金色财经|Jun 24, 2026 08:38
[TSMC 28nm Production Cut by 25%, Potential Beneficiary UMC Up 6.7% Pre-Market]
Golden Finance reports that on June 24, UMC (UMC.US) rose 6.7% pre-market, trading at $27.96. According to reports citing supply chain sources, TSMC's primary 28nm production facility, Fab 15A, has reduced its monthly wafer output from 200,000 at the beginning of the year to 150,000, a drop of over 25% compared to earlier this year. This capacity adjustment stems from the transformation of the Fab 15 facility into a 4nm process production base, as part of the company's cross-node capacity reallocation. Some 28nm process customers have already shifted to UMC and GlobalFoundries.
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