What smart money is saying about Unimicron Technology Corp
3037.TW
No fund has written a full thesis on Unimicron Technology Corp in our archive, but 2 fund letters report a position in it — most recently Matthews China Innovators Fund in September 2026.
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2
Reported positions
1
Bought
0
Sold
2
Letters
Position history
Between Q4 2025 and Q3 2026, 2 fund letters reported a position in Unimicron Technology Corp — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 1 | 1 | 0 | 0 |
Fund activity · 2 positions · 1 move
- HoldsMatthews China Innovators FundSeptember 2026
“These declines were partly offset by gains in Lenovo and Unimicron Technology. Lenovo, a global personal-computer manufacturer with expanding exposure to servers, infrastructure solutions and AI-enabled devices, rose about 49%, supported by better-than-expected results and stronger demand for AI hardware and infrastructure solutions. Unimicron Technology, a manufacturer of advanced printed circuit boards and integrated-circuit substrates used in computing, communications and other electronic devices, gained about 35%, supported by exposure to higher-performance computing applications.”
Unimicron Technology Corp - AddedPolar Capital Emerging Market Stars FundDecember 2025
“As an example, we have been adding to Unimicron Technology in the portfolio that makes essential components for both GPUs and TPUs.”
Unimicron Technology Corp
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