On June 30, UMC rose 3.05% in regular trading, trading at $26.395/share, with turnover of $115 million. The stock rebounded after consecutive sessions of pullback driven by profit-taking pressure.

On the news front, nearly 20 global analog and power semiconductor companies are set to initiate a new round of price increases starting July 1. The core driver stems from cost pass-through caused by wafer foundry and raw material price hikes, compounded by surging demand for power chips used in AI data centers. The pricing cycle has exhibited multi-batch staircase-style adjustments throughout the year, with multiple manufacturers reporting full order books and significantly improved capacity visibility.

As a major global wafer foundry, UMC is positioned to benefit from improved capacity utilization rates and higher unit pricing during the foundry price upswell. Additionally, the fundamental expectation around its collaboration with Intel on 3nm and 12nm process development remains intact. Following recent consecutive declines from its June 22 highs above $27, valuation pressure has eased, providing short-term rebound momentum.

(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.)