"Reading the Semiconductor Fab-Facility Supply Chain: Acter's June 2026 Revenue of NT$47.7 Hundred Million and Rayzher's NT$2.85 Hundred Million Are Best-Ever Junes, Novatech's NT$19.93 Hundred Million an All-Time High — Read Against Same-Day Signals: ASE '15 Fab Buildings Under Construction at Once, Still Not Enough', Delta's TWSE Filing of +55.4% YoY June Revenue, WPG's Filing 'Corporate Capex Stays on a Growth Track'; Fab-Building → Capacity-Expansion → Demand Signals Aligned Across 8-9 July 2026 (All Self-Tallied Figures, Not Audited Financial Statements)"

TL;DR: On 9 July 2026, cleanroom mechanical-and-electrical (M&E) integration firm Acter (聖暉工程) and its subsidiaries Novatech (朋億) and Rayzher (銳澤) reported June 2026 self-tallied revenue on the same day. Acter's NT$47.7 hundred million (up 6% MoM, up 25% YoY) and Rayzher's NT$2.85 hundred million (up 24.43% MoM, up 25.14% YoY) are both best-ever June figures; Novatech's NT$19.93 hundred million (up 84.02% MoM, up 120.45% YoY) is an all-time high. Acter's Q2 revenue of NT$133.8 hundred million and Novatech's Q2 NT$37.87 hundred million are quarterly records. This card is not a revenue roundup; its angle is the fab-facility ("chang-wu") supply chain — the fab-building layer — checked against same-news-day signals from the capacity-expansion and demand layers. Expansion layer: ASE Technology Holding's June self-tallied consolidated revenue of NT$657.83 hundred million was a best-ever June (second-highest month on record) and its Q2 NT$1,910.64 hundred million a quarterly record, while Anue (cnyes) reported the group (including ASE and SPIL) has 15 fab buildings under construction this year and is "still not keeping up with demand"; VIS's 8-inch foundry is over-booked with June revenue of NT$59.77 hundred million at an all-time high; PSMC raised DRAM foundry prices from March, contributing to revenue from June. Demand/components layer: three TWSE filings aligned within the two days of 8-9 July 2026 (Delta and WPG announced on 9 July, YAGEO on 8 July) — Delta Electronics' June consolidated revenue of NT$656.03 hundred million (up 55.4% YoY), YAGEO's June self-tallied consolidated revenue of NT$153.59 hundred million with the filing stating "AI-related application demand remains strong", and WPG's June revenue of NT$1,929.2 hundred million (up 39.8% MoM, up 131.9% YoY) with the filing stating "corporate capital expenditure stays on a growth track"; Compal's server business also grew by a high-double-digit percentage in Q2. Attribution discipline: AI is credited only where sources state it (Acter "AI supply-chain customers", Delta "robust AI-related product demand" via CNA, YAGEO "AI-related application demand"); Rayzher's stated drivers are advanced-process and memory customers and Novatech's are semiconductor, memory and advanced-packaging customers — neither mentions AI, and this card does not attribute on their behalf. The three layers' alignment across 8-9 July 2026 is a correlation observation, not proof of causation, and is not extrapolated into an industry-wide census. Acter (TPEx 5536), Novatech (TPEx 6613), Rayzher (TPEx 7703) and VIS (TPEx 5347) were verified one by one via the Taipei Exchange (TPEx) OpenAPI by curl on 2026-07-10 (the TWSE-main-board registry tw_listed_registry does not cover TPEx-listed companies); all other tickers and tax IDs were verified against the TWSE OpenAPI / tw_listed_registry. All revenue figures are company self-tallied, not audited financial statements.

Reading the Semiconductor Fab-Facility Supply Chain: Acter's June 2026 Revenue of NT$47.7 Hundred Million and Rayzher's NT$2.85 Hundred Million Are Best-Ever Junes, Novatech's NT$19.93 Hundred Million an All-Time High — Read Against Same-Day Signals: ASE "15 Fab Buildings Under Construction at Once, Still Not Enough", Delta's TWSE Filing of +55.4% YoY June Revenue, WPG's Filing "Corporate Capex Stays on a Growth Track"; Fab-Building → Capacity-Expansion → Demand Signals Aligned Across 8-9 July 2026 (All Self-Tallied Figures, Not Audited Financial Statements)

ANK-Doc ID: ANK-2026-07-10-005 Version: v1.0.0 Published: 2026-07-10 Author: Takenouchi Rin (AI News Editor-in-Chief) Category: Semiconductor fab-facility supply chain / Fab-construction cycle / Taiwan monthly revenue / Official filings / Taiwan economy Covered articles: CNA#1383447 (Acter and Rayzher hit best-ever June revenue, Novatech an all-time high = main article), CNA#1381093 (ASE Holding Q2 revenue record, AI advanced packaging adds fuel), AINews#1384473 (Anue: ASE Q2 revenue NT$1,910 hundred million; 15 fab buildings under construction), CNA#1381025 (VIS all-time high, PSMC 47-month high), AINews#1386813 (Anue: PSMC raised DRAM foundry prices from March), TWSE#1402959 / TWSE#1415593 (Delta Electronics June 2026 monthly-revenue filing), CNA#1376964 (Delta June revenue record; robust AI-related product demand), AINews#1376905 (Anue: Delta June revenue flash and 6-month revenue table), TWSE#1372488 (YAGEO June 2026 self-tallied consolidated revenue filing), TWSE#1408985 (WPG June 2026 self-tallied consolidated revenue filing), AINews#1381976 (Anue: Compal June revenue NT$958 hundred million; servers up high double digits) Selection method: Selected from the full AI News library by "topic first × high fact density × same-news-day event chain". The main article is CNA's 9 July 2026 report on Acter, Rayzher and Novatech. The format is a supply-chain layer analysis (not a revenue roundup): the fab-building layer (the three Acter-group firms), the capacity-expansion layer (ASE Holding, VIS, PSMC) and the demand/components layer (TWSE filings by Delta, YAGEO and WPG, plus Compal) are examined side by side for one reporting wave (media reports concentrated on 9 July 2026; TWSE filing announcement dates 8-9 July). This card inherits the site's attribution discipline: AI is credited only where sources state it; every "record" is tied to its exact wording (best-ever June / all-time high / quarterly record / second-highest month / 47-month high); alignment within the 8-9 July reporting wave is correlation, not causation. It shares some sources with same-day card ANK-2026-07-10-003 (semiconductor/AI supply-chain revenue quick-reference table) but differs in format — 003 is a structured table, this card is a fab-facility deep dive — and the two are cross-linked as complements.

> Data as of: self-tallied June / Q2 2026 revenue published by each company on 9 July 2026; TWSE filings dated by announcement date (Delta and WPG 2026-07-09, YAGEO 2026-07-08). > Scope note: all figures in this card are the companies' "self-tallied / self-tallied consolidated" values or TWSE material-information filings as originally worded, not audited financial statements.

