May 2026 Revenue: NT$14.1B, +32.4% YoY
Original: 2026年5月 月營收 - 14,059,973千元 (MoM +0.9%, YoY +32.4%)
Summary
Unimicron Technology (TWSE: 3037) reported May 2026 revenue of NT$14.06B, up 32.4% YoY and edging 0.9% higher MoM, marking a fresh high in the current cycle. The double-digit YoY acceleration extends the ABF substrate maker's recovery trajectory, consistent with sustained AI server and HBM-related substrate demand. YTD revenue reached NT$65.44B, up 26.8% versus the same period a year ago.
Full Translation
Unimicron Technology (TWSE: 3037, Electronic Components) — May 2026 Monthly Revenue Filing
• May 2026 revenue: NT$14.060B (NT$14,059,973 thousand)
• April 2026 revenue: NT$13.933B (NT$13,932,815 thousand)
• May 2025 revenue: NT$10.621B (NT$10,621,322 thousand)
• MoM change: +0.91%
• YoY change: +32.37%
Year-to-Date (Jan–May 2026):
• 2026 YTD revenue: NT$65.439B (NT$65,439,243 thousand)
• 2025 YTD revenue: NT$51.627B (NT$51,626,842 thousand)
• YTD YoY change: +26.75%
Remarks: None.
Reading: May extends a strong YoY ramp (+32%) with sequential growth into a seasonally building period, signaling that ABF substrate and PCB demand tied to AI accelerators / HBM-adjacent platforms remains firm. YTD growth of +26.8% confirms a structural cycle uplift rather than a single-month spike.