GlobalFoundries climbs 8% on UMC pricing report [Yahoo! Finance]
GlobalFoundries Inc. (GFS)
Company Research
Source: Yahoo! Finance
to raise wafer prices in the second half of the year, signaling stronger demand for mature-node chips. Taiwan's Economic Daily News reported that UMC sent a letter to clients announcing the upcoming price adjustment, citing the evolving supply-demand environment and continued investments needed to support customer growth, according to the report. The pricing adjustment will be based on factors including UMC's product mix strategy, capacity agreements and long-term partnerships, the letter stated. UMC expects the ongoing structural evolution of the global semiconductor landscape to persist. Morgan Stanley analyst Charlie Chan upgraded UMC from Underweight to Equalweight with a price target of NT$68.00, up from NT$51.50. Chan noted that recent checks suggest UMC is informing customers of a potential second-half 2026 price hike as fab utilization improves. The analyst now assumes a 5-10% price increase in the second half of 2026 and another 5-10% hike in 2027, compared to a prior
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GFS
Earnings
- 2/11/26 - Beat
GFS
Sec Filings
- 4/20/26 - Form 4
- 4/20/26 - Form 144
- 4/17/26 - Form 4
- GFS's page on the SEC website