United Microelectronics 주식 (NYSE: UMC)

에 대한 최신 뉴스 United Microelectronics (NYSE:UMC) 주식

United Microelectronics

Founded in 1980, United Microelectronics is the world's third-largest dedicated chip foundry, with 5% market share in 2024 after TSMC and SMIC. UMC's headquarters are in Hsinchu, Taiwan, and it operates 12 fabs in Taiwan, Mainland China, Japan and Singapore, with additional sales offices in Europe, the us, and South Korea. UMC features a diverse customer base that includes Texas Instruments, MediaTek, Qualcomm, Broadcom, Xilinx, and Realtek, supplying a wide range of products applied in communications, display, memory, automotive and more. UMC employs about 20,000 people.

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금요일, 중국의 관세청은 반도체 제품의 원산지를 웨이퍼 제조 위치에 따라 결정하는 새로운 규정을 시행했다 — 칩이 설계, 개발 또는 포장된 위치가 아니다.

트럼프 관세 전쟁: 중국의 새 규정은 엔비디아·퀄컴 등은 면제, 이 칩 기업들에는 125% 관세 부과

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대만 반도체 제조(NYSE:TSM)의 전 임원이 인텔(NASDAQ:INTC)이 따라잡기에는 너무 멀리 뒤쳐져 있으며, 세계 최고의 반도체 파운드리와 경쟁하려고 하기보다 성숙한 프로세스 칩에 집중해야 한다고 말했다.

인텔은 TSMC의 최첨단 칩과 경쟁을 그만두고 성숙한 노드 거인들과 합병 추구해야: 전 TSMC COO

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이들 13개 대형주는 지난 주 최악의 성과를 거두었다. 그것들이 당신의 포트폴리오에 있나요? 1. FTAI 애비에이션(NASDAQ:FTAI)의 주식은 회사가 2024 회계연도 10-K 보고서 제출을 지연할 수 있다고 발표한 후 26.18% 급락했다.

일렉트로닉 아츠, 리비안 및 월그린스 등 지난주 하락한 13개의 대형주 (1월 20일-1월 24일)

United Microelectronics Corporation (NEW) Common Stock

United Microelectronics Corp

UMC Inc

Revenues for May 2025
<figure class="table"> 
<table>
<tbody>
<tr>
<td colspan="1" rowspan="1">Period</td>
<td colspan="1" rowspan="1">2025</td>
<td colspan="1" rowspan="1">2024</td>
<td colspan="1" rowspan="1">Y/Y Change</td>
<td colspan="1" rowspan="1">Y/Y (%)</td>
</tr>
<tr>
<td colspan="1" rowspan="1">May</td>
<td colspan="1" rowspan="1">19,480,057</td>
<td colspan="1" rowspan="1">19,509,486</td>
<td colspan="1" rowspan="1">-29,429</td>
<td colspan="1" rowspan="1">-0.15%</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Jan.-May</td>
<td colspan="1" rowspan="1">97,793,544</td>
<td colspan="1" rowspan="1">93,882,976</td>
<td colspan="1" rowspan="1">3,910,568</td>
<td colspan="1" rowspan="1">4.17%</td>
</tr>
</tbody>
</table>
</figure>
 &nbsp;

United Microelectronics Reported May 2025 Sales Decline Of 0.15% YoY

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Shares of semiconductor companies are higher after the US and China agreed to a temporary reduction in most tariffs on each other's goods. A reduction in tariffs could alleviate some supply chain concerns and improve macro sentiment as well as demand visibility.

United Microelectronics Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMC#NYSE">UMC</a>, TWSE: 2303))) ("UMC"), today reported unaudited net sales for the month of April 2025.
Revenues for April 2025
<figure class="table"> 
<table>
<tbody>
<tr>
<td colspan="1" rowspan="1">Period</td>
<td colspan="1" rowspan="1">2025</td>
<td colspan="1" rowspan="1">2024</td>
<td colspan="1" rowspan="1">Y/Y Change</td>
<td colspan="1" rowspan="1">Y/Y (%)</td>
</tr>
<tr>
<td colspan="1" rowspan="1">April</td>
<td colspan="1" rowspan="1">20,454,530</td>
<td colspan="1" rowspan="1">19,741,391</td>
<td colspan="1" rowspan="1">713,139</td>
<td colspan="1" rowspan="1">3.61%</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Jan.-Apr.</td>
<td colspan="1" rowspan="1">78,313,487</td>
<td colspan="1" rowspan="1">74,373,490</td>
<td colspan="1" rowspan="1">3,939,997</td>
<td colspan="1" rowspan="1">5.30%</td>
</tr>
</tbody>
</table>
</figure>
(&#x2A;) All figures in thousands of New Taiwan Dollars (NT$), except for percentages.

