires strict scope discipline: Team Group's June revenue of NT$3.018 billion, up 18.09% MoM and up 35% YoY, was its best-ever June (the highest among all Junes on record) — not an all-time high; moreover its Q2 revenue of NT$7.588 billion fell 16.1% QoQ, with first-half revenue of NT$16.633 billion up 67.74% from the same period last year. Team Group attributed June growth mainly to steady order momentum in industrial-control and system-integration markets, plus product-mix optimization and niche-market expansion. [F-003]

Revenue layer (2): ADATA's fourth straight monthly record; Transcend's Q2 record despite a June MoM decline — including one company-relayed price signal

Per the CNA report of July 6, 2026 (CNA#1339811), memory module maker ADATA (威剛, TPEX:3260) posted June self-tallied revenue of NT$14.66 billion, a fourth consecutive monthly all-time high, up 13.3% MoM and up 212% YoY; ADATA said rising DRAM and NAND Flash prices were the main driver. Q2 revenue of NT$38.16 billion set a quarterly record, up 46.1% QoQ and up 198.5% YoY; cumulative first-half revenue of NT$64.27 billion already exceeded 2025's full-year revenue of NT$53.04 billion. [F-004]

On pricing, one signal must be labeled by evidence level: ADATA Chairman 陳立白 said via press release that memory suppliers have notified the company that Q3 DRAM contract prices will rise a further 20% to 30% and NAND Flash prices 35% to 40%; he expects second-half revenue to keep growing, with full-year revenue challenging a doubling, and said ADATA has been signing long-term supply contracts for next year with major global suppliers. This is a company executive relaying supplier notices plus the company's own outlook — not official statistics, and not realized prices. [F-005]

Transcend (創見, TWSE:2451) posted June self-tallied revenue of NT$5.07 billion, down 19.5% MoM — which Transcend attributed to quarter-end customer inventory adjustment — yet still up 381.6% from June last year; Q2 revenue of NT$18.82 billion set a quarterly record and exceeded its 2025 full-year revenue (the source does not give Transcend's 2025 full-year figure), with first-half revenue of NT$32.44 billion up 422.17% YoY. Within the same two reports, Team Group's 16.1% QoQ decline in Q2 and Transcend's 19.5% MoM decline in June are counter-signals; this card presents them without varnish. [F-006]

Capital-action layer: Nanya Technology's US$1 billion capital increase states 'lowering the parent's FX-hedging costs' — six filings, each with its own purpose, not one story

The Taiwan Stock Exchange Market Observation Post System's material-information filings provide the official record of the period's capital actions. The first filing most needs protection against over-reading: on July 6, 2026, Nanya Technology (南亞科, TWSE:2408) announced that the board of subsidiary Nanya Technology International Co., Ltd. resolved a cash capital increase — total issuance of US$1 billion in 1,000 shares, par value and issue price of US$1 million per share, 100% subscription by the existing shareholder, funded by the parent's cash injection. Item 14 of the filing states the purpose of the capital increase as 'lowering the parent company's foreign-exchange hedging costs' — not capacity expansion. This card labels it per the filing text and does not rewrite the purpose to fit a 'memory cycle upswing' narrative. [F-007] Nanya Technology's own June revenue move has already been recorded by this site's ANK-2026-07-06-008 (June revenue up 621.34% YoY to an all-time high, with the source attributing market demand), and this card does not re-expand it.

Back-end (OSAT) capital-spending evidence comes from two filings by ASE Technology Holding (日月光投控, TWSE:3711), whose accumulation periods differ and must be read separately: first, subsidiary Advanced Semiconductor Engineering, Inc. (日月光半導體) acquired operating machinery from KLA CORPORATION for a cumulative transaction total of NT$1,116,382 thousand (pre-tax, approximately NT$1.116 billion), with facts occurring May 13 to July 3, 2026, for production and operations; [F-008] second, it acquired operating machinery from 印能科技 for a cumulative total of NT$1,044,640 thousand (pre-tax, approximately NT$1.045 billion), with facts occurring July 21, 2025 to July 6, 2026 — spanning nearly a year: a cumulative disclosure-threshold amount, not a single month's spending. [F-009]

On the substrate and supply-chain side: ZDT (臻鼎-KY, TWSE:4958; Zhen Ding Technology Holding per its TWSE registration 臻鼎科技控股股份有限公司) announced on July 2, 2026 that subsidiary 禮鼎半導體科技 (深圳) had submitted a main-board listing application to the Hong Kong Stock Exchange, with ZDT holding an indirect 60.75% stake through subsidiaries, the case having been approved by the May 29, 2026 annual general meeting — this is a submission awaiting review, not an approved listing; [F-010] ZDT also filed on July 6 that subsidiary 禮鼎半導體科技 (深圳) acquired machinery for a transaction total of NT$1,141,465,050 (approximately NT$1.141 billion), with facts occurring June 23 to July 6, 2026, counterparty TAKEWIN INTERNATIONAL(HK)LIMITED, for operating use. [F-011]

Capital also flowed out: Ennostar (富采, TWSE:3714) announced on July 3, 2026 that investment subsidiary 亮采投資 is disposing of common shares of the Cayman-registered communications-semiconductor holding company 環宇-KY — a planned disposal of 4,000 thousand shares at market prices, with 570 thousand shares disposed for a total of NT$350,456 thousand (approximately NT$350 million) as of July 3, transactions running from May 12, 2026, for the stated purpose of 'capital reallocation,' with disposal gains to be announced upon completion. [F-012] The honest reading of the six filings side by side: supply-chain capital activity was lively in the same period, but the capital increase is for FX-hedging costs, the equipment is cumulative disclosure, the listing is a submission, and the disposal is reallocation — different purposes that do not assemble into a single sentence of 'across-the-board expansion.'

