UMC — every tracked call

UMC

2 tracked calls · 2 long · 0 short · last 90d: 2L/0S

first called by Jukan 1mo ago

UMCUMCLONG1mo ago

“UMC and Vanguard (VIS) are viewed as likely to take on orders via TSMC, mainly display drivers (DDIC), power (PMICs), MCUs, automotive chips, etc.”

dnystedt

TSMC's accelerated 28nm exit hands UMC a wave of displaced legacy orders in display drivers, PMICs, MCUs, and automotive chips — a direct utilization boost.

UMCUMCLONG@ $23.87

$19.14-19.82%

since call Jun 22

peak +5.3%

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UMCUMCLONG1mo ago

“This partnership allows UMC to extend its technological capabilities from mature processes into 12nm advanced nodes without bearing enormous wafer fab capex.”

Jukan

UMC escapes mature-node commoditization by accessing 12nm and 3nm via Intel partnership with no major capex outlay.

UMCUMCLONG@ $23.94

$19.14-20.05%

since call Jun 18

peak +8.2%

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