Earnings

United Microelectronics Reported April 2025 Sales Growth Of 3.61% YoY

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Shares of chip stocks are trading higher amid overall market strength on reports indicating China is assessing US trade talks. Additionally, jobs data may be easing some market fears. NVIDIA shares rose on reports indicating the company is working on China-tailored chips.

Taiwan-based&nbsp;United Microelectronics Corp&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMC#NYSE">UMC</a>) reported <a target="_blank" href="https://www.benzinga.com/topic/semiconductors" rel="noreferrer noopener">fiscal first-quarter</a> results Wednesday.
The company reported <a href="https://www.umc.com/en/Download/quarterly_results/QuarterlyResultsDetail/2025/2025Q1" target="_blank" rel="noreferrer noopener">quarterly revenue growth</a> of 5.9% year-on-year to $1.74 billion (NT$57.86 billion). It also missed the analyst consensus estimate of $1.81 billion. 
Here&#8217;s a breakdown of the release:
Also Read: <a href="https://www.benzinga.com/25/04/44587473/globalfoundries-explores-merger-with-umc-to-strengthen-us-semiconductor-industry" target="_blank" rel="noreferrer noopener">GlobalFoundries Explores Merger With Taiwan&#8217;s UMC To Strengthen US Semiconductor Industry</a>
<ul>
<li>The revenue decreased by 4.2% Q/Q.</li>
<li>Earnings per ADS of 9 cents missed the&nbsp;<a target="_blank" href="https://www.benzinga.com/calendars/earnings" rel="noreferrer noopener">analyst consensus estimate </a>of 10 cents. The stock price gained after the report.</li>
<li>Revenue from 22 and 28nm was 37% of the wafer revenue (versus 33% a year ago), driven by a 46% Q/Q increase in 22nm revenue from products such as OLED display driver ICs, image signal processors as well as digital TV, WiFi, and audio codec chips.</li>
<li>The 40nm contribution remained at 16% of&nbsp;sales (versus 18% a year ago).&nbsp;</li>
<li>Capacity utilization improved from 65% to 69% Y/Y.</li>
<li>The gross margin declined to 26.7% from 30.9% a year ago. Capital expenditures totaled $443 million in the quarter.</li>
</ul>
Outlook: United Microelectronics <a target="_blank" href="https://www.benzinga.com/calendars/guidance" rel="noreferrer noopener">expects second-quarter</a> wafer shipments to increase by 5-7% and ASP to remain flat. It expects quarterly gross margin of ~30%. The company projected capacity utilization in the mid-70% range for the quarter.
The company reiterated <a target="_blank" href="https://www.benzinga.com/25/01/43095433/umc-q4-earnings-topline-rises-99-driven-by-ai-and-smartphones-projects-flat-q1-shipments" rel="noreferrer noopener">2025 capex of </a>$1.8 billion.
Co-president Jason Wang projected a moderate rebound in demand across all segments in the second quarter. Beyond that, he expressed caution about wafer demand projections as policies and markets are still adjusting to the recent tariff announcements. United Microelectronics focused on execution of key technology projects, such as the 12nm collaboration with U.S. partner, and ensuring our customers have access to geographically diverse manufacturing options. It also implemented cost-reduction plans and accelerated AI and intelligent manufacturing systems.
The company expects customers to tape out additional 22nm products in the coming quarters. The newly inaugurated Singapore Phase 3 fab will provide a further 22nm capacity to support future growth. Pilot runs are underway, and the company is scheduled to ramp up to volume production in early 2026.
Price Action:&nbsp;UMC stock is up 5.88% at $7.20 premarket at the last check Wednesday.
Read Next:
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<li><a href="https://www.benzinga.com/25/04/44932684/coreweaves-first-mover-advantage-and-gpu-expertise-drive-strong-growth-analysts-say" target="_blank" rel="noreferrer noopener">CoreWeave Garners Praise Due To AI Growth, Nvidia Partnership</a></li>
</ul>
Image: Shutterstock

Guidance

United Microelectronics Boasts Q1 Gains, Faces Caution Over Tariff Impact On Future Orders

United Microelectronics shares are trading higher. The company reported Q1 financial results.

