bullish
UMC (2303.TT; UMC.US): 2Q14F in Line; Singapore Fab Expansion Received Adds.
343 Views24 Apr 2024 19:02
UMC still a bit conservative into 2H24F. The P3 project has received strong support from the Singapore government with a US$5 billion Capex.
What is covered in the Full Insight:
- 1Q24 results and 2Q24 guidance
- CEO’s key message and financial forecast
- Pricing and UTR
- Demand and supply
- Capex, capacity and depreciation, and advanced packaging
SUMMARY
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Full Insight
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Patrick Liao
Taiwan Tech Focused Senior Analyst
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- UMC (2303.TT; UMC.US): 2Q14F in Line; Singapore Fab Expansion Received Adds.24 Apr 2024
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