Reported 12 months ago
Peng Weilin/Taipei reported on June 30, 2024, at 4:10 PM that the demand for advanced packaging processes of CoWoS led to the stock price trend of equipment leader Unimicron (3131), which has surged from NT$533 to a record high of NT$1,395 this year, more than 1.5 times increase. TSMC is planning to set up 2 CoWoS plants in Chiayi, but one plant had to stop due to archaeological findings, while the second plant has been expedited. There are also rumors about a possible CoWoS expansion to Pingtung, drawing attention to CoWoS equipment concept stocks. Unimicron stated at the shareholders' meeting that the demand for advanced CoWoS packaging is strong, and major customers hope to increase capacity preparation, aiming to enter the high-bandwidth memory supply chain for American memory factories. South Korean manufacturers have also shown interest, and orders are visible until 2026; insufficient capacity subsystems will be outsourced. Unimicron's revenue in the first five months was NT$1.537 billion, a 14.07% increase. Analysts believe that its second-half revenue will surpass the first half, with a growth of over 20% for the whole year. * [Warrant investment involves risks. Information in this section is for reference only and does not constitute an invitation, solicitation, or any other advice or recommendation; readers are advised to make careful considerations.]
Source: YAHOO