Second Quarter 2025 Outlook &amp; Guidance&nbsp;
Quarter-over-Quarter Guidance: &nbsp;
<ul>
<li>Wafer Shipments: Will increase by 5-7%&nbsp;</li>
<li>ASP in USD: Will remain flat&nbsp;</li>
<li>Gross Profit Margin: Will be approximately 30%&nbsp;</li>
<li>Capacity Utilization: mid-70% range&nbsp;</li>
<li>2025 CAPEX: US$1.8 billion</li>
</ul>

United Microelectronics Expects Q2 Wafer Shipments To Increase by 5-7%, ASP To Remain Flat, Gross Margin ~30%, Capacity Utilization In Mid-70% Range, 2025 Capex Of $1.8B

United Microelectronics (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMC#NYSE">UMC</a>) reported quarterly earnings of $0.09 per share which missed the analyst consensus estimate of $0.10 by 7 percent. This is a 29.01 percent decrease over earnings of $0.13 per share from the same period last year. The company reported quarterly sales of $1.74 billion which missed the analyst consensus estimate of $1.81 billion by 3.65 percent. This is a 2.11 percent increase over sales of $1.71 billion the same period last year.

Earnings Misses

United Microelectronics Q1 EPS $0.09 Misses $0.10 Estimate, Sales $1.74B Miss $1.81B Estimate

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Earnings Scheduled For April 23, 2025

United Microelectronics (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMC#NYSE">UMC</a>) is set to give its latest quarterly earnings report on Wednesday, 2025-04-23. Here's what investors need to know before the announcement.
Analysts estimate that United Microelectronics will report an earnings per share (EPS) of $0.10. 
Anticipation surrounds United Microelectronics's announcement, with investors hoping to hear about both surpassing estimates and receiving positive guidance for the next quarter.
New investors should understand that while earnings performance is important, market reactions are often driven by guidance.
<h3>Overview of Past Earnings</h3>
Last quarter the company missed EPS by $0.05, which was followed by a 5.14% drop in the share price the next day.
Here's a look at United Microelectronics's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q4 2024</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>0.150</td>
<td>0.170</td>
<td>0.140</td>
<td>0.130</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>0.104</td>
<td>0.183</td>
<td>0.171</td>
<td>0.131</td>
</tr>
<tr>
<td>Price Change %</td>
<td>-5.0%</td>
<td>-2.0%</td>
<td>-3.0%</td>
<td>1.0%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2025/1745334122_0.png" alt="eps graph" />
<h3>Stock Performance</h3>
Shares of United Microelectronics were trading at $6.72 as of April 21. Over the last 52-week period, shares are down 11.62%. Given that these returns are generally negative, long-term shareholders are likely unhappy going into this earnings release. 
<a href="https://www.benzinga.com/quote/UMC/earnings">To track all earnings releases for United Microelectronics visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Earnings Preview For United Microelectronics

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Shares of semiconductor companies are trading lower after Huawei announced it's preparing AI chips as an alternative to Nvidia. Additionally, trade restrictions and tariff concerns are weighing on stocks in the industry.

