UMC United Microelectronics Corporation ADR Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
02:14
19 авг
19 авг
UMC/Tower expansions noted, no directional view.
Notes UMC and Tower foundry 300mm wafer capacity expansions, linking silicon foundry wins to InP laser demand; no explicit position or target.
Низ.
23:51
18 авг
18 авг
Lacks a clear catalyst at current prices.
While United Microelectronics is not overly expensive, the stock is already up 135% and lacks a clear catalyst to drive it higher from these elevated prices.
Сред.
04:31
14 авг
14 авг
China 28nm capex increases mature-node pricing risk.
Watch mature-node foundries and analog suppliers due to long-term pricing risks from China's 28nm capex recovery.
Сред.
05:24
11 авг
11 авг
This is a detailed supply-chain research map of the silicon photonics value chain.
This is a detailed supply-chain research map of the silicon photonics value chain, listing beneficiaries across design, foundry, packaging, and test without any explicit author position or forward-looking trade call.
10:27
31 июл
31 июл
The author compares EMIB-T costs and yields to CoWoS and notes an accelerated mass-production.
The author compares EMIB-T costs and yields to CoWoS and notes an accelerated mass-production timeline, but provides no personal position or directional call.
23:33
30 июл
30 июл
Monitor mature-node foundries as AI demand broadens into analog/power wafers.
Monitor mature-node foundries as AI demand broadens into analog/power wafers; no position disclosed.
Сред.
08:53
29 июл
29 июл
Reports UMC Q2 2026 results with revenue growth, utilization inflection to 90%+ in Q3.
Reports UMC Q2 2026 results with revenue growth, utilization inflection to 90%+ in Q3, and capex increase. No directional view from speaker.
Сред.
22:57
27 июл
27 июл
BofA raises UMC PT, flags overhyped themes
BofA raises UMC ADR PT from $9.96 to $18.97 on improving utilization and wafer pricing, while cautioning that silicon photonics, Intel collaboration, and specialty memory are overhyped; over 80% of sales remain tied to traditional tech with year-end inventory risk.
Сред.
02:36
27 июл
27 июл
UMC moved a 1.6T silicon-photonics platform into mass production on 12-inch wafers in partnership with SILITH. This positions UMC to benefit from the silicon-photonics ramp as a foundry supplier.
UMC moved a 1.6T silicon-photonics platform into mass production on 12-inch wafers in partnership with SILITH. This positions UMC to benefit from the silicon-photonics ramp as a foundry supplier.
Risk: Competition from TSMC and Tower Semi; capacity allocation decisions.
00:22
27 июл
27 июл
The tweet reports a past trade result for UMC that was already sold.
The tweet reports a past trade result for UMC that was already sold, with no current position or forward-looking view.
Низ.
02:08
24 июн
24 июн
Buy UMC as HSBC upgrades to Buy, citing TSMC's accelerating consolidation from 8" to 12" wafers.
Buy UMC as HSBC upgrades to Buy, citing TSMC's accelerating consolidation from 8" to 12" wafers driving secondary foundry demand, UTR ramping to 91%/87%/93% in 2H26/1H27/2H27, 11%/27% ASP increases in 2026/27, and potential INTC partnership extension plus TFLN/advanced packaging optionality.
Выс.
18:43
23 июн
23 июн
Wedbush identifies UMC as the top beneficiary of TSMC's 28nm wafer cut.
Wedbush identifies UMC as the top beneficiary of TSMC's 28nm wafer cut, but the tweet is a research summary with no explicit author position or forward call.
20:27
22 июн
22 июн
Наблюдение за ценой и личная заметка; четкий направленный тезис или катализатор отсутствуют.
Низ.
14:38
22 июн
22 июн
Открываем длинную позицию по UMC через колл-опционы со страйком $30 с экспирацией в январе 2028.
Открываем длинную позицию по UMC через колл-опционы со страйком $30 с экспирацией в январе 2028 года. Акция совершает прорыв к историческому максимуму по классической графической модели «чашка с ручкой»; фундаментальный фон поддерживается премией за дефицит специализированных узлов, партнерством с Intel, ростом коэффициента использования мощностей и опциональностью, связанной с ИИ.
Выс.
10:34
20 июн
20 июн
Покупайте UMC на фоне тезиса о симпатии к сектору литейного производства — автор ожидает.
Покупайте UMC на фоне тезиса о симпатии к сектору литейного производства — автор ожидает, что отстающие литейные компании последуют за TSMC, достигшей исторических максимумов, по мере расширения полупроводникового цикла.
Сред.
