BREAKING
Unimicron to Raise Up to $1.4B
0
B
deal size USD
0
M
GDS offered
0
%
max discount
Unimicron ABF Market Share
Nvidia GPUs
35
ASICs
50
Why the AI Substrate Boom
1
AI data centers
↓
2
ABF substrates
↓
3
Full capacity 2025-26
↓
4
Yangmei Phase 2 in 2028
Upside vs Risks
Tailwinds
Bullish
●
Shares up ~345% in H1 2026
●
BofA upgrade to Buy
●
Goldman raises target
Concerns
Caution
●
Cyclical substrate demand
●
Limited non-Nvidia exposure
●
Share-price volatility
AI Boom Spreads to Suppliers
AI NEWS BLITZ
Taiwan's Unimicron plans to raise up to one point four billion dollars through a GDS sale.