UMC 1Q26; Mature node foundry upturn in work; utilization rate inflects
- Revenue down -2% q/q and up +11% y/y to $1.93B- Wafer shipments: 1.02M (+3% q/q)- Wafer ASP: $1,796 (-5% q/q)- $1.5B capex in CY26 down from $1.6B in CY25- Utilization inflects: 79% in 1Q26; low-80s in 2Q- 2H>1H in revenue- 8-inch utilization still below corporate- SiPho entry in 2027; Intel 12nm on track; production in ‘27- AP momentum (35+ new tape-outs)Source: Sravan Kundojjala
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