Japan Components: Taiwan tech June sales - assuming solid progress in Japan components sector too

研报英文原文证据摘录

Japan Components: Taiwan tech June sales - assuming solid progress in Japan components sector too

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13 Jul 2026 23:23:34 ET │ 9 pages

Japan Components

Taiwan tech June sales - assuming solid progress in Japan components

sector too

CITI'S TAKE

We monitor monthly trends at 82 Taiwan tech companies related to the

electronic components sector. Aggregate June sales were +51.7% YoY and

+7.7% MoM. April-June cumulative sales were +41.5% YoY and +16.2% Takayuki NaitoAC

QoQ. We sense performance versus initial guidance was favorable across +81-3-6776-4644

the sector, with AI server-related sales continuing to exceed expectations takayuki.naito@citi.com

alongside broad strength in industrial equipment, consumer electronics,

smartphones and other areas. Sales of lead frames, which we monitor as a

leading indicator for general component demand, continue to bottom out.

While some of this may already be reflected in share prices, we think the

solid progress and forward outlooks could drive further upside.

Leadframe-related — We focus on leadframe demand trends as a leading indicator

for semiconductor and general-purpose electronic component demand. Combined

sales for three leadframe-related companies (Chang Wah Technology, Jih Lin

Technology, SDI) were +37.9% YoY/+4.1% MoM. We see the MoM growth as positive

for Mitsui High-tec and Rohm.

Laptops and data centers — Combined sales at five notebook PC/server-related

companies (Acer, Compal, Inventec, Quanta, and Wistron) were +69.2% YoY/+19.4%

MoM. Combined sales for data center-related companies (Wiwynn and Aspeed)

were +30.2% YoY/+30.1% MoM. Sales at three package-related companies

(Unimicron, Kinsus, and Nan Ya) were +38.0% YoY/+4.9% MoM. Unimicron’s April-

June sales were up around 14.5% QoQ.