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Taiwan revenue (TWSE)

Monthly operating revenue filed with the Taiwan Stock Exchange by ten listed companies: an AI-exposed basket (TSMC, Quanta, Wistron, Wiwynn, Delta), a control basket of Taiwanese electronics firms with little AI work (Novatek, MediaTek, AUO, ASE, Catcher), each basket's total, and the ratio between them. TWSE's open-data file carries one month at a time, so this source accumulates forward from 2026 rather than reaching back.

Taiwan's exchange publishes one month at a time and its licence covers only that month. This chart starts in 2026 and grows by one point each month.

cadence · monthly 13 series updated 21 Oct 2026 data.gov.tw/dataset/18420 ↗
release markers

AI basket ÷ control basket derived

8.2 −1.8% 3 mo as of Sep 2026
02468
png csv
We divide the revenue of the five AI companies by the revenue of the five control companies.

AI-exposed companies

Quanta, Wistron and Wiwynn build servers from chips they buy. Their revenue counts the price of those chips too.

TSMC (2330)

512M NT$ thousands +15.6% 3 mo as of Sep 2026
0100M200M300M400M500M
png csv

Quanta (2382)

325M NT$ thousands −15.5% 3 mo as of Sep 2026
0100M200M300M400M
png csv

Wistron (3231)

381M NT$ thousands +18.3% 3 mo as of Sep 2026
0100M200M300M400M
png csv

Wiwynn (6669)

173M NT$ thousands +55.0% 3 mo as of Sep 2026
020.0M40.0M60.0M80.0M100M120M140M160M180M
png csv

Delta Electronics (2308)

65.4M NT$ thousands −0.3% 3 mo as of Sep 2026
010.0M20.0M30.0M40.0M50.0M60.0M70.0M
png csv

Control companies

These charts are controls. The five companies sell Taiwanese electronics with little AI work, and they share the same business cycle and currency.

Novatek (3034)

10.3M NT$ thousands +3.2% 3 mo as of Sep 2026
02.0M4.0M6.0M8.0M10.0M
png csv

MediaTek (2454)

55.4M NT$ thousands −4.5% 3 mo as of Sep 2026
010.0M20.0M30.0M40.0M50.0M60.0M
png csv

AUO (2409)

23.4M NT$ thousands −6.2% 3 mo as of Sep 2026
05.0M10.0M15.0M20.0M25.0M
png csv

ASE (3711)

88.1M NT$ thousands +34.0% 3 mo as of Sep 2026
020.0M40.0M60.0M80.0M
png csv

Catcher (2474)

1.0M NT$ thousands +27.8% 3 mo as of Sep 2026
0200k400k600k800k1.0M
png csv

The two baskets

AI-exposed basket derived

1.5B NT$ thousands +9.7% 3 mo as of Sep 2026
0200M400M600M800M1.0B1.2B1.4B1.6B
png csv
We add the revenue of TSMC, Quanta, Wistron, Wiwynn and Delta.

Control basket derived

178M NT$ thousands +11.7% 3 mo as of Sep 2026
020.0M40.0M60.0M80.0M100M120M140M160M180M
png csv
We add the revenue of Novatek, MediaTek, AUO, ASE and Catcher. This chart is a control.

Figures

Taiwan revenue (TWSE): latest figure, change, range and coverage of each series
SeriesLatestChangeMinMaxCoverage
TSMC (2330)NT$ thousands512M+15.6% 3 mo443M515MJun 2026 — Sep 2026
Quanta (2382)NT$ thousands325M−15.5% 3 mo325M424MJun 2026 — Sep 2026
Wistron (3231)NT$ thousands381M+18.3% 3 mo308M460MJun 2026 — Sep 2026
Wiwynn (6669)NT$ thousands173M+55.0% 3 mo111M173MJun 2026 — Sep 2026
Delta Electronics (2308)NT$ thousands65.4M−0.3% 3 mo64.6M67.1MJun 2026 — Sep 2026
Novatek (3034)NT$ thousands10.3M+3.2% 3 mo10.0M10.3MJun 2026 — Sep 2026
MediaTek (2454)NT$ thousands55.4M−4.5% 3 mo48.5M64.2MJun 2026 — Sep 2026
AUO (2409)NT$ thousands23.4M−6.2% 3 mo20.4M25.0MJun 2026 — Sep 2026
ASE (3711)NT$ thousands88.1M+34.0% 3 mo65.8M88.1MJun 2026 — Sep 2026
Catcher (2474)NT$ thousands1.0M+27.8% 3 mo805k1.1MJun 2026 — Sep 2026
AI-exposed basketNT$ thousands1.5B+9.7% 3 mo1.3B1.6BJun 2026 — Sep 2026
Control basketNT$ thousands178M+11.7% 3 mo154M181MJun 2026 — Sep 2026
AI basket ÷ control basket8.2−1.8% 3 mo8.28.9Jun 2026 — Sep 2026
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