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RT NEWS: #UMC CEO Jason Wang expects 2027 to “mark a turning point in our blended ASP trajectory,” with #Foundry blended ASP up about 10% YoY and #A...

What happened

UMC CEO Jason Wang said at the Q3 earnings call that he expects 2027 to 'mark a turning point in our blended ASP trajectory,' with Foundry blended ASP expected to rise about 10% YoY; he also said AI exposure would 'probably see a quarter' of revenue in three years. These are management expectations/forecasts, not achieved results, and the source does not state the cause of the expected ASP turning point.

Impact and signal

High impactImpact score: 92/100

Affected components and suppliers

Foundry blended ASPAI-related revenue
UMCFoundryblended ASPAIQ3 earnings callforecast

Source and time

Source: TrendForce Official (Market Data) · 10/28/2026 · View original source

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