Unimicron Technology raised its 2026 capex forecast to NT$25.4 billion (US$800 million) from NT$19.4 billion amid strong orders for ABF substrates, media report, adding Unimicron is the main supplier for 4 major US cloud service providers, and ASIC chip-related orders are expected to grow exponentially compared to this year. Unimicron’s board also approved an additional NT$2.5 billion for production equipment to be delivered in 2027. $Amazon(AMZN.US) $Alphabet(GOOGL.US) $Meta Platforms(META.US) $Microsoft(MSFT.US) #Semiconductors
Source: Dan Nystedt
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