UMC Signals Non-AI Industry Inventory Correction Through 2024E; Why Intel Is Increasingly Important

444 Views04 Aug 2024 15:10
​UMC sees mild industry end demand improvement, but inventory correction may last until end-2024E. UMC and Intel's partnership will deepen over time given each solves the other's key weakness.
What is covered in the Full Insight:
  • UMC's latest results and industry recovery
  • Beat expectations due to FX benefits
  • Consumer, communications, and computing industries outlook
  • Capex guidance and long-term strategy
  • Partnership with Intel and future prospects
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