ABF substrate price hikes sent Unimicron’s April EPS soaring 4,725% to NT$1.85, media report, while April revenue rose 28% year-on-year to NT$13.9 billion, and net profit rose 4,387% to NT$2.8 billion. Strong demand for ABF substrates, used in a range of high end AI chip packages (GPU, TPU, ASIC), has led to a series of price hikes this year and fully booked capacity at Unimicron. $NVIDIA(NVDA.US) $AMD(AMD.US) $Intel(INTC.US) #Unimicron #NanYaPCB #Kinsus #Ibiden #ShinkoElectric #Ajinomoto
Source: Dan Nystedt
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