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The Zhitong Finance App learned that the performance report released by Taiwan's chip manufacturing giant UMC.US (UMC.US) on Wednesday showed that its board of directors has approved a production expansion plan, which includes increasing clean room production capacity in Singapore's large-scale fab factory and building a new fab factory in Taiwan's flagship Tainan Industrial Park to make every effort to meet the growing semiconductor production capacity demand driven by artificial intelligence power demand. UMC's latest performance and future prospects can be called a major benefit at the fundamental level for the AI computing power industry chain, which has been hit hard recently. It significantly weakens the pessimistic assumption that “demand for AI computing power infrastructure has peaked”, because UMC's strong performance shows that orders are spreading from the most advanced AI computing chips to mature process node peripheral chips such as power chains.

Zhitongcaijing·07/29/2026 11:57:09
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The Zhitong Finance App learned that the performance report released by Taiwan's chip manufacturing giant UMC.US (UMC.US) on Wednesday showed that its board of directors has approved a production expansion plan, which includes increasing clean room production capacity in Singapore's large-scale fab factory and building a new fab factory in Taiwan's flagship Tainan Industrial Park to make every effort to meet the growing semiconductor production capacity demand driven by artificial intelligence power demand. UMC's latest performance and future prospects can be called a major benefit at the fundamental level for the AI computing power industry chain, which has been hit hard recently. It significantly weakens the pessimistic assumption that “demand for AI computing power infrastructure has peaked”, because UMC's strong performance shows that orders are spreading from the most advanced AI computing chips to mature process node peripheral chips such as power chains.