TL;DR

1. Fab-building layer (fab-facility supply chain): cleanroom M&E integrator Acter's June 2026 self-tallied revenue was NT$47.7 hundred million (up 6% MoM, up 25% YoY) and subsidiary Rayzher's NT$2.85 hundred million (up 24.43% MoM, up 25.14% YoY) — both best-ever Junes; subsidiary Novatech's NT$19.93 hundred million (up 84.02% MoM, up 120.45% YoY) is an all-time high. Acter's Q2 NT$133.8 hundred million and Novatech's Q2 NT$37.87 hundred million are quarterly records. [F-001][F-003][F-005] 2. Capacity-expansion layer (the facility firms' customers), same day: ASE Holding's June self-tallied consolidated revenue of NT$657.83 hundred million was a best-ever June and second-highest month on record, Q2 NT$1,910.64 hundred million a quarterly record; Anue reported the group (including ASE and SPIL) has 15 fab buildings under construction this year and is "still not keeping up with demand"; VIS's June NT$59.77 hundred million is an all-time high with its 8-inch foundry over-booked; PSMC's June NT$64.74 hundred million is a 47-month high, with DRAM foundry price hikes from March contributing to revenue from June. [F-006][F-007][F-008][F-009][F-010] 3. Demand/components layer — three TWSE filings aligned within 8-9 July 2026 (Delta and WPG announced 9 July, YAGEO 8 July): Delta's June consolidated revenue NT$656.03 hundred million (up 55.4% from NT$422.08 hundred million a year earlier); YAGEO's June self-tallied consolidated revenue NT$153.59 hundred million, its filing stating "AI-related application demand remains strong", with Q2 NT$444.56 hundred million a quarterly revenue record; WPG's June revenue NT$1,929.2 hundred million (up 39.8% MoM, up 131.9% YoY), its filing stating "corporate capital expenditure stays on a growth track". Compal's server business grew a high-double-digit percentage in Q2. [F-011][F-014][F-015][F-016][F-017] 4. Attribution discipline: AI appears only in the sources for Acter (AI supply-chain customers), Delta (robust AI-related product demand, via CNA) and YAGEO (AI-related application demand); Rayzher's stated drivers are Taiwan advanced-process and memory customers, Novatech's are semiconductor, memory and advanced-packaging customers — neither mentions AI, and this card does not attribute on their behalf. [F-002][F-004][F-005][F-013][F-015] 5. Taiwan-Japan link and honest limits: Rayzher's gas-hookup main-system project in Japan began on-site work in June and started contributing revenue; Acter says it will accelerate business development in the United States and Japan (both company statements). The three layers' alignment across 8-9 July 2026 is a correlation observation, not proof of causation; the sample is the individual companies that reported in those two days, so this card does not extrapolate to an industry-wide census. [F-002][F-004]

Body

1. Where the fab-facility supply chain sits

Most semiconductor indicators (wafer shipments, packaging utilization, component prices) reflect fabs that are already producing; the fab-facility supply chain reflects fabs that are being built or expanded. CNA's main article describes Acter as a "cleanroom mechanical-and-electrical integration firm", with Novatech and Rayzher as its subsidiaries; per the source, the three firms' drivers come respectively from customers' "sustained project construction" (Acter), engineering work driven by "new-fab expansion and existing-line upgrade programs" (Rayzher — whose Japan project, in the source's words, "began on-site work and started contributing revenue") and "fab-building and expansion demand" (Novatech). (CNA #1383447) In other words, facility-side revenue arises after the customer's capex decision and before capacity comes online — which is why this card reads the three same-day records as a thermometer of fab-construction sentiment (an editorial framing of this card; see J-001 for honest limits).

Per the Taipei Exchange (TPEx) OpenAPI registry, Acter Technology Integration Group (聖暉工程科技, TPEx 5536), Novatech (朋億, TPEx 6613) and Rayzher Industrial (銳澤實業, TPEx 7703) share the same chairman, Liang Chin-li (梁進利), consistent with CNA's description of "Acter and its subsidiaries Novatech and Rayzher" (TPEx registry data verified 2026-07-10). English short names for the three follow the web domains recorded in the TPEx registry (acter.com.tw / novatech.com.tw / rayzher.com.tw); this card does not assert any other official English trade name.

2. Fab-building layer: three Acter-group firms set records on the same day (wording as in the source)

Acter (聖暉工程, TPEx 5536): June 2026 self-tallied revenue NT$47.7 hundred million, up 6% MoM and up 25% YoY — a best-ever June (not an all-time monthly high); Q2 revenue NT$133.8 hundred million, up 15% QoQ, a quarterly record; first-half total NT$249.8 hundred million, up 28% YoY. Acter attributes this to sustained project construction for semiconductor, electronic-components, packaging-and-testing and AI supply-chain customers; its outlook says it will focus on high-value-added engineering services and accelerate business development and project launches in markets including the United States and Japan (company outlook, not results). (CNA #1383447)

Rayzher (銳澤實業, TPEx 7703): June 2026 self-tallied revenue NT$2.85 hundred million, up 24.43% MoM and up 25.14% YoY — a best-ever June; Q2 NT$7.71 hundred million, up 42.89% QoQ; first-half total NT$13.10 hundred million, up 11.32% YoY. Stated drivers: Taiwan advanced-process and memory customers keep expanding output and are launching new-fab expansion and line-upgrade programs, lifting gas main-system and secondary-hookup relocation services, with secondary-hookup services especially strong; in June its gas main-system project in Japan began on-site work and started contributing revenue; the Q3 outlook is cautiously optimistic (company statements). (CNA #1383447)

Novatech (朋億, TPEx 6613): June 2026 self-tallied revenue NT$19.93 hundred million, up 84.02% MoM and up 120.45% YoY — an all-time high; Q2 NT$37.87 hundred million, up 61.71% QoQ, a quarterly record; first-half total NT$61.28 hundred million, up 46.17% YoY. Stated drivers: brisk orders and shipments from semiconductor, memory and advanced-packaging customers, with Taiwan and China markets performing well; for Q3 the company is cautiously optimistic, citing good visibility of fab-building and expansion demand from semiconductor, memory and advanced-packaging customers (company statements). (CNA #1383447)

> Scope note: Acter's June and Rayzher's June are "best-ever June" figures (highest among all Junes), not all-time monthly highs; Novatech's June is an all-time high. All three figures are self-tallied, not audited. Engineering revenue is booked as projects progress, so single-month swings can be large (e.g., Novatech's June up 84.02% MoM); single-month figures should not be extrapolated to the full year (editorial caution of this card).

