$UMC — FinTwit mentions on Surfaced

$UMC — FinTwit mentions on Surfaced

Recent mentions

21 mentions

@midascabalJul 6, 2026 · 11:10 PM

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 made in the US. No Chinese parts at all. Washington wants Chinese drones out. This company is set up to benefit from that.

@investmentguru_Jun 24, 2026 · 4:09 PM

@kaizen_investorJun 22, 2026 · 3:26 PM

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: $TSM, $GE, $BA, $AIR, $UMC and $ASE. Some unconfirmed but highly likely customers are: $SPCX, $ASML, $INTC, Samsung, Blue Origin, and NASA. Healthy gross profit margin and great revenue growth. A monopoly in Space and Aerospace, best in-class in the semiconductor industry. Some stability in the Aerospace and Medical sector, some massive growing opportunities in the Space and Semiconductor industry. Only problem, it's a Japanese firm and I don't have any experience with the Japanese stock market. Can anyone with experience explain me the do's and dont's of this market? You don't have to take guesses, I searched the stock on X and no one talked about it yet.

@thevalueistJun 22, 2026 · 2:38 PM

$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 can certainly tell you this pattern repeats itself countless times. You still must have high conviction in the fundamental view, and this pattern simply increases your hit rate. Club Valueist - get involved. It will be the best $1/month you’ll ever spend.

@investmentguru_Jun 22, 2026 · 1:23 PM

$CRDO $UMC $PENG looks good

@investmentguru_Jun 22, 2026 · 11:19 AM

$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 systems, manufacturing platforms that integrate silicon photonics, MEMS, TSV, and advanced packaging become the essential bridges connecting compute, memory, and communication. That’s not a commodity foundry story. That’s a picks-and-shovels play on AI’s physical layer — with a silicon photonics catalyst, a CPO roadmap, and a geographic diversification tailwind all converging at once. $UMC is a setup you shouldn’t ignore. Follow for full AI Infrastructure coverage — Silicon to Substation. Not financial advice.

@tradexwhispererJun 21, 2026 · 5:24 PM

$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 to 2026 for AI accelerator wafers. Capacity Expansion: Advanced process nodes (2nm and A16) → 70% CAGR from 2026–2028. CoWoS advanced packaging → >80% CAGR from 2022–2027. Semiconductor Market Forecast: TSMC now expects the global chip market to exceed $1.5 trillion by 2030 (up from a prior $1 trillion estimate), fueled by AI. Regional Demand: Asia-Pacific customers consumed over 2.1 million 12-inch equivalent wafers last year, equivalent to stacking more than three Taipei 101 towers. Plans for nine new phases of wafer fabs and advanced packaging facilities in 2026. Arizona ramp: First fab in production, second in tool move-in (2H26), third under construction; fourth fab + packaging site starting this year. Arizona output expected to grow 1.8x YoY by 2026 with Taiwan-comparable yields. Technology Roadmap: CoWoS: Current 5.5-reticle version (world’s largest) at 98% yield. Plans include a 14-reticle version with 20 HBM stacks in 2028, scaling to >14 reticles and up to 24 HBM stacks in 2029. SoW (System on Wafer): Can integrate up to 64 HBM stacks + 16 CoWoS modules (>40 reticles). Logic-only version in production (2024); HBM-integrated version targeted for 2029. SoIC (3D stacking): Massive improvements in interconnect density and efficiency; scaling to finer pitches (down to 4.5-micron by A14). COUPE (Silicon Photonics): 200Gbps Micro Ring Modulator now in production, 4x better energy efficiency and 10x lower latency than copper

@tradexwhispererMay 28, 2026 · 7:04 PM

$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 negotiations with customers in 2027. This aligns with industry-wide pricing pressure, including rumored TSMC 3nm hikes of up to 15% in 2H26 and additional 5 - 10% in 2027, driven by strong AI/ASIC demand. Increases will primarily target new orders, new processes, and newly ramped capacity. Existing long-term contracts remain unchanged. Drivers: Rising raw material costs + significantly higher expansion costs in Singapore compared to Taiwan. Magnitude in 2H26: Expected to be limited/selective (earlier reports suggested ~10% possible as soon as July). 2027 hikes could be more substantial. UMC is accelerating its new Singapore fab (focused on 22/28nm and specialty processes): Initial capacity: ~12K wafers/month, scalable to 18K. Ramp: Gradual in 2026, mass production likely 2027. Additional plans: Silicon photonics, advanced nodes, advanced packaging. Interposer capacity doubling (3K → 6K wafers/month) to meet demand. Boom after Boom.

