Unimicron plans ABF capacity expansion: Unimicron stock sits 1.17 percent below its 52-week high

Published on 10/02/2026 at 05:48 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Unimicron plans 30 to 40 percent more ABF capacity by 2027. Unimicron stock stands 1.17 percent below its 52-week high on October 2, 2026.

Unimicron, TW0003037008, Illustration mit AI erstellt.

Unimicron Technology (ISIN TW0003037008) expects ABF substrate capacity to expand 30 to 40 percent by 2027, while Unimicron stock stood 1.17 percent below its 52-week high on October 2, 2026. As Gokhshtein Media reported on September 16, 2026, the company is preparing capacity additions aimed at AI-related packaging demand.

ABF capacity targets 2027

The planned 30 to 40 percent expansion combines a new plant, line optimization and conversion of legacy BT equipment, according to Gokhshtein Media. Unimicron is also investing TWD 34.0 billion in substrate expansion during 2026, with the Guangfu Second Plant scheduled for mass production in late 2027.

The same report says Unimicron has begun shipping co-packaged optics substrates to multiple clients. That product move gives the capacity program a second angle because high-bandwidth data transmission is becoming a key requirement in AI server designs.

Margins accelerate in second quarter

Unimicron generated TWD 42.9 billion of revenue in the second quarter of 2026, with gross margin at 24.8 percent and operating profit at TWD 6.7 billion, according to Troy Technical. Operating profit represented 15.5 percent of revenue in that quarter.

The quarterly comparison is notable: revenue rose from TWD 29.4 billion in the fourth quarter of 2024 to TWD 42.9 billion in the second quarter of 2026, while gross margin increased from 11.6 percent to 24.8 percent over the same comparison period, the report said.

Taiwan quote stays near high

Unimicron traded at TWD 1,265.00 on the Taiwan Stock Exchange on October 2, 2026 at 11:30 a.m. TST. The quote was TWD 15.00 below the TWD 1,280.00 52-week high and TWD 1,119.00 above the TWD 146.00 low.

Its market capitalization was TWD 1.99 trillion on that date. The stock's 4.12 percent daily increase on the Taiwan exchange places the capacity story alongside a strong market session, although the distance to the yearly high remains the clearer valuation reference for this article.

Stock position on October 2

Unimicron stock stood at TWD 1,265.00 on the Taiwan Stock Exchange on October 2, 2026 at 11:30 a.m. TST, 1.17 percent below its TWD 1,280.00 52-week high. For investors, the central operating test is whether new ABF capacity can support the 24.8 percent gross margin reported for the second quarter of 2026.