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>04/25/25</td>
<td>$106.00</td>
<td>$25.4K</td>
<td>5.3K</td>
<td>80.7K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/25/25</td>
<td>$200.00</td>
<td>$30.5K</td>
<td>12.3K</td>
<td>23.1K</td>
</tr>
<tr>
<td>PLTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/25/25</td>
<td>$100.00</td>
<td>$31.1K</td>
<td>8.5K</td>
<td>15.9K</td>
</tr>
<tr>
<td>UMC</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>04/17/25</td>
<td>$7.00</td>
<td>$101.2K</td>
<td>17.9K</td>
<td>6.3K</td>
</tr>
<tr>
<td>QCOM</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>05/16/25</td>
<td>$140.00</td>
<td>$34.1K</td>
<td>758</td>
<td>2.1K</td>
</tr>
<tr>
<td>FSLR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$195.00</td>
<td>$106.8K</td>
<td>100</td>
<td>1.2K</td>
</tr>
<tr>
<td>ON</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/25/25</td>
<td>$34.50</td>
<td>$67.7K</td>
<td>9</td>
<td>560</td>
</tr>
<tr>
<td>ARM</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$95.00</td>
<td>$47.1K</td>
<td>1.1K</td>
<td>551</td>
</tr>
<tr>
<td>MRVL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>04/25/25</td>
<td>$50.00</td>
<td>$45.0K</td>
<td>783</td>
<td>398</td>
</tr>
<tr>
<td>CRDO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$35.00</td>
<td>$149.6K</td>
<td>37</td>
<td>392</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• Regarding NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we observe a call option trade with neutral sentiment. It expires in 7 day(s) on April 25, 2025. Parties traded 194 contract(s) at a $106.00 strike. The total cost received by the writing party (or parties) was $25.4K, with a price of $131.0 per contract. There were 5356 open contracts at this strike prior to today, and today 80731 contract(s) were bought and sold. 
• Regarding AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we observe a call option sweep with bearish sentiment. It expires in 7 day(s) on April 25, 2025. Parties traded 100 contract(s) at a $200.00 strike. This particular call needed to be split into 17 different trades to become filled. The total cost received by the writing party (or parties) was $30.5K, with a price of $305.0 per contract. There were 12329 open contracts at this strike prior to today, and today 23193 contract(s) were bought and sold. 
• Regarding PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we observe a call option sweep with bullish sentiment. It expires in 7 day(s) on April 25, 2025. Parties traded 249 contract(s) at a $100.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $31.1K, with a price of $125.0 per contract. There were 8596 open contracts at this strike prior to today, and today 15969 contract(s) were bought and sold. 
• Regarding UMC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMC#NYSE">UMC</a>), we observe a put option trade with neutral sentiment. It expires in 1 day(s) on April 17, 2025. Parties traded 4400 contract(s) at a $7.00 strike. The total cost received by the writing party (or parties) was $101.2K, with a price of $23.0 per contract. There were 17942 open contracts at this strike prior to today, and today 6399 contract(s) were bought and sold. 
• Regarding QCOM (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>), we observe a call option trade with neutral sentiment. It expires in 28 day(s) on May 16, 2025. Parties traded 55 contract(s) at a $140.00 strike. The total cost received by the writing party (or parties) was $34.1K, with a price of $620.0 per contract. There were 758 open contracts at this strike prior to today, and today 2196 contract(s) were bought and sold. 
• Regarding FSLR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>), we observe a call option sweep with bullish sentiment. It expires in 63 day(s) on June 20, 2025. Parties traded 1199 contract(s) at a $195.00 strike. This particular call needed to be split into 46 different trades to become filled. The total cost received by the writing party (or parties) was $106.8K, with a price of $89.0 per contract. There were 100 open contracts at this strike prior to today, and today 1211 contract(s) were bought and sold. 
• For ON (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ON#NASDAQ">ON</a>), we notice a put option sweep that happens to be bullish, expiring in 7 day(s) on April 25, 2025. This event was a transfer of 491 contract(s) at a $34.50 strike. This particular put needed to be split into 10 different trades to become filled. The total cost received by the writing party (or parties) was $67.7K, with a price of $138.0 per contract. There were 9 open contracts at this strike prior to today, and today 560 contract(s) were bought and sold. 
• For ARM (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>), we notice a put option sweep that happens to be bearish, expiring in 154 day(s) on September 19, 2025. This event was a transfer of 38 contract(s) at a $95.00 strike. This particular put needed to be split into 21 different trades to become filled. The total cost received by the writing party (or parties) was $47.1K, with a price of $1240.0 per contract. There were 1155 open contracts at this strike prior to today, and today 551 contract(s) were bought and sold. 
• For MRVL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>), we notice a call option trade that happens to be bullish, expiring in 7 day(s) on April 25, 2025. This event was a transfer of 150 contract(s) at a $50.00 strike. The total cost received by the writing party (or parties) was $45.0K, with a price of $300.0 per contract. There were 783 open contracts at this strike prior to today, and today 398 contract(s) were bought and sold. 
• Regarding CRDO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRDO#NASDAQ">CRDO</a>), we observe a call option sweep with bullish sentiment. It expires in 119 day(s) on August 15, 2025. Parties traded 174 contract(s) at a $35.00 strike. This particular call needed to be split into 30 different trades to become filled. The total cost received by the writing party (or parties) was $149.6K, with a price of $860.0 per contract. There were 37 open contracts at this strike prior to today, and today 392 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

