Movement Alert｜United Microelectronics Rises 3.03% in Regular Trading, Semiconductor Foundry Price Hike Cycle Reinforced by AI Demand Spillover

Market Focus10-02 21:50

On October 2, United Microelectronics rose 3.03% in regular trading, trading at $26.055/share, with turnover of $36.52 million.

On the news front, the global semiconductor foundry sector has entered a collective price-hike window. TSMC plans to raise wafer output prices by 3% to 6% starting January next year, and United Microelectronics has followed with its own pricing strategy. Morgan Stanley forecasts United Microelectronics will raise mature-node foundry prices by 5% to 10% in the second half, with a further 5% to 10% increase next year. Meanwhile, surging AI server demand for power management ICs, MCUs, and networking chips continues to drive mature-process utilization higher, reinforcing the pricing upcycle.

On the fundamental side, the company reported August net sales of NT$25.045 billion, up 30.71% year-over-year, while Q2 gross margin expanded 3.3 percentage points sequentially to 32.5%, underscoring a volume-and-price growth trajectory. Notably, the broader semiconductor sector traded firmly, with NVIDIA up 2.62%, AMD up 3.0%, Intel up 2.87%, and Broadcom up 2.9%.

(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.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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