@thevalueistMay 27, 2026 · 2:15 PM

$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 attention as a scarcity asset — a characterization that reflects both the strategic repositioning underway and the broader market recognition that specialty node capacity is not easily replicated. The shift toward 22nm and 14nm specialty nodes moves UMC away from commoditized legacy production and toward a more defensible position where technical qualification requirements and customer switching costs create pricing durability that generic wafer volume cannot support. The Intel manufacturing partnership is the most strategically significant recent development. It extends UMC's technological reach and geographic relevance without requiring the kind of capital commitment that an independent leading-edge buildout would demand. In an environment where geopolitical supply chain resilience is an active customer priority, that partnership adds a dimension to UMC's value proposition that pure process technology comparisons don't capture. The exploration of AI-adjacent packaging and silicon photonics is worth monitoring as a longer-term optionality story. Neither is a near-term revenue driver at scale, but both represent logical adjacencies for a foundry with specialty node expertise and a customer base increasingly focused on heterogeneous integration. The trajectory of those initiatives will indicate how seriously UMC is investing in the transition versus using them as narrative support. Utilization rates are improving and operational momentum is genuine. The financial foundation is solid. The concern is entirely in the valuation. The year-to-date rally has pulled forward a significant portion of the fundamental upside, and the current share price appears to embed a best-case scenario that requires sustained pricing power, continued utilization improvement, and ongoing earnings beats to justify. That is a demanding setup in a cyclical industry where demand visibility beyond a few quarters is inherently limited. The business is genuinely improving and the strategic direction is credible. The investment question is not whether UMC is a better company than it was — it clearly is — but whether the current entry point leaves sufficient upside to compensate for the execution requirements now embedded in the multiple.

@investmentguru_May 12, 2026 · 9:43 AM

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 the full supply chain map 👇 ⚙️ FOUNDATIONAL INFRASTRUCTURE → PCB: $TTM, $JBL → CCL: $ROG → MLCC: $VSH → Liquid Cooling & Thermal: $VRT 🔴 CORE COMPUTE & MEMORY AI Silicon: → $NVDA $AVGO $AMD $INTC Memory / Storage: → $MU $SNDK $WDC $STX $INTC Power Management / Analog: → $TXN $ADI $NXPI $STM $MPWR $VICR Wafer Foundry: → $TSM $GFS $UMC Advanced Packaging / OSAT: → $TSM $ASX $AMKR 🔵 OPTICAL COMMUNICATIONS NETWORK Optical Components: → $LITE $COHR $AAOI Optical Fiber & Cable: → $GLW Silicon Photonics Foundry: → $TSEM $GFS INP: → $AXTI Optical DSP / Interconnect Silicon: → $MRVL $FN ☁️ CLOUD & AI PLATFORMS → $AMZN $GOOG $BABA $BIDU The AI compute supercycle isn’t one stock — it’s an entire ecosystem repricing in real time. Not financial advice. DYOR.

@investmentguru_May 2, 2026 · 6:29 PM

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 Wafer Foundries → $TSM $TSEM $GFS $UMC 2. Materials (The Overlooked Layer) (The foundation of photonics) Indium Phosphide → $AXTI $IQE Gallium Arsenide → $AXTI $MTSI This layer is underfollowed and could see strong upside as optical demand expands. 3. Optical Components (The data highways) VCSEL / EML Lasers → $LITE $COHR $AVGO $AAOI Optical Module Assembly → $FN $COHR $LITE $MRVL $CSCO Fiber / WDM / Optical Connectivity → $CIEN $GLW $LITE MPO Connectors → $GLW $APH Optical Fiber → $GLW 4. Packaging & Testing (The hidden backbone) Packaging → $ASX $AMKR $FN $JBL Packaging Equipment → $KLIC Testing → $TER $KEYS $FORM $AEHR

