Reddit Posts
$SVCO one for your watchlist, insane partnerships and micron has a stake
Svco worth a spot on your watchlist insane partnerships and micron has a stake
Up 250k in the last month from 17k initial… INTC AMD 90% of what I played.
Almost 30 years in markets and UMC look very attractive at these levels
$UMC is my boring semiconductor foundry play
Do the new chip tariffs actually affect any big player?
US chip companies ready to suffer as Aug 1st deadline loom in
$PLAB: AI Semiconductor Component Play is Deep Value, No-Brainer 3x [DD]
Daily U.S. Stock Market News Ticker (Tuesday, March 7)
Daily U.S. Stock Market News Ticker (Monday, March 6)
2023-01-20 Wrinkle-brain Plays (Mathematically derived options plays)
2022-11-16 Wrinkle-brain Plays (Mathematically derived options plays)
If China starts a conflict in Taiwan, will chip stock go up?
Just one example why the stock market is completely irrational.
Just one example why the stock market is completely irrational.
$UMC expecting to report earnings Wednesday good company continuous growth in for the long run🚀
Here is a list of silent killers in my portfolio. These are stocks that have returned slightly red that I’m somewhat 50/50 on keeping into 2022. They haven’t killed me but my portfolio is strong and they are hurting my larger wins.
Understanding discrepancies in various pe/peg ratios for same company
Cheap Stocks To Buy: 5 Stocks To Watch Now - Charles & Colvard Ltd (CTHR), Wipro Ltd Adr (WIT), Entravision Communctns A (EVC), Richardson Electrs (RELL), United Microelectrnc Adr (UMC)
Is WSB not paying attention to $UMC right now?
Is WSB not paying attention to $UMC right now?
Is WSB not paying attention to $UMC right now?
Is WSB not paying attention to $UMC right now?
Is WSB not paying attention to $UMC right now?
Spent thousands on options that instantly went to $0 today... freaking out....
EVERY APE MUST KNOW THIS: How to invest with conviction and find true rockets before they moon
$UMC A good look into the semiconductor shortage
UMC, United Microelectronics, Excellent company below $10.
UMC to the moon! Let’s make it happen. I just put $300,000.
Need APE guidance. $UMC 28% shorted 1.8 short interest ratio/days to cover. Looks like a good long term play too. Thoughts?
Where does a little ape like me go to turn a dime into a dollar? All these post showing HUGE MONEY moves.... what about a chimp like me with $30+ to play with?
I'm looking for advice on where to start? All these post about big players, AND NOTHING ON THE LITTLE GUY!?!?!??
UMC stock. What happen to the support line. We in still?????
UMC Partners with Customers for NT$100 Billion Capacity Expansion at its 300mm Fab 12A P6 in Tainan $UMC 🚀
$UMC has high potential for 80+% gain over the next 6-12 months
Tossing my small-street hat in the ring. No hype, just my moves in my betting account and some commentary, assuming you do better DD on 10k's and Free Level 2 analysis at TD.
No UMC is NOT the next GME.... buuuuutttt....
UMC will be the next TSCM, America and the world needs semiconductors
Mentions
I mean, my AMAT stocks have nearly tripled over the last year. My UMC stocks have done almost as well as AMAT.
VTI, VOO, RKLB, NVDA, AMD, NBIS, UMC, ASTS, SIVR. Up 74% in the last 6 months. No options.
I had 1000 shares of AMD back when it was $4. I sold most of it when it had a short explosive run up to 40. The difference is about 400,000 dollars. I knew about AXTI as a company before it boomed and had an eye on it but always forgot about it when re-balancing. Most recent is UMC. I have small amount that I bought in my fun account but was going to also buy it on my main account but I put the money I was going to use to buy in treasuries instead because of the war(s). It has since more than doubled.
UMC bought while ago and added some more. Was green today so sign me up. Never even heard of them until I saw schwab post some shit
I bought UMC as a buy and hold for the dividend with hopefully a little growth... and it's up 78% in the past month. WTF do I do?
Thoughts of UMC and XI doing a deal?
To people reading this: MRAM is not monopolized by Everspin. It is also developed by TSMC and UMC. It is a low margin memory and does not have the potential of usage as flash and DRAM. This stock is running mostly on hype. DYOR.
