UMC (2303.TT; UMC.US): 4Q24 Outlook Blurred; QCOM Opens up a New Chance; Considering Selling Fab 8S.

516 Views12 Oct 2024 12:58
​UMC's 4Q24 outlook expects -5% QoQ decrease with 30% gross margin, Qualcomm moving out of SMIC opens opportunities for UMC, considering selling underperforming 8S Fab.
What is covered in the Full Insight:
  • Introduction to UMC's 4Q24 Outlook
  • Qualcomm's Move and New Opportunities
  • Current Utilization of UMC Fabs
  • Samsung's Yearly Review with UMC
  • Considerations for Selling 8S Fab
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