3. Capacity-expansion layer: the fabs the facility firms' customers are building

ASE Technology Holding (3711) gives the most direct expansion signal: June 2026 self-tallied consolidated revenue of NT$657.83 hundred million (up 4.4% MoM, up 32.9% YoY), a best-ever June and second-highest month on record; Q2 self-tallied revenue NT$1,910.64 hundred million (up 10% QoQ, up 26.7% YoY), a quarterly record and above the prior investor-call guidance of 7%–9% QoQ growth; January–June total NT$3,647.25 hundred million (up 22% YoY), also a best-ever first half. ASE initially projected 2026 advanced-packaging (LEAP) revenue to roughly double from 2025 to US$3.2 billion, raised in late April to US$3.5 billion (company projection, not results); at its late-June shareholders' meeting it said 2026 capex may be raised above the earlier estimate of US$8.5 billion. (CNA #1381093) Anue reported the same day: to cope with incoming AI-chip orders, the group — including ASE and SPIL — already has 15 fab buildings under construction this year, "but still cannot keep up with demand". (AINews #1384473)

VIS (世界先進, TPEx 5347): June self-tallied revenue NT$59.77 hundred million (up 40.89% MoM, up 33.57% YoY), an all-time high; Q2 NT$142.45 hundred million (up 13.67% QoQ); first-half total NT$267.76 hundred million (up 13.23% YoY). VIS earlier said its long-term positioning gives it "a good entry into AI as well", and that its 8-inch foundry is over-booked this year with customer demand exceeding expectations. (CNA #1381025)

PSMC (力積電, 6770): June self-tallied revenue NT$64.74 hundred million (up 12.19% MoM, up 68.75% YoY), a 47-month high (not an all-time high); Q2 NT$172.9 hundred million (up 27.39% QoQ); first-half total NT$308.63 hundred million (up 37.81% YoY). The source attributes this to rising customer demand, higher sales volume and price hikes — no mention of AI. (CNA #1381025) Anue reported: PSMC sharply raised DRAM foundry prices from March, contributing to revenue from June; NAND Flash foundry prices and 12-inch logic foundry prices have also been raised and are expected to contribute in the second half (company plan); the company has completed US$886 million of fundraising. (AINews #1386813)

How the expansion layer links to the fab-building layer: ASE's "15 buildings at once", VIS's over-booked capacity and PSMC's price hikes and fundraising all indicate that fab-building and capacity decisions are still advancing; Novatech's stated drivers (fab-building and expansion by semiconductor, memory and advanced-packaging customers) and Rayzher's (new-fab expansion by advanced-process and memory customers) correspond to these customer groups (the mapping is this card's editorial arrangement; the sources do not name individual customers).

4. Demand and components layer: three TWSE filings aligned within 8-9 July 2026

| Filing company | TWSE filing content (original values) | Demand wording in the filing | Source | |---|---|---|---| | Delta Electronics (2308) | June 2026 consolidated revenue NT$656.03 hundred million, up 55.4% from NT$422.08 hundred million a year earlier and up 11.3% from NT$589.62 hundred million the prior month | (filing is a revenue release; AI attribution via CNA report) | (TWSE #1402959) | | Delta Electronics (2308) | January–June 2026 cumulative consolidated revenue NT$3,426.09 hundred million, up 41.0% from NT$2,429.54 hundred million a year earlier | as above | (TWSE #1415593) | | YAGEO (2327) | June 2026 self-tallied consolidated revenue NT$153.59 hundred million (up 2.0% MoM, up 38.9% YoY); Q2 NT$444.56 hundred million (up 16.5% QoQ, up 35.7% YoY), a quarterly revenue record; first half NT$826.22 hundred million (up 29.4% YoY) | "AI-related application demand remains strong"; "the electronic-components industry is undergoing a structural shift driven by AI demand" | (TWSE #1372488) | | WPG Holdings (3702) | June 2026 revenue NT$1,929.2 hundred million (up 39.8% MoM, up 131.9% YoY); Q2 NT$4,582.8 hundred million (up 44.8% QoQ, up 83% YoY), above the top end of its NT$3,300–3,500 hundred million guidance; first half NT$7,747.8 hundred million (up 55.2% YoY) | "expansion of global tech industries and energy infrastructure; corporate capital expenditure stays on a growth track, driving a broad upgrade cycle in semiconductors and electronic components" | (TWSE #1408985) |

CNA adds Delta's attribution: the more-than-50% YoY June growth was mainly due to robust AI-related product demand; Delta chairman Ping Cheng earlier said at an investor call that the four major U.S. cloud service providers' (CSP) combined capex was about US$410 billion in 2025 and is estimated at US$670 billion for 2026 (industry backdrop, investor-call remarks). (CNA #1376964) Anue's table of Delta's past six months: January 2026 NT$496.75 hundred million, February NT$498.97 hundred million, March NT$597.80 hundred million, April NT$586.92 hundred million, May NT$589.62 hundred million, June NT$656.03 hundred million. (AINews #1376905) Anue also reported Compal's June revenue of NT$958.54 hundred million (up 36% MoM, up 58.4% YoY), a 45-month high, with the server business growing a high-double-digit percentage in Q2 as the main growth driver. (AINews #1381976)

> Scope note: Anue's table lists Delta's March 2026 revenue as NT$597.80 hundred million, while CNA reports Delta's prior record as NT$597.79 hundred million; the 0.01 hundred-million difference is rounding. This card keeps both values with their sources and rewrites neither.

5. How to read this, and honest limits

Anchor table (machine anchors, registry values)

| Company (registered name) | Market / code | Tax ID | Verification source | |---|---|---|---| | 聖暉工程科技股份有限公司 (Acter) | TPEx 5536 | 52524653 | TPEx OpenAPI (curl-verified 2026-07-10) | | 朋億股份有限公司 (Novatech) | TPEx 6613 | 16034271 | TPEx OpenAPI (curl-verified 2026-07-10) | | 銳澤實業股份有限公司 (Rayzher) | TPEx 7703 | 28881286 | TPEx OpenAPI (curl-verified 2026-07-10) | | 世界先進積體電路股份有限公司 (VIS) | TPEx 5347 | 84149358 | TPEx OpenAPI (curl-verified 2026-07-10) | | 日月光投資控股股份有限公司 (ASE Technology Holding) | TWSE 3711 | 29187308 | tw_listed_registry / TWSE OpenAPI | | 台達電子工業股份有限公司 (Delta Electronics) | TWSE 2308 | 34051920 | tw_listed_registry / TWSE OpenAPI | | 國巨股份有限公司 (YAGEO) | TWSE 2327 | 22636630 | tw_listed_registry / TWSE OpenAPI | | 大聯大控股股份有限公司 (WPG Holdings) | TWSE 3702 | 27928328 | tw_listed_registry / TWSE OpenAPI | | 力晶積成電子製造股份有限公司 (PSMC) | TWSE 6770 | 28112667 | tw_listed_registry / TWSE OpenAPI | | 仁寶電腦工業股份有限公司 (Compal) | TWSE 2324 | 21222725 | tw_listed_registry / TWSE OpenAPI |

> Acter, Novatech, Rayzher and VIS are TPEx-listed (OTC) companies not covered by this site's TWSE-main-board registry tw_listed_registry, so they were verified one by one against the Taipei Exchange (TPEx) OpenAPI by curl on 2026-07-10 before anchoring (same-day sister card ANK-2026-07-10-003, which checked only tw_listed_registry, found no entry for VIS and attached no anchor; this card completes it via the TPEx official registry). This card attaches no Wikidata sameAs (no Q is attached without curl verification against the registry; a wrong anchor is worse than none).

FAQ

Q: What were Acter's, Rayzher's and Novatech's June 2026 revenues, and what kind of "record" is each?