@itsmichaelluuApr 27, 2026 · 12:44 PM

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 phosphide wafers for ultra-fast optical chips → Current: ~$76 | PT: $130 $WOLF — Silicon carbide boosts efficiency, reduces heat in AI systems → Current: ~$32 | PT: $44 $COHR — Vertically integrated materials powering lasers + optical scaling → Current: ~$336 | PT: $400+ $LWLG — Electro-optic polymers unlock next-gen ultra-fast data transfer → Current: ~$12 | PT: $18 2. TOOLS $ASML — EUV lithography = ONLY way to manufacture advanced AI chips → Current: ~$1,460 | PT: $1,800 $AMAT — Deposition + etch tools build photonic integrated circuits → Current: ~$420 | PT: $520+ $LRCX — Precision wafer processing = yield + scale for AI hardware → Current: ~$280 | PT: $360 3. LASERS $LITE — Lasers + optical interconnects powering hyperscaler AI clusters → Current: ~$875 | PT: $1200 $LASR — Industrial + photonic lasers enabling chip manufacturing precision → Current: ~$76 | PT: $110 $SMTC — Optical + analog chips powering signal transmission in AI systems → Current: ~$110 | PT: $180 4. FOUNDRIES $TSM — Manufactures advanced AI + photonic chips at global scale → Current: ~$410 | PT: $500 $TSEM — Specialty analog + photonics foundry for optical chips → Current: ~$200 | PT: $240 $GFS — Diversified chip manufacturing including photonics + RF → Current: ~$62 | PT: $90 $UMC — Cost-efficient manufacturing supporting optical IC production → Current: ~$12| PT: $20 $INTC — Building integrated photonics for AI interconnect dominance → Current: ~$82 | PT: $130 5. TEST, INSPECTION & PACKAGING $AEHR — Burn-in testing ensures AI chips don’t fail at scale → Current: ~$97 | PT: $160 $VIAV — Tests optical networks for hyperscale AI performance → Current: ~$47 | PT: $70 $ONTO — Inspection systems ensure precision at nanometer scale → Current: ~$311 | PT: $360 $AMKR — Advanced packaging connects chips for AI compute clusters → Current: ~$80 | PT: $110 6. OPTICS (MODULE LAYER) $AAOI — Transceivers moving data between GPUs at insane speeds → Current: ~$155 | PT: $260 $POET — Optical interposers enabling chip-to-chip photonic communication → Current: ~$15 | PT: $32 $GLW — Optical fiber backbone of global AI data traffic → Current: ~$176 | PT: $180 7. NETWORKING $CRDO — High-speed connectivity chips for AI clusters + data centers → Current: ~$190 | PT: $240 $MRVL — Custom silicon + optical interconnects for AI infrastructure → Current: ~$170 | PT: $300 $AVGO — Dominates switching + networking chips for hyperscalers → Current: ~$420 | PT: $600 $ANET — AI-optimized networking for ultra-fast data center scaling → Current: ~$180 | PT: $240 $CIEN — Optical networking connecting global AI data centers → Current: ~$520 | PT: $650

@stocksavvyshayApr 26, 2026 · 12:39 PM

THE 7 LAYERS OF PHOTONICS 1. Materials & Wafers (substrate layer) $AXTI, $IQE $WOLF, $COHR, $LWLG 2. Tools (fabrication layer) $ASML, $AMAT, $LRCX 3. Lasers (light generation layer) $LITE, $COHR, $LASR, $SMTC 4. Foundries (manufacturing layer) $TSM, $TSEM, $GFS, $UMC, $INTC 5. Test, Inspection & Packaging (reliability layer) $AEHR, $VIAV, $ONTO, $AMKR, $FN 6. Optics (module layer) $AAOI, $POET, $GLW 7. Networking (connectivity layer) $CRDO, $MRVL, $AVGO, $ANET, $CIEN

@aleabitoredditApr 18, 2026 · 6:10 PM

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 partly bc of $TSLA AI Chips. 4. $UMC = price hike for foundry. foundries go brrr. 5. Training = brrr in China. H100 rental increase go up. Neoclouds happy. 6. Helium supply shortage = not significant... I've already said this before, but I'm not sure how many times $TSM needs to say this. 7. MLCC, inductor prices = price hike. Will cover beneficiaries later. 8. "Taiwan's OSAT expansion could tighten global test capacity and raise costs" I went long on Taiwan OSATs recently like Shunsin (6451) for a reason. Demand will just outstrip supply, even after expansion. (cowos, sip, optical).

