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Unimicron August Revenue Hits Record High of NT$17.7 Billion
Electronic Technology · Electronic Components · economic_daily · 2026-09-08
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PCB substrate leader Unimicron reported record August revenue of NT$17.7 billion, driven by strong demand for high-end substrates and seasonal peak activity.
What Happened
Financial Performance: Unimicron reported August consolidated revenue of NT$17.746 billion, a 9.2% monthly increase and a 56.3% year-on-year surge. This figure sets a new record for the company, reflecting increased production capacity and robust customer demand.
Market Momentum: Analysts expect Unimicron to benefit from rising shipment volumes and prices for high-end substrates. With the PCB industry entering its traditional peak season, the company's performance is projected to improve quarter-over-quarter in the second half of the year.
AI Strategy: The company is aggressively increasing its revenue contribution from AI-related products. It aims to raise the AI revenue share for substrates to 60% and for PCBs to 65-70%, with an overall corporate goal of exceeding 60% AI revenue contribution this year.
Future Outlook: By focusing on product mix optimization and leveraging its technological edge in high-end substrates, Unimicron is well-positioned to capture growth in the AI server and high-performance computing markets.