World No.1 in IC-substrate revenue

Unimicron

Taiwan’s No.1 in IC-substrate revenue (~15% share) with the broadest customer base, supplying AI/HPC substrates to NVIDIA, AMD and Intel; expanding to ease the AI bottleneck.

3037.TW Updated Jun 21, 2026

Annual return · 2026-06-18'21+133.5%'22-30.2%'23+35.2%'24-19.7%'25+175.7%YTD+155.7%

Money in ▸NVIDIA●Market share 15 AMD◐Intel◐

UnimicronWorld No.1 in IC-substrate revenue

▸ Money outResonac◐동박·빌드업 소재 (비공개)○

Financials & Segments

Total revenue · World No.1 in IC-substrate revenue
Segments · World No.1 in IC-substrate revenue

Revenue from

NVIDIA High confidence· Market share 15 · 2024 · global IC-substrate revenue share
Provides FC-BGA/IC package substrates to NVIDIA.
Confirms EN Unimicron Published May 1, 2025: "Provides FC-BGA/IC package substrates to NVIDIA."
Confirms EN MGR Published Jan 1, 2025: "Provides FC-BGA/IC package substrates to NVIDIA."
AMD Medium confidence
Provides FC-BGA/IC package substrates to AMD.
Confirms EN Unimicron Published May 1, 2025: "Provides FC-BGA/IC package substrates to AMD."
Confirms EN MGR Published Jan 1, 2025: "Provides FC-BGA/IC package substrates to AMD."
Intel Medium confidence
Provides FC-BGA/IC package substrates to Intel.
Confirms KO Sisa Journal e Published Jun 1, 2025: "Substrate industry (Unimicron etc.)"
Confirms EN Unimicron Published May 1, 2025: "Provides FC-BGA/IC package substrates to Intel."
Confirms EN Company IR / exchange filing Published Apr 1, 2025: "Annual report: revenue, customers, business."
Confirms EN MGR Published Jan 1, 2025: "Provides FC-BGA/IC package substrates to Intel."

Pays to

Resonac Medium confidence
Buys ABF and substrate materials from Resonac.
Confirms EN Unimicron Published May 1, 2025: "Buys ABF and substrate materials from Resonac."
Confirms EN MGR Published Jan 1, 2025: "Buys ABF and substrate materials from Resonac."
동박·빌드업 소재 (비공개) Low confidence
Materials and R&D (undisclosed).
Confirms EN Unimicron Published May 1, 2025: "Materials and R&D (undisclosed)."

Value-chain ripple (tiers 2–3)

Following node-to-node links up to 3 tiers; each firm is shown once, at its nearest tier.

Company	Chain	'21	'22	'23	'24	'25	YTD
Apple	lead3	+34.6	-26.4	+49	+30.7	+9.1	+9.8
CoreWeave	lead2	·	·	·	·	·	+64.7
Foxconn (Hon Hai)	lead2	-5.1	+2.8	+7.8	+80.1	+26.9	+21.8
Alphabet (Google)	lead2	+65.3	-39.1	+58.3	+35.8	+66.1	+17.8
Amazon	lead2	+2.4	-49.6	+80.9	+44.4	+5.2	+5.9
Super Micro	lead2	+38.8	+86.8	+246.2	+7.2	-4	+4.7
Meta Platforms	lead2	+23.1	-64.2	+194.1	+65.9	+13.1	-12.3
Microsoft	lead2	+52.5	-28	+58.2	+12.9	+15.6	-21.2
Intel	lead1	+6.1	-46.6	+94.6	-59.6	+84	+263.1
AMD	lead1	+56.9	-55	+127.6	-18.1	+77.3	+150.9
NVIDIA	lead1	+125.5	-50.3	+239	+171.3	+38.9	+13.1
Unimicron	node	+133.5	-30.2	+35.2	-19.7	+175.7	+155.7
Resonac	benef1	-2.6	-4	+37.5	+30.3	+137.9	+105.5

YTD as of 2026-06-18 · source: Yahoo Finance

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