@ftr_investorsMar 22, 2026 · 7:31 PM

AI’s next bottleneck: data movement 🚀 Photonics is the solution 💡 Photonics has multiple layers. These stocks stand to benefit 👇 🔴 𝗟𝗮𝘆𝗲𝗿 𝟭: 𝗦𝘂𝗯𝘀𝘁𝗿𝗮𝘁𝗲𝘀 & 𝗠𝗮𝘁𝗲𝗿𝗶𝗮𝗹𝘀 $AXTI | AXT $SOI | Silicon Optronics 🟡 𝗟𝗮𝘆𝗲𝗿 𝟮: 𝗖𝗿𝘆𝘀𝘁𝗮𝗹 𝗚𝗿𝗼𝘄𝘁𝗵 / 𝗘𝗽𝗶𝘁𝗮𝘅𝘆 $IQEPF | IQE $AIXA | Aixtron 🟣 𝗟𝗮𝘆𝗲𝗿 𝟯: 𝗙𝗼𝘂𝗻𝗱𝗿𝘆 & 𝗖𝗼𝗺𝗽𝗼𝗻𝗲𝗻𝘁 𝗙𝗮𝗯 $TSEM | Tower Semiconductor $GFS | GlobalFoundries $TSM | TSMC $UMC | United Microelectronics $MTSI | MACOM $ALMU | Aeluma 🟢 𝗟𝗮𝘆𝗲𝗿 𝟰: 𝗧𝗲𝘀𝘁 & 𝗣𝗮𝗰𝗸𝗮𝗴𝗶𝗻𝗴 $AEHR | Aehr Test Systems $ONTO | Onto Innovation $FORM | FormFactor $FN | Fabrinet $AMKR | Amkor Technology $POET | POET Technologies 🔵 𝗟𝗮𝘆𝗲𝗿 𝟱: 𝗠𝗼𝗱𝘂𝗹𝗲𝘀 & 𝗧𝗿𝗮𝗻𝘀𝗰𝗲𝗶𝘃𝗲𝗿𝘀 $AAOI | Applied Optoelectronics $LITE | Lumentum $COHR | Coherent $MRVL | Marvell $AVGO | Broadcom 🟣 𝗟𝗮𝘆𝗲𝗿 𝟲: 𝗡𝗲𝘁𝘄𝗼𝗿𝗸 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 $ANET | Arista Networks $CIEN | Ciena $VIAV | Viavi Solutions $GLW | Corning ⚫ 𝗟𝗮𝘆𝗲𝗿 𝟳: 𝗔𝗜 𝗗𝗲𝗺𝗮𝗻𝗱 $NVDA | Nvidia $AMZN | Amazon $GOOGL | Alphabet $MSFT | Microsoft $META | Meta What’s your top pick in photonics? 💡🚀 Visual 📸 @JasonL_Capital

@aleabitoredditMar 20, 2026 · 8:56 AM

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: +100.27% $LWLG: +92.35% $VIAV: +88.71% $AIXA: +73.92% $AEHR: +70.4% $CIEN: +67.67% $FORM: +60.67% $FOCI: +60.44% $CAMT: +49.13% $GLW: +46.77% $SMHN: +45.94% Fujikura: +43.89% $COHR: +41.81% $KEYS: +40.48% $TSEM: +36.42% $ASX: +29.89% $MTSI: +28.34% $NOK: +27.5% Shin-Etsu: +27.33% $ONTO: +26.28% $BESI: +24.71% $UMC: +18.11% $INTC: +17.27% $OXINF: 15.03% $FN: +12.79% Eoptolink: +11.82% $TSM: +6.00% $HIMX: +5.39% $SMTC: +4.11% Sumitomo: +3.67% $CSCO: +3.25% Innolight: +.33% $MRVL: +.16% $APH: -6.48% $MXL: -7.62% $AVGO: -7.99% $POET: -12.99% $TEL: -14.93% This is retrospectively, but as you've known I've been in a lot of the winners for awhile (eg. Top 6/7 like $AXTI or $LITE aside from Landmark). However, if you were curious if you invested in the photonics trend as a whole at the start of the year. The equal weighted return? 50.033% I expect the Photonic Supercycle to last over the next several years, and many of these names to be large beneficaries going forward. Especially as CPO is used to scale AI deployments. Photonics is the new architectural paradigm for AI.