Macro corroboration: MOEA's May manufacturing production index of 139.12 sets a record — officials name 'memory-related products' as a contributor

Per the CNA report of June 24, 2026 (CNA#1231679), the Ministry of Economic Affairs reported May's industrial production index at 136.65, up 11.78% YoY, and the manufacturing production index at 139.12, up 12.68% YoY — both record highs, maintaining 27 consecutive months of positive growth; the electronic parts and components index reached 150.34, up 12.17% YoY, and the integrated-circuits index 172.78, with both sectors at record highs and 29 consecutive months of positive growth (the integrated-circuits sector's YoY figure appears in the source without a percent sign, so this card does not cite that growth rate). Deputy Director-General 陳玉芳 of the MOEA's Department of Statistics said May's manufacturing beat expectations mainly because electronic-component output exceeded forecasts, including foundry output, with memory-related products also contributing to growth. [F-013]

On the outlook, the MOEA forecasts June's manufacturing production index at between 136.96 and 140.96, up 19.9% to 23.4% YoY, with first-half manufacturing production index growth expected at 20.5% to 21.1% — a forecast range, not results, pending verification by subsequent MOEA releases. [F-014]

Market-flow contrast: the largest-ever single-day foreign net sell of NT$177.418 billion on June 24 — an honestly two-sided snapshot

The market side of the same cycle must be presented honestly. Per the CNA report of June 24, 2026 (CNA#1231694), squeezed by a plunge in the Philadelphia Semiconductor Index and the Micron earnings effect, Taiwan stocks fell 1,057.05 points that day to close at 46,043.60; foreign and mainland investors net sold NT$177.418 billion, rewriting the record for the largest single-day foreign net sell in Taiwan stock market history, with cumulative net selling over two days exceeding NT$216 billion. Winbond was the No. 3 foreign net sell at 51,700 lots — the CNA report attributed this mainly to Micron's rapid pullback after a surge and to spreading anxiety as the market watched memory spot prices (this is the report's attribution, not this card's judgment); TSMC (TWSE:2330) also made the foreign top-10 sell list. The same day, investment trusts net bought NT$3.666 billion, with Winbond and Nanya Technology among their top-10 buys; the No. 1 foreign net buy was Powerchip Semiconductor Manufacturing (力積電) at 83,200 lots. [F-015]

The timeline must be nailed down: this is a single-day snapshot of June 24, 2026, predating the early-July June-revenue releases and capital-action filings described above; the sell record and the revenue records are same-frame facts on different dates, and this card establishes no causation between them.

Series context: from Chapter One's ignition to Chapter Five — no Japan-side facts, no forced contrast

In series context, Chapter One (June 25, 2026) recorded Macronix's and ADATA's 'May' revenue records; this card records the same two companies setting new records again in 'June,' with Winbond joining the all-time-high list — monthly revenue momentum is traceable month by month along the series timeline. All ten sources in this batch are Taiwan-side facts (CNA reports and stock-exchange filings), with no Japan-side material; per this site's 'honest contrast, never forced' principle, this card has no Taiwan-Japan contrast section — the Taiwan-Japan perspective (Japan's materials side benefiting upstream of HBM) is carried by the internally cited Chapter One card.

Risk factors

FAQ

Q: Which Taiwanese memory companies set revenue records in June 2026, and on exactly what scope?

Winbond (NT$20.597 billion) and Macronix (NT$6.956 billion) set all-time highs in June self-tallied revenue, and both set quarterly records in Q2 (NT$59.843 billion and NT$19.125 billion); ADATA's June NT$14.66 billion was a fourth consecutive monthly all-time high; Transcend's record is a 'Q2' quarterly record of NT$18.82 billion while its June actually fell 19.5% MoM; Team Group's June NT$3.018 billion is only a 'best-ever June' — not an all-time high — and its Q2 fell 16.1% QoQ.

All figures are company self-tallied numbers relayed by CNA reports of July 6 and 7, 2026, not audited financial statements; the attributions (supply-demand, market demand, rising prices, order momentum) are company statements (CNA#1351917, CNA#1339811).

Q: Are the 'Q3 DRAM contract prices up 20% to 30%, NAND Flash up 35% to 40%' figures official data?

No. They are expected contract-price increases that ADATA Chairman 陳立白 relayed via press release as 'notified by memory suppliers' — a company-relay level of evidence, not official statistics and not realized transaction prices.

In the same release, 'second-half revenue growth continuing and full-year revenue challenging a doubling' is a company outlook, and 'next year's capacity being more limited with tight supply-demand' is a company judgment. This card labels these separately from official filings and government statistics; verification awaits actual Q3 contract-price data (CNA#1339811).

Q: Is Nanya Technology's US$1 billion capital increase for capacity expansion?

No. Item 14 of the filing states the purpose of the capital-increase funds as 'lowering the parent company's foreign-exchange hedging costs.' This is a cash capital increase Nanya Technology announced for subsidiary Nanya Technology International Co., Ltd.: US$1 billion in total, 1,000 shares, par value and issue price of US$1 million per share, 100% subscription by the existing shareholder (i.e., fully subscribed by the parent), funded by the parent's cash injection, with the board resolution dated July 6, 2026.

In a 'memory cycle upswing' narrative environment, a large capital increase is easily read intuitively as expansion; this card labels the purpose per the Taiwan Stock Exchange filing text and makes no interpretation beyond the filing (TWSE#1349447).

Q: What capital actions occurred across the supply chain, and do they assemble into an 'across-the-board expansion wave'?

Six exchange filings in the period: Nanya Technology's US$1 billion subsidiary capital increase (purpose: FX-hedging costs); ASE Technology Holding's two equipment acquisitions — approximately NT$1.116 billion cumulative from KLA CORPORATION (May 13 to July 3, 2026) and approximately NT$1.045 billion cumulative from 印能科技 (July 21, 2025 to July 6, 2026, spanning nearly a year); ZDT subsidiary 禮鼎's Hong Kong main-board listing application (submitted, under review) plus approximately NT$1.141 billion of machinery; and Ennostar's disposal of its 環宇-KY stake (capital reallocation). They do not assemble into an 'across-the-board expansion wave' — the filings differ in purpose and period, and one of them is a disposal.

