Why is United Microelectronics Corporation stock rising?
Board-approved expansion of Singapore P4 cleanroom and new Tainan fab to support silicon photonics and advanced packaging, with 2026 CapEx lifted to $2 billion.
Launch of UMC's general-customer 12-inch silicon photonics platform in 2027 after initial mass-production PIC delivery.
Advanced packaging pipeline with more than 10 active customers and over 35 products expected to tape out in 2026 and early 2027.
Intel 12nm collaboration advancing toward PDK delivery in May 2026 and customer tape-outs starting in 2027.
AI-related revenue expected to exceed $1 billion within three years, driven by power management, connectivity, FPGA, advanced packaging and silicon photonics.
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