LIWEI_TW Capital(@LIWEI_TWCapital):UMC approves an additional $3.2 billion as capacity tightens $UMC’s Q3 utilization reached 92%, with several 12-inch fabs fully loaded. Growing advanced packaging and silicon photonics demand is prompting the company to repurpose existing capacity. The additional budget supports expansion in Singapore and Tainan, while 2026 capex guidance remains $2 billion. This is bullish for UMC’s medium-term growth and semiconductor equipment demand. Capacity reallocation shows new applications are competing for manufacturing resources today; expansion creates potential equipment demand beyond the current spending cycle. $AMAT $LRCX $KLAC

2026.10.29 00:29

UMC approves an additional $3.2 billion as capacity tightens $UMC’s Q3 utilization reached 92%, with several 12-inch fabs fully loaded. Growing advanced packaging and silicon photonics demand is prompting the company to repurpose existing capacity. The additional budget supports expansion in Singapore and Tainan, while 2026 capex guidance remains $2 billion. This is bullish for UMC’s medium-term growth and semiconductor equipment demand. Capacity reallocation shows new applications are competing for manufacturing resources today; expansion creates potential equipment demand beyond the current spending cycle. $AMAT $LRCX $KLAC