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UMC utilization tops 90% in 2H26 as AI demand drives expansion

What happened

According to the source title, UMC's utilization will top 90% in 2H26 as AI demand drives its expansion. The article states that United Microelectronics (UMC) saw operating momentum strengthen in the third quarter of 2026, as demand for artificial intelligence (AI), high-performance computing (HPC), communications, and automotive chips continued to drive the mature and specialty process markets. The source does not provide further capacity change details.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

mature processspecialty process

UMC

UMCutilization2H26AI demandmature processspecialty process

Source and time

Source: DigiTimes Asia · 10/28/2026 · View original source

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UMC utilization tops 90% in 2H26 as AI demand drives expansion

What happened

Impact and signal

Affected components and suppliers

Source and time

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