智通财经APP获悉，周二，联电(UMC.US)盘前大涨超14%，今年以来已累涨18%，现报10.66美元。消 息面上，微芯科技旗下子公司冠捷半导体(SST)与联电共同宣布，双方已完成SST嵌入式SuperFlash第四 代(ESF4)技术在UMC 28HPC+工艺平台的车规1级(AG1)全面认证并正式投产。相比其他代工厂的28纳 米高K金属栅(HKMG)嵌入式闪存方案，ESF4在工艺复杂度与成本控制方面具备显著优势，为客户带来 更高的制造效率与经济效益。 ...

Shares of Rapt Therapeutics Inc (NASDAQ:RAPT) rose sharply in pre-market trading after GSK (NYSE:GSK) agreed to acquire the company for $58 per share for an estimated aggregate equity value of $2.2 billion.Rapt Therapeutics shares jumped 63.4% to $57.36 in the pre-market trading session.Here are some other stocks moving in pre-market trading.GainersINVO Fertility Inc (NASDAQ:IVF) gained 418.2% to $4.21 in pre-market trading. Traders circulate unconfirmed rumor that President Trump making fertility treatment ...

Company - OpenAI will begin testing advertisements in ChatGPT to seek new revenue sources [5] - Google has requested a U.S. judge to postpone the order to share data during its appeal [5] - JPMorgan has surpassed Dimensional to become the world's largest active ETF company [6] - Fannie Mae and Freddie Mac continue to decline, raising concerns about their IPO prospects [6] - Spotify plans to generate significant profits through another price increase [6] Industry - The U.S. housing builder confidence index has dropped to 37 in January, marking the first decline in five months and falling below all estimates [5] - The U.S. manufacturing output is expected to grow in the last few months of 2025 [5] - The job market remains a concern, with the Federal Reserve advised to prepare for potential rate cuts [6] - The artificial intelligence sector is accelerating job reductions in key global industries [6] - Oil prices have slightly recovered, but traders remain cautious about risks related to Iran [6]

智通财经APP获悉，周五，联电(UMC.US)涨逾5%，报9.27美元。消息面上，近日，全球载板龙头欣兴 电子与联电达成合作，联电拟投入7亿新台币参与欣兴电子现金增资，同时欣兴计划发行不超过150亿新 台币无担保普通公司债。从战略布局看，双方合作聚焦AI时代高端制造需求。联电将欣兴纳入半导体 先进封装核心产业链，强化"晶圆制造+PCB/载板+封装测试"生态整合，应对台积电CoWoS产能瓶颈。 ...

Group 1 - The semiconductor sector in the US stock market experienced a collective increase on Friday, with notable gains among several companies [1] - Astera Labs (ALAB.US) saw a rise of over 6%, while United Microelectronics (UMC.US) increased by more than 5.8% [1] - Advanced Micro Devices (AMD.US) and Marvell Technology (MRVL.US) both rose by 1.9%, Broadcom (AVGO.US) increased by 0.9%, and Nvidia (NVDA.US) saw a gain of 0.48% [1]

联电(UMC.US)盘前涨5.7%，报9.27美元。消息面上，近日，全球载板龙头欣兴电子与联电达成合作， 联电拟投入7亿新台币参与欣兴现金增资，同时欣兴计划发行不超过150亿新台币无担保普通公司债。从 战略布局看，双方合作聚焦AI时代高端制造需求。联电将欣兴纳入半导体先进封装核心产业链，强 化"晶圆制造+PCB/载板+封装测试"生态整合，应对台积电CoWoS产能瓶颈。(格隆汇) ...

Core Viewpoint - SST and UMC have successfully qualified and released the embedded SuperFlash Gen 4 (ESF4) with full automotive grade 1 (AG1) capability on UMC's 28HPC+ process platform, addressing the automotive industry's demand for high-performance vehicle controllers while reducing manufacturing complexity and costs [1][2][4]. Company and Industry Developments - SST developed the ESF4 in collaboration with UMC to enhance embedded non-volatile memory (eNVM) performance and reliability for automotive controllers, significantly reducing additional masking steps compared to other foundries' offerings [2][4]. - The automotive controller shipment volumes are rapidly increasing, necessitating innovative solutions for various vehicle applications, with the ESF4 designed to support high-capacity firmware and over-the-air (OTA) update flexibility [5]. - UMC's 28HPC+ ESF4 AG1 platform features key performance metrics, including read access time of less than 12.5ns, over 100,000 endurance cycles, and data retention exceeding 10 years at 125°C, with zero bit failures during qualification [7].

