Taiwan chipmakers UMC and Unimicron separately expanded investment plans as AI demand lifted quarterly results, with UMC adding fab capacity and Unimicron boosting ABF substrate spending.
United Microelectronics Corp said its board approved a phased expansion plan adding cleanroom capacity in Singapore and a new fab building at its flagship Tainan campus in Taiwan, prompting it to raise its 2026 capital expenditure budget to US$2 billion. UMC reported second-quarter revenue of T$68.73 billion, up 17% year on year, and net income of T$42.26 billion, up 374.7%. Separately, Unimicron reported record second-quarter results, including revenue of NT$42.89 billion, after-tax net profit of NT$13.12 billion and earnings per share of NT$8.45, and increased its 2025 capital expenditure budget by NT$19.7 billion to NT$53.7 billion, with 80% to 85% of the new spending earmarked for ABF substrates amid AI and high-performance computing demand.