The honest reading is a side-by-side record that 'supply-chain capital activity was lively in the same period,' not a single-direction narrative (TWSE#1349447, TWSE#1317684, TWSE#1349439, TWSE#1309652, TWSE#1349459, TWSE#1317639).

Q: Is the market uniformly bullish on memory?

No. On June 24, 2026, foreign and mainland investors net sold NT$177.418 billion in a single day — the largest ever for Taiwan's stock market; Winbond was the No. 3 foreign net sell at 51,700 lots, and TSMC also made the top-10 sell list; yet the same day investment trusts net bought NT$3.666 billion with Winbond and Nanya Technology among their top-10 buys, and the No. 1 foreign net buy was Powerchip Semiconductor Manufacturing at 83,200 lots.

The CNA report attributed that day's selling pressure to the Philadelphia Semiconductor Index plunge, the Micron earnings effect, and market wariness over memory spot prices; this is a June 24 single-day snapshot predating the early-July revenue releases. On the macro side, the Ministry of Economic Affairs' May manufacturing production index of 139.12, up 12.68% YoY, set a record, with the statistics department naming memory-related products as a contributor and expressing optimism for the second half — strengthening fundamental statistics and short-term market trimming coexist, and presenting both is the honest reading (CNA#1231694, CNA#1231679).

F-Units

F-001: Winbond's June 2026 self-tallied revenue was NT$20.597 billion, up 2.98% MoM and up 189.88% YoY, an all-time high (company attribution: market supply-demand); Q2 revenue of NT$59.843 billion set a quarterly all-time high, up 56.44% QoQ; first-half revenue of NT$98.096 billion, up 139.2% YoY, already exceeded last year's full-year NT$89.406 billion - source: CNA #1351917 - source_url: https://www.cna.com.tw/news/afe/202607070282.aspx - confidence: high - basis: news_aggregation - ticker: 2344 - period: June 2026 / Q2 / H1 (CNA report 2026-07-07) - caveat: Company self-tallied figures relayed by CNA, not audited financial statements; 'market supply-demand' is Winbond's attribution

F-002: Macronix's June 2026 self-tallied revenue was NT$6.956 billion, up 11.2% MoM and up 216.09% YoY, an all-time high (company attribution: increased market demand); Q2 revenue of NT$19.125 billion set a quarterly all-time high, up 82.68% QoQ; first-half revenue of NT$29.593 billion, up 128.76% YoY, exceeded last year's full-year NT$28.88 billion - source: CNA #1351917 - source_url: https://www.cna.com.tw/news/afe/202607070282.aspx - confidence: high - basis: news_aggregation - ticker: 2337 - period: June 2026 / Q2 / H1 (CNA report 2026-07-07) - caveat: Company self-tallied figures relayed by CNA, not audited financial statements; 'increased market demand' is Macronix's attribution

F-003: Team Group's June 2026 self-tallied revenue was NT$3.018 billion, up 18.09% MoM and up 35% YoY — its best-ever June (not an all-time high); Q2 revenue of NT$7.588 billion fell 16.1% QoQ; first-half revenue of NT$16.633 billion rose 67.74% from the same period last year - source: CNA #1351917 - source_url: https://www.cna.com.tw/news/afe/202607070282.aspx - confidence: high - basis: news_aggregation - ticker: 4967 - period: June 2026 / Q2 / H1 (CNA report 2026-07-07) - caveat: Company self-tallied figures relayed by CNA; 'best-ever June' means the highest among all Junes on record, distinct from an all-time high; order momentum and strategy effects are Team Group's statements

F-004: ADATA's June 2026 self-tallied revenue was NT$14.66 billion, a fourth consecutive monthly all-time high, up 13.3% MoM and up 212% YoY (company attribution: rising DRAM and NAND Flash prices); Q2 revenue of NT$38.16 billion set a quarterly record, up 46.1% QoQ and up 198.5% YoY; first-half revenue of NT$64.27 billion already exceeded 2025 full-year revenue of NT$53.04 billion - source: CNA #1339811 - source_url: https://www.cna.com.tw/news/afe/202607060228.aspx - confidence: high - basis: news_aggregation - ticker: 3260 - period: June 2026 / Q2 / H1 (CNA report 2026-07-06) - caveat: Company self-tallied figures relayed by CNA, not audited financial statements; the price attribution is ADATA's statement

F-005: ADATA Chairman 陳立白 said via press release: memory suppliers have notified that Q3 DRAM contract prices will rise a further 20% to 30% and NAND Flash 35% to 40%; he expects second-half revenue growth to continue with full-year revenue challenging a doubling; he added that next year's mainstream DRAM and consumer NAND Flash capacity will be more limited, and ADATA has been signing long-term supply contracts for next year with major global suppliers - source: CNA #1339811 - source_url: https://www.cna.com.tw/news/afe/202607060228.aspx - confidence: medium - basis: news_aggregation - ticker: 3260 - period: Q3 contract prices are supplier-notified expectations (as of CNA report 2026-07-06) - caveat: A company executive relaying supplier notices plus the company's own outlook — not official statistics, not realized prices; 'challenging a doubling' is a target, not a result

F-006: Transcend's June 2026 self-tallied revenue was NT$5.07 billion, down 19.5% MoM (company attribution: quarter-end customer inventory adjustment), yet up 381.6% YoY; Q2 revenue of NT$18.82 billion set a quarterly record and exceeded its 2025 full-year revenue (the source does not give the 2025 full-year figure); first-half revenue was NT$32.44 billion, up 422.17% YoY - source: CNA #1339811 - source_url: https://www.cna.com.tw/news/afe/202607060228.aspx - confidence: high - basis: news_aggregation - ticker: 2451 - period: June 2026 / Q2 / H1 (CNA report 2026-07-06) - caveat: Company self-tallied figures relayed by CNA; the MoM-decline attribution is Transcend's statement; the 2025 full-year baseline figure is not given in the source

