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Global Unichip Sees Price Target Hiked by Analysts Following Record Q3 Revenue
Electronic Technology · Semiconductors · economic_daily · 2026-10-07
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Global Unichip's Q3 revenue exceeded expectations, driven by strong 3nm CPU demand and AI ASIC orders, prompting analysts to raise profit forecasts and price targets.
What Happened
Record-Breaking Performance: Global Unichip reported record-high revenue for both September and the third quarter, with Q3 revenue reaching NT$18.75 billion, a 34.9% increase quarter-over-quarter. Despite slight pressure on gross margins, the overall profitability surpassed market expectations, leading analysts to revise their earnings outlook upward.
Growth Momentum: Looking ahead to Q4, the company is expected to maintain strong growth momentum with a projected 35% to 40% revenue increase, supported by robust CPU demand and new NRE product shipments. Additional contributions from AI ASIC and automotive projects are further bolstering the company's long-term growth trajectory.
CPU Shipment Outlook: Analysts anticipate a significant surge in CPU shipments as clients adjust their AI and inference architecture, increasing the CPU-to-TPU ratio. Projections indicate that shipments will grow from 1.25 million units in 2026 to approximately 4 million units by 2027, providing a substantial revenue tailwind.
Automotive and Advanced Process: The adoption of TSMC's N3E process by North American automotive clients is expected to optimize the company's profit structure by the second half of 2027. Furthermore, the influx of new CoWoS orders is helping to maintain stable operating margins despite the shift toward ASIC and turnkey business models.
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