# Unimicron

> Markdown twin of https://roboterminal.app/companies/unimicron · https://roboterminal.app/companies/unimicron.md

## On shared sources

- [Amkor](https://roboterminal.app/companies/amkor) (1)
- [Eternal Precision Mechanics](https://roboterminal.app/companies/eternal-precision-mechanics) (1)
- [Google](https://roboterminal.app/companies/google) (1)
- [Ibiden](https://roboterminal.app/companies/ibiden) (1)
- [Intel](https://roboterminal.app/companies/intel) (1)
- [MediaTek](https://roboterminal.app/companies/mediatek) (1)
- [NVIDIA](https://roboterminal.app/companies/nvidia) (1)
- [Samsung Electro Mechanics](https://roboterminal.app/companies/samsung) (1)

## Pulse

- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2113156402135064665)
  According to Korean media, Samsung Electro Mechanics just signed the biggest substrate contract in its history, and the customer is $NVDA. The multibillion dollar deal covers the substrates that sit u…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2112398134638788787)
  Chairman of Unimicron Technology, Chien Shan-Chieh, states there will be a 20% shortage of PCB substrate materials in 2027. Regarding equipment lead time, some specific machines are seeing lead time e…
- [@ricci_nov on X](https://x.com/ricci_nov/status/2102045620970422400)
  Google's 2027 Humufish TPU is slated for Intel's EMIB-T with MediaTek, but market rumors say CoWoS is being weighed as a backup as substrate yields lag; Unimicron previously targeted 50%, per DigiTime…
- [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2100857912524505221)
  VICTORY LAP! 🟠 We called out Eternal Precision Mechanics ($7795.TW) in this post last week as part of the substrate story: 🟠 Yesterday Unimicron announced a USD $55.2m order! https://t.co/bB7dVIFwjp…

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Source: Roboterminal · https://roboterminal.app/companies/unimicron.md