UMC Licenses Silicon Photonics Technology from imec to Accelerate 12-Inch Platform Development
Written by Emily J. Thompson, Senior Investment Analyst
Source: Newsfilter
Updated: 2 day ago0mins
- Technology Licensing Agreement: UMC has entered into a licensing agreement with imec, a leading semiconductor research hub, to transfer its iSiPP300 silicon photonics process, aiming to accelerate the market introduction of a 12-inch silicon photonics platform to meet next-generation connectivity demands.
- Market Demand Response: As AI data workloads increase, silicon photonics technology is rapidly evolving, and UMC will integrate imec's 12-inch silicon photonics process with its own SOI wafer processing expertise to provide a highly scalable photonic IC platform that meets the low latency and high bandwidth requirements of data centers and high-performance computing.
- Production Timeline: UMC plans to initiate risk production of photonic integrated circuit chips in 2026 and 2027, marking a significant expansion into optical transceiver applications, which is expected to enhance its competitive position in the market.
- Strategic Positioning: Through collaboration with imec, UMC will not only accelerate the readiness of its photonic platform but also leverage diverse advanced packaging technologies to drive system architectures toward greater integration, thereby achieving efficient optical interconnect solutions for data center communications.
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Analyst Views on UMC
Wall Street analysts forecast UMC stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for UMC is 6.20 USD with a low forecast of 6.20 USD and a high forecast of 6.20 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Analyst Rating
0 Buy
0 Hold
1 Sell
Moderate Sell
Current: 8.090
Low
6.20
Averages
6.20
High
6.20
Current: 8.090
Low
6.20
Averages
6.20
High
6.20
BofA
Buy -> Underperform
downgrade
$49 -> $37
2025-11-11
Reason
BofA
Price Target
$49 -> $37
2025-11-11
downgrade
Buy -> Underperform
Reason
BofA downgraded UMC to Underperform from Buy with a price target of NT$37, down from NT$49. The firm is citing the lack of meaningful average selling price increases and pressured margins into 2026-27, the analyst tells investors in a research note.
Goldman Sachs
Bruce Lu
Neutral -> Sell
downgrade
2025-05-22
Reason
Goldman Sachs
Bruce Lu
Price Target
2025-05-22
downgrade
Neutral -> Sell
Reason
Citigroup
Roland Shu
Strong Buy
to
Strong Sell
Downgrades
n/a
2025-01-21
Reason
Citigroup
Roland Shu
Price Target
n/a
2025-01-21
Downgrades
Strong Buy
to
Strong Sell
Reason
Citi analyst Laura Chen downgraded UMC to Sell from Buy.
See All Ratings
About UMC
United Microelectronics Corp is a global semiconductor foundry. The Company provides integrated circuit (IC) production for applications spanning every sector of the electronics industry. The Company operates through two segments. The Wafer Fabrication segment is mainly engaged in the manufacture of chips to the design specifications of its customers by using its own processes and techniques. The New Business segment is engaged in the research, development, manufacture and provision of solar energy. The Company is engaged in the maintenance of a customer base across various industries, including communication, consumer electronics, computer, memory, new generation light-emitting diode (LED) and others, while focusing on manufacturing for applications, including networking, telecommunications, Internet, multimedia, personal computers (PCs) and graphics.
About the author
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Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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