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Home/Stocks/6274.TWO
TPEx · Taiwan · Electronic Components

6274.TWO Taiwan Union Technology

High-speed copper-clad laminate

Tight but sold off Its supply chain is tightening but the stock is below its 50-day average — price and fundamentals disagree. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-27
NT$1,280.0
−9.86% today
1W
−21.5%
1M
−11.1%
3M
+2.4%
YTD
+161.2%
1Y
+285.7%
Off 52w high
−32.6%
Market capNT$410B≈ $12.59B
P/E (trailing)73.1Forward 17.8
EV / sales9.9×EV/EBITDA 49.6×
Revenue (TTM)NT$41.54BGrowth 110.9% y/y
Margins25.8%gross · op 23.5%
Free cash flow-NT$6.87BCash NT$6.75B · debt NT$6.55B
Analyst targetNT$2,213.0+72.9% upside · 15 analysts · strong buy
Riskβ 2.37Short — of float · yield 0.53%

Fundamentals from public market data, refreshed daily (2026-10-26 21:24 UTC). Figures in reporting currency.

6274.TWO · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-07-29EarningsMiss / cut

    Reported EPS 7.76 vs 8.49 expected (-8.6% surprise).

  2. 7
    2026-05-06EarningsMiss / cut

    Reported EPS 4 vs 4.07 expected (-1.8% surprise).

  3. 6
    2026-03-11EarningsMiss / cut

    Reported EPS 3.76 vs 4.11 expected (-8.5% surprise).

  4. 5
    2025-11-12EarningsMiss / cut

    Reported EPS 3.44 vs 3.49 expected (-1.6% surprise).

  5. 4
    2025-08-13EarningsMiss / cut

    Reported EPS 2.25 vs 2.62 expected (-14.1% surprise).

  6. 3
    2025-05-06EarningsMiss / cut

    Reported EPS 2.33 vs 2.73 expected (-14.8% surprise).

  7. 2
    2025-03-11EarningsMiss / cut

    Reported EPS 2.77 vs 2.84 expected (-2.4% surprise).

  8. 1
    2024-10-29EarningsMiss / cut

    Reported EPS 2.63 vs 3.07 expected (-14.2% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-07-298.497.76−8.6%
2026-05-064.074.0−1.8%
2026-03-114.113.76−8.5%
2025-11-123.493.44−1.6%
2025-08-132.622.25−14.1%
2025-05-062.732.33−14.8%
2025-03-112.842.77−2.4%
2024-10-293.072.63−14.2%
2024-08-052.482.45−1.0%
2024-05-101.661.63−1.5%
2024-03-081.551.43−7.7%
2023-11-011.31.36+4.8%
2023-07-260.730.99+35.6%
2023-05-09-0.76-0.77−0.8%
2023-03-071.211.03−15.1%
2022-11-011.230.97−20.8%
2022-07-271.391.04−25.0%
2022-05-041.581.47−6.7%
2022-03-091.91.37−28.0%
2021-10-262.331.99−14.8%
2021-08-042.082.11+1.6%
2021-05-041.521.26−17.1%
2021-03-161.231.05−14.3%
2020-11-031.771.34−24.2%
2020-08-022.382.45+3.2%

About Taiwan Union Technology

Website ↗

Taiwan Union Technology Corporation manufactures and sells copper clad laminates in Asia and internationally. The company offers high frequency, extreme low loss, super low loss, very low loss, low loss, and high thermal reliability laminates, as well as mid and standard loss materials, non-flow/ mid-flow prepregs, and printed circuit boards; and provides mass lamination services to the electronics industry. Its products are used in radio frequency, high-speed digital, high-density interconnect, automotive, and substrate applications. The company was formerly known as Taiwan Union Glass Industrial Co., Ltd. and changed its name to Taiwan Union Technology Corporation in January 2000. Taiwan Union Technology Corporation was incorporated in 1974 and is headquartered in Zhubei, Taiwan.

Zhubei, Taiwan

AI accelerator boards and switch trays need high-layer, low-loss PCBs and copper-clad laminate. Few makers qualify, and layer counts rise every generation.

Glass fabric + copper foil→Laminate (CCL)→PCB→Board

What would prove us wrong. Weakens if PCB makers add high-layer capacity faster than AI board volumes grow.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
2368.TW
Gold Circuit Electronics
High-layer PCBs for AI servers and switches NT$1,080.0−3.14%+3.9%+58.3%
2383.TW
Elite Material
Low-loss copper-clad laminate for AI boards NT$4,750.0−6.31%−2.3%+190.1%
TTMI
TTM Technologies
Advanced PCBs for data centers and defence $88.97+4.06%−28.4%+28.9%
4958.TW
Zhen Ding Technology
PCBs and substrates NT$520.0−8.29%+6.3%+268.7%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.