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Unimicron Shares Rebound Despite Legal Probe as Foreign Investors Continue Buying
Electronic Technology · Electronic Components · economic_daily · 2026-09-02
3037, 3189, 4958, 8046
Unimicron shares saw a rebound following a recent legal investigation into origin labeling, while foreign investors maintained a 17-day buying streak.
What Happened
Stock Performance and Market Sentiment: Unimicron shares staged a recovery on the 2nd, hitting a high of 988 TWD after a period of sharp declines following a legal search by prosecutors. While the company's stock showed resilience, other PCB peers like Nanya PCB and Kinsus faced downward pressure, indicating a shift in market sentiment regarding potential order shifts.
Foreign Institutional Activity: Despite the volatility, foreign investors have remained bullish, accumulating 66,200 shares over a 17-day streak. Notably, Goldman Sachs continued to make significant purchases even while the stock was under regulatory scrutiny, highlighting a divergence between institutional positioning and short-term price action.
Order Shift Concerns and Fundamentals: The market's speculation regarding order transfers remains unverified, as the current investigation focuses on origin labeling rather than the core ABF substrate business. Unimicron continues to benefit from robust demand in AI GPU, ASIC, and HPC sectors, with AI-related revenue expected to rise to 70% in the second half of the year.
Future Outlook: While the company's long-term growth remains anchored by its expansion plans and high-end AI product pipeline, the legal situation warrants caution. Investors should monitor the progress of the investigation and actual client order stability to determine if the current controversy will have a material impact on the company's fundamental performance.
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