# Taiwan monthly-revenue Research Pack audit — July 2026

Audit date: 2026-08-14 (Asia/Taipei; source re-verified after a provenance correction)
Status: Runtime verified
Scope: First-party EquityLayer Research Pack and Claim Ledger resolution

## Primary source

- Dataset: Taiwan Stock Exchange Corporation — 上市公司每月營業收入彙總表
- Human-readable release: https://mopsov.twse.com.tw/nas/t21/sii/t21sc03_115_7_0.html
- Machine-readable endpoint: https://openapi.twse.com.tw/v1/opendata/t187ap05_L
- Dataset licence: Government Open Data Licence Taiwan 1.0
- Retrieved: 2026-08-14T15:05:15.014Z UTC
- Reporting period: 11507 / 2026-07
- Publication date: 1150813 / 2026-08-13

## Reproduction

The refresh script requested the machine-readable endpoint with an `Accept:
application/json` header, selected company codes `2383`, `3037`, and `8046`,
required a shared reporting period, and wrote both:

- `data/research/monthly-revenue-2026-07.json`
- `data/research/monthly-revenue-latest.json`

The committed source-backed snapshot hash is:

`621fd0df497e46365ebf285487d4974ab5fc8f412bfc47d35373222f2eb1fa02`

The hash covers the schema version, period, source metadata, and selected
records; it excludes the hash field itself.

## Selected records

| Symbol | July revenue (NT$ thousand) | MoM | YoY | Issuer note (company statement) |
|---|---:|---:|---:|---|
| 2383.TW | 19,206,698 | +8.3108% | +129.4023% | 受惠於AI伺服器成長力道 |
| 3037.TW | 16,253,637 | +9.1066% | +43.6916% | - |
| 8046.TW | 5,439,751 | +16.1265% | +50.2412% | 因受市場需求成長影響 |

The `issuer_note` field is reproduced as a management claim in the Pack. It is
not a verified causal explanation for the revenue change and is not used as an
investment conclusion.

## Prior-period diff

The prior committed snapshot is `data/research/monthly-revenue-2026-06.json`.

| Symbol | June → July revenue delta (NT$ thousand) | Delta vs June |
|---|---:|---:|
| 2383.TW | +1,473,742 | +8.3108% |
| 3037.TW | +1,356,607 | +9.1066% |
| 8046.TW | +755,420 | +16.1265% |

## Claim resolution

1. `materials-2383-july` — **Confirmed**. July revenue was NT$19.2067B,
   above the amended ≥ NT$17.7B band.
2. `materials-kyber-scope` — **Confirmed**. 8046.TW was +16.13% MoM and
   3037.TW was +9.11% MoM; both cleared the amended ≥ −3% band.

The resolution is a dated read of the stated revenue tests. It does not prove
valuation, causality, future performance, or an investment recommendation.

## Unknowns and next trigger

- The pack reports issuer-disclosed revenue; it does not establish the cause
  of the move or the full supply-chain thesis.
- Three names are a first vertical slice, not the full Taiwan market.
- The next refresh trigger is the official August 2026 MOPS monthly-revenue
  release. The July snapshot and its hash must remain unchanged when a new
  version is appended.