UMC
What changed, and what is the evidence.
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🗞️ Pulse first · 3 news posts
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What changed, and what is the evidence.
Oct 21, 2026 · Post · posted
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This.... https://t.co/LIhjmesDvo |
This is the way ❤️ https://t.co/ypUyyfMvc3 |
TSMC’s wafer ASP gap with UMC, GlobalFoundries and Samsung keeps widening. TSMC is setting new blended ASP highs while most peers remain below their previous peaks. Per our Foundry Model, from 2Q22 to 2Q26, TSMC’s wafer revenue share… |
Tower Semiconductor has the best SiPho foundry 👍 $TSEM $TSM $UMC $GFS $INTC https://t.co/mK82Hx1hDi |
TSMC would take CoWoS from 130k wafers/month at end-2026 to 260k by end-2028, per Taiwanese media, expanding Arizona and AP7. Analysts put Intel's EMIB-T at 40k-45k CoWoS-equivalent in 2028; overflow already goes to Amkor, UMC and ASE.… |
UMC is taking thin-film lithium niobate to 12-inch wafers to get past the 400G bottleneck in silicon photonics, as AI datacenter optics move toward 1.6T and 3.2T modules. The gating item is the material, not the transceiver.… |