NuAxiSemiconductor trade intelligence
Unimicron's 4Q25 profit surpasses combined earnings of first 3 quarters; 2026 capex raised to NT$34 billion
What happened
Unimicron reported that its Q4 2025 profit exceeded the combined total of the first three quarters, driven by strong AI/HPC demand for IC substrates and PCBs. The company successfully negotiated price increases for ABF and BT substrates to pass on rising raw material costs and raised its 2026 capex to NT$34 billion. Bullish: Strong earnings and increased investment signal robust underlying demand and pricing power for advanced substrates.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
ABF SubstrateBT SubstrateIC SubstratePCB
Unimicron Technology
earnings-beatcapex-increasecapacity-utilization
Source and time
Source: DigiTimes Asia · 2/24/2026 · View original source
Open the NuAxi live feed →
Real-time pricing, supply signals and AI analysis for semiconductor traders