UMC Could Face Challenges Raising Prices

Dow Jones
07/30

0311 GMT - It could be challenging for United Microelectronics Corp. to raise wafer prices across the board, Daiwa analysts say in a research note. The demand market is divided, with AI-related demand strong but demand for non-AI products still mixed, the analysts note. UMC now aims to skew its business toward segments with strength, including AI companion products, such as power management, connectivity and silicon photonics, as well as automotive and industrial solutions, they say. "While management sounded still upbeat, expecting some ASP uplift in 2027, we need to monitor the supply-demand dynamics closely," the analysts write. UMC shares rise 9.8% to NT$112.50.

 

應版權方要求,你需要登入查看該內容

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。

熱議股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10