Core Insights - The recent changes in the 8-inch wafer supply-demand landscape are driven by TSMC and Samsung's gradual production cuts, alongside robust growth in AI-related power IC demand and preemptive inventory stocking by customers due to concerns over rising IC costs in the second half of the year [1][2] Group 1: Supply and Demand Dynamics - TSMC has officially begun to reduce its 8-inch capacity starting in 2025, with plans for some facilities to cease operations by 2027, while Samsung is also adopting a more aggressive reduction strategy [1] - TrendForce forecasts a 0.3% decline in global 8-inch capacity in 2025, entering a negative growth phase, with a further expected reduction of 2.4% in 2026 despite minor expansions from companies like SMIC and Vanguard [1] - The demand side is bolstered by increased orders for AI server power ICs and a trend towards localizing IC production in China, leading to higher capacity utilization rates among Chinese wafer foundries [1] Group 2: Price Adjustments and Market Outlook - In 2026, the demand for power-related ICs driven by AI applications is expected to support an increase in global 8-inch average capacity utilization rates to 85-90%, significantly higher than the 75-80% in 2025 [2] - Some wafer foundries anticipate a tightening of 8-inch capacity in 2026 and have notified customers of planned price increases ranging from 5% to 20% across all customer segments and process platforms [2] - The actual price increase for 8-inch wafers may be moderated due to concerns in consumer electronics and rising costs from memory and advanced process technologies [2] Group 3: TSMC's Capacity Reallocation - TSMC is adjusting its mature process capacity configuration, which reflects a shift towards advanced processes and packaging resources, benefiting 8-inch platforms and long-term customers in automotive and industrial control sectors [4] - The company has begun transferring equipment to its subsidiary, World Advanced, in preparation for the anticipated demand shift in mature processes, with a transaction value of approximately $20-23 million [5] - TSMC's exit from the high-voltage GaN foundry market has released capacity and customer demand, allowing other companies like Powertech to step in and capitalize on the AI power supply chain [6]

We recently published 10 Stocks With Massive Gains; 5 at Record Highs. United Microelectronics Corp. (NYSE:UMC) was one of the top performers on Wednesday. United Microelectronics soared to a new three-year high on Wednesday, as investors cheered the jump in its net sales last year. At intra-day trading, the stock jumped to its highest price of $9.11 before trimming gains to finish the session just up by 9.98 percent at $8.93 apiece. Photo from United Microelectronics LinkedIn This followed an update ...

Market Overview - U.S. stocks showed mixed performance, with the Dow Jones index declining approximately 0.2% on Wednesday [1] Company Highlights - Monte Rosa Therapeutics Inc (NASDAQ:GLUE) experienced a significant increase in share price, rising 45.2% to $23.25 after announcing interim data from a Phase 1 clinical study for MRT-8102 [1] - Ventyx Biosciences Inc (NASDAQ:VTYX) shares surged 37.5% to $13.82 following reports of advanced acquisition talks with Eli Lilly & Co. (NYSE:LLY) for over $1 billion [2] - Neumora Therapeutics Inc (NASDAQ:NMRA) saw a rise of 24.7% to $2.27 [2] - Regencell Bioscience Holdings Ltd (NASDAQ:RGC) increased by 21.1% to $40.00 [2] - Erasca Inc (NASDAQ:ERAS) rose 17.1% to $4.25, with Piper Sandler initiating coverage with an Overweight rating and a price target of $5 [2] - Anywhere Real Estate Inc (NYSE:HOUS) gained 15.6% to $16.71 [2] - AXT Inc (NASDAQ:AXTI) increased by 13.8% to $22.96 [2] - Immuneering Corp (NASDAQ:IMRX) rose 13.1% to $7.60 [2] - Compass Therapeutics Inc. (NASDAQ:CMPX) gained 13.1% to $5.56 [2] - MBX Biosciences Inc (NASDAQ:MBX) rose 11.2% to $31.90 [2] - Rezolve AI PLC (NASDAQ:RZLV) increased by 10.8% to $3.36 [2] - United Microelectronics Corp (NYSE:UMC) gained 10.4% to $8.96 after reporting sales growth for December and the full year [2] - PBF Energy Inc (NYSE:PBF) rose 9.2% to $29.73 [2] - Navan Inc (NASDAQ:NAVN) increased by 8.3% to $18.42 [2] - Ascentage Pharma Group International (NASDAQ:AAPG) gained 8.3% to $28.17 after announcing IND clearance for BTK Degrader APG-3288 by the U.S. FDA [2] - Intel Corp (NASDAQ:INTC) rose 6.4% to $42.60 as the company is enhancing its gaming strategy by developing a new chip for handheld gaming devices [2]