Geopolitical InfluenceGeopolitical dynamics could provide upside as the US government is likely to respond with anti-dumping and anti-subsidy measures, potentially benefiting global trailing-edge foundry companies.
Shipment And GuidanceStronger shipment and UTR guidance were better than expected, driven by increased consumer electronics demand, likely boosted by tariff and China’s trade-in programs.
Technological InnovationContinued innovation with new specialty offerings strengthens UMC’s technology roadmap.