Listed firms on TWSE, OTC report sales growth in June during AI boom

Taipei, July 15 (CNA) Companies listed on the Taiwan Stock Exchange (TWSE) and the over-the-counter market (OTC) reported strong sales growth in June on an increase in shipments of semiconductors and electronic components driven by robust demand for AI applications.

In a statement Tuesday, the TWSE said 1,046 listed companies on the exchange, excluding financial and insurance firms, generated consolidated sales totaling NT$5.25 trillion (US$163.38 billion) in June, up 47.16 percent from a year earlier.

In a separate statement, the Taipei Exchange (TPEx) said 891 companies listed on the OTC market run by the TPEx, including 30 firms incorporated overseas, posted a combined NT$351.9 billion in consolidated sales, up 38 percent from a year earlier.

Semiconductor companies listed on the TWSE reported aggregate consolidated sales of NT$777.2 billion, up 56.95 percent from a year earlier due to the AI boom, according to the exchange.

Among major semiconductor suppliers, contract chipmaker Taiwan Semiconductor Manufacturing Co. (TSMC) posted NT$442.68 billion in consolidated sales in June, smashing its previous monthly high of NT$416.98 billion recorded in May.

TSMC's June revenue was also up 67.9 percent from a year earlier.

The electronics sector generated NT$1.45 trillion in aggregate consolidated sales in June, up 54.58 percent from a year earlier, the TWSE said.

Of the 1,046 TWSE-listed firms, 735 reported an increase in sales while 311 reported a decline in June compared to June 2025, the exchange said.

In the first six months of 2026, the 1,046 TWSE-listed firms posted combined sales of NT$27.86 trillion, up 32.10 percent from a year earlier, the TWSE said.

Companies in the computer and peripheral sector represented on the exchange reported combined consolidated sales of NT$7.29 trillion in the six months, up 49.18 percent from a year earlier, on the back of an increase in AI server shipments, the exchange said.

On the OTC market, the semiconductor sector had consolidated sales of NT$95.9 billion in June, up 72 percent from a year earlier, while the computer and peripheral sector posted consolidated sales of NT$38.6 billion, up 60 percent from a year earlier, the TPEx said.

Among the 891 OTC-listed firms, 621 reported a rise in sales while 267 suffered a decline in June compared to a year earlier. The other three saw little change in sales during the month.

In the first six months of 2026, the 891 companies generated NT$1.85 trillion in aggregate consolidated sales, up 25 percent from a year earlier, led by the semiconductor sector, which reported NT$470.6 billion in consolidated sales, up 54 percent from a year earlier, the TPEx said.