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Unimicron Shares Reclaim NT$1,000 Mark Amid Strong Demand for High-End Substrates
Electronic Technology · Electronic Components · economic_daily · 2026-09-09
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PCB leader Unimicron saw its shares return to the NT$1,000 level as strong demand for high-end substrates and seasonal tailwinds boost its growth outlook.
What Happened
Market Performance: PCB giant Unimicron has successfully reclaimed the NT$1,000 share price milestone, sparking a rally among industry peers including Nanya PCB and Kinsus. Analysts attribute this momentum to robust demand for high-end substrates and the onset of the traditional peak season for the PCB industry.
AI Strategy: The company is aggressively scaling its AI-related revenue, aiming for AI products to account for over 60% of total revenue this year. Specifically, Unimicron plans to increase the AI contribution in its substrate segment to 60% and its PCB segment to between 65% and 70%.
Regulatory Clarification: Addressing recent rumors regarding product origin labeling, Unimicron clarified that investigations concern standard PCB products rather than its core ABF substrates. The company is cooperating fully with authorities, while industry experts note that cross-border production is a standard practice in the sector.
Institutional Outlook: Institutional investors remain largely unfazed by the regulatory scrutiny, viewing the impact on the company's fundamentals as minimal. Market sentiment remains positive, with analysts maintaining their bullish stance on Unimicron's long-term growth prospects in the AI sector.
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