6781 AES-KY

Citation-Grade Fact Analysis

• "Decomposing the Formosa Plastics Group Big Four's NT$1,084.53 Hundred Million First-Half 2026 Profit: Q2 Combined NT$642.76 Hundred Million, Up 45.5% QoQ, a Swing From the NT$250.7 Hundred Million Net Loss of Q2 2025 — Nan Ya's Record Quarterly EPS of NT$3.37 and First-Half NT$5.17 on the AI Electronic-Materials Engine, Set Against the Middle-East Event Component: Formosa Plastics' 'Low-Cost Prior Inventory' Spread and Formosa Petrochemical's NT$32.3 Hundred Million Inventory-Valuation Loss; an Expert's 'False Fire' Warning Presented Alongside (All Self-Tallied Figures, Not Audited Financial Statements)" The Formosa Plastics Group's "Big Four" (Formosa Plastics 台塑, Nan Ya Plastics 南亞, Formosa
• "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)" On 9 July 2026, cleanroom mechanical-and-electrical (M&E) integration firm Acter (聖暉工程) an
• "Taiwan Zhonglian Cooking-Oil Contamination (Benzo[a]pyrene): Affected Products, Recall List & Official Timeline (as of 2026-07-09) — an External Re-Test of Zhonglian Soybean Salad Oil Read 8.0 μg/kg, 4x the 2.0 μg/kg Limit; About 1,300 Tonnes Went to Taisun, Fwusow and FOPCO; Affected Items Rose 232 → 401 → 440 Within One Day; Zhonglian Oil Is Unlisted and Entirely Unrelated to Listed CHC Resources (9930)" "Benzo[a]pyrene (BaP), a carcinogen, was detected above the legal limit in soybean salad o
• "June 2026 Taiwan Semiconductor / AI Supply-Chain Revenue Quick-Lookup: ASUS's June Group-Consolidated Revenue of NT$1,067.23 Hundred Million Tops NT$100 Billion for the First Time at a Record, Delta Electronics Sets an All-Time High at NT$656.03 Hundred Million, Lite-On Hits a Near 8-Year High at NT$186.55 Hundred Million, Vanguard (VIS) Sets an All-Time High at NT$59.77 Hundred Million, ASE Holding's Q2 Self-Tallied NT$1,910.64 Hundred Million Is a Quarterly Record, PSMC's NT$64.74 Hundred Million Is a 47-Month High (Not an All-Time Record) — Every Row Cites Its Source and Scope; TSMC's June Revenue Is Not Published, So No Estimate Is Given" "On 9 July 2026, multiple Taiwanese semiconductor / AI supply-chain listed companies repor
• Dual verification of volume and price in the AI-server EMS chain — Hon Hai's Q2 2026 revenue of NT$2.5133 trillion sets a record for any second quarter (up 18.02% QoQ, 39.83% YoY) with Q3 guided up QoQ and YoY; EVA Air says AI-related cargo is 40-50% of its cargo business and US-route rates average above US$10 per kilogram — shipment side and air-logistics side corroborating each other, with a dividend of NT$7.2 the highest since the 1991 listing On 2026-07-05, Hon Hai (Foxconn) announced self-compiled June revenue of NT$821.8 billion,