Gasgoo Munich- United Nova Technology recently held a conference call to discuss its third-quarter 2026 earnings, addressing investor concerns over first-three-quarter performance, capacity expansion, and business development. Since the start of 2026, the company has posted four straight quarters of accelerating growth.
Image source: United Nova Technology
On the financial front, United Nova Technology generated 7.758 billion yuan in revenue for the first three quarters — a 43.09% year-on-year increase. Third-quarter revenue alone hit 3.196 billion yuan, surging 65.87% and marking an acceleration from previous periods.
Profitability moved in tandem. Gross margins for the first three quarters climbed to 19.65% — an all-time high — while net profit attributable to shareholders reached 690 million yuan. Recurring net profit has turned positive for two consecutive quarters. Looking ahead, the company signaled that gross margins will continue their steady ascent.
Capacity utilization is currently maxed out across all production lines, with order books full. To meet sustained demand, United Nova Technology plans to lift monthly 12-inch wafer capacity from 50,000 units to between 70,000 and 80,000. Of that, 50,000 to 60,000 units will be dedicated to analog IC products, primarily serving server power management as well as automotive and industrial control sectors.
On the growth front, technological breakthroughs are unlocking new opportunities. United Nova Technology expects revenue from its SiC MOS business to double, while analog IC revenue is poised to breach 1 billion yuan — roughly triple the previous year's figure.
Notably, United Nova Technology is accelerating its push into AI optical interconnects. It has established full coverage across 12-inch silicon photonics, SiGe, TSV, TCB, and copper hybrid bonding for heterogeneous integration, alongside 6-inch VCSEL and InP platform technologies. This allows the company to offer a one-stop technical platform for light sources, optical chips, and electronic chips.
