Global Unichip

Headlines · 4

1. 2d
   Taiwan AI hardware stocks diverge after heavy foreign selling

   科技新报 reports that Taiwan’s stock market fell 667 points and lost its quarterly trendline as foreign investors sold NT$68.8 billion worth of shares. It says semiconductors, AI-endpoint stocks and PCB names were sold while capital shifted toward biotechnology, healthcare and selected memory, CCL and silicon-intelligence stocks. TSMC’s ADR rose 0.60% despite weakness in US AI technology stocks, with the report identifying the next session’s quarterly-line recovery as the key market question.

   科技新报 · 🔥 3
2. 5d
   Global Unichip Reports Q3 Growth and 2nm Cloud AI ASIC Project

   Global Unichip reported third-quarter consolidated revenue of NT$3.66 billion, up 11% quarter on quarter and 13% year on year, marking a record for the third quarter. Basic EPS was NT$1.07 and gross margin 42.5%. Management attributed revenue exceeding expectations to mass-production growth, while operating profit rose 443% year on year to NT$210 million. The company said mass-production revenue reached a third-quarter record as shipments accelerated for AI-related advanced-packaging projects. It also said its advanced-process business won a large international-customer project using a 2nm GAA process for cloud AI applications.

   科技新报 · 🔥 0
3. Oct 15
   Micron opens second Taiwan advanced packaging and test plant for HBM

   Micron held an inauguration ceremony in Taichung on the 15th for its second advanced packaging and test facility in Taiwan, Micron Advanced Assembly and Test Taiwan 2 (AATT2), with Taiwan President Lai Ching-te, economics minister Kung Ming-hsin, Micron President and COO Manish Bhatia, and customers and partners including Asus, MSI and MediaTek attending, TechNews Taiwan reported. The site is intended to strengthen Micron's advanced packaging and test capacity for high-bandwidth memory (HBM) and AI-driven demand. In its latest financial report, Micron said most of its 2027 HBM capacity has already been booked by customers, expects HBM demand growth to keep outpacing conventional DRAM through 2028, and said its HBM advanced packaging plant in Singapore is expected to begin contributing capacity from 2027.

   科技新报 · 🔥 0
4. Oct 12
   TSMC earnings call looms as Taiwan stocks slip and SOX falls

   Taiwan's weighted index fell 0.99% (492 points) to 49,313, breaking its five-day moving average, as foreign investors net sold NT$75.85bn and the three major institutional investor groups sold more than NT$90bn combined ahead of TSMC's Oct 15 earnings call. Overnight, the Philadelphia Semiconductor Index (SOX) dropped 0.41% and TSMC's ADR slipped 1.02% to $453.31, while the US 10-year Treasury yield rose to 5.24%, pressuring high-multiple tech valuations. Money concentrated in AI hardware niches: Nanya Technology drew NT$11.57bn in foreign buying, Alchip NT$3.35bn from investment trusts, Global Unichip was reported to be preparing a 15% price increase, and Unimicron stayed volatile amid compliance concerns, with attention on TSMC's Q3 results and CoWoS capacity expansion.

   科技新报 · 🔥 0

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