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"$UMC dividend yield of X% protects the downside.while existing customers such as broadcom winning big AI deals bodes well for its 2026-28 order book. Market cap of $18bln is just ridiculously low vs $120bln SMIC UMC Reports Sales for September 2025 -"
X Link @thinking__tiger 2025-10-08T15:06Z XX followers, XX engagements
"$AVGO $AMD are both at least X %customers for $UMC. No way this stock trades ar $18bln market cap while TSMC sells for $XXX trillion"
X Link @thinking__tiger 2025-10-06T15:39Z XX followers, XXX engagements
"$UMC $18bln market cap vs $TSMC 1.2trillion . TSM should use its free equity /cash & just buy up foundry capacity ahead of a busy 2026-28. Looks like easily a overnight $40bln market cap buyout target"
X Link @thinking__tiger 2025-10-06T14:09Z XX followers, XXX engagements