Subject


UMC


2025-08-07

[News] Trump’s 100% Chip Tariff Impact: TSMC, GlobalWafers Protected While UMC & Others at Risk

Just ahead of the reciprocal tariffs taking effect on August 7, U.S. President Trump announced plans to slap a 100% tariff on imported chips. According to Politico, the U.S. imported over $60 billion worth of chips in 2024, with Taiwan emerging as the top supplier at roughly $12 billion. As a result...

2025-07-28

[News] Mature Node Orders Reportedly to Drop 30% in 2H25—UMC, VIS, PSMC Under Pressure

According to Economic Daily News, industry sources note that Taiwan’s leading IC design firms are sharply cutting wafer foundry orders for mature nodes in the second half of the year. In Q3 alone, orders have dropped 20–30% from Q2 levels. As a result, utilization rates at mature-node foundrie...

2025-07-10

[News] TSMC Revenue Plunges 17.7% MoM in June as Strong Taiwan Dollar Hits Foundry Sector

On July 10, TSMC announced its net revenue for June 2025. On a consolidated basis, revenue for the month was approximately NT$263.71 billion, representing a 17.7% decrease from May 2025 and a 26.9% increase compared to June 2024. According to investors cited by Commercial Times, the month-over-month...

2025-07-07

[News] UMC Reportedly Lands Qualcomm Deal for Advanced Packaging, Mass Production in 1Q26

As UMC looks beyond mature nodes to drive growth, Economic Daily News suggests that the Taiwanese foundry has landed a major advanced packaging order from Qualcomm. Its self-developed high-end interposer has passed Qualcomm’s verification and is now nearing mass production, the report adds. UMC...

2025-07-02

[News] UMC Reportedly Mulls Rejoining Advanced Node Race via Rumored Intel 6nm Tie-Up

After announcing its exit from 10nm and more advanced nodes back in 2017, Taiwan’s second-largest foundry, UMC, may be preparing an unexpected return to the cutting-edge arena it once abandoned. According to Nikkei, the company is now eyeing 6nm production, with a focus on chips for Wi-Fi, RF, Blu...

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