$300 million this year. $1 billion within three years.
Nomura says UMC’s AI revenue contribution has arrived ahead of schedule. The money isn’t in advanced process nodes, but in power management, silicon photonics, and advanced packaging.
Second-quarter revenue was NT$68.7 billion, up 12.6% quarter over quarter, with utilization at 85%. The company is targeting over 90% in the third quarter, and has raised capex from $1.5 billion to $2 billion.
AI spending doesn’t just benefit the industry’s top players.
AI spending doesn’t just benefit the industry’s top players. First, let’s see whether third-quarter utilization hits the target.
Nomura says UMC’s AI revenue contribution has arrived ahead of schedule. The money isn’t in advanced process nodes, but in power management, silicon photonics, and advanced packaging.
Second-quarter revenue was NT$68.7 billion, up 12.6% quarter over quarter, with utilization at 85%. The company is targeting over 90% in the third quarter, and has raised capex from $1.5 billion to $2 billion.
AI spending doesn’t just benefit the industry’s top players.
AI spending doesn’t just benefit the industry’s top players. First, let’s see whether third-quarter utilization hits the target.