F-007: On July 6, 2026, Nanya Technology announced that the board of subsidiary Nanya Technology International Co., Ltd. resolved a cash capital increase: total issuance US$1 billion in 1,000 shares, par value and issue price US$1 million per share, 100% subscription by the existing shareholder, funded by the parent's cash injection, with the stated purpose 'lowering the parent company's foreign-exchange hedging costs' - source: TWSE #1349447 - source_url: https://mops.twse.com.tw/material/twse-2408-2026-07-06-883925c4 - confidence: high - basis: official_statement - ticker: 2408 - period: Board resolution 2026-07-06 (ROC year 115, July 6) - caveat: A TWSE material-information filing, not a financial statement; the purpose is per the filing text (not expansion); execution and further disclosure await company announcements

F-008: ASE Technology Holding announced that subsidiary Advanced Semiconductor Engineering, Inc. acquired operating machinery from KLA CORPORATION for a cumulative transaction total of NT$1,116,382 thousand (pre-tax, approximately NT$1.116 billion), facts occurring May 13 to July 3, 2026, via price comparison and negotiation, for production and operations - source: TWSE #1317684 - source_url: https://mops.twse.com.tw/material/twse-3711-2026-07-03-aca31e4d - confidence: high - basis: official_statement - ticker: 3711 - period: Facts occurring 2026-05-13 to 2026-07-03 (ROC 115/5/13 to 115/7/3) - caveat: A cumulative amount reaching the disclosure threshold (pre-tax), not a single purchase; approximately NT$1.116 billion is this card's conversion of NT$1,116,382 thousand

F-009: ASE Technology Holding announced that subsidiary Advanced Semiconductor Engineering, Inc. acquired operating machinery from 印能科技 for a cumulative transaction total of NT$1,044,640 thousand (pre-tax, approximately NT$1.045 billion), facts occurring July 21, 2025 to July 6, 2026, for production and operations - source: TWSE #1349439 - source_url: https://mops.twse.com.tw/material/twse-3711-2026-07-06-e523dc5e - confidence: high - basis: official_statement - ticker: 3711 - period: Facts occurring 2025-07-21 to 2026-07-06 (ROC 114/7/21 to 115/7/6) - caveat: The accumulation period spans nearly a year — not one month's spending; a cumulative disclosure-threshold amount (pre-tax); approximately NT$1.045 billion is this card's conversion of NT$1,044,640 thousand

F-010: ZDT (臻鼎-KY) announced that subsidiary 禮鼎半導體科技 (深圳) submitted a main-board listing application to the Hong Kong Stock Exchange on July 2, 2026; ZDT holds an indirect 60.75% stake through subsidiaries; the listing case was approved by the May 29, 2026 annual general meeting - source: TWSE #1309652 - source_url: https://mops.twse.com.tw/material/twse-4958-2026-07-02-b4296a3d - confidence: high - basis: official_statement - ticker: 4958 - period: Submission date 2026-07-02 (ROC 115/7/2); AGM resolution 2026-05-29 - caveat: A submission of listing-application documents awaiting Hong Kong Stock Exchange review, not an approved listing

F-011: ZDT (臻鼎-KY) announced that subsidiary 禮鼎半導體科技 (深圳) acquired machinery for a transaction total of NT$1,141,465,050 (approximately NT$1.141 billion), facts occurring June 23 to July 6, 2026, counterparty TAKEWIN INTERNATIONAL(HK)LIMITED (no relationship with the company), for operating use - source: TWSE #1349459 - source_url: https://mops.twse.com.tw/material/twse-4958-2026-07-06-4eb75db2 - confidence: high - basis: official_statement - ticker: 4958 - period: Facts occurring 2026-06-23 to 2026-07-06 (ROC 115/6/23 to 115/7/6) - caveat: A TWSE material-information filing; approximately NT$1.141 billion is this card's conversion of NT$1,141,465,050

F-012: Ennostar announced that investment subsidiary 亮采投資 is disposing of 環宇-KY common shares: a planned disposal of 4,000 thousand shares at market prices; as of July 3, 2026, 570 thousand shares had been disposed for a total of NT$350,456 thousand (approximately NT$350 million); transactions run from May 12, 2026; the purpose is capital reallocation; disposal gains will be announced upon completion - source: TWSE #1317639 - source_url: https://mops.twse.com.tw/material/twse-3714-2026-07-03-5d9eae05 - confidence: high - basis: official_statement - ticker: 3714 - period: Transaction dates 2026-05-12 to 2026-07-03 (ROC 115/5/12 to 115/7/3); board approval 2026-07-03 - caveat: The disposal is incomplete; the final total and disposal gains await announcement; approximately NT$350 million is this card's conversion of NT$350,456 thousand

F-013: The Ministry of Economic Affairs reported May 2026 industrial production index at 136.65, up 11.78% YoY, and manufacturing production index at 139.12, up 12.68% YoY — both record highs with 27 consecutive months of positive growth; the electronic parts and components index was 150.34, up 12.17% YoY, and the integrated-circuits index 172.78, both sector records with 29 consecutive months of positive growth; Deputy Director-General 陳玉芳 of the Department of Statistics: mainly electronic-component output exceeding forecasts (including foundry output), with memory-related products also contributing to growth - source: CNA #1231679 - source_url: https://www.cna.com.tw/news/afe/202606240297.aspx - confidence: high - basis: official_statement - period: May 2026 statistics (CNA report 2026-06-24) - caveat: Official MOEA statistics relayed by CNA; this card has not independently checked the MOEA's original release; the integrated-circuits sector's YoY figure appears in the source without a percent sign, so this card does not cite that growth rate

F-014: The MOEA forecasts the June 2026 manufacturing production index at between 136.96 and 140.96, up 19.9% to 23.4% YoY; first-half manufacturing production index growth is expected at 20.5% to 21.1% - source: CNA #1231679 - source_url: https://www.cna.com.tw/news/afe/202606240297.aspx - confidence: medium - basis: official_statement - period: Forecasts for June 2026 and H1 (as of CNA report 2026-06-24) - caveat: An MOEA forecast range, not results; pending verification by subsequent statistics