01:52
20 июн
20 июн
Спикер называет UMC своей любимой фабрикой, подразумевая благоприятный прогноз.
Спикер называет UMC своей любимой фабрикой, подразумевая благоприятный прогноз; никаких катализаторов или обоснований для сделки не приводится.
Низ.
16:20
18 июн
18 июн
Автор выделяет UMC в качестве долгосрочной инвестиционной идеи из своей статьи на Substack от 2.
Автор выделяет UMC в качестве долгосрочной инвестиционной идеи из своей статьи на Substack от 2 апреля, подчеркивая неизменный успех компании и ее сотрудничество с Intel в области передовых техпроцессов.
15:53
18 июн
18 июн
В твите сообщается о сотрудничестве между UMC и Intel по техпроцессам 12 нм и 3 нм.
В твите сообщается о сотрудничестве между UMC и Intel по техпроцессам 12 нм и 3 нм, однако не выражается личная позиция или прогноз по торговым операциям.
Низ.
02:30
28 мая
28 мая
Temple Eight endorses UMC as a consistent performer.
Temple Eight endorses UMC as a consistent performer, citing a bullish catalyst from its joint 12nm FinFET process with Intel and expected price hikes in 2026-2027.
Низ.
14:15
27 мая
27 мая
Watch UMC — business quality is genuinely improving (specialty node shift, Intel partnership.
Watch UMC — business quality is genuinely improving (specialty node shift, Intel partnership, AI-adjacent optionality), but the YTD rally has pulled forward significant upside, leaving a demanding valuation setup in a cyclical industry with limited demand visibility.
Сред.
07:41
27 мая
27 мая
Watch UMC as the foundry plans selective price hikes in 2H 2026 and broader renegotiations.
Watch UMC as the foundry plans selective price hikes in 2H 2026 and broader renegotiations in 2027, which could support margin recovery — but Singapore fab expansion headwinds remain a near-term drag.
Сред.
19:00
26 мая
26 мая
Buy UMC as TSMC's migration of 7/6/5nm capacity to advanced nodes frees up lagging-edge market.
Buy UMC as TSMC's migration of 7/6/5nm capacity to advanced nodes frees up lagging-edge market share in structurally growing microcontroller, power, and sensing end-markets where UMC competes directly.
Сред.
03:10
25 мая
25 мая
Long UMC — one of speaker's three main Taiwanese positions; limit up on the AI buildout rally.
Выс.
14:00
20 мая
20 мая
ADI sees margin upside limited near-term because factories are running at high utilization; further revenue growth will likely require more external outsourcing, which could cap gross margin around 73%. — Suggests foundry partners will see increasing demand from ADI as internal capacity is maxed, potentially tightening supply at mature nodes.
Сред.
15:37
19 мая
19 мая
The tweet factually reports that several semiconductor stocks are trading near their 52-week.
The tweet factually reports that several semiconductor stocks are trading near their 52-week highs without expressing any forward-looking opinion or trade recommendation.
Выс.
00:05
15 мая
15 мая
Bearish view on ICAPS/analog/mature-node names as capacity digestion limits near-term capex.
Bearish view on ICAPS/analog/mature-node names as capacity digestion limits near-term capex recovery despite improving utilization; end-market durability remains uncertain.
Выс.
01:48
14 мая
14 мая
Long UMC — keeps winning; speaker keeping as staple long in portfolio.
Long UMC — keeps winning; speaker keeping as staple long in portfolio, confirming active position.
Выс.
08:54
08 мая
08 мая
Speaker states that IDM advanced mature processes will mostly be awarded to TSM and UMC.
Speaker states that IDM advanced mature processes will mostly be awarded to TSM and UMC, a factual observation on foundry order flow.
Выс.
05:36
05 мая
05 мая
The author notes that UMC and GFS previously fit a certain investment mold but has not reviewed.
The author notes that UMC and GFS previously fit a certain investment mold but has not reviewed their valuations since their recent rally, offering no forward-looking view.
Выс.
16:11
29 апр
29 апр
Long UMC, SMIC, and SkyWater on mature-node capacity tightening benefiting trailing-edge.
Long UMC, SMIC, and SkyWater on mature-node capacity tightening benefiting trailing-edge foundries.
Выс.
Об аналитическом покрытии UMC
Buzzberg отслеживает UMC (United Microelectronics Corporation ADR) в 17 источниках. Бычьих сигналов: 10, медвежьих: 0, от 17 аналитиков. Сентимент преимущественно бычий (27%). Всего отслеживается 37 торговых идей. За последние 7 дней: наблюдение: 2. Последние спикеры: photoncap, Jim Cramer, TheValueist.