3037.TW Unimicron Technology Corp. Loading...

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13:30
Apr 30
TheValueist Founder, Atlas Peak Research
Long advanced PCB suppliers as AI data center demand drives higher-layer-count boards with ASPs rising 4-8x and multi-sourcing expands qualified capacity.
3037.TW
MED
15:46
Apr 29
TheValueist Founder, Atlas Peak Research
Long Ibiden/Unimicron/Kinsus/Nan Ya PCB as substrate suppliers benefit from high utilization and pricing due to tight supply for AI storage silicon.
3037.TW 1ST
HIGH
02:25
Mar 06
@jukan05
▶ Unimicron: Customers Rush to Lock In ABF Substrate LTAs — Supply Shortage Feared for Next Year Amid continued upstream material cost inflation, IC substrate maker Unimicron will implement an additional ABF substrate price hike starting in March. Customers are accelerating the signing of long-term agreements (LTAs) with Unimicron to secure production capacity; most contracts span 5 years, with some at 3 or 7 years. LTA-related prepayments are expected to begin flowing in this year and will b
3037.TW 1ST
HIGH

About 3037.TW Analyst Coverage

Buzzberg tracks 3037.TW (Unimicron Technology Corp.) across 2 sources. 1 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (33%). 3 total trade ideas tracked.