No. People think MRAM is monopolized by everspin but its not. Its also developed by UMC and TSMC. Its a low margin memory used mostly for microcontrollers. More than likely, this is another shitco that will fall back to earth eventually. Be cautious.
Hoping UMC hits $16+ for my calls to print.
I accidentally bought 40 shares of UMC at over 12 dollars about 5 years ago, but I stubbornly held it and when it went to 6 i started adding to my position, up to 400 shares. It is now CRUSHING the S&P 500 over that length of that time; and it had been giving me 6-9% in dividends while it was down. Just buy the losers, you picked it for a reason.
You Forgot UMC will close 50 percent this week
UMC. Criminally undervalued semi play. China companies get no love.
UMC is interesting, but I think the key question is whether the earnings jump is sustainable or more cyclical. Foundries can look very cheap near peak margins, so I’d want to see how much of the thesis depends on specialty foundry demand staying strong versus a broader semiconductor cycle rebound. The balance sheet and dividend help, but for me the real bull case needs to show why UMC deserves multiple expansion from here, not just why it looks statistically cheap.
UMC is one of the only remaining under-bought semiconductor plays out there. At $13 a share, I'm loading up on a long-term generational wealth kind of play.
POET Calls for 01/28 are cooked, still got 2 years, let’s see how my UMC calls go with the chyna meet-up for the bros
Price raised by taiwanese competitor UMC
God bless UMC. 108% return on calls in under 24 hrs.
I can understand that, mate. I am from Taiwan and live in Taiwan. I was also very curious why none of the posts discussing about TSMC. First, do not worry about the war. It’s not going to happen at least in 3 years. And if it happens, it is likely to be World War lll and the stock is the last thing you are gonna worried about. So do I, I have 50% TSMC in my portfolio. If the war comes, I will be at the coastline with a rifle, because it is compulsory for man to go back to military. I will not miss my stock. I will miss my family. Second, Semiconductor industry is complicated. Even in Taiwan, not a lot of people understand how big and strong the moat TSMC built and building. TSMC is famous, but is not familiar to people. I have over 30 friends working in Semi industry, TSMC, Mediateck, Realtek, ASE, Phison, UMC… And none of us know what we are doing in big picture, we are just “a screw” for the factory. Funny though, I think the best material to understand how good TSMC as a company is an American’s book Chip War by Chris Miller. Third, if you believed in AI, TSMC is the bottle neck. Nvidia, Broadcom(Google), AMD, Apple scramble to TSMC for their GPU and CPU. Micron, SK need TSMC‘s advancing packaging to have HBM. Tesla also wants TSMC’s chip, but Elon thought it was too expensive. He went to Samsung and even had a desk in their factory. And it seemed that he was disappointed and now he wants to build his own Terafab. Good luck, fella. Maybe One day you will see Google’ TPU take half of Nvidia’s share. Or Apple launches a fantastic personal assistant agent and AI iPhone sales hit an all time high. TSMC will still be the bottleneck of all these development. If you want to buy a good company, TSMC is a good one. A lot of brilliant and hard working Taiwanese will work for you. :)
I don’t get how me having low seven figures invested means I shouldn’t be commenting… my point is a lot of people are more focused on capital preservation. I’d rather miss out on some gains than have losses for an extended period of time especially when VMFXX pays close to 4% Reddit tends to skew UMC so a lot of people probably have more cash invested and are also more focused on capital preservation and don’t want to buy now
Most experienced investors are sitting on cash getting interest until the threat is over which is later 2026? or 2027. Perfect timing to attack Taiwan since all troops are tied in Red Sea. So skip TSMC, UMC, Fox Conn.
UMC second largest fab after TSM. pays out a wicked dividend
Calls Apple 1 year out Calls SkyT 1 year out Calls UMC 1 year out Your welcome
It's been a very good 5 days for UMC. I'm up 47% in total and will keep holding.
I've been holding UMC for a while and today +16%! I should probably sell... but something tells me I won't, and then it will go back down and I'll regret not selling.
Yeah it’s insane, UMC announced a new 28nm automotive-grade embedded memory platform with Microchip/SST that is qualified and ready for production. Queue the momentum. Whole market is down, but I imagine this will continue to run once things settle.
