{"pack_id":"tw-monthly-revenue","schema_version":"1.2","tool":"get_taiwan_monthly_revenue","period":"2026-09","generated_at":"2026-10-29T22:09:06.447Z","methodology":{"calculations":"All revenue values and percentage changes are reproduced from the official TWSE dataset; EquityLayer does not ask a language model to calculate them.","material_change_rule":"material_change is true when absolute month-over-month change is at least 10% or absolute year-over-year change is at least 20%.","model_usage":"none"},"source":{"source_id":"twse_listed_monthly_revenue_v1","market":"TWSE","provider":"Taiwan Stock Exchange Corporation","dataset":"上市公司每月營業收入彙總表","dataset_url":"https://data.gov.tw/dataset/18420","api_url":"https://openapi.twse.com.tw/v1/opendata/t187ap05_L","archive_url_template":"https://mopsov.twse.com.tw/nas/t21/sii/t21sc03_{roc_year}_{month}_0.html","license":"政府資料開放授權條款－第1版","license_url":"https://data.gov.tw/license","attribution":"Taiwan Stock Exchange (臺灣證券交易所) 2026 上市公司每月營業收入彙總表, dataset t187ap05_L, as published. The Open Data is made available to the public under the Open Government Data License. Open Government Data License: https://data.gov.tw/license","published_on":"2026-10-17","retrieved_at":"2026-10-29T22:09:06.447Z","unit":"NT$ thousand"},"records":[{"symbol":"2383.TW","market":"TWSE","source_id":"twse_listed_monthly_revenue_v1","company_code":"2383","company_name":"台光電","industry":"電子零組件業","revenue_thousand_twd":21532230,"previous_month_revenue_thousand_twd":20145589,"previous_year_revenue_thousand_twd":8008332,"mom_pct":6.8830998190224175,"yoy_pct":168.87284393304373,"ytd_revenue_thousand_twd":141226961,"previous_ytd_revenue_thousand_twd":69333382,"ytd_yoy_pct":103.69258923500948,"issuer_note":"受惠於AI伺服器成長力道","direction":"increased","material_change":true},{"symbol":"3037.TW","market":"TWSE","source_id":"twse_listed_monthly_revenue_v1","company_code":"3037","company_name":"欣興","industry":"電子零組件業","revenue_thousand_twd":18650679,"previous_month_revenue_thousand_twd":17745519,"previous_year_revenue_thousand_twd":11326339,"mom_pct":5.100780653414533,"yoy_pct":64.66643811385126,"ytd_revenue_thousand_twd":132986108,"previous_ytd_revenue_thousand_twd":96549996,"ytd_yoy_pct":37.73807717195555,"issuer_note":"產能及客戶需求增加","direction":"increased","material_change":true},{"symbol":"8046.TW","market":"TWSE","source_id":"twse_listed_monthly_revenue_v1","company_code":"8046","company_name":"南電","industry":"電子零組件業","revenue_thousand_twd":5585816,"previous_month_revenue_thousand_twd":5352700,"previous_year_revenue_thousand_twd":3539459,"mom_pct":4.3551105049787955,"yoy_pct":57.81553056554688,"ytd_revenue_thousand_twd":41130983,"previous_ytd_revenue_thousand_twd":29008401,"ytd_yoy_pct":41.78990079460085,"issuer_note":"因受市場需求成長影響。","direction":"increased","material_change":true}],"unavailable_symbols":[],"health":{"checked_at":"2026-11-10T00:00:00+08:00","fresh_until":"2026-11-10","freshness_basis":"reporting_calendar","latest_release_verified":false,"state":"healthy","pack_status":"verified","failures":[]},"framework_id":"ai-infrastructure-cross-pacific-v1","pack_version":"taiwan-monthly-revenue:2026-09","as_of":"2026-09","as_of_date":"2026-10-17","report_period":"2026-09","prior_as_of":"2026-06","prior_as_of_date":"2026-07-17","snapshot_hash":"64dea69a5c27579cda94295dda593f5871bc9e96373f24526039efc1b9c9748e","prior_snapshot_hash":"5574a77e376508d40e4b775620eef94cbe77afa4c9b1a0c4ec422e051fcf9cd2","what_changed":"2026-09 replaces 2026-06; 3 tracked symbols moved in reported monthly revenue.","changes":[{"symbol":"2383.TW","company_name":"台光電","from_period":"2026-06","to_period":"2026-09","revenue_delta_thousand_twd":3799274,"revenue_delta_pct":21.4249333275287,"current_mom_pct":6.8830998190224175,"current_yoy_pct":168.87284393304373,"current_status":"increased"},{"symbol":"3037.TW","company_name":"欣興","from_period":"2026-06","to_period":"2026-09","revenue_delta_thousand_twd":3753649,"revenue_delta_pct":25.197297716390448,"current_mom_pct":5.100780653414533,"current_yoy_pct":64.66643811385126,"current_status":"increased"},{"symbol":"8046.TW","company_name":"南電","from_period":"2026-06","to_period":"2026-09","revenue_delta_thousand_twd":901485,"revenue_delta_pct":19.244690437118983,"current_mom_pct":4.3551105049787955,"current_yoy_pct":57.81553056554688,"current_status":"increased"}],"evidence":{"primary_source":"https://openapi.twse.com.tw/v1/opendata/t187ap05_L","dataset":"上市公司每月營業收入彙總表","published_on":"2026-10-17","retrieved_at":"2026-10-29T22:09:06.447Z","license":"政府資料開放授權條款－第1版","evidence_state":"official_source"},"evidence_layers":{"reported_facts":{"fields":["monthly_revenue","changes"],"source":"https://openapi.twse.com.tw/v1/opendata/t187ap05_L","scope_note":"Monthly-revenue fields are issuer-reported. Changes are deterministic comparisons against the preserved prior snapshot."},"management_claims":{"fields":["issuer_note"],"items":[{"symbol":"2383.TW","company_name":"台光電","statement":"受惠於AI伺服器成長力道","source":"https://openapi.twse.com.tw/v1/opendata/t187ap05_L"},{"symbol":"3037.TW","company_name":"欣興","statement":"產能及客戶需求增加","source":"https://openapi.twse.com.tw/v1/opendata/t187ap05_L"},{"symbol":"8046.TW","company_name":"南電","statement":"因受市場需求成長影響。","source":"https://openapi.twse.com.tw/v1/opendata/t187ap05_L"}],"scope_note":"Issuer notes are company statements reproduced from the official dataset. They do not establish demand causality or a research conclusion."