#UnitedMicroelectronics

2개의 글

5 de junio de 2026

UMC United Microelectronics Perspectivas 2026 — La Tesis del Foundry de Nodos Maduros

Análisis profundo de UMC United Microelectronics para 2026: economía del foundry especializado en nodos maduros 22/28nm, expansión en Singapur, amenaza de sobrecapacidad china de SMIC, fiscalidad del ADR con dividendo, y por qué UMC es un valor diferente a TSMC.

UMC UnitedMicroelectronics Foundry

June 5, 2026

UMC United Microelectronics Stock Outlook 2026 — The Mature-Node Foundry Case

A deep-dive into UMC United Microelectronics for 2026: why mature-node specialty foundry earns a premium, the Singapore expansion, China overcapacity threat from SMIC, ADR dividend tax for US investors, and why UMC is a value-income play rather than a TSMC growth story.

UMC UnitedMicroelectronics Foundry