F-015: On June 24, 2026, Taiwan stocks fell 1,057.05 points to close at 46,043.60 (backdrop: a Philadelphia Semiconductor Index plunge and the Micron earnings effect); foreign and mainland investors net sold NT$177.418 billion, rewriting the record for the largest single-day foreign net sell in Taiwan stock market history, with two-day cumulative net selling above NT$216 billion; Winbond was the No. 3 foreign net sell at 51,700 lots (CNA attribution: Micron's rapid pullback after a surge and spreading anxiety over memory spot prices), and TSMC also made the foreign top-10 sell list; the same day investment trusts net bought NT$3.666 billion with Winbond and Nanya Technology among the top-10 buys; the No. 1 foreign net buy was Powerchip Semiconductor Manufacturing at 83,200 lots - source: CNA #1231694 - source_url: https://www.cna.com.tw/news/afe/202606240316.aspx - confidence: high - basis: news_aggregation - period: 2026-06-24 (single-day snapshot) - caveat: Single-day snapshot data predating the early-July 2026 June-revenue releases; the selling-pressure attribution is the CNA report's analysis, not this card's judgment; exchange data relayed by CNA

J-Units

J-001: The multi-point revenue records (Winbond's and Macronix's June all-time highs plus both companies' Q2 quarterly records, ADATA's fourth straight monthly record, Transcend's Q2 record) and the company-relayed Q3 contract-price notices point in the same direction — memory-cycle realization on Taiwan's revenue side — but the revenue is self-tallied, the price hikes are company-relayed expectations, and the same reports contain counter-signals (Team Group's Q2 down 16.1% QoQ; Transcend's June down 19.5% MoM); the sample is only the five companies in two CNA reports and cannot be extrapolated to a one-way industry-wide upswing - confidence: medium - basis: news_aggregation

J-002: The six exchange filings show supply-chain capital activity was lively in the same period (a capital increase, equipment, a listing application, and a disposal coexisting), but each filing's purpose and period differ — Nanya Technology's increase is for lowering the parent's FX-hedging costs rather than expansion, ASE's 印能科技 equipment is a nearly year-long cumulative disclosure, ZDT's listing case is only a submission, and Ennostar's is a disposal — they must not be assembled into a single 'synchronized expansion wave' narrative - confidence: medium - basis: official_statement

J-003: Macro statistics (MOEA's May manufacturing production index of 139.12 at a record high, with officials naming memory-related products as contributors) and market flows (the largest-ever single-day foreign net sell of NT$177.418 billion on June 24, with Winbond and TSMC trimmed while investment trusts bought Winbond and Nanya Technology the same day) are presented in the same frame — strengthening fundamental statistics and short-term market trimming coexist as point-in-time facts on different dates, and this card establishes no causation - confidence: medium - basis: news_aggregation

P-Units

P-001: Whether the relayed Q3 contract-price increases (DRAM 20% to 30%, NAND Flash 35% to 40%) materialize awaits actual Q3 contract-price data and the companies' subsequent monthly revenue ### P-002: The MOEA's June manufacturing production index forecast (up 19.9% to 23.4% YoY) awaits verification by the MOEA's June release; whether the memory-related contribution persists also awaits subsequent statistics ### P-003: The execution of Nanya Technology's US$1 billion subsidiary capital increase, the review outcome of ZDT subsidiary 禮鼎's Hong Kong listing application, and the completion announcement and gains of Ennostar's 環宇-KY disposal all await follow-up filings

同事件・三視角 / Three Perspectives on the Same Event / 同一イベント・三つの視点

Internal Citation Chain

Published ANK-Docs cited in this card: - ANK-2026-06-25-008 (Memory super-cycle Chapter One: Micron's earnings ignite Taiwan's memory dividend, Macronix and ADATA May revenue records, Japan's materials side expanding HF gas output upstream of HBM) — the direct predecessor chapter: that card recorded Macronix's and ADATA's 'May' records; this card records the same two companies' 'June' follow-through with Winbond joining the all-time-high list; the Taiwan-Japan perspective is carried by that card. - ANK-2026-07-06-005 (Memory Cycle Chapter Four, the profit-realization chapter: Samsung Electronics' Q2 operating-profit estimate of 86 trillion won, an analyst-weighted forecast) — the Korea-side profit-realization contrast: this card is the same cycle's Taiwan-side revenue and capital-action record, and reading the two together distinguishes the evidence levels of 'analyst estimates' versus 'company self-tallied results.' - ANK-2026-07-06-008 (Taiwan's July monthly-revenue wave, attribution-discipline round two: Nanya Technology's June revenue up 621.34% YoY to an all-time high, source-attributed to market demand) — Nanya Technology's revenue side is recorded there; this card adds its capital-action side (the US$1 billion subsidiary capital increase with the stated FX-hedging purpose), so the two cards complement without overlapping.