},"inferences":{"items":[{"id":"2383-tw-2026-09-revenue-readthrough","symbol":"2383.TW","company_name":"台光電","statement":"台光電 increased reported revenue versus 2026-06 (+21.4% month-over-month; +168.9% year-over-year). This supports a narrow operating-momentum read-through for the issuer only.","confidence":"low","based_on":["Official reported revenue for 2026-09","Deterministic comparison against 2026-06","Current month-over-month and year-over-year fields in the snapshot"],"limitation":"The observation does not establish end-market demand, shipment volume, margin, valuation, or an investment recommendation."},{"id":"3037-tw-2026-09-revenue-readthrough","symbol":"3037.TW","company_name":"欣興","statement":"欣興 increased reported revenue versus 2026-06 (+25.2% month-over-month; +64.7% year-over-year). This supports a narrow operating-momentum read-through for the issuer only.","confidence":"low","based_on":["Official reported revenue for 2026-09","Deterministic comparison against 2026-06","Current month-over-month and year-over-year fields in the snapshot"],"limitation":"The observation does not establish end-market demand, shipment volume, margin, valuation, or an investment recommendation."},{"id":"8046-tw-2026-09-revenue-readthrough","symbol":"8046.TW","company_name":"南電","statement":"南電 increased reported revenue versus 2026-06 (+19.2% month-over-month; +57.8% year-over-year). This supports a narrow operating-momentum read-through for the issuer only.","confidence":"low","based_on":["Official reported revenue for 2026-09","Deterministic comparison against 2026-06","Current month-over-month and year-over-year fields in the snapshot"],"limitation":"The observation does not establish end-market demand, shipment volume, margin, valuation, or an investment recommendation."}],"scope_note":"These are deliberately narrow operating read-throughs derived from reported fields. They are not causal, valuation, or investment inferences."},"unknowns":{"fields":["unknowns"],"scope_note":"The top-level unknowns list states what the reported revenue cannot establish."}},"public_claims":[{"id":"materials-2383-july","status":"Confirmed","due":"2026-08-10","revisit":"Resolved 2026-08-13 against the official July MOPS snapshot: EMC reported NT$19.2067B, above the ≥ NT$17.7B Confirmed band. The July read supports the continuation view; it does not establish valuation or causality."},{"id":"materials-kyber-scope","status":"Confirmed","due":"2026-08-10","revisit":"Resolved 2026-08-13 against the official July MOPS snapshot: Nan Ya PCB (8046.TW) was +16.13% MoM and Unimicron (3037.TW) was +9.11% MoM, both above the ≥ −3% Confirmed band. The timing issue remains contained in this test; it does not prove the full supply-chain thesis."}],"unknowns":["The pack reports issuer-disclosed revenue and does not establish valuation, demand causality, or an investment recommendation.","Three tracked symbols are a first vertical slice, not the full Taiwan market."],"falsifier":"A later official MOPS release that shows broad deterioration in the tracked names, or a company disclosure that contradicts the revenue read-through, falsifies the current continuation view.","next_trigger":"Refresh when the official MOPS 2026-10 monthly-revenue dataset is published; preserve this snapshot and append a new diff.","fresh_until":"2026-11-10","research_readthrough":{"generation":"deterministic","review_status":"not_human_reviewed","summary":"3 tracked companies (台光電, 欣興, 南電) show this official monthly-revenue comparison: 3 increased, none decreased, none unchanged. This is a repeatable operating read-through, not a demand or valuation conclusion.","impact_path":"Official monthly revenue → preserved prior snapshot → deterministic MoM/YoY diff → issuer-level operating read-through → next official update","what_it_supports":["The reported revenue direction for these issuers versus the prior snapshot","A point-in-time baseline for tracking the same issuers next period","A preserved prior state so a research agent does not restart from zero"],"what_it_does_not_prove":["AI demand, shipment volume, orders, customer concentration, or margin","Revenue transmission or causality for other supply-chain companies","Valuation, trade direction, target prices, or personalized investment advice"],"confidence":"low","unknowns":["Reported revenue does not identify shipment volume, mix, margin, or customer concentration.","A three-company slice is not evidence for the full Taiwan market or an entire industry.","Issuer notes remain management statements and do not establish causality."],"falsifier":"A later official MOPS release that shows broad deterioration in the tracked names, or a company disclosure that contradicts the revenue read-through.","next_trigger":"Refresh when the official MOPS 2026-10 monthly-revenue dataset is published; preserve this snapshot and append a new diff."},"comparison":{"from_version":"taiwan-monthly-revenue:2026-06","to_version":"taiwan-monthly-revenue:2026-09","from_as_of":"2026-06","to_as_of":"2026-09","status":"changed"}}