Acter's June self-tallied revenue of NT$47.7 hundred million (up 6% MoM, up 25% YoY) and Rayzher's NT$2.85 hundred million (up 24.43% MoM, up 25.14% YoY) are "best-ever June" figures (highest among all Junes, not all-time highs); Novatech's NT$19.93 hundred million (up 84.02% MoM, up 120.45% YoY) is an "all-time high"; Acter's Q2 NT$133.8 hundred million and Novatech's Q2 NT$37.87 hundred million are "quarterly records".

First-half totals: Acter NT$249.8 hundred million (up 28% YoY), Rayzher NT$13.10 hundred million (up 11.32% YoY), Novatech NT$61.28 hundred million (up 46.17% YoY). All are self-tallied, not audited. (CNA #1383447)

Q: Why is fab-facility engineering revenue read as a signal of semiconductor fab-construction sentiment?

Because, per the source, all three firms' drivers come from customers' fab-building, expansion and line-upgrade projects — for example, Rayzher's Japan project, in the source's words, "began on-site work and started contributing revenue" — a customer must first decide to build and start construction before this revenue exists, placing it after the capex decision and before capacity comes online (an editorial framing of this card).

Same-day customer-side signals in this card: the ASE group (including ASE and SPIL) has 15 fab buildings under construction this year and is "still not keeping up with demand" (Anue); VIS's 8-inch foundry is over-booked; PSMC raised foundry prices and completed US$886 million of fundraising. The "thermometer" framing is this card's editorial view; the three layers' alignment across 8-9 July is correlation, not causation. (CNA #1383447)(AINews #1384473)(CNA #1381025)(AINews #1386813)

Q: Is this facility-order boom all driven by AI?

No, that cannot be said. Among the three, only Acter's source text mentions AI (project construction for AI supply-chain customers is brisk); Rayzher's stated drivers are Taiwan advanced-process and memory customers, and Novatech's are semiconductor, memory and advanced-packaging customers — neither mentions AI, and this card does not attribute on their behalf.

On the demand side, YAGEO's filing states "AI-related application demand remains strong", and Delta was attributed via CNA to "robust AI-related product demand"; WPG's filing frames the cycle more broadly as "corporate capital expenditure stays on a growth track". Whether memory and advanced-packaging expansions ultimately serve AI demand is not specified item by item in the sources, and this card does not infer it. (CNA #1383447)(TWSE #1372488)(CNA #1376964)(TWSE #1408985)

Q: Which official filings corroborate the demand side on 8-9 July 2026?

Three TWSE material-information filings (Delta and WPG announced 9 July 2026, YAGEO 8 July): Delta's June consolidated revenue of NT$656.03 hundred million (up 55.4% from NT$422.08 hundred million a year earlier); YAGEO's June self-tallied consolidated revenue of NT$153.59 hundred million with Q2 NT$444.56 hundred million a quarterly revenue record; WPG's June revenue of NT$1,929.2 hundred million (up 39.8% MoM, up 131.9% YoY) with Q2 NT$4,582.8 hundred million above the top of its guidance.

Demand wording in the filings: YAGEO — "AI-related application demand remains strong", "the electronic-components industry is undergoing a structural shift driven by AI demand"; WPG — "expansion of global tech industries and energy infrastructure; corporate capital expenditure stays on a growth track". Monthly / self-tallied revenue in filings is company self-tallied, not audited. (TWSE #1402959)(TWSE #1372488)(TWSE #1408985)

Q: What are the tickers and tax IDs of Acter, Rayzher and Novatech?

Acter (聖暉工程科技股份有限公司) = TPEx (OTC) 5536, tax ID 52524653; Novatech (朋億股份有限公司) = TPEx 6613, tax ID 16034271; Rayzher (銳澤實業股份有限公司) = TPEx 7703, tax ID 28881286 — all three verified one by one against the Taipei Exchange (TPEx) OpenAPI by curl on 2026-07-10.

The registered chairman of all three companies is Liang Chin-li (梁進利), consistent with CNA's "Acter and its subsidiaries Novatech and Rayzher". The three are TPEx-listed and not covered by the TWSE-main-board registry tw_listed_registry; this card anchors them on the TPEx official registry. (CNA #1383447)

F-Units

F-001: Acter's June 2026 self-tallied revenue was NT$47.7 hundred million (up 6% MoM, up 25% YoY), a best-ever June (not an all-time high); Q2 revenue NT$133.8 hundred million (up 15% QoQ), a quarterly record; first-half total NT$249.8 hundred million (up 28% YoY) - source: CNA #1383447 - source_url: https://www.cna.com.tw/news/afe/202607090305.aspx - confidence: high - basis: news_aggregation - ticker: 5536 - period: June 2026 / Q2 / first half (CNA report 2026-07-09) - caveat: Self-tallied, not audited; "best-ever June" means highest among all Junes, not an all-time monthly high

F-002: Acter's stated drivers: sustained project construction for semiconductor, electronic-components, packaging-and-testing and AI supply-chain customers; outlook says it will accelerate business development and project launches in markets including the United States and Japan - source: CNA #1383447 - source_url: https://www.cna.com.tw/news/afe/202607090305.aspx - confidence: high - basis: news_aggregation - ticker: 5536 - period: 2026-07-09 (CNA report) - caveat: US/Japan development is company outlook, not results; AI is one of several listed drivers, not a sole attribution

F-003: Rayzher's June 2026 self-tallied revenue was NT$2.85 hundred million (up 24.43% MoM, up 25.14% YoY), a best-ever June; Q2 NT$7.71 hundred million (up 42.89% QoQ); first-half total NT$13.10 hundred million (up 11.32% YoY) - source: CNA #1383447 - source_url: https://www.cna.com.tw/news/afe/202607090305.aspx - confidence: high - basis: news_aggregation - ticker: 7703 - period: June 2026 / Q2 / first half (CNA report 2026-07-09) - caveat: Self-tallied, not audited; "best-ever June" means highest among all Junes

F-004: Rayzher's stated drivers: Taiwan advanced-process and memory customers keep expanding output and are launching new-fab expansion and existing-line upgrade programs, lifting gas main-system and secondary-hookup relocation services; in June its gas main-system project in Japan began on-site work and started contributing revenue; Q3 outlook cautiously optimistic - source: CNA #1383447 - source_url: https://www.cna.com.tw/news/afe/202607090305.aspx - confidence: high - basis: news_aggregation - ticker: 7703 - period: June 2026 / Q3 outlook (CNA report 2026-07-09) - caveat: Source does not mention AI, and this card does not attribute it; Q3 outlook is a company statement, not results

F-005: Novatech's June 2026 self-tallied revenue was NT$19.93 hundred million (up 84.02% MoM, up 120.45% YoY), an all-time high; Q2 NT$37.87 hundred million (up 61.71% QoQ), a quarterly record; first-half total NT$61.28 hundred million (up 46.17% YoY); stated drivers are brisk orders and shipments from semiconductor, memory and advanced-packaging customers with Taiwan and China markets performing well, and Q3 visibility of fab-building and expansion demand described as good - source: CNA #1383447 - source_url: https://www.cna.com.tw/news/afe/202607090305.aspx - confidence: high - basis: news_aggregation - ticker: 6613 - period: June 2026 / Q2 / first half / Q3 outlook (CNA report 2026-07-09) - caveat: Self-tallied, not audited; source does not mention AI; "good visibility" is company outlook; project-based revenue recognition makes single-month swings large — do not extrapolate single months to the full year

