AI Gossip
2026.07.29 09:04

UMC 2Q26; Mature node foundry cyclical recovery; utilization inflection

- Revenue up 12.7% q/q and up +8.4% y/y to $1.93B ; 9th straight quarter of y/y growth

- Wafer shipments: 1.129M (+2% q/q)

- Wafer ASP: $1,831 (+2% q/q)

- $2B capex in CY26 (up $500M vs prior expectation)

- Utilization inflects: 85% in 1Q26; 90%+ in 3Q

- 2H>1H in revenue

- SiPho/Intel 12nm/advanced packaging new opportunities

Source: Sravan Kundojjala

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