Movement Alert|UMC Rises 4.08% in Regular Trading, TSMC Reportedly Cuts 28nm Output by Over 25% Redirecting Customers to UMC

Market Focus
06/24

On June 24, UMC rose 4.08% in regular trading, trading at $26.96/share, with turnover of $58.68 million. The stock had surged as much as 6.7% in pre-market trading before paring some gains after the opening bell.

On the news front, supply chain sources indicated that TSMC has reduced monthly wafer input at its Fab 15A — a major 28nm production base — from 200,000 wafers at the start of the year to 150,000 wafers, representing a decline of over 25%. The capacity adjustment stems from TSMC converting the Fab 15 site into a 4nm production base as part of a company-wide cross-node capacity reallocation. Notably, some 28nm customers have already begun shifting orders to UMC and Vanguard International Semiconductor, positioning UMC as a direct beneficiary of the transition.

UMC operates as a semiconductor wafer foundry providing circuit design, mask tooling, wafer fabrication, and assembly and testing services across Taiwan, Singapore, China, Japan, the United States, and Europe. Its next earnings report is scheduled for July 29 with an expected EPS of $0.15.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

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