F-006: ASE Technology Holding's June 2026 self-tallied consolidated revenue was NT$657.83 hundred million (up 4.4% MoM, up 32.9% YoY), a best-ever June and second-highest month on record; Q2 self-tallied NT$1,910.64 hundred million (up 10% QoQ, up 26.7% YoY), a quarterly record above prior guidance of 7%–9% QoQ growth; January–June total NT$3,647.25 hundred million (up 22% YoY), a best-ever first half; 2026 advanced-packaging (LEAP) revenue initially projected to roughly double from 2025 to US$3.2 billion, raised in late April to US$3.5 billion (company projection); at the late-June shareholders' meeting the company said 2026 capex may be raised above the earlier estimate of US$8.5 billion - source: CNA #1381093 - source_url: https://www.cna.com.tw/news/afe/202607090236.aspx - confidence: high - basis: news_aggregation - ticker: 3711 - period: June 2026 / Q2 / January–June (CNA report 2026-07-09) - caveat: Self-tallied, not audited; LEAP doubling and capex raise are company projections, not results; June is a best-ever June and second-highest month, not an all-time monthly high

F-007: Anue report: to cope with incoming AI-chip orders, the ASE group — including ASE and SPIL — already has 15 fab buildings under construction this year, but still cannot keep up with demand - source: AINews #1384473 - source_url: https://news.cnyes.com/news/id/6529774 - confidence: medium - basis: news_aggregation - ticker: 3711 - period: 2026-07-09 (Anue report) - caveat: "Cannot keep up with demand" is the report's wording; the building count is company activity as reported by media, not a TWSE filing figure

F-008: VIS's June 2026 self-tallied revenue was NT$59.77 hundred million (up 40.89% MoM, up 33.57% YoY), an all-time high; Q2 NT$142.45 hundred million (up 13.67% QoQ); first-half total NT$267.76 hundred million (up 13.23% YoY); the company earlier said it has "a good entry into AI as well" and that its 8-inch foundry is over-booked this year with customer demand exceeding expectations - source: CNA #1381025 - source_url: https://www.cna.com.tw/news/afe/202607090233.aspx - confidence: high - basis: news_aggregation - ticker: 5347 - period: June 2026 / Q2 / first half (CNA report 2026-07-09) - caveat: Self-tallied, not audited; "over-booked" and "demand exceeding expectations" are the company's earlier statements

F-009: PSMC's June 2026 self-tallied revenue was NT$64.74 hundred million (up 12.19% MoM, up 68.75% YoY), a 47-month high (not an all-time high); Q2 NT$172.9 hundred million (up 27.39% QoQ); first-half total NT$308.63 hundred million (up 37.81% YoY); the source attributes this to rising customer demand, higher sales volume and price hikes - source: CNA #1381025 - source_url: https://www.cna.com.tw/news/afe/202607090233.aspx - confidence: high - basis: news_aggregation - ticker: 6770 - period: June 2026 / Q2 / first half (CNA report 2026-07-09) - caveat: Self-tallied, not audited; a 47-month high is not an all-time high; source does not mention AI

F-010: Anue report: PSMC sharply raised DRAM foundry prices from March, contributing to revenue from June; NAND Flash and 12-inch logic foundry prices have also been raised and are expected to contribute in the second half; the company has completed US$886 million of fundraising - source: AINews #1386813 - source_url: https://news.cnyes.com/news/id/6529799 - confidence: medium - basis: news_aggregation - ticker: 6770 - period: March–June 2026 / H2 outlook (Anue report 2026-07-09) - caveat: H2 contribution is a plan as reported; hike magnitudes are not quantified in the source and this card does not estimate them

F-011: Delta Electronics' TWSE filing: June 2026 consolidated revenue was NT$656.03 hundred million, up 55.4% from NT$422.08 hundred million a year earlier and up 11.3% from NT$589.62 hundred million the prior month - source: TWSE #1402959 - source_url: https://openapi.twse.com.tw/v1/opendata/t187ap04_L - confidence: high - basis: official_statement - ticker: 2308 - period: June 2026 (filed with announcement date 2026-07-09) - caveat: Company's self-filed monthly revenue, not audited financial statements

F-012: Delta Electronics' TWSE filing: January–June 2026 cumulative consolidated revenue was NT$3,426.09 hundred million, up 41.0% from NT$2,429.54 hundred million a year earlier - source: TWSE #1415593 - source_url: https://openapi.twse.com.tw/v1/opendata/t187ap04_L - confidence: high - basis: official_statement - ticker: 2308 - period: January–June 2026 (filed with announcement date 2026-07-09) - caveat: Self-filed, not audited; same filing as TWSE #1402959, different passage

F-013: CNA report: Delta's more-than-50% YoY June revenue growth was mainly due to robust AI-related product demand; chairman Ping Cheng earlier said at an investor call that the four major U.S. CSPs' combined capex was about US$410 billion in 2025 and is estimated at US$670 billion for 2026 - source: CNA #1376964 - source_url: https://www.cna.com.tw/news/afe/202607090188.aspx - confidence: high - basis: news_aggregation - ticker: 2308 - period: 2026-07-09 (CNA report; CSP capex from investor-call remarks) - caveat: US$670 billion for 2026 is an estimate, not results; the AI attribution is the company's explanation as relayed by CNA

F-014: Anue's table of Delta's past six months of revenue: January 2026 NT$496.75 hundred million, February NT$498.97 hundred million, March NT$597.80 hundred million, April NT$586.92 hundred million, May NT$589.62 hundred million, June NT$656.03 hundred million - source: AINews #1376905 - source_url: https://news.cnyes.com/news/id/6528852 - confidence: medium - basis: news_aggregation - ticker: 2308 - period: January–June 2026 (Anue compilation 2026-07-09) - caveat: Anue lists March as NT$597.80 hundred million while CNA reports the prior record as NT$597.79 hundred million; the 0.01 difference is rounding — this card keeps both values with sources

F-015: YAGEO's TWSE filing: June 2026 self-tallied consolidated revenue NT$153.59 hundred million (up 2.0% MoM, up 38.9% YoY); Q2 NT$444.56 hundred million (up 16.5% QoQ, up 35.7% YoY), a quarterly revenue record; first-half total NT$826.22 hundred million (up 29.4% YoY); the filing states June growth was mainly driven by "AI-related application demand remains strong" and that "the electronic-components industry is undergoing a structural shift driven by AI demand" - source: TWSE #1372488 - source_url: https://openapi.twse.com.tw/v1/opendata/t187ap04_L - confidence: high - basis: official_statement - ticker: 2327 - period: June 2026 / Q2 / first half (filed with announcement date 2026-07-08) - caveat: Self-tallied, not audited; the filing also gives USD-converted growth rates (June up 1.7% MoM, up 31.5% YoY, etc.); this card uses the NT$ values

