Hardik Shah
2026.04.20 13:27

โšก ๐”๐๐ƒ๐€๐“๐„: GlobalFoundries Jumps as UMC Signals Chip Price Hikes - $GlobalFoundries(GFS.US) $United Microelectronics(UMC.US)

๐Ÿ‘‰ ๐Š๐ž๐ฒ ๐‡๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:

โžค GlobalFoundries shares rise ๐Ÿ–% on pricing strength signals.

โžค UMC plans ๐ฐ๐š๐Ÿ๐ž๐ซ ๐ฉ๐ซ๐ข๐œ๐ž increases in 2H ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ”.

โžค Analysts expect ๐Ÿ“โ€“๐Ÿ๐ŸŽ% price hikes in ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ” and ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ•.

โžค Morgan Stanley upgrades UMC to ๐„๐ช๐ฎ๐š๐ฅ๐ฐ๐ž๐ข๐ ๐ก๐ญ.

โžค Pricing driven by ๐€๐ˆ-๐ฅ๐ž๐ demand at mature nodes.

โžค Strong demand for ๐๐Œ๐ˆ๐‚, networking, and storage chips.

โžค Fab utilization improving amid tight ๐ฆ๐š๐ญ๐ฎ๐ซ๐ž-๐ง๐จ๐๐ž capacity

Source: Hardik Shah

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