Unimicron agreed to buy Hukou sites as analysts rated Unimicron stock Overweight

Published on 10/08/2026 at 11:49 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Unimicron will spend TWD 10.09 billion on 19 plots and 14 factories. For Unimicron stock, results are set for October 27, 2026.

Unimicron, TW0003037008, Illustration mit AI erstellt.

Unimicron agreed to buy 19 plots and 14 factory buildings in Hukou for TWD 10,088,880,000, a capacity move tied to high-end substrate demand. Boerse Global reported the agreement on October 5, 2026, while Futunn reported an Overweight rating and a TWD 1,225.00 target based on July 30, 2026 data.

Hukou adds substrate capacity

The acquisition covers 63,048.00 square meters of land and 58,186.50 square meters of buildings, according to Boerse Global. Unimicron said the property supports long-term capacity planning and future customer demand for high-performance substrates.

The timing matters because Unimicron's second-quarter 2026 revenue reached TWD 42.89 billion, with gross margin at 24.80 percent and operating profit at TWD 6.65 billion, Troy Technical reported from the company's investor materials. The margin compares with 13.10 percent in the second quarter of 2025, showing that mix and pricing have changed alongside revenue.

Results set the next test

Third-quarter 2026 results were scheduled for October 27, 2026, according to Boerse Global. For investors, the key question is whether the new property translates into capacity for the ABF substrate business, which represented 52.00 percent of revenue in the second quarter of 2026, according to Troy Technical.

Market value and listing

Unimicron had a market capitalization of TWD 2.0 trillion as of October 8, 2026. The company is listed on the Taiwan Stock Exchange under ticker 3037, and its business spans printed circuit boards, IC carriers and related electronic products.