Ive held UMC now for 5 years. I treat it as a good dividend stock with growth potential. When I was researching it around 2019/2020 it would always come up as a top 10 or top 5 player in terms of chip volume output in the world. Im happy with how things are going with the company and how theyre advancing into higher end chips. Hopefully these trends continue and also they continue to expand into other markets. I definitely will be buying more shares soon.
Is there not a price low enough that would make UMC the preferred stock purchase?
You konw UMC can't beat TSMC，so why you don't just buy tsmc?
Just my opinion/feeling : UMC is too prone to semicon cycles, it's an eternal #2 to TSMC. Even in lagging, automotive etc, TSMC beats them. If wanting to go to niche fabs, I'd rather go to Vanguard international semiconductor for instance.
Methodist? If it's UMC you're more religious than they are (And even gayer)
Next play is UMC, what yall think?
not sure why you're being downvoted... UMC only does mature nodes down to 12nm
UMC can't do advanced stuffs, plus it's from Taiwan and suffers the same type of geopolitical risks as TSMC Intel is good enough, at least good enough vs Samsung, and is the only American option
GloFlo and UMC dont do advanced chips. Samsung, TSMC and Intel are only options. Intel is the only US option.
I agreed with almost all your points except this one: >It's also in self interest of those cash rich big techs to keep Intel as a viable alternative to TSMC Tech companies already have alternatives like Samsung, GloFlo, UMC, etc. If a foundry can deliver the needed power, yield and cost than they'll win the business. Other stuff is just fake propaganda.
But it would make more sense if they had an existing contract and just needed to expand their factory with a new one. Right now, its not clear if their toolchain works with Apple, but maybe insiders already know the flow is compatible. UMC, TSMC, Samsung make chips for everyone so they need to have generic libs, but I don't know if Intel is the same since they're main customer is themselves.
Haven’t done spreads personally so I can’t help there. I have sold calls on UMC United Microelectronics with success. Doesn’t have weeklies, but it has enough volatility to generate some premiums. Might actually be a good swing trade stock. And they have positive earnings so it’s not going to tank like a meme stock. Do expect it to drop once in a while and cost you a few months. Maybe save your premiums for the drop and buy extra shares, then wait. It has done nice pops as well.
not confirmation bias but plenty of other consumer companies will join $LULU too. they're early because it's an "UMC" brand and those people go between overspending and underspending.
It's okay friend I also thought UMC was going to be the next TSMC. At least mine pays me good dividend and my only lost maybe 25%... Still likely bounce back up.
TL;DR: Nope! Let's look at the direct Trump quotes (read with Trump voice): > So 100 percent tariff on all chips and semiconductors coming into the United States. But if you've made a commitment to build or if you're in the process of building, as many are, there is no tariff. Okay? If, for some reason, you say you're building and you don't build, then we go back and get — we add it up, it accumulates, and we charge you at a later date. > You have to pay, and that's a guarantee. So, that's a big statement. And I think the chip companies are all coming back home. (source (not affiliated, don't know the poster) https://x.com/Acyn/status/1953207210517119195) > So in other words, we'll be putting a tariff on of approximately 100% on chips and semiconductors. But if you're building in the United States of America, there's no charge even though you're building and you're not producing yet in terms of the big numbers of jobs and all of the things that you're building. If you're building, there will be no charge. (source (not affiliated, don't know the poster) https://x.com/atrupar/status/1953206335652134953) He specifically and repeatedly says that if you have fabs or just *plan* on building fabs on US soil, you'll be exempt on the 100% chip tariffs. So... which chip maker does and doesn't have plans to build in the US? Let's look a the top ten chip manufactures. | Company (ticker) | Plans to build/already in the U.S.? | | ------------------------------- | --------------------------- | | TSMC (TSM) | Yes | | Samsung Electronics (005930.KS) | Yes | | Intel (INTC) | Yes | | SK Hynix (000660.KQ) | Only packaging| | Nvidia (NVDA) | Fabless | | Qualcomm (QCOM) | Fabless | | Broadcom (AVGO) | Fabless | | Micron Technology (MU) | Yes | | Texas Instruments (TXN) | Yes | | AMD (AMD) | Fabless | Uhm... so the biggest players don't seem to be affected by the tariffs. --- Let's look at the top six foundries only then: | Foundry | U.S. Fab Plans? | | ------------------- | --------------- | | TSMC | Yes | | Samsung Foundry | Yes | | SMIC | No (lmao) | | UMC | No | | GlobalFoundries | Yes | | Hua Hong Group | No | Do people here have even heard of UMC? I bet some have heard of SMIC, the Chinese up and coming buster, but they're tightly export controlled, so they sort of don't matter here and now... --- Well, which of these fabs actually does make high tech chips? Which fab actually has has the tech for 7nm process (high tech from 2028) and more sophisticated nodes that are used for the big AI accelerators and high tech equipment? No table needed here: it's only TSMC and Samsung. Both are excluded from the tariffs. --- So why is the market ripping? Because these tariffs are essentially 0% on any player that matters, but we have now thus reduced the uncertainty that Trump would put meaningful tariffs on chips! Enjoy your Doritos tax free!