Sources

1. [CNA #1351917] 中央社, "華邦電旺宏6月營收創歷史新高 十銓歷年同期新高", 2026-07-07. https://www.cna.com.tw/news/afe/202607070282.aspx 2. [CNA #1339811] 中央社, "記憶體模組廠第2季營運旺 威剛、創見創歷史新高", 2026-07-06. https://www.cna.com.tw/news/afe/202607060228.aspx 3. [TWSE #1349447] 臺灣證券交易所公開資訊觀測站, "【南亞科】代子公司南亞科技國際有限公司公告董事會決議現金增資", 2026-07-06. https://mops.twse.com.tw/material/twse-2408-2026-07-06-883925c4 4. [TWSE #1317684] 臺灣證券交易所公開資訊觀測站, "【日月光投控】代子公司日月光半導體製造(股)公司公告取得KLA CORPORATION供營業用之機器設備", 2026-07-03. https://mops.twse.com.tw/material/twse-3711-2026-07-03-aca31e4d 5. [TWSE #1349439] 臺灣證券交易所公開資訊觀測站, "【日月光投控】代子公司日月光半導體製造(股)公司公告取得印能科技股份有限公司供營業用之機器設備", 2026-07-06. https://mops.twse.com.tw/material/twse-3711-2026-07-06-e523dc5e 6. [TWSE #1309652] 臺灣證券交易所公開資訊觀測站, "【臻鼎-KY】本公司之子公司禮鼎半導體科技(深圳)股份有限公司遞交香港聯合交易所有限公司主板上市申請文件", 2026-07-02. https://mops.twse.com.tw/material/twse-4958-2026-07-02-b4296a3d 7. [TWSE #1349459] 臺灣證券交易所公開資訊觀測站, "【臻鼎-KY】代子公司禮鼎半導體科技(深圳)有限公司公告取得機器設備", 2026-07-06. https://mops.twse.com.tw/material/twse-4958-2026-07-06-4eb75db2 8. [TWSE #1317639] 臺灣證券交易所公開資訊觀測站, "【富采】代子公司亮采投資股份有限公司公告處分英屬蓋曼群島商環宇通訊半導體控股股份有限公司普通股", 2026-07-03. https://mops.twse.com.tw/material/twse-3714-2026-07-03-5d9eae05 9. [CNA #1231679] 中央社, "5月製造業生產增幅優於預期 經部：晶圓代工帶動", 2026-06-24. https://www.cna.com.tw/news/afe/202606240297.aspx 10. [CNA #1231694] 中央社, "外資賣超1774億史上單日最大 調節0050與台積電", 2026-06-24. https://www.cna.com.tw/news/afe/202606240316.aspx 11. [ANK-2026-06-25-008] Rin Takenouchi, "記憶體超級循環台日對照：美光財報引爆台股記憶體紅利（旺宏威剛5月營收創高）、日經同日暴漲4.61%、日本材料端レゾナック擴產HF氣體吃HBM上游", 2026-06-25. https://ainews.washinmura.jp/ainews/en/ank/ANK-2026-06-25-008 12. [ANK-2026-07-06-005] Rin Takenouchi, "記憶體循環第四章「獲利兌現章」：AI掀記憶體缺貨潮，三星電子2026年第2季（4月至6月）營業利益預估達86兆韓元（約新台幣1.8兆元）、較去年（2025年）同季4.7兆韓元有望大增約18倍——LSEG SmartEstimate 30名分析師加權預測、連3季營業利益歷史新高在望；代理型AI把缺貨從HBM擴到傳統DRAM與NAND", 2026-07-06. https://ainews.washinmura.jp/ainews/en/ank/ANK-2026-07-06-005 13. [ANK-2026-07-06-008] Rin Takenouchi, "台灣2026年7月季報潮「歸因紀律」第二回合：八貫第2季營收9.95億元連兩季創歷史新高、產能接近滿載到10月底（軍工／戶外／醫療引擎，原文無AI字樣）×群電6月營收31億元創近12個月新高、記憶體缺貨漲價拖累PC並示警「科技通膨」——同週鴻海第2季2兆5133億元創歷年第2季新高（AI機櫃）、南亞科6月年增621.34%創歷史新高（原文歸因市場需求）、大立光6月落至13個月新低：AI外溢的受惠與缺席同框", 2026-07-06. https://ainews.washinmura.jp/ainews/en/ank/ANK-2026-07-06-008

