Story thread · 5 reports / 5 sources
UMC raises capex to US$2B, eyes AI SiPh
digitimes.com · 11d
UMC said on July 29 that it will raise 2026 capex from US$1.5 billion to US$2 billion, while unveiling expansion plans in Singapore and a new fab in STSP. The foundry also disclosed its first AI business target, forecasting AI-related revenue of about US$300 million in 2026 and aiming to reach US$1 billion within the next three years.
First report: (PR) UMC Announces Fab Expansion in Singapore and Construction of New Fab in Tainan to Meet Accelerating AI Demand — techpowerup.com, 13d
The coverage
- UMC planning major expansions
taipeitimes.com · 13d
- UMC expands Singapore, Taiwan capacity as AI demand grows
seekingalpha.com · 13d
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