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10 Information Technology Stocks Whale Activity In Today's Session

On Friday, China's General Administration of Customs implemented a new rule that determines the country of origin for semiconductor products based on the location of wafer fabrication — not where the chips are designed, developed, or packaged.
What Happened: As a result of this development, chips designed by U.S.-based companies like Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), and Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) but manufactured by foundries in Taiwan, such as Taiwan Semiconductor Manufactoring Co. Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) and United Microelectronics Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMC#NYSE">UMC</a>), will be exempt from <a href="https://www.benzinga.com/markets/25/04/44756353/xi-jinping-says-there-are-no-winners-in-tariff-war-as-china-slaps-125-tariffs-on-us-goods-urges-trump-to-immediately-correct-wrongdoings">China's 125% retaliatory tariffs</a> on U.S. imports, <a href="https://www.tomshardware.com/tech-industry/chinas-new-semiconductor-rule-spares-taiwan-fabs-punishes-intel-globalfoundries-and-texas-instruments">reported</a> Tom's Hardware.
However, this rule delivers a blow to U.S. chipmakers like Intel Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), GlobalFoundries (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GFS#NASDAQ">GFS</a>), and Texas Instruments (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>), which fabricate their chips domestically.
Products from these companies will now face the full brunt of China&#8217;s import tariffs, dramatically impacting their competitiveness in the Chinese market.
See Also: <a href="https://www.benzinga.com/tech/25/04/44630304/qualcomm-expands-ai-ambitions-with-acquisition-of-vinais-generative-ai-division">Qualcomm Expands AI Ambitions With Acquisition of VinAI&#8217;s Generative AI Division</a>
The China Semiconductor Industry Association (CSIA) issued a notice clarifying that the "country of origin" for all chips — packaged or unpackaged — will be based solely on where the wafers were processed.
Because China considers Taiwan part of its own territory, chips produced in Taiwanese fabs are not subject to the punitive tariffs, even if designed and sold by American firms.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">BIG: &quot;China Semiconductor Industry Association Issues Urgent Notice on Rules for Determining the &#39;Country of Origin&#39; of Semiconductor Products&quot; The China Semiconductor Industry Association has issued an urgent notice regarding the rules for determining the &quot;country of origin&quot; of… <a href="https://t.co/41JJL0fdg5">pic.twitter.com/41JJL0fdg5</a>
&mdash; Ray Wang (@rwang07) <a href="https://twitter.com/rwang07/status/1910532580861935953?ref_src=twsrc%5Etfw">April 11, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
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Why It Matters: This change effectively divides U.S. semiconductor firms into winners and losers. Designers like Nvidia, AMD, Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), and Qualcomm benefit from outsourcing production to Taiwan, which keeps their products tariff-free and their access to China intact.
Meanwhile, chipmakers with U.S.-based fabrication operations—such as Intel's fabs in Arizona and Oregon and GlobalFoundries' Fab 8 in New York—are now disadvantaged.
The rule bolsters China's geopolitical stance by treating Taiwan as a domestic supplier and incentivizes more outsourcing to Taiwanese and Chinese foundries, the report noted.
It may also redirect chip business away from U.S. fabs, pushing global firms to avoid sourcing from the U.S. to sidestep tariffs.
In a note released Thursday, Goldman Sachs economists, led by Andrew Tilton, warned that the abrupt hike in U.S. tariffs on Chinese imports — raised to 125% as of April 9 — could significantly impact China's economy and put as many as 20 million export-related jobs at risk.
Qualcomm has a growth score of 60.95, according to Benzinga Edge Stock Rankings. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Click here to see how it stacks up against</a> companies like Nvidia, AMD, TSMC, Intel, and others.
<figure class="wp-block-image aligncenter size-full is-resized"><a href="https://www.benzinga.com/quote/QCOM"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/12020305/Screenshot-2025-04-12-at-11.32.55%E2%80%AFAM.png" alt="" class="wp-image-868815" style="width:420px;height:auto" /></a></figure>
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<li><a href="https://www.benzinga.com/markets/25/03/44392577/qualcomm-makes-a-renewed-push-into-handheld-gaming-unveils-3-new-snapdragon-g-series-gaming-chipsets">Qualcomm Makes A Renewed Push Into Handheld Gaming, Unveils 3 New Snapdragon G-Series Gaming Chipsets</a></li>
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

