United Microelectronics. Every tracked FinTwit mention of $UMC, newest first. 21 mentions since the first on Jan 25, 2026. See the price chart.
July 2026 · 1 mention
Jul 6
Midas — Using @asymmetrix_xyz which tracks Insider portfolio's in real time, that company is $UMC
$UMAC makes FPV drones and drone parts for commercial and military use.
Everything is…↗
KaizenInvestor — I finally found a new stock that looks very attractive.
It's a small cap supplier to the Aerospace, Space, Semiconductor and Medical industry.
Some confirmed customers include:…↗
Jun 22
TheValueist — $UMC breaking out to an all-time high. I'm long UMC 1/21/28 c30. Still much more to go on this name. Recent textbook WON cup and handle - you may think this is hocus pocus, and I…↗
Trade Whisperer — $TSM $UMC Price Hikes, Again.
UMC (Taiwan’s second-largest foundry) plans selective price increases in the second half of 2026, followed by broader and potentially larger negotiat…↗
May 27
TheValueist — $UMC $2303 UMC: Scarcity Premium and the Mature-Node Resurgence. Investment Thesis.
UMC has moved beyond the standard foundry recovery narrative and is beginning to attract attent…↗
May 12
InvestmentGuru — The “Inflation Era” of AI Compute is Breaking Out Across the Board
Every layer of the AI infrastructure stack is seeing demand explosion — and the winners aren’t just $NVDA.
Here’s…↗
Michael | Hypermarkets — CHEATSHEAT and price targets for PHOTONICS STOCKS:
Here’s the full stack + WHY each matters + price targets 1 year from now:
1. MATERIALS & WAFERS
$AXTI — Enables indium phosp…↗
Serenity — Just some TLDRs to save you time:
1. $ASML, $TSM earnings = Good Outlook. Semis + capex go brrr.
2. Opus 4.7 + Anthropic go brrr. Software = sad.
3. Samsung go brrr because of…↗
March 2026 · 6 mentions
Mar 22
The Future Investors — AI’s next bottleneck: data movement 🚀
Photonics is the solution 💡
Photonics has multiple layers. These stocks stand to benefit 👇
🔴 𝗟𝗮𝘆𝗲𝗿 𝟭: 𝗦𝘂𝗯𝘀𝘁𝗿𝗮𝘁𝗲𝘀 & 𝗠�…↗
Mar 20
Serenity — The Serenity Silicon Photonics / CPO ETF.
YTD Returns of Each Index Stock:
$IQE: +282.5%
$AXTI: +246.6%
Landmark: 167.54%
$AAOI: +157.37%
$SIVE: +113.08%
$SOI: +103.54%
$LITE: +…↗
Shay Boloor — THE SEMICONDUCTOR VALUE CHAIN
The AI Brain
• $NVDA data center & AI accelerators
• $META custom inference silicon for AI
• $MSFT AI acceleration silicon for Azure
• $QCOM mobile,…↗
Jun 22
InvestmentGuru — $UMC is evolving from a traditional logic foundry into a vital enabler of heterogeneous integration — as AI and optical interconnect technologies dominate data centers and edge sy…↗
Jun 21
Trade Whisperer — $TSM $UMC $GFS $ASX $AMKR $INTC
TSMC's extremely bullish projections at Taiwan Technology Symposium from last Month. Must Read.
AI Wafer Demand: Projected to rise 11x from 2022 t…↗
— The Full Optical AI Industry Chain:
1. IC Design & Manufacturing
(Where the brains are built)
ASIC / xPU / Photonic ICs
→ $NVDA $MRVL $AVGO $LITE $COHR $INTC $AMD $CSCO…
— Photonics is the hottest theme in the market right now.
Here’s every company you need to add to your watchlist:
Photonics / Lasers
$LITE $COHR $MTSI $AAOI $IPGP $POET
Optical Mo…
Jason Luongo — NVIDIA just invested $4B into photonics. Marvell spent $5.5B on Celestial AI. GlobalFoundries acquired AMF.
Photonics is the hottest theme in the market and most investors still d…↗
Mar 7
InvestmentGuru — 2026: The Year of Lightspeed Optics — Here’s Every Stock You Need to Know
The optical networking revolution is accelerating, and the investment landscape just got a whole lot more…↗