Movement Alert|United Microelectronics Rises 6.76% in Pre-Market Trading, Silicon Photonics Mass Production Breakthrough and AI Foundry Revenue Target Significantly Raised

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On August 24, United Microelectronics rose 6.76% in pre-market trading, trading at $19.04/share, with turnover of $200,200.

On the news front, UMC's silicon photonics foundry business achieved a major milestone. The company successfully delivered its first batch of 12-inch silicon photonics mass production wafers at its Singapore fab, making it one of the few global foundries capable of 12-inch PIC mass production. CEO Jason Wang stated that AI-related foundry revenue will grow from $3 billion this year to over $10 billion within three years, with silicon photonics as a key growth driver.

At the industry level, AI spillover effects are pushing mature-node processes into a price-hike cycle, with UMC's capacity utilization exceeding 90% and some critical chip orders booked into next year. The company's Q2 EPS of $0.54 significantly beat the market consensus of $0.15, representing a 260% outperformance. Its board has approved approximately $5 billion in capital expenditure for phased capacity expansion across Singapore and Taiwan facilities to capture AI and edge computing demand.

(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.)

免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。

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