金吾财讯| 联电（UMC）盘前涨10.45%，截至发稿报11.73美元。消息面上，联电发出客户伙伴信件，表明因受多领域需求韧性及成本上升影响，将于 2026 年下半年实施晶圆价格调整，具体将结合产品组合、产能协议等因素确定。
联电持续投入成熟与特殊制程，受益于台积电成熟制程调整，有望获得转单，同时在硅光子等领域布局以满足 AI 相关需求。
最新公布数据显示，其3月合并营收208.3亿元，月增7.7%、年增4.9%，为近4年同期新高；今年第1季合并营收为610.37亿元，季减1.24%、年增5.49%，也是近4年以来同期新高、同期历史次高。
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