Asia and Global Semiconductor and Tech Research

Andrew Lu

Former Head of Asia ex-Japan Semiconductor and TFT-LCD/Touch Research at Barclays and Citi Bank, Former Head of Technology at 國金證券

Taiwan Tech Weekly: Semiconductors Surging in Southeast Asia; UMC & Mediatek Results Today

UMC's Results Show How Intel's New Foundry Business Is Poised to Become More Valuable

UMC (2303.TT; UMC.US): 1Q24F Guidance Is Slightly Lower than 4Q23; Intel Project Grasps Attention

United Microelectronics: Underperform; Exposed to China Competition Avoiding Tech Restrictions

A Turnaround Story for Intel by Accelerating 3nm Outsourcing to TSMC?

UMC (2303.TT; UMC.US): 1Q24F Outlook Could Be Flat QoQ; Asian Clients Show Optimism.

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Equity Bottom-Up

United Microelectronics Corp / Equity Bottom-Up

<ul>
<li>
 What production fabs and capacity? Intel's Arizona 10nm Fab 12, 22, 32, which are mostly depreciated. Intel will provide nearly 30k/m 12" capacity for UMC at the first stage.</li>
<li>
 Who's 12nm node and design rule? UMC's tsmc-like 12nm design rule for customers to produce WiFi 7, TV controller, and other products.</li>
<li>
Other discussions include: "Who will operate the fabs?", "How to share sales/profits?", "Mass production time?", "Why benefits to Intel?", "Why benefits to UMC?", "Will TSMC get hurt?"</li>
</ul>



 What production fabs and capacity? Intel's Arizona 10nm Fab 12, 22, 32, which are mostly depreciated. Intel will provide nearly 30k/m 12" capacity for UMC at the first stage.

 Who's 12nm node and design rule? UMC's tsmc-like 12nm design rule for customers to produce WiFi 7, TV controller, and other products.

Other discussions include: "Who will operate the fabs?", "How to share sales/profits?", "Mass production time?", "Why benefits to Intel?", "Why benefits to UMC?", "Will TSMC get hurt?"


Semiconductor Manufacturing International Corp (SMIC) (981 HK)

Semiconductor Manufacturing International Corp (SMIC)

Are You Confused About What Intel and UMC Are Working Together?