TL;DR: Nope! Let's look at the direct Trump quotes (read with Trump voice): > So 100 percent tariff on all chips and semiconductors coming into the United States. But if you've made a commitment to build or if you're in the process of building, as many are, there is no tariff. Okay? If, for some reason, you say you're building and you don't build, then we go back and get — we add it up, it accumulates, and we charge you at a later date. > You have to pay, and that's a guarantee. So, that's a big statement. And I think the chip companies are all coming back home. (source (not affiliated, don't know the poster) https://x.com/Acyn/status/1953207210517119195) > So in other words, we'll be putting a tariff on of approximately 100% on chips and semiconductors. But if you're building in the United States of America, there's no charge even though you're building and you're not producing yet in terms of the big numbers of jobs and all of the things that you're building. If you're building, there will be no charge. (source (not affiliated, don't know the poster) https://x.com/atrupar/status/1953206335652134953) He specifically and repeatedly says that if you have fabs or just *plan* on building fabs on US soil, you'll be exempt on the 100% chip tariffs. So... which chip maker does and doesn't have plans to build in the US? Let's look a the top ten chip manufactures. | Company (ticker) | Plans to build/already in the U.S.? | | ------------------------------- | --------------------------- | | TSMC (TSM) | Yes | | Samsung Electronics (005930.KS) | Yes | | Intel (INTC) | Yes | | SK Hynix (000660.KQ) | Only packaging| | Nvidia (NVDA) | Fabless | | Qualcomm (QCOM) | Fabless | | Broadcom (AVGO) | Fabless | | Micron Technology (MU) | Yes | | Texas Instruments (TXN) | Yes | | AMD (AMD) | Fabless | Uhm... so the biggest players don't seem to be affected by the tariffs. --- Let's look at the top six foundries only then: | Foundry | U.S. Fab Plans? | | ------------------- | --------------- | | TSMC | Yes | | Samsung Foundry | Yes | | SMIC | No (lmao) | | UMC | No | | GlobalFoundries | Yes | | Hua Hong Group | No | Do people here have even heard of UMC? I bet some have heard of SMIC, the Chinese up and coming buster, but they're tightly export controlled, so they sort of don't matter here and now... --- Well, which of these fabs actually does make high tech chips? Which fab actually has has the tech for 7nm process (high tech from 2028) and more sophisticated nodes that are used for the big AI accelerators and high tech equipment? No table needed here: it's only TSMC and Samsung. Both are excluded from the tariffs. --- So why is the market ripping? Because these tariffs are essentially 0% on any player that matters, but we have now thus reduced the uncertainty that Trump would put meaningful tariffs on chips! Enjoy your Doritos tax free!
But tsmc is already invested in building a plant in the usa and already began construction years ago. They would likely get an exemption. Marvell technology could be impacted because they are also fabless but they depend a lot on overseas companies like UMC for fabrication of some of their products.
