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Unimicron Rebounds From Dismal Quarter as AI Demand Lifts Substrate Sales

Third-quarter earnings surged to NT$1.44 per share after barely breaking even three months earlier
Taiwan
u 3037.TW Mid and Small Cap 2000 Tech 350
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Taiwanese substrate maker Unimicron Technology Corp. posted third-quarter net income of NT$2.19 billion (US$71.6 million), rebounding from a near-collapse in profitability just one quarter earlier. The company earned NT$1.44 per share in the three months through September, dwarfing the NT$0.02 recorded in the previous period and exceeding the first half’s combined earnings.

Revenue climbed 4.7% from the prior quarter to NT$33.99 billion (US$1.11 billion), the highest in nearly three years, though the 7.2% annual increase suggests growth remains modest. The Taoyuan-based manufacturer credited sustained demand for AI servers, networking equipment and advanced memory modules for the improvement.

Analysts project AI-related products will account for 10% to 15% of Unimicron’s total sales this year—a relatively small slice that underscores how the company still relies heavily on traditional electronics markets. The firm expects revenue growth to accelerate next year, though it provided no specific targets.

The company also announced the formation of its inaugural ESG committee, appointing chairman Tzyy-Jang Tseng and eight other executives to oversee sustainability initiatives.

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