Taiwan monthly signals. Global quarterly context.
Taiwan's monthly disclosures provide an early view inside the earnings cycle. In August 2026, 379 of 434 comparable ecosystem reporters grew revenue year over year. This supports a broad participation thesis; it does not establish a validated forecast of global semiconductor demand.
As of 2026-09-20. Edition 2026-09-20-r1. Fixed edition; updated only through a new semiAIfoundry release.
The focus set shows +50.4% median growth, compared with +35.6% across the defined ecosystem. Use the broader reading when testing planning assumptions: the leading names give a stronger impression than the median company.
Core semiconductors: 85% of eligible companies growing; Production adjacencies: 93% of eligible companies growing; Hardware demand: 84% of eligible companies growing. These are separate corporate-exposure views, not additive semiconductor revenues.
258 of 336 eligible companies grew in each of the last three months. Revenue is +36.9% above the same month two years ago at the median (326 comparable companies). Pricing, mix, FX and shipment timing remain alternative explanations.
| Selected segment | Eligible | Median YoY | Growing |
|---|---|---|---|
| Foundries | 9 | +30.7% | 100% |
| Design & IP | 84 | +24.9% | 80% |
| Memory | 16 | +256.4% | 94% |
| Assembly & test | 22 | +29.7% | 95% |
| Power & discrete | 15 | +22.4% | 80% |
| Silicon wafers | 3 | +20.0% | 100% |
| Equipment & facilities | 37 | +37.3% | 92% |
| Fab infrastructure | 13 | +59.1% | 85% |
| Test infrastructure | 10 | +43.1% | 90% |
| Substrates & PCB | 47 | +41.1% | 91% |
| Materials & masks | 9 | +33.0% | 78% |
| Systems & ODM | 23 | +51.2% | 91% |
Selected segments are not the whole 434-company universe. Unweighted company medians; nominal TWD. High growth can reflect a low comparison base, pricing, mix or timing.
Selected company results provide context; fiscal periods and reported scopes differ. They are not a supplier-to-customer proof or a weighted global market index.
Quarter ended 2026-07-26 · US GAAP
Consolidated company
Quarter ended 2026-06-30 · TIFRS; company-reported USD revenue
Consolidated; company-reported USD revenue
Quarter ended 2026-05-28 · US GAAP
Consolidated company
Quarter ended 2026-06-30 · Japanese GAAP
Consolidated company
Quarter ended 2026-06-30 · IFRS
Consolidated company
Quarter ended 2026-06-30 · IFRS
Consolidated company
Quarter ended 2026-07-31 · US GAAP
Consolidated; acquisition effects included
Quarter ended 2026-06-27 · US GAAP
Consolidated company
Quarter ended 2026-07-04 · US GAAP
Consolidated company
Look for sustained participation across chip production, equipment, materials and hardware demand. Repeated narrowing would weaken the expansion thesis and warrant revisiting inventory commitments.
Test growth against reported margins, inventories and management commentary. Revenue acceleration with deteriorating economics calls for more caution in capacity reservations and demand plans.
Review smaller suppliers and segments moving against their peers. A strong aggregate should not erase the first signs of weakening in specific end markets.
434 Taiwan reporters: 206 official semiconductor issuers, 137 mapped production adjacencies and 91 hardware-demand companies. All official semiconductor-category issuers in the retrieved feeds are included; adjacent coverage is not a certified census. 336 reporters support three-month analysis. The global archive covers 61 companies and 1438 quarters; selected evidence is shown here. Important gaps remain in European/Japanese materials, China foundries and selected equipment and device leaders.
Monthly growth is nominal TWD, with no FX or seasonal adjustment. Company medians measure participation, not market share. Eligible counts vary over time; current membership and retrieved archive values are used, not historical release vintages. Quarterly dates, accounting bases and consolidation scopes differ. Missing values remain missing. Charts show published aggregate outputs only.
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