UMC, 2nd Taiwan chip producer after TSMC
Wot did you guise to to UMC reeeee
.... maybe I should close my UMC CSPs... :o
Came here to say this. It was 100x easier finding pirated versions of Cadence, Mentor, and Synopsys tools in 2015 vs. 2005. I'd wager I could find and download a torrent of entire design suites in half a day. The harder part has always been getting the Process Design Kits ('fab design files'), but that's not a problem for 'pirate companies' because they're formally licensing them from TSMC/UMC/Chartered/Samsung, anyway.
wow UMC +20% on 30 day This is because I sold CCs lol
Guise I'm +17% on UMC But unfortunately I sold $7 CCs 
UMC has been hanging tough
Why is UMC not down with the rest of the foreign chip stocks? The one I buy a put on…
Ops poor wording, I'm too poor to sell SPY CCs, I'm selling UMC calls. I bought $7 calls for $0.10 awhile ago and sold them for +250% But now there's tariffs and $7 calls with the same time to expiry are $0.30-0.40 
They are probably gonna cancel the EU fab projects, sell Ireland & Israel fabs, and split the US fabs (Chandler, Rio Rancho, Hillsboro) with UMC (UMC using the 12nm process co-developed with Intel while the rest using Intel's receipt), this the only way I can think of that can make a profit while not get jailed for sharing state secret with non-Taiwanese company.
UMC overnight dump. Should have sold my leaps on that spike, whatever 
Just sold my UMC $7 APR 17th calls for $0.35 (+250%) Keeping the shares (+12.4%)
UMC 🚀🚀🚀 $7 APR 17th calls +1233% today lol 
UMC x GlobalFoundries Taiwán sucking up to Donny, can’t blame them though
TSM +2.5%, UMC +1.26% on Taiwan stock exchange Probably because of China sanctions reducing competition from SMIC etc
It's going to be me when my UMC calls moon 
China tariffs bullish for UMC because leas competition from SMIC 
Forget Canada and Greenland, just make Taiwan the 51st state, nationalize TSMC and UMC and rule the world.
Bullish for UMC / TSMC: https://www.reuters.com/technology/trump-team-seeks-toughen-chip-controls-over-china-bloomberg-news-reports-2025-02-25/
My greens: GOOG, STLA, FUR, TXN, TAC, UMC, TRX, VALE Everything else go fuk
I should have bought more UMC calls 
Talk of Semiconductor tariffs, but UMC still +1.4% today Can't explain ert 
Sure but why would TSMC buy them? It wouldn't be a good match to their portfolio UMC, Samsung, GlobalFoundries, companies that want Intel's foundry tech would be good buyers. TSMC would be inheriting 10k+ employees, billion dollar foundries that would be potentially need to be written down and huge amount of debt. They'd only buy if it was pennies on the dollar book value which would be terrible for Intel stock holders.
This deal makes absolutely no sense whatsoever. This is either false rumour generation or some strong arming by the US gov to push something through. If the 18A fab was good why would TSMC need to buy it? Why not UMC or Samsung or any other fabs that want to expand their portfolio. You'd be inheriting 10s of thousands of employees as well in such a deal. Madness.
The only way this could work is 1. Assets are offered to the new company at 0$ value 2. 80-90% of staff, especially in management, need to go. 3. All non-EUV locations (other than those used by TOWER SEMI and UMC) will need to be shut down. And not to mention the HUGE monopoly issue this could cause, don't get me wrong, I hold sh!t ton of 2330.TW and I will support TSMC no matter what on national security grounds, but this JV is a long-term negative for the whole semi-industry, Intel needs to dig itself out of the hole otherwise the end result would be stagnation for all.
UMC Jan 2025 sales out, 19,806,795, pretty flat: https://www.umc.com/en/IR_Financial/monthly_sales_revenue
Please target Wavetek / UMC GaAs chips. Nothing against them - but for certain domestic users.
UMC, Taiwan’s 2nd biggest chip foundry, has won a big order from Qualcomm for advanced semiconductor packaging of HPC chips used in AI PCs, vehicles and AI servers. -UDN [Link](https://money.udn.com/money/story/5612/8429791?from=edn_maintab_index) UMC stonk up 2.8%.
Why is UMC being sold off so much??
Intel probably won't disappear. But not sure if they regain their dominance that soon or ever again. Maybe top 10. But now you have other fabless chip design companies ahead using TSMC and Samsung. MRVL, QCOM, ARM, AVGO, AMD, NXPI, etc. Maybe they will be like TXN, UMC and GF.
