Movement Alert|United Microelectronics Rises 3.73% in Regular Trading, CoWoS Capacity Spillover Effect and Strong Revenue Fuel Rebound

Market Focus
Sep 17

On September 17, United Microelectronics rose 3.73% in regular trading, trading at $23.595/share, with turnover of $24.541 million, extending a multi-session rebound after a sharp pullback earlier in the week.

On the news front, TSMC's CoWoS advanced packaging capacity remains severely supply-constrained, with the bottleneck now spilling over to alternative foundry and packaging providers including United Microelectronics, Amkor, and ASE. The market expects United Microelectronics to benefit meaningfully from this substitution-driven demand growth. Concurrently, the company reported August consolidated net sales of NT$25.045 billion, surging 30.71% year-over-year, while cumulative revenue for the first eight months climbed 14.66% compared to the same period last year. TrendForce data further showed that United Microelectronics posted a 12.7% quarter-over-quarter revenue increase in Q2, maintaining a 3.9% global foundry market share.

The broader semiconductor sector traded firmly higher, with Micron Technology up 4.99%, Intel up 4.80%, Advanced Micro Devices up 3.27%, Broadcom up 2.39%, and NVIDIA up 2.06%.

(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.)

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