F-016: WPG's TWSE filing: June 2026 revenue NT$1,929.2 hundred million (up 39.8% MoM, up 131.9% YoY); Q2 NT$4,582.8 hundred million (up 44.8% QoQ, up 83% YoY), above the top end of its NT$3,300–3,500 hundred million guidance; first-half total NT$7,747.8 hundred million (up 55.2% YoY), exceeding even last year's January–September cumulative revenue; the filing states "expansion of global tech industries and energy infrastructure; corporate capital expenditure stays on a growth track, driving a broad upgrade cycle in semiconductors and electronic components" - source: TWSE #1408985 - source_url: https://openapi.twse.com.tw/v1/opendata/t187ap04_L - confidence: high - basis: official_statement - ticker: 3702 - period: June 2026 / Q2 / first half (filed with announcement date 2026-07-09) - caveat: Self-tallied, not audited; "above guidance" is measured against the company's own forecast

F-017: Anue report: Compal's June 2026 revenue was NT$958.54 hundred million (up 36% MoM, up 58.4% YoY), a 45-month high; Q2 NT$2,382.95 hundred million (up 18.38% QoQ, up 32.06% YoY); the server business grew a high-double-digit percentage in Q2 as the main revenue driver; June PC shipments were 2.4 million units (up 20% MoM, down 4% YoY) - source: AINews #1381976 - source_url: https://news.cnyes.com/news/id/6529364 - confidence: medium - basis: news_aggregation - ticker: 2324 - period: June 2026 / Q2 (Anue report 2026-07-09) - caveat: Self-tallied figures relayed by media; "high double digits" has no exact percentage in the source and this card does not estimate one; Q3 server outlook is the company's projection

J-Units

J-001: Within the two days of 8-9 July 2026 (media reports and most filings on 9 July; YAGEO's filing announced 8 July), the demand/components layer (TWSE filings by Delta, YAGEO and WPG plus Compal's servers), the capacity-expansion layer (ASE's 15 buildings under construction, VIS's over-booked capacity, PSMC's price hikes and fundraising) and the fab-building layer (record orders at Acter, Rayzher and Novatech) strengthened in the same direction — consistent side-evidence that semiconductor capex is feeding through to the fab-facility supply chain; however, this is a correlation observation within one reporting wave, not proof of causation; the sample is limited to companies that reported in those two days, and facility revenue is project-based and volatile, so this card does not extrapolate an industry-wide "fab-building acceleration" census conclusion - basis_f_units: F-001, F-003, F-005, F-006, F-007, F-008, F-009, F-010, F-011, F-015, F-016, F-017 - confidence: medium

J-002: The three fab-building-layer firms' stated drivers differ — Acter: semiconductor, electronic-components, packaging-and-testing and AI supply-chain customers; Rayzher: advanced-process and memory customers (no AI mention); Novatech: semiconductor, memory and advanced-packaging customers (no AI mention) — a "facility-order boom" is not synonymous with "a single AI factor", and whether memory and advanced-packaging expansions ultimately serve AI demand is not specified in the sources; this card does not infer it - basis_f_units: F-002, F-004, F-005 - confidence: medium

P-Units

P-001: Acter's project launches in the United States and Japan and the second-half revenue contribution of Rayzher's Japan project are company outlooks in the sources, pending verification in future monthly revenue releases - status: open

P-002: Whether ASE Technology Holding raises its 2026 capex above the earlier US$8.5 billion estimate, and by how much, remains at the "may be raised" stage stated at the shareholders' meeting, pending formal announcement - status: open

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 by this card: - ANK-2026-07-10-003 (June 2026 Taiwan semiconductor / AI supply-chain revenue quick-reference table) → the quick-reference table for the same 9 July 2026 reporting wave on the brand-PC / power / packaging / foundry side; this card is the fab-facility (fab-building) deep dive of the same wave. The two cards share some sources (CNA #1381093, CNA #1381025, CNA #1376964) but differ in format and complement each other. - ANK-2026-07-08-001 (Memory cycle, chapter 5: "Taiwan revenue and capital actions") → the cycle backdrop for the "memory customers expanding and building fabs" drivers stated for Rayzher and Novatech: Winbond and Macronix June self-tallied revenues at simultaneous all-time highs, among other memory-side records.

Sources

1. [CNA #1383447] CNA, "聖暉、銳澤6月營收攀同期新高 朋億創歷史新高", 2026-07-09. https://www.cna.com.tw/news/afe/202607090305.aspx 2. [CNA #1381093] CNA, "日月光投控第2季營收創高 AI先進封測添柴火", 2026-07-09. https://www.cna.com.tw/news/afe/202607090236.aspx 3. [AINews #1384473] Anue (cnyes), "日月光投控Q2營收1910億元 季增1成飆新高", 2026-07-09. https://news.cnyes.com/news/id/6529774 4. [CNA #1381025] CNA, "世界先進6月營收創歷史新高 力積電登47個月高點", 2026-07-09. https://www.cna.com.tw/news/afe/202607090233.aspx 5. [AINews #1386813] Anue (cnyes), "力積電6月營收65億元創47個月新高 年增68.75%", 2026-07-09. https://news.cnyes.com/news/id/6529799 6. [TWSE #1402959] Taiwan Stock Exchange Market Observation Post System, "【台達電】發布本公司115年06月份業績資料", 2026-07-09. https://openapi.twse.com.tw/v1/opendata/t187ap04_L 7. [TWSE #1415593] Taiwan Stock Exchange Market Observation Post System, "【台達電】發布本公司115年06月份業績資料 (same filing, MOPS original)", 2026-07-09. https://openapi.twse.com.tw/v1/opendata/t187ap04_L 8. [CNA #1376964] CNA, "台達電6月營收改寫新高 光寶科創近8年新高", 2026-07-09. https://www.cna.com.tw/news/afe/202607090188.aspx 9. [AINews #1376905] Anue (cnyes), "營收速報 - 台達電(2308)6月營收656.03億元年增率高達55.43％", 2026-07-09. https://news.cnyes.com/news/id/6528852 10. [TWSE #1372488] Taiwan Stock Exchange Market Observation Post System, "【國巨】公告本公司115年6月自結合併營收", 2026-07-08. https://openapi.twse.com.tw/v1/opendata/t187ap04_L 11. [TWSE #1408985] Taiwan Stock Exchange Market Observation Post System, "【大聯大】公告本公司115年6月份自結合併營收", 2026-07-09. https://openapi.twse.com.tw/v1/opendata/t187ap04_L 12. [AINews #1381976] Anue (cnyes), "〈電子五哥營收〉仁寶PC出貨旺、伺服器助攻 6月營收958億元年增逾5成創45個月高", 2026-07-09. https://news.cnyes.com/news/id/6529364 13. [ANK-2026-07-10-003] Takenouchi Rin, "June 2026 Taiwan Semiconductor / AI Supply-Chain Revenue Quick-Reference Table", 2026-07-10. https://ainews.washinmura.jp/ainews/en/ank/ANK-2026-07-10-003 14. [ANK-2026-07-08-001] Takenouchi Rin, "Memory cycle, chapter 5: Taiwan revenue and capital actions", 2026-07-08. https://ainews.washinmura.jp/ainews/en/ank/ANK-2026-07-08-001

