Taiwan Sales Tracker | Asia Pacific Monthly Sales Forecasts

研报英文原文证据摘录

Taiwan Sales Tracker | Asia Pacific Monthly Sales Forecasts

Update

July 31, 2026 09:10 AM GMT

Morgan Stanley Asia Limited+MTaiwan Sales Tracker | Asia Pacific Andy Meng, CFA

Equity Analyst

Monthly Sales Forecasts Andy.Meng@morganstanley.comMorgan Stanley Taiwan Limited+ +852 2239-7689

Charlie Chan

Key Takeaways EquityCharlie.Chan@morganstanley.comAnalyst +886 2 2730-1725

We provide our monthly sales forecasts in Exhibit 1. These numbers are Derrick Yang

consistent with our published quarterly financial estimates. EquityDerrick.Yang@morganstanley.comAnalyst +886 2 2730-2862

We also include sales data for prior months and YTD. Daniel Yen, CFA

Daniel.Yen@morganstanley.com +886 2 2730-2863

Exhibit 1: Monthly Sales Forecasts – Greater China Technology – Hardware and Howard Kao

Semiconductors Equity Analyst

Howard.Kao@morganstanley.com +886 2 2730-2989

MSTW Monthly Sales

(NT$mn) Year-to-July'26 MS Forecasts

Ticker

Company Jan-26 Feb-26 Mar-26 Apr-26 May-26 Jun-26 July-26E MoM YoY (NT$mn) YoY 2026FY % of FY Morgan Stanley Asia Limited+IC Foundry

2303.TW UMC 20,862 19,345 20,831 22,664 22,944 23,125 24,975 8% 25% 154,746 13% 271,238 e 57%

2330.TW TSMC 401,255 317,657 415,192 410,725 416,975 442,680 486,948 10% 51% 2,891,432 38% 5,213,620 e 55% Daisy Dai, CFA3105.TWO WIN Semi 1,468 1,474 1,649 1,734 1,755 1,768 1,821 3% 26% 11,668 33% 20,285 e 58%

8086.TWO AWSC 417 373 432 448 443 408 428 5% 21% 2,949 40% 5,336 e 55%

5347.TWO Vanguard 4,012 3,579 4,941 4,026 4,242 5,977 6,574 10% 82% 33,351 22% 56,799 e 59% Equity Analyst

6770.TW PSMC 4,618 4,223 4,732 5,046 5,770 6,474 7,121 10% 82% 37,984 44% 73,014 e 52% Daisy.Dai@morganstanley.com +852 2848-7310

Semi Materials

6488.TWO GlobalWafers 4,139 4,400 5,446 4,748 4,842 5,624 5,906 5% 42% 35,105 -2% 69,107 e 51%