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14.09.26 - 11:06
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AI demand lifts UMC, VIS, PSMC revenue (Digitimes)
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After mature-node price competition from 2023 to 2025, AI demand has spread from GPUs and HBM to power management ICs (PMICs), power components, networking chips and specialty processes. At the same time, aggressive price cutting by mature-node players in China has eased, pushing quotes for Taiwan foundries broadly higher since the start of 2026....
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24.08.26 - 05:06
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ASE′s Huang urges AI profits to fund R&D for CPO, PLP (Digitimes)
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As chip processes move to 2nm and advanced packaging accelerates heterogeneous integration, semiconductor materials are shifting from a supporting role in the supply chain to a critical factor in technological breakthroughs. SEMI has announced the formation of the "SEMI Semiconductor Materials Alliance," bringing together 35 materials, equipment, wafer fabrication, packaging, and testing companies, as well as industry, government, academia, and research organizations, including Taiwan Semiconductor Manufacturing Company (TSMC), United Microelectronics Corporation (UMC), ASE, and Micron Technology, to speed material validation for emerging technologies such as co-packaged optics (CPO) and panel-level packaging (PLP), with the goal of accelerating mass production....
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11.08.26 - 01:36
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UMC revenue climbs to a 45-month high as wafer prices rise (Digitimes)
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United Microelectronics Corporation (UMC) reported July 2026 consolidated revenue of NT$23.84 billion, up 1.8% from June and 18.98% from a year earlier, marking the highest level in 45 months. The foundry said the result came as wafer shipments increased, while higher wafer foundry prices in the second half of 2026 are expected to support further revenue growth....
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30.07.26 - 04:06
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UMC posts NT$42.26B profit on non-operating investment gains in 2Q26 (Digitimes)
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United Microelectronics (UMC) reported consolidated second-quarter 2026 revenue of NT$68.73 billion (approx. US$2.12 billion) during its earnings call on July 29. The figure is up 12.6% from NT$61.04 billion in the first quarter and 17% year-over-year. Profit margin reached 32.5% in the second quarter, up 3.3 percentage points from the previous quarter....
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06.07.26 - 13:06
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UMC posts record first-half revenue and plans selective price hikes in second half (Digitimes)
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United Microelectronics Corp. (UMC) reported its strongest quarterly run in years as mature-process demand and factory utilization improved. June consolidated revenue reached NT$23.12 billion, up 0.8% from May and 22.85% year-on-year — a 44-month high. Second-quarter revenue climbed to NT$68.73 billion, up 12.61% sequentially and 16.98% year-on-year, the highest level in 15 quarters....
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29.04.26 - 13:12
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UMC profit doubles, touts Intel-backed US manufacturing option (Digitimes)
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United Microelectronics Corp (UMC) reported first-quarter 2026 net profit of NT$16.17 billion (approximately $490 million), up 61% quarter on quarter and more than double the year-ago figure, as wafer shipments and utilization rates both recovered. Revenue came in at NT$61.04 billion, up 5.5% year on year, with gross margin at 29.2%....
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12.02.26 - 05:48
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TSMC′s advanced process drives AI profits; SMIC, UMC, VIS face growth pressure (Digitimes)
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Amazon, Google, Meta, and Microsoft are set to sharply increase AI capital expenditure in 2026, with total investments reaching US$670 billion. This surge has sparked market concerns about an AI bubble, though Nvidia CEO Jensen Huang called the CSPs' spending "reasonable and necessary." The semiconductor industry sees a clear divide: TSMC is profiting heavily from AI demand, while Semiconductor Manufacturing International Corporation (SMIC), United Microelectronics Corporation (UMC), and Vanguard International Semiconductor (VIS) face growth challenges....
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29.01.26 - 02:12
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UMC sets 2026 capex at US$1.5b as 4Q revenue rises 4.5% (Digitimes)
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United Microelectronics Corporation (UMC) reported a moderate revenue increase in the fourth quarter of 2025, driven by favorable currency exchange rates and growth in its 22/28nm semiconductor business. Consolidated revenue reached NT$61.81 billion (US$1.97 billion), up 4.5% sequentially from NT$59.13 billion and 2.4% higher year-on-year. The company's gross margin improved to 30.7% from 29.8% in the previous quarter. Net income after tax stood at NT$10.06 billion, translating to earnings per share of NT$0.81....
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