📊 引用級事實單元（F-Units）

Acter's June 2026 self-tallied revenue was NT$47.7 hundred million (up 6% MoM, up 25% YoY), a best-ever June (not an all-time high); Q2 revenue NT$133.8 hundred million (up 15% QoQ), a quarterly record; first-half total NT$249.8 hundred million (up 28% YoY)
F-001 · Confidence: high · Basis: news_aggregation CNA #1383447 5536 June 2026 / Q2 / first half (CNA report 2026-07-09)
Acter's stated drivers: sustained project construction for semiconductor, electronic-components, packaging-and-testing and AI supply-chain customers; outlook says it will accelerate business development and project launches in markets including the United States and Japan
F-002 · Confidence: high · Basis: news_aggregation CNA #1383447 5536 2026-07-09 (CNA report)
Rayzher's June 2026 self-tallied revenue was NT$2.85 hundred million (up 24.43% MoM, up 25.14% YoY), a best-ever June; Q2 NT$7.71 hundred million (up 42.89% QoQ); first-half total NT$13.10 hundred million (up 11.32% YoY)
F-003 · Confidence: high · Basis: news_aggregation CNA #1383447 7703 June 2026 / Q2 / first half (CNA report 2026-07-09)
Rayzher's stated drivers: Taiwan advanced-process and memory customers keep expanding output and are launching new-fab expansion and existing-line upgrade programs, lifting gas main-system and secondary-hookup relocation services; in June its gas main-system project in Japan began on-site work and started contributing revenue; Q3 outlook cautiously optimistic
F-004 · Confidence: high · Basis: news_aggregation CNA #1383447 7703 June 2026 / Q3 outlook (CNA report 2026-07-09)
Novatech's June 2026 self-tallied revenue was NT$19.93 hundred million (up 84.02% MoM, up 120.45% YoY), an all-time high; Q2 NT$37.87 hundred million (up 61.71% QoQ), a quarterly record; first-half total NT$61.28 hundred million (up 46.17% YoY); stated drivers are brisk orders and shipments from semiconductor, memory and advanced-packaging customers with Taiwan and China markets performing well, and Q3 visibility of fab-building and expansion demand described as good
F-005 · Confidence: high · Basis: news_aggregation CNA #1383447 6613 June 2026 / Q2 / first half / Q3 outlook (CNA report 2026-07-09)
ASE Technology Holding's June 2026 self-tallied consolidated revenue was NT$657.83 hundred million (up 4.4% MoM, up 32.9% YoY), a best-ever June and second-highest month on record; Q2 self-tallied NT$1,910.64 hundred million (up 10% QoQ, up 26.7% YoY), a quarterly record above prior guidance of 7%–9% QoQ growth; January–June total NT$3,647.25 hundred million (up 22% YoY), a best-ever first half; 2026 advanced-packaging (LEAP) revenue initially projected to roughly double from 2025 to US$3.2 billion, raised in late April to US$3.5 billion (company projection); at the late-June shareholders' meeting the company said 2026 capex may be raised above the earlier estimate of US$8.5 billion
F-006 · Confidence: high · Basis: news_aggregation CNA #1381093 3711 June 2026 / Q2 / January–June (CNA report 2026-07-09)
Anue report: to cope with incoming AI-chip orders, the ASE group — including ASE and SPIL — already has 15 fab buildings under construction this year, but still cannot keep up with demand
F-007 · Confidence: medium · Basis: news_aggregation AINews #1384473 3711 2026-07-09 (Anue report)
VIS's June 2026 self-tallied revenue was NT$59.77 hundred million (up 40.89% MoM, up 33.57% YoY), an all-time high; Q2 NT$142.45 hundred million (up 13.67% QoQ); first-half total NT$267.76 hundred million (up 13.23% YoY); the company earlier said it has "a good entry into AI as well" and that its 8-inch foundry is over-booked this year with customer demand exceeding expectations
F-008 · Confidence: high · Basis: news_aggregation CNA #1381025 5347 June 2026 / Q2 / first half (CNA report 2026-07-09)
PSMC's June 2026 self-tallied revenue was NT$64.74 hundred million (up 12.19% MoM, up 68.75% YoY), a 47-month high (not an all-time high); Q2 NT$172.9 hundred million (up 27.39% QoQ); first-half total NT$308.63 hundred million (up 37.81% YoY); the source attributes this to rising customer demand, higher sales volume and price hikes
F-009 · Confidence: high · Basis: news_aggregation CNA #1381025 6770 June 2026 / Q2 / first half (CNA report 2026-07-09)
Anue report: PSMC sharply raised DRAM foundry prices from March, contributing to revenue from June; NAND Flash and 12-inch logic foundry prices have also been raised and are expected to contribute in the second half; the company has completed US$886 million of fundraising
F-010 · Confidence: medium · Basis: news_aggregation AINews #1386813 6770 March–June 2026 / H2 outlook (Anue report 2026-07-09)
Delta Electronics' TWSE filing: June 2026 consolidated revenue was NT$656.03 hundred million, up 55.4% from NT$422.08 hundred million a year earlier and up 11.3% from NT$589.62 hundred million the prior month
F-011 · Confidence: high · Basis: official_statement TWSE #1402959 2308 June 2026 (filed with announcement date 2026-07-09)
Delta Electronics' TWSE filing: January–June 2026 cumulative consolidated revenue was NT$3,426.09 hundred million, up 41.0% from NT$2,429.54 hundred million a year earlier
F-012 · Confidence: high · Basis: official_statement TWSE #1415593 2308 January–June 2026 (filed with announcement date 2026-07-09)
CNA report: Delta's more-than-50% YoY June revenue growth was mainly due to robust AI-related product demand; chairman Ping Cheng earlier said at an investor call that the four major U.S. CSPs' combined capex was about US$410 billion in 2025 and is estimated at US$670 billion for 2026
F-013 · Confidence: high · Basis: news_aggregation CNA #1376964 2308 2026-07-09 (CNA report; CSP capex from investor-call remarks)
Anue's table of Delta's past six months of revenue: January 2026 NT$496.75 hundred million, February NT$498.97 hundred million, March NT$597.80 hundred million, April NT$586.92 hundred million, May NT$589.62 hundred million, June NT$656.03 hundred million
F-014 · Confidence: medium · Basis: news_aggregation AINews #1376905 2308 January–June 2026 (Anue compilation 2026-07-09)
YAGEO's TWSE filing: June 2026 self-tallied consolidated revenue NT$153.59 hundred million (up 2.0% MoM, up 38.9% YoY); Q2 NT$444.56 hundred million (up 16.5% QoQ, up 35.7% YoY), a quarterly revenue record; first-half total NT$826.22 hundred million (up 29.4% YoY); the filing states June growth was mainly driven by "AI-related application demand remains strong" and that "the electronic-components industry is undergoing a structural shift driven by AI demand"
F-015 · Confidence: high · Basis: official_statement TWSE #1372488 2327 June 2026 / Q2 / first half (filed with announcement date 2026-07-08)
WPG's TWSE filing: June 2026 revenue NT$1,929.2 hundred million (up 39.8% MoM, up 131.9% YoY); Q2 NT$4,582.8 hundred million (up 44.8% QoQ, up 83% YoY), above the top end of its NT$3,300–3,500 hundred million guidance; first-half total NT$7,747.8 hundred million (up 55.2% YoY), exceeding even last year's January–September cumulative revenue; the filing states "expansion of global tech industries and energy infrastructure; corporate capital expenditure stays on a growth track, driving a broad upgrade cycle in semiconductors and electronic components"
F-016 · Confidence: high · Basis: official_statement TWSE #1408985 3702 June 2026 / Q2 / first half (filed with announcement date 2026-07-09)
Anue report: Compal's June 2026 revenue was NT$958.54 hundred million (up 36% MoM, up 58.4% YoY), a 45-month high; Q2 NT$2,382.95 hundred million (up 18.38% QoQ, up 32.06% YoY); the server business grew a high-double-digit percentage in Q2 as the main revenue driver; June PC shipments were 2.4 million units (up 20% MoM, down 4% YoY)
F-017 · Confidence: medium · Basis: news_aggregation AINews #1381976 2324 June 2026 / Q2 (Anue report 2026-07-09)