Trump Tariff Wars: China's New Rule To Exempt Nvidia, Qualcomm And Others From Levies, But These Chip Companies Will Be Hit With 125% Tariffs

Shares of chip stocks are trading higher as stocks rebound amid overall market volatility as investors assess this week's tariff developments. Additionally, China announced tariffs on US-made chips but those outsourcing to Taiwan Semiconductor were exempted.

ASYS

ENPH

Shares of chip stocks are trading lower as stocks pull back after surging Wednesday following President Trump's tariff pause announcement.

Shares of chip stocks are trading higher following President Trump's decision to implement a 90-day pause on reciprocal tariffs for all countries except China.

United Microelectronics shares are trading higher after the company announced a year-over-year revenue increase for March and Q1.

Revenues for March 2025
<figure class="table"> 
<table>
<tbody>
<tr>
<td colspan="1" rowspan="1">Period</td>
<td colspan="1" rowspan="1">2025</td>
<td colspan="1" rowspan="1">2024</td>
<td colspan="1" rowspan="1">Y/Y Change</td>
<td colspan="1" rowspan="1">Y/Y (%)</td>
</tr>
<tr>
<td colspan="1" rowspan="1">March</td>
<td colspan="1" rowspan="1">19,858,647</td>
<td colspan="1" rowspan="1">18,167,134</td>
<td colspan="1" rowspan="1">1,691,513</td>
<td colspan="1" rowspan="1">9.31%</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Jan.-Mar.</td>
<td colspan="1" rowspan="1">57,858,957</td>
<td colspan="1" rowspan="1">54,632,099</td>
<td colspan="1" rowspan="1">3,226,858</td>
<td colspan="1" rowspan="1">5.91%</td>
</tr>
</tbody>
</table>
</figure>

United Microelectronics Reported March Revenue Growth Of 9.31% YoY

GlobalFoundries Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GFS#NASDAQ">GFS</a>)&nbsp;is considering a <a target="_blank" href="https://www.benzinga.com/topic/chip-stocks" rel="noreferrer noopener">potential merger with</a> Taiwanese chipmaker&nbsp;United Microelectronics Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMC#NYSE">UMC</a>).
GlobalFoundries&#8217; incoming CEO Tim Breen has been open to considering deal options, including a possible tie-up with UMC, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-03-31/globalfoundries-is-said-to-explore-merger-with-taiwan-s-umc?srnd=phx-technology&amp;sref=TBDibEcD" rel="noreferrer noopener">reported</a>, citing unnamed sources familiar with the matter.
The U.S. chipmaker has a market value of ~$20 billion, while the Taiwanese firm is worth ~$17 billion.
Also Read: <a target="_blank" href="https://www.benzinga.com/media/25/01/42981814/apple-and-nvidia-supplier-taiwan-semiconductor-leads-semiconductor-market-with-64-share" rel="noreferrer noopener">Apple And Nvidia Supplier Taiwan Semiconductor Leads Semiconductor Market with 64% Share</a>
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="377" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/01093601/image-13-1024x377.png" alt="" class="wp-image-851248" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/01093601/image-13-1024x377.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/01093601/image-13-300x110.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/01093601/image-13-768x282.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/01093601/image-13-1536x565.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/01093601/image-13.png 1797w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
The merged company would prioritize research and development investments in the U.S. and could emerge as a viable alternative to Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), Reuters reports. The potential deal coincided with the U.S.&#8217; efforts to boost its semiconductor supply chain amid rising geopolitical tensions.
A transaction of this nature would presumably require the approval of Chinese regulators, implying a significant hurdle, Bloomberg analysts&nbsp;Charles Shum&nbsp;and&nbsp;Steven Tseng&nbsp;stated&nbsp;on Monday.
GlobalFoundries reported a fiscal fourth-quarter 2024 revenue decline of 1% to $1.830 billion, beating the&nbsp;analyst consensus estimate of $1.829 billion. The contract chipmaker&#8217;s adjusted EPS of 46 cents beat the&nbsp;analyst consensus estimate of 44 cents.&nbsp;
GlobalFoundries expects first-quarter revenue of $1.55 billion-$1.60 billion versus the&nbsp;$1.66 billion estimate. The company expects adjusted EPS of $0.24-$0.34 versus&nbsp;the&nbsp;$0.32 estimate.
As of December 31, 2024, GlobalFoundries held $4.2 billion in <a target="_blank" href="https://www.benzinga.com/25/02/43623967/globalfoundries-beats-q4-estimates-margins-shrink-935-million-impairment-charge" rel="noreferrer noopener">cash and equivalents</a>.
UMC reported a&nbsp;<a target="_blank" href="https://www.benzinga.com/25/01/43095433/umc-q4-earnings-topline-rises-99-driven-by-ai-and-smartphones-projects-flat-q1-shipments" rel="noreferrer noopener">fourth-quarter revenue</a> growth of 9.9% to&nbsp;$1.84 billion (NT$60.39 billion). Earnings per ADS of 10 cents missed the&nbsp;analyst consensus estimate of 15 cents. The company missed the&nbsp;analyst consensus estimate of $1.87 billion.&nbsp;
Price Actions:&nbsp;UMC stock is down 2.17% to $6.99 at the last check on Tuesday.
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<li><a href="https://www.benzinga.com/media/25/03/44566020/arm-aims-for-50-data-center-cpu-market-share-by-2025-challenging-intel-and-amd" target="_blank" rel="noreferrer noopener">Arm Aims for 50% Data Center CPU Market Share by 2025, Challenging Intel and AMD</a></li>
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Photo via Shutterstock

