Movement Alert|United Microelectronics Rises 3.04% in Regular Trading, Semiconductor Foundry Price Hike Cycle Continues Amid AI Demand Spillover to Mature Nodes

Market Focus
4 hours ago

On October 2, United Microelectronics rose 3.04% in regular trading, trading at $25.245/share, with turnover of approximately $77.10 million.

On the news front, the global semiconductor foundry sector has entered a collective price hike window. TSMC plans to raise wafer prices by 3% to 6% starting January next year, and United Microelectronics has followed suit. Morgan Stanley projects that the company's mature-node foundry prices will increase 5%-10% in the second half of this year, with a further 5%-10% hike anticipated next year. Meanwhile, AI server proliferation is driving sustained demand growth for power management ICs, MCUs, and networking chips produced on mature process nodes, reinforcing the pricing uptrend.

On the fundamentals side, United Microelectronics reported August net sales surging 30.71% year-over-year, while second-quarter gross margin expanded 3.3 percentage points sequentially to 32.5%, underscoring a volume-and-price growth narrative. Additionally, the broader semiconductor sector saw gains, with Micron Technology up 2.0%, NVIDIA up 1.36%, and Advanced Micro Devices up 1.15%, providing sector-wide tailwinds.

(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.)

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