UMC November revenue is out: https://www.umc.com/en/IR_Financial/monthly_sales_revenue
Look, it's easy to poke holes in this and make fun of it. If anyone here hasn't at least once checked some financials and not realized the currency, you're a better trader than me, sir. Even with all the corrections, UMC seems undervalued when compared to NVDA. But so do most things. A P/E of 10 in that space is low for a profitable company. There's a huge US-company-only multiple that comes along with being headquartered in the US right now. Will that last forever, I don't know, maybe someone better at history can shed some light on it. But I remember not that long ago the only thing companies were bragging about was their exposure to China's huge and growing market. It was a point on every earnings call and drove valuations the way saying "AI" does today. Are foreign companies undervalued when compared to their US peers? Probably. Is there a way to play that? Maybe if you want to wait on a correction. We had that mini-China bump a couple months ago. Things will shift, how long do you want to wait? Right now it just seems like there's better places to put your money than waiting for a huge economic shift. Unless you just want to be there first. As always, willing to learn or be corrected on any of the above.
You are not demonstrating a strong analytical capacity with this post. One has a profit margin of 55% and the other 24%, this alone warrants a drastically different valuation. Further, UMC is expected to grow EPS about 5% next year, while NVDA is expected to grow EPS by 50%, so there’s another big reason for valuation difference. Both could be undervalued, both could be overvalued, and in any scenario I would rather own the company growing revenues, EPS, and profit margins than the one that isn’t.
how so do you think their financials look the same? also, UMC is in TWD
Market pricing is not about current or past metrics, it is about metric growth. Also you’re calling the metrics the same…they’re not. The net profit margin for nvidia is double UMC’s. Nvidia is also a cash and margin machine where UMC looks a lot shakier .
# **TLDR** --- **Ticker:** NVDA (and maybe UMC, depending on the context of the "other" company) **Direction:** Up (for NVDA, unclear for the other) **Prognosis:** NVDA is massively overvalued compared to similar companies based on financials alone. The market is hyping it up. **Mystery Company:** The post doesn't specify the second company, making a proper TLDR impossible. More info needed! **Meme Potential:** "When your dating profile picture is 3.5T while your bank account is 17B"
Thinking of buying leaps on some dog shit semiconductor companies like STM and UMC
I don't know much about UMC, why is it so cheap?
What about UMC? PLAB? BP? DAKT? IGT? and endless more companies that are trading lower than 2x maybe even under 1. There’s value out there for the stocks that are ignored.. a shift is needed or perhaps we just sift through for value.. problem is if you’re not with the crowd you’ll just be stuck with your stagnant “smart” picks.
Wot do you guise have against UMC 
UMC approaching undervalued??
UMC approaching undervalued??
There are multiple smaller US stocks supply key military components. Some may be just simulators, submarine systems, torpedo, missile sensors. Not just for Taiwan, Israel, Ukarain. There are also etf for all. One I notice has pltr for cyberwarfare. I will think Tsm, UMC are not the only ones.
I’m surprised how many people don’t know about this. Intel and UMC have a joint venture for a new foundry process. It’s not going to break revenue records but it’s another process node to compete against TSMC and Samsung.
The Taiwan issue will fuck up intel as well. Intel has a partnership with UMC which is a Taiwanese manufacturer. The issue is that your best implies Intel will be the leader coming out of the fallout. But in reality it’ll just be “ruined less” which means it’ll still crap out and is already in bad financial shape
UMC works with intel as well.
Interesting i thought Samsung, global foundry, and what was left of IBM fabs formed an alliance years ago. That was back in 2014. I assume that partnership is gone now. Intel and Samsung fabs joining together would be good but they both compete well. Not all dies need be the latest greatest nodes. Most electronics are below 14nm. Lots of optical, power and rf are at 25nm or higher. This is where global foundries gets alot of their customers. If they do shared research and ip sharing it can make both compete again. I think more of UMC and other chinese companies getting close in the sub 14nm thats getting both of them worried.
Go for ATEC and or UMC for the safer plays out of the 3, Intel is in a very tough spot right now. Basically, one of the highest risk stocks out there and reward is pretty uncertain and upside is probably not that high, as of now it has pretty high debt, lagging behind to almost everybody, low revenue, very little income, highest capital expenditure with very little return in its current state, not to mention the risk that comes with trying to be the bleeding edge, it's called bleeding edge cause it can cut you especially when you stumble. For ATEC or UMC they just don't have that risks, UMC has income and ATEC is seems to have revenue growth, something many is doubtful of in intel.