📊 引用級事實單元（F-Units）

Winbond's June 2026 self-tallied revenue was NT$20.597 billion, up 2.98% MoM and up 189.88% YoY, an all-time high (company attribution: market supply-demand); Q2 revenue of NT$59.843 billion set a quarterly all-time high, up 56.44% QoQ; first-half revenue of NT$98.096 billion, up 139.2% YoY, already exceeded last year's full-year NT$89.406 billion
F-001 · Confidence: high · Basis: news_aggregation CNA #1351917 2344 June 2026 / Q2 / H1 (CNA report 2026-07-07)
Macronix's June 2026 self-tallied revenue was NT$6.956 billion, up 11.2% MoM and up 216.09% YoY, an all-time high (company attribution: increased market demand); Q2 revenue of NT$19.125 billion set a quarterly all-time high, up 82.68% QoQ; first-half revenue of NT$29.593 billion, up 128.76% YoY, exceeded last year's full-year NT$28.88 billion
F-002 · Confidence: high · Basis: news_aggregation CNA #1351917 2337 June 2026 / Q2 / H1 (CNA report 2026-07-07)
Team Group's June 2026 self-tallied revenue was NT$3.018 billion, up 18.09% MoM and up 35% YoY — its best-ever June (not an all-time high); Q2 revenue of NT$7.588 billion fell 16.1% QoQ; first-half revenue of NT$16.633 billion rose 67.74% from the same period last year
F-003 · Confidence: high · Basis: news_aggregation CNA #1351917 4967 June 2026 / Q2 / H1 (CNA report 2026-07-07)
ADATA's June 2026 self-tallied revenue was NT$14.66 billion, a fourth consecutive monthly all-time high, up 13.3% MoM and up 212% YoY (company attribution: rising DRAM and NAND Flash prices); Q2 revenue of NT$38.16 billion set a quarterly record, up 46.1% QoQ and up 198.5% YoY; first-half revenue of NT$64.27 billion already exceeded 2025 full-year revenue of NT$53.04 billion
F-004 · Confidence: high · Basis: news_aggregation CNA #1339811 3260 June 2026 / Q2 / H1 (CNA report 2026-07-06)
ADATA Chairman 陳立白 said via press release: memory suppliers have notified that Q3 DRAM contract prices will rise a further 20% to 30% and NAND Flash 35% to 40%; he expects second-half revenue growth to continue with full-year revenue challenging a doubling; he added that next year's mainstream DRAM and consumer NAND Flash capacity will be more limited, and ADATA has been signing long-term supply contracts for next year with major global suppliers
F-005 · Confidence: medium · Basis: news_aggregation CNA #1339811 3260 Q3 contract prices are supplier-notified expectations (as of CNA report 2026-07-06)
Transcend's June 2026 self-tallied revenue was NT$5.07 billion, down 19.5% MoM (company attribution: quarter-end customer inventory adjustment), yet up 381.6% YoY; Q2 revenue of NT$18.82 billion set a quarterly record and exceeded its 2025 full-year revenue (the source does not give the 2025 full-year figure); first-half revenue was NT$32.44 billion, up 422.17% YoY
F-006 · Confidence: high · Basis: news_aggregation CNA #1339811 2451 June 2026 / Q2 / H1 (CNA report 2026-07-06)
On July 6, 2026, Nanya Technology announced that the board of subsidiary Nanya Technology International Co., Ltd. resolved a cash capital increase: total issuance US$1 billion in 1,000 shares, par value and issue price US$1 million per share, 100% subscription by the existing shareholder, funded by the parent's cash injection, with the stated purpose 'lowering the parent company's foreign-exchange hedging costs'
F-007 · Confidence: high · Basis: official_statement TWSE #1349447 2408 Board resolution 2026-07-06 (ROC year 115, July 6)
ASE Technology Holding announced that subsidiary Advanced Semiconductor Engineering, Inc. acquired operating machinery from KLA CORPORATION for a cumulative transaction total of NT$1,116,382 thousand (pre-tax, approximately NT$1.116 billion), facts occurring May 13 to July 3, 2026, via price comparison and negotiation, for production and operations
F-008 · Confidence: high · Basis: official_statement TWSE #1317684 3711 Facts occurring 2026-05-13 to 2026-07-03 (ROC 115/5/13 to 115/7/3)
ASE Technology Holding announced that subsidiary Advanced Semiconductor Engineering, Inc. acquired operating machinery from 印能科技 for a cumulative transaction total of NT$1,044,640 thousand (pre-tax, approximately NT$1.045 billion), facts occurring July 21, 2025 to July 6, 2026, for production and operations
F-009 · Confidence: high · Basis: official_statement TWSE #1349439 3711 Facts occurring 2025-07-21 to 2026-07-06 (ROC 114/7/21 to 115/7/6)
ZDT (臻鼎-KY) announced that subsidiary 禮鼎半導體科技 (深圳) submitted a main-board listing application to the Hong Kong Stock Exchange on July 2, 2026; ZDT holds an indirect 60.75% stake through subsidiaries; the listing case was approved by the May 29, 2026 annual general meeting
F-010 · Confidence: high · Basis: official_statement TWSE #1309652 4958 Submission date 2026-07-02 (ROC 115/7/2); AGM resolution 2026-05-29
ZDT (臻鼎-KY) announced that subsidiary 禮鼎半導體科技 (深圳) acquired machinery for a transaction total of NT$1,141,465,050 (approximately NT$1.141 billion), facts occurring June 23 to July 6, 2026, counterparty TAKEWIN INTERNATIONAL(HK)LIMITED (no relationship with the company), for operating use
F-011 · Confidence: high · Basis: official_statement TWSE #1349459 4958 Facts occurring 2026-06-23 to 2026-07-06 (ROC 115/6/23 to 115/7/6)
Ennostar announced that investment subsidiary 亮采投資 is disposing of 環宇-KY common shares: a planned disposal of 4,000 thousand shares at market prices; as of July 3, 2026, 570 thousand shares had been disposed for a total of NT$350,456 thousand (approximately NT$350 million); transactions run from May 12, 2026; the purpose is capital reallocation; disposal gains will be announced upon completion
F-012 · Confidence: high · Basis: official_statement TWSE #1317639 3714 Transaction dates 2026-05-12 to 2026-07-03 (ROC 115/5/12 to 115/7/3); board approval 2026-07-03
The Ministry of Economic Affairs reported May 2026 industrial production index at 136.65, up 11.78% YoY, and manufacturing production index at 139.12, up 12.68% YoY — both record highs with 27 consecutive months of positive growth; the electronic parts and components index was 150.34, up 12.17% YoY, and the integrated-circuits index 172.78, both sector records with 29 consecutive months of positive growth; Deputy Director-General 陳玉芳 of the Department of Statistics: mainly electronic-component output exceeding forecasts (including foundry output), with memory-related products also contributing to growth
F-013 · Confidence: high · Basis: official_statement CNA #1231679 May 2026 statistics (CNA report 2026-06-24)
The MOEA forecasts the June 2026 manufacturing production index at between 136.96 and 140.96, up 19.9% to 23.4% YoY; first-half manufacturing production index growth is expected at 20.5% to 21.1%
F-014 · Confidence: medium · Basis: official_statement CNA #1231679 Forecasts for June 2026 and H1 (as of CNA report 2026-06-24)
On June 24, 2026, Taiwan stocks fell 1,057.05 points to close at 46,043.60 (backdrop: a Philadelphia Semiconductor Index plunge and the Micron earnings effect); foreign and mainland investors net sold NT$177.418 billion, rewriting the record for the largest single-day foreign net sell in Taiwan stock market history, with two-day cumulative net selling above NT$216 billion; Winbond was the No. 3 foreign net sell at 51,700 lots (CNA attribution: Micron's rapid pullback after a surge and spreading anxiety over memory spot prices), and TSMC also made the foreign top-10 sell list; the same day investment trusts net bought NT$3.666 billion with Winbond and Nanya Technology among the top-10 buys; the No. 1 foreign net buy was Powerchip Semiconductor Manufacturing at 83,200 lots
F-015 · Confidence: high · Basis: news_aggregation CNA #1231694 2026-06-24 (single-day snapshot)

❓ FAQ

Which Taiwanese memory companies set revenue records in June 2026, and on exactly what scope?

Winbond (NT$20.597 billion) and Macronix (NT$6.956 billion) set all-time highs in June self-tallied revenue, and both set quarterly records in Q2 (NT$59.843 billion and NT$19.125 billion); ADATA's June NT$14.66 billion was a fourth consecutive monthly all-time high; Transcend's record is a 'Q2' quarterly record of NT$18.82 billion while its June actually fell 19.5% MoM; Team Group's June NT$3.018 billion is only a 'best-ever June' — not an all-time high — and its Q2 fell 16.1% QoQ. All figures are company self-tallied numbers relayed by CNA reports of July 6 and 7, 2026, not audited financial statements; the attributions (supply-demand, market demand, rising prices, order momentum) are company statements (CNA#1351917, CNA#1339811).

