Movement Alert|United Microelectronics Rises 3.04% in Regular Trading, Semiconductor Foundry Price Hike Cycle Continues Amid AI Demand Spillover to Mature Nodes

Market Focus
5小時前

On October 2, United Microelectronics rose 3.04% in regular trading, trading at $25.245/share, with turnover of approximately $77.10 million.

On the news front, the global semiconductor foundry sector has entered a collective price hike window. TSMC plans to raise wafer prices by 3% to 6% starting January next year, and United Microelectronics has followed suit. Morgan Stanley projects that the company's mature-node foundry prices will increase 5%-10% in the second half of this year, with a further 5%-10% hike anticipated next year. Meanwhile, AI server proliferation is driving sustained demand growth for power management ICs, MCUs, and networking chips produced on mature process nodes, reinforcing the pricing uptrend.

On the fundamentals side, United Microelectronics reported August net sales surging 30.71% year-over-year, while second-quarter gross margin expanded 3.3 percentage points sequentially to 32.5%, underscoring a volume-and-price growth narrative. Additionally, the broader semiconductor sector saw gains, with Micron Technology up 2.0%, NVIDIA up 1.36%, and Advanced Micro Devices up 1.15%, providing sector-wide tailwinds.

(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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