Taiwan's Unimicron to Raise CCL Prices Again Amid Soaring Profits and AI Demand

Copper Clad Laminate (CCL) manufacturer Unimicron (6213) has seen its profits soar, with May's single-month earnings exceeding the entire first quarter. This surge is attributed to an increased proportion of high-end CCL shipments and price hikes. The company announced plans to continue raising product prices sequentially as demand for advanced CCL remains strong and raw material costs climb.

Unimicron anticipates its second-quarter revenue to increase by nearly 20% quarter-on-quarter. Its M7 and M8 high-end materials are already integrated into AI GPU, ASIC, and high-speed switch applications. The company's new plant in Thailand is also undergoing capacity expansion, suggesting continued upward momentum in its business operations.

The company is a leader in high-end electronic base materials for AI. It provides ultra-low loss and signal integrity solutions for AI servers requiring doubled computing power, 800G/1.6T high-speed switches, and PCIe Gen6/Gen7 ultra-high-speed transmission. Unimicron has also developed materials for multi-layer boards in high-power computing architectures, addressing challenges like dimensional stability and warping during high-temperature soldering to ensure transmission reliability for high-density wiring.

Through close collaboration with top global clients, Unimicron is also positioning itself for future growth in edge computing, 6G communications, smart vehicles, low-orbit satellites, and robotics. The company expects to benefit from the long-term upgrade and demand growth trends in the cloud data center industry.