Are the 'Q3 DRAM contract prices up 20% to 30%, NAND Flash up 35% to 40%' figures official data?

No. They are expected contract-price increases that ADATA Chairman 陳立白 relayed via press release as 'notified by memory suppliers' — a company-relay level of evidence, not official statistics and not realized transaction prices. In the same release, 'second-half revenue growth continuing and full-year revenue challenging a doubling' is a company outlook, and 'next year's capacity being more limited with tight supply-demand' is a company judgment. This card labels these separately from official filings and government statistics; verification awaits actual Q3 contract-price data (CNA#1339811).

Is Nanya Technology's US$1 billion capital increase for capacity expansion?

No. Item 14 of the filing states the purpose of the capital-increase funds as 'lowering the parent company's foreign-exchange hedging costs.' This is a cash capital increase Nanya Technology announced for subsidiary Nanya Technology International Co., Ltd.: US$1 billion in total, 1,000 shares, par value and issue price of US$1 million per share, 100% subscription by the existing shareholder (i.e., fully subscribed by the parent), funded by the parent's cash injection, with the board resolution dated July 6, 2026. In a 'memory cycle upswing' narrative environment, a large capital increase is easily read intuitively as expansion; this card labels the purpose per the Taiwan Stock Exchange filing text and makes no interpretation beyond the filing (TWSE#1349447).

What capital actions occurred across the supply chain, and do they assemble into an 'across-the-board expansion wave'?

Six exchange filings in the period: Nanya Technology's US$1 billion subsidiary capital increase (purpose: FX-hedging costs); ASE Technology Holding's two equipment acquisitions — approximately NT$1.116 billion cumulative from KLA CORPORATION (May 13 to July 3, 2026) and approximately NT$1.045 billion cumulative from 印能科技 (July 21, 2025 to July 6, 2026, spanning nearly a year); ZDT subsidiary 禮鼎's Hong Kong main-board listing application (submitted, under review) plus approximately NT$1.141 billion of machinery; and Ennostar's disposal of its 環宇-KY stake (capital reallocation). They do not assemble into an 'across-the-board expansion wave' — the filings differ in purpose and period, and one of them is a disposal. The honest reading is a side-by-side record that 'supply-chain capital activity was lively in the same period,' not a single-direction narrative (TWSE#1349447, TWSE#1317684, TWSE#1349439, TWSE#1309652, TWSE#1349459, TWSE#1317639).

Is the market uniformly bullish on memory?

No. On June 24, 2026, foreign and mainland investors net sold NT$177.418 billion in a single day — the largest ever for Taiwan's stock market; Winbond was the No. 3 foreign net sell at 51,700 lots, and TSMC also made the top-10 sell list; yet the same day investment trusts net bought NT$3.666 billion with Winbond and Nanya Technology among their top-10 buys, and the No. 1 foreign net buy was Powerchip Semiconductor Manufacturing at 83,200 lots. The CNA report attributed that day's selling pressure to the Philadelphia Semiconductor Index plunge, the Micron earnings effect, and market wariness over memory spot prices; this is a June 24 single-day snapshot predating the early-July revenue releases. On the macro side, the Ministry of Economic Affairs' May manufacturing production index of 139.12, up 12.68% YoY, set a record, with the statistics department naming memory-related products as a contributor and expressing optimism for the second half — strengthening fundamental statistics and short-term market trimming coexist, and presenting both is the honest reading (CNA#1231694, CNA#1231679). ---

🧠 編輯判斷（J-Units）

The multi-point revenue records (Winbond's and Macronix's June all-time highs plus both companies' Q2 quarterly records, ADATA's fourth straight monthly record, Transcend's Q2 record) and the company-relayed Q3 contract-price notices point in the same direction — memory-cycle realization on Taiwan's revenue side — but the revenue is self-tallied, the price hikes are company-relayed expectations, and the same reports contain counter-signals (Team Group's Q2 down 16.1% QoQ; Transcend's June down 19.5% MoM); the sample is only the five companies in two CNA reports and cannot be extrapolated to a one-way industry-wide upswing
Confidence: medium
The six exchange filings show supply-chain capital activity was lively in the same period (a capital increase, equipment, a listing application, and a disposal coexisting), but each filing's purpose and period differ — Nanya Technology's increase is for lowering the parent's FX-hedging costs rather than expansion, ASE's 印能科技 equipment is a nearly year-long cumulative disclosure, ZDT's listing case is only a submission, and Ennostar's is a disposal — they must not be assembled into a single 'synchronized expansion wave' narrative
Confidence: medium
Macro statistics (MOEA's May manufacturing production index of 139.12 at a record high, with officials naming memory-related products as contributors) and market flows (the largest-ever single-day foreign net sell of NT$177.418 billion on June 24, with Winbond and TSMC trimmed while investment trusts bought Winbond and Nanya Technology the same day) are presented in the same frame — strengthening fundamental statistics and short-term market trimming coexist as point-in-time facts on different dates, and this card establishes no causation
Confidence: medium

🔮 待驗證假設（P-Units）

Whether the relayed Q3 contract-price increases (DRAM 20% to 30%, NAND Flash 35% to 40%) materialize awaits actual Q3 contract-price data and the companies' subsequent monthly revenue
Status: open
The MOEA's June manufacturing production index forecast (up 19.9% to 23.4% YoY) awaits verification by the MOEA's June release; whether the memory-related contribution persists also awaits subsequent statistics
Status: open
The execution of Nanya Technology's US$1 billion subsidiary capital increase, the review outcome of ZDT subsidiary 禮鼎's Hong Kong listing application, and the completion announcement and gains of Ennostar's 環宇-KY disposal all await follow-up filings
Status: open

Verification Record

Editorial selection, human-supervised — Takenouchi Rin (Editor-in-Chief)

Cross-verified by multiple AI models.

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