United Microelectronic Corp. UMC

United Microelectronics Corp es una fundición de semiconductores global. La compañía proporciona producción de circuitos integrados (IC) para aplicaciones que abarcan todos los sectores de la industria electrónica. La compañía opera a través de dos segmentos. El segmento de Fabricación de Obleas se dedica principalmente a la fabricación de chips según las especificaciones de diseño de sus clientes utilizando sus propios procesos y técnicas. El segmento de Nuevos Negocios se dedica a la investigación, desarrollo, fabricación y provisión de energía solar. La compañía se dedica al mantenimiento de una base de clientes en diversas industrias, incluidas las comunicaciones, electrónica de consumo, informática, memoria, diodo emisor de luz (LED) de nueva generación y otros, centrándose en la fabricación para aplicaciones que incluyen redes, telecomunicaciones, Internet, multimedia, computadoras personales (PC) y gráficos.

Con 42 acciones de UMC (USD 996,45) habrías recibido USD 16,80 en dividendos en los últimos 12 meses.

UMC separó parte de su negocio en una nueva empresa (spin-off) el 8 de agosto de 2008. Sus accionistas recibieron acciones de la nueva compañía, y por eso el precio histórico de UMC está ajustado.

• Zacks Investment Research 29 sept

  TSM vs. UMC: Which Semiconductor Foundry Stock Should You Bet on Now?

  TSMC and UMC are competing in the growing semiconductor foundry market, projected to grow at 3.4% CAGR through 2034. TSMC dominates with 73% market share and benefits from AI demand and advanced node expansion, while UMC maintains 4% share with strong 22nm revenues and emerging AI business. TSMC trades below its historical P/E median while UMC trades at a premium, making TSMC the stronger investment choice with a Zacks Rank #2 (Buy) versus UMC's Rank #3 (Hold).

  

• Zacks Investment Research 21 sept

  GlobalFoundries Drives Gross Margin Expansion: Can the Momentum Last?

  GlobalFoundries reported strong Q2 2026 results with gross profit rising 24% to $505M and IFRS gross margin expanding to 28.3%. The company is benefiting from favorable business mix, manufacturing productivity gains, and strong demand in communications infrastructure and data centers, which surged 62% year-over-year. However, sustaining this momentum will require balancing profitability with investments in future growth and continued movement toward higher-value technologies.

  

• Zacks Investment Research 18 sept

  Can GFS' Marvell Deal for SiGe Capacity Expansion Accelerate Growth?

  GlobalFoundries has signed a multi-year agreement with Marvell Technology to expand silicon germanium (SiGe) production capacity at its Burlington, Vermont facility. The expansion will support next-generation optical transceivers and networking solutions for AI and cloud data centers. GFS shares have outperformed the industry over the past year, though the company faces competition from UMC and TSMC in the optical connectivity market.

  

• Zacks Investment Research 18 sept

  UMC Up 250% in the Past Year: Should Investors Bet on the Stock Now?

  United Microelectronics Corporation (UMC) has surged 250% over the past year, driven by strong foundry demand, rising capacity utilization above 90%, and growing AI opportunities. The company expects AI-related revenues to approach $300M in 2026 and exceed $1B within three years, with new initiatives in silicon photonics and collaboration with Intel. Earnings estimates for 2026 have increased 75.7% in 60 days, and analysts rate UMC as a Strong Buy.

  

• Zacks Investment Research 16 sept

  GFS Gains From Expanding Partner base: Will it Boost Growth Prospects?

  GlobalFoundries is expanding its semiconductor partnerships across AI, optical networking, automotive, and quantum technologies. Recent deals include a long-term manufacturing agreement with Monolithic Power Systems and $375 million in R&D funding from the U.S. Department of Commerce for quantum semiconductors. The company also partnered with RAAAM Memory Technologies on power-efficient memory solutions. However, GFS stock has underperformed the industry by 33.6% over the past year and trades at a higher valuation than peers, with a Zacks Rank #3 (Hold) rating.