AI Momentum Continues: Unimicron Targets Record Highs, Stock Holds Above $1,000

Central News Agency, Taipei, June 1. Benefiting from the continued rise in artificial intelligence (AI) demand, Unimicron, a major PCB and substrate manufacturer known as an 'NVIDIA backplane stock,' has recently maintained its share price above the NT$1,000 mark. Unimicron is optimistic that its performance this year will challenge historical highs, and it continues to expand its capacity for ABF substrates and high-end PCBs, with capacity plans expected to bear fruit from 2027 to 2028. NVIDIA CEO Jensen Huang recently stated that to welcome the next-generation Vera Rubin architecture, NVIDIA will double its AI supercomputer capacity in Taiwan this year. Unimicron, listed as an 'NVIDIA backplane stock,' has stood above the NT$1,000 mark for five consecutive trading days, with a sharp rise in share price this year, exceeding 400%. At a previous shareholders' meeting, Unimicron Chairman Chien Shan-chieh, presiding for the first time, stated that after taking office, he hopes to focus company resources on new technology investments in substrates and PCBs. Unimicron pointed out that this year's operations will challenge historical highs and will definitely be a year of growth. The second half of the year will be better than the first, benefiting from new customer products, continuous capacity release, and strong market demand. Growth will continue next year, and capacity plans for 2027 to 2028 will continue to take effect. The explosion in AI demand has triggered a new wave of capacity expansion in the PCB industry. Unimicron's capital expenditure for 2026 has been significantly revised upward to NT$34 billion, a new historical high. Unimicron stated that the focus of capital expenditure this year will be on ABF substrates, high-end PCBs, and the expansion and construction of its Thailand plant.