
United Microelectronics
Yahoo Finance • 3 days ago
How agentic AI impacts the semiconductor industry
[Processor chip on circuit board with copy space for design] Alexander Sikov INVESTORS SHOULD KNOW: Agentic AI is reshaping demand across the semiconductor ecosystem. The shift is moving infrastructure spending beyond GPU accelerators tow... Full story
Yahoo Finance • 4 days ago
GlobalFoundries Drives Gross Margin Expansion: Can the Momentum Last?
GlobalFoundries Inc. GFS is making steady progress in strengthening its profitability. The company delivered stronger-than-expected second-quarter 2026 results, supported by favorable business mix, manufacturing productivity gains and high... Full story
Yahoo Finance • 7 days ago
Can GFS' Marvell Deal for SiGe Capacity Expansion Accelerate Growth?
GLOBALFOUNDRIES Inc. GFS is expanding its manufacturing capabilities through a new multi-year agreement with Marvell Technology, Inc. MRVL to increase production capacity for its silicon germanium (SiGe) technology. The collaboration is ex... Full story
Yahoo Finance • 7 days ago
UMC Up 250% in the Past Year: Should Investors Bet on the Stock Now?
Shares of United Microelectronics Corporation UMC have staged a spectacular rally, soaring 250.1% over the past year compared with the industry's growth of 25.8%. It has outperformed peers like ASE Technology Holding Co., Ltd. ASX and Diod... Full story
Yahoo Finance • 8 days ago
United Microelectronics (UMC) Upgraded to Strong Buy: Here's What You Should Know
Investors might want to bet on United Microelectronics Corporation (UMC), as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most po... Full story
Yahoo Finance • 9 days ago
GFS Gains From Expanding Partner base: Will it Boost Growth Prospects?
GlobalFoundries Inc. GFS is strengthening its growth prospects by expanding collaborations across several emerging semiconductor applications. It is deepening partnerships with chip designers, technology developers and government agencies... Full story
Yahoo Finance • 18 days ago
Taiwan Semiconductor Retains 73% Foundry Share: Is the Stock a Buy?
The pure-play foundry sector continued to benefit from the surge in artificial intelligence (AI)-related demand in the second quarter of 2026, with revenues rising 29% year over year, according to Counterpoint Research. Capacity reallocati... Full story
Yahoo Finance • 23 days ago
The Firm That Filed a Bet Against Taiwan Semiconductor Then Launched a Foundry Fund Five Days Later
Quick Read Defiance ETFs filed a 2X short against TSM on August 26, then launched long foundry ETF AIFR just five days later at a 0.71% annual fee. Intel surged 265% over the past year while GlobalFoundries fell 12% in a month, exposing t... Full story
Yahoo Finance • 23 days ago
Semicon Network Summit 2026 Advances Global Chip Collaboration in the AI Era
Industrial Technology Research Institute (ITRI) Semicon Network Summit 2026Government officials and industry leaders worldwide gather at the summit to explore semiconductor supply chain opportunities in the AI era. TAIPEI, Taiwan, Sept.... Full story
Yahoo Finance • 30 days ago
Best Income Stocks to Buy for August 26th
Here are three stocks with buy rank and strong income characteristics for investors to consider today, August 26: MGIC Investment Corporation MTG: This mortgage insurance company has witnessed the Zacks Consensus Estimate for its current... Full story
Yahoo Finance • last month
Semiconductor equipment: Who is best positioned as AI infrastructure spending broadens?
[3d rendering robotic arms with silicon wafers for semiconductor manufacturing] PhonlamaiPhoto/iStock via Getty Images INVESTORS SHOULD KNOW: Tightening U.S. export controls on advanced chips are reshaping competitive dynamics across the... Full story
Yahoo Finance • 2 months ago
United Microelectronics reports 18.98% Y/Y revenue growth in July to NT$23.84B
[Revenue Profit Chart Increase Value 3D Graph Chart Background] United Microelectronics (UMC [https://seekingalpha.com/symbol/UMC]) reported [https://seekingalpha.com/pr/20609295-umc-reports-sales-for-july-2026] unaudited consolidated n... Full story
Yahoo Finance • 2 months ago
Taiwan's UMC raises 2026 capex, expands Singapore and Taiwan fabs for AI demand
By Wen-Yee Lee TAIPEI, July 29 (Reuters) - Taiwanese chipmaker United Microelectronics Corp (UMC) said on Wednesday that its board approved an expansion plan, including additional cleanroom capacity at its Singapore facility and a new... Full story
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Yahoo Finance • 2 months ago
TSMC to raise chip manufacturing prices by up to 10% in 2027: Nikkei
[Taiwan Semiconductor Manufacturing Company (TSMC) plant in Tainan Science Park, Taiwan] BING-JHEN HONG/iStock Editorial via Getty Images Taiwan Semiconductor Manufacturing (TSMC) plans to raise prices for both advanced and mature chip ma... Full story
Yahoo Finance • 2 months ago
Wedbush Delivers an Urgent Message for TSMC Stock Investors
This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM) is in focus after a Wedbush report indicated the chipmaker may raise prices for mature-node manufacturing processes beginning in early 2027. The repo... Full story
Yahoo Finance • 2 months ago
UMC starts silicon photonics mass production in Singapore
[Circuit Board Components Extreme Close-up] da-kuk/iStock via Getty Images Taiwan’s second-largest contract chipmaker, United Microelectronics (UMC [https://seekingalpha.com/symbol/UMC]) Tuesday reported its first mass-produced silicon ph... Full story
Yahoo Finance • 3 months ago
Biggest stock movers Monday: Crypto stocks, TSLA, and more
[Stock market trading growth graph] Stock futures inched up Monday morning as traders rebuilt positions following the long-weekend break, kicking off a pivotal week of macroeconomic indicators. Here are some of Monday's biggest stock move... Full story
Yahoo Finance • 4 months ago
Why Petrobras’ 16% Yield in ECOW Masks a Dangerous Bet on Brazil’s New Export Taxes
Quick Read ECOW's 34% one-year return is real, but its quarterly distributions are only as safe as the free cash flow its top holdings generate. UMC's dividend tripled since 2020 while PBR's 16% yield faces Brazil's new export taxes that... Full story
Yahoo Finance • 5 months ago
Foreign IT's strongest Quant picks are almost all semiconductors
[Growth bar graph] Dougal Waters Foreign IT stocks are generating some of the strongest Quant signals in the entire market right now, with nine of the ten names on this list carrying scores above 4.50 Below is a list of the top 10 forei... Full story
Yahoo Finance • 5 months ago
Everyone’s Talking About TSMC’s AI Boom. Smart Money Is Watching UMC Instead
Quick Read Taiwan Semiconductor Manufacturing (TSM) has rallied 143% in a year to $2.1 trillion, but at 34x earnings near its 52-week high, the AI trade is already fully priced in. United Microelectronics (UMC) trades at 22x trailing earn... Full story