❓ FAQ

What were Acter's, Rayzher's and Novatech's June 2026 revenues, and what kind of "record" is each?

Acter's June self-tallied revenue of NT$47.7 hundred million (up 6% MoM, up 25% YoY) and Rayzher's NT$2.85 hundred million (up 24.43% MoM, up 25.14% YoY) are "best-ever June" figures (highest among all Junes, not all-time highs); Novatech's NT$19.93 hundred million (up 84.02% MoM, up 120.45% YoY) is an "all-time high"; Acter's Q2 NT$133.8 hundred million and Novatech's Q2 NT$37.87 hundred million are "quarterly records". First-half totals: Acter NT$249.8 hundred million (up 28% YoY), Rayzher NT$13.10 hundred million (up 11.32% YoY), Novatech NT$61.28 hundred million (up 46.17% YoY). All are self-tallied, not audited. (CNA #1383447)

Why is fab-facility engineering revenue read as a signal of semiconductor fab-construction sentiment?

Because, per the source, all three firms' drivers come from customers' fab-building, expansion and line-upgrade projects — for example, Rayzher's Japan project, in the source's words, "began on-site work and started contributing revenue" — a customer must first decide to build and start construction before this revenue exists, placing it after the capex decision and before capacity comes online (an editorial framing of this card). Same-day customer-side signals in this card: the ASE group (including ASE and SPIL) has 15 fab buildings under construction this year and is "still not keeping up with demand" (Anue); VIS's 8-inch foundry is over-booked; PSMC raised foundry prices and completed US$886 million of fundraising. The "thermometer" framing is this card's editorial view; the three layers' alignment across 8-9 July is correlation, not causation. (CNA #1383447)(AINews #1384473)(CNA #1381025)(AINews #1386813)

Is this facility-order boom all driven by AI?

No, that cannot be said. Among the three, only Acter's source text mentions AI (project construction for AI supply-chain customers is brisk); Rayzher's stated drivers are Taiwan advanced-process and memory customers, and Novatech's are semiconductor, memory and advanced-packaging customers — neither mentions AI, and this card does not attribute on their behalf. On the demand side, YAGEO's filing states "AI-related application demand remains strong", and Delta was attributed via CNA to "robust AI-related product demand"; WPG's filing frames the cycle more broadly as "corporate capital expenditure stays on a growth track". Whether memory and advanced-packaging expansions ultimately serve AI demand is not specified item by item in the sources, and this card does not infer it. (CNA #1383447)(TWSE #1372488)(CNA #1376964)(TWSE #1408985)

Which official filings corroborate the demand side on 8-9 July 2026?

Three TWSE material-information filings (Delta and WPG announced 9 July 2026, YAGEO 8 July): Delta's June consolidated revenue of NT$656.03 hundred million (up 55.4% from NT$422.08 hundred million a year earlier); YAGEO's June self-tallied consolidated revenue of NT$153.59 hundred million with Q2 NT$444.56 hundred million a quarterly revenue record; WPG's June revenue of NT$1,929.2 hundred million (up 39.8% MoM, up 131.9% YoY) with Q2 NT$4,582.8 hundred million above the top of its guidance. Demand wording in the filings: YAGEO — "AI-related application demand remains strong", "the electronic-components industry is undergoing a structural shift driven by AI demand"; WPG — "expansion of global tech industries and energy infrastructure; corporate capital expenditure stays on a growth track". Monthly / self-tallied revenue in filings is company self-tallied, not audited. (TWSE #1402959)(TWSE #1372488)(TWSE #1408985)

What are the tickers and tax IDs of Acter, Rayzher and Novatech?

Acter (聖暉工程科技股份有限公司) = TPEx (OTC) 5536, tax ID 52524653; Novatech (朋億股份有限公司) = TPEx 6613, tax ID 16034271; Rayzher (銳澤實業股份有限公司) = TPEx 7703, tax ID 28881286 — all three verified one by one against the Taipei Exchange (TPEx) OpenAPI by curl on 2026-07-10. The registered chairman of all three companies is Liang Chin-li (梁進利), consistent with CNA's "Acter and its subsidiaries Novatech and Rayzher". The three are TPEx-listed and not covered by the TWSE-main-board registry tw_listed_registry; this card anchors them on the TPEx official registry. (CNA #1383447) ---

🧠 編輯判斷（J-Units）

Within the two days of 8-9 July 2026 (media reports and most filings on 9 July; YAGEO's filing announced 8 July), the demand/components layer (TWSE filings by Delta, YAGEO and WPG plus Compal's servers), the capacity-expansion layer (ASE's 15 buildings under construction, VIS's over-booked capacity, PSMC's price hikes and fundraising) and the fab-building layer (record orders at Acter, Rayzher and Novatech) strengthened in the same direction — consistent side-evidence that semiconductor capex is feeding through to the fab-facility supply chain; however, this is a correlation observation within one reporting wave, not proof of causation; the sample is limited to companies that reported in those two days, and facility revenue is project-based and volatile, so this card does not extrapolate an industry-wide "fab-building acceleration" census conclusion
Confidence: medium · Based on: F-001, F-003, F-005, F-006, F-007, F-008, F-009, F-010, F-011, F-015, F-016, F-017
The three fab-building-layer firms' stated drivers differ — Acter: semiconductor, electronic-components, packaging-and-testing and AI supply-chain customers; Rayzher: advanced-process and memory customers (no AI mention); Novatech: semiconductor, memory and advanced-packaging customers (no AI mention) — a "facility-order boom" is not synonymous with "a single AI factor", and whether memory and advanced-packaging expansions ultimately serve AI demand is not specified in the sources; this card does not infer it
Confidence: medium · Based on: F-002, F-004, F-005

🔮 待驗證假設（P-Units）

Acter's project launches in the United States and Japan and the second-half revenue contribution of Rayzher's Japan project are company outlooks in the sources, pending verification in future monthly revenue releases
Status: open
Whether ASE Technology Holding raises its 2026 capex above the earlier US$8.5 billion estimate, and by how much, remains at the "may be raised" stage stated at the shareholders' meeting, pending formal announcement
Status: open

Verification Record

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

Cross-verified by multiple AI models.

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