8021.TW United Microelectronics Corporation Loading...

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22:55
Apr 20
Citrini Substack author, Citrini Research
Go long GFS and UMC as consensus underestimates their positive earnings potential, with detailed catalysts outlined in the firm’s semiconductor memo.
8021.TW
HIGH
02:58
Apr 19
jukan05 Contributor, Citrini Research
Long UMC due to tight 8-inch legacy foundry capacity, driving 10-15% price hikes as fabs run above 100% utilization.
8021.TW
MED
05:40
Apr 17
jukan05 Contributor, Citrini Research
Go long UMC as legacy foundry pricing is increasing driven by industry-wide supply shortages.
8021.TW
MED
06:57
Mar 02
@jukan05
Go long on PCB drill bit suppliers like Topoint, as they are direct beneficiaries of a supply shortage driven by the increasing complexity and layer count of AI server hardware.
8021.TW
MED
13:23
Jan 26
Citrini Research Substack author, Citrini Research Citrini Research
Existing long in legacy foundry; builds silicon photonics platform via imec partnership; revenue mix upgrade toward specialty nodes.
8021.TW
MED

About 8021.TW Analyst Coverage

Buzzberg tracks 8021.TW (United Microelectronics Corporation) across 3 sources. 3 bullish vs 0 bearish calls from 3 analysts. Sentiment: predominantly bullish (60%). 5 total trade ideas tracked.