Emerging Markets

Media

GlobalFoundries Explores Merger With Taiwan's UMC To Strengthen US Semiconductor Industry

<h3>Gainers</h3>
<ul>
<li>MicroAlgo (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MLGO#NASDAQ">MLGO</a>) shares increased by 47.8% to $25.65 during Monday's regular session. The company's market cap stands at $255.7 million. </li>
<li>Foxx Development Hldgs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOXX#NASDAQ">FOXX</a>) shares rose 24.77% to $5.44. The market value of their outstanding shares is at $39.6 million. </li>
<li>BK Technologies (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/BKTI#AMEX">BKTI</a>) shares rose 19.25% to $42.93. The market value of their outstanding shares is at $152.9 million. As per the press release, Q4 earnings came out 2 days ago. </li>
<li>Wolfspeed (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WOLF#NYSE">WOLF</a>) stock rose 10.61% to $2.87. The company's market cap stands at $445.7 million. </li>
<li>United Microelectronics (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMC#NYSE">UMC</a>) shares increased by 10.45% to $7.24. The market value of their outstanding shares is at $18.1 billion. </li>
<li>Roadzen (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RDZN#NASDAQ">RDZN</a>) shares rose 9.79% to $1.06. The market value of their outstanding shares is at $78.6 million. </li>
</ul>
<h3>Losers</h3>
<ul>
<li>AuthID (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AUID#NASDAQ">AUID</a>) stock decreased by 27.5% to $4.7 during Monday's regular session. The market value of their outstanding shares is at $51.3 million. </li>
<li>Blaize Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BZAI#NASDAQ">BZAI</a>) stock declined by 23.22% to $1.77. The market value of their outstanding shares is at $179.9 million. The company's, Q4 earnings came out 2 days ago. </li>
<li>Soluna Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SLNH#NASDAQ">SLNH</a>) shares fell 23.0% to $0.69. The company's market cap stands at $7.3 million. </li>
<li>Digital Ally (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DGLY#NASDAQ">DGLY</a>) shares fell 22.21% to $0.03. </li>
<li>My Size (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MYSZ#NASDAQ">MYSZ</a>) shares fell 16.2% to $1.5. The company's market cap stands at $1.8 million. </li>
<li>Maris Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MTEK#NASDAQ">MTEK</a>) stock declined by 14.35% to $2.21. The market value of their outstanding shares is at $17.4 million. 
See Also: <a href="http://www.benzinga.com/money/tech-stocks/" title="www.benzinga.com/money/tech-stocks/">www.benzinga.com/money/tech-stocks/</a></li>
</ul>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

AUID

BKTI

DGLY

FOXX

MLGO

MTEK

MYSZ

RDZN

SLNH

WOLF

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