@aleabitoredditMar 17, 2026 · 12:38 PM

The upcoming CPO / Silicon Photonics Bottleneck Cheat Sheet: $SIVE, Sumitomo, $LITE, $COHR, $AVGO, $MTSI, $AAOI - Light Source (CW DFB Lasers) $TSEM, $GFS, $UMC, $TSM, $INTC - SiPh foundry $NOK, $CIEN, $CSCO, $COHR - DCO $HIMX, FOCI (3363.TWO) - Micro-lens + Fiber Arrays $POET - Optical Interposers $SOI, $AXTI, Shin-Etsu - Substrates $FN, $ASX, Innolight, Eoptolink - Optical Packaging and Assembly $MTSI, $SMTC, $MRVL, $MXL - Analog/Mixed-Signal ICs $LWLG - Speculative Modulator Materials. $GLW, $APH, $TEL, $FIT, Fujikura - Connectors and Fibers $FORM, $KEYS, $VIAV, $AEHR- Test & Measurement $BESI, $SMHN, $ONTO, $CAMT - Advanced Packaging & Hybrid Bonding Many are private companies from Lightmatter, Ayar, Ranovus and others. Now... Everyone is asking... How do you profit? If you look at the forecast for CPO TAM, it's a straight line up, and next year is inflection point for CPO mass deployment. The alpha is capturing the rotation: From the current EML bottlenecks ( $LITE, $COHR type) to SiPh / CW DFB architectural winners for CPO. Highest upside potential are the ones that aren't included in current cycles. But that are in the next. Companies like $SOI, $SIVE, or $AEHR are perfect examples. Ride the current pluggable bottleneck like $AAOI. But the alpha is frontrunning institutions with the next CPO bottleneck. The capital rotation is inevitable.

@jasonl_capitalMar 16, 2026 · 1:56 AM

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 Modules / Transceivers $AAOI $FN $LITE $COHR $CIEN Optical DSP / Networking ASICs $MRVL $CRDO $AVGO Switching / Ethernet Networking $ANET $CSCO $HPE $DELL Fiber Infrastructure / Connectors $GLW $APH $TEL Semiconductor Foundry (Photonics chips) $TSM $GFS $UMC $TSEM Semiconductor Equipment $ASML $AMAT $LRCX $KLAC Materials / Wafer Substrates $AXTI $ENTG $LIN $APD The AI optics market is growing 60% this year. InP substrate supply is 70% short of demand. Copper can't keep up. This is AI's next bottleneck.

@jasonl_capitalMar 13, 2026 · 12:53 AM

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 don't understand the supply chain. Here's the full stack mapped out: 1. Substrates & Materials: $AXTI $SOI 2. Crystal Growth / Epitaxy: $IQEPF 3. Foundry & Component Fab: $TSEM $GFS $TSM $UMC $MTSI 4. Test & Packaging: $AEHR $ONTO $FORM $FN $AMKR $POET 5. Modules & Transceivers: $AAOI $LITE $COHR $MRVL $AVGO 6. Network Infrastructure: $ANET $CIEN $VIAV $GLW 7. AI Demand: $NVDA $AMZN $GOOGL $META $MSFT $ORCL The AI optics market is projected to grow 60% this year alone. InP substrate supply is 70% short of demand. Orders booked through 2026. This is not a niche theme anymore. This is AI's next bottleneck.

@investmentguru_Mar 7, 2026 · 1:30 PM

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 interesting. Here’s a breakdown of the key US stocks across the entire value chain: Optics Chips & Devices $INTC $COHR $NVDA $MRVL $NOK $CRDO $SMTC $AVGO $CSCO $LITE $POET $MTSI $ALAB SiPho/CMOS Fabs (the foundries making it all possible) $TSM $UMC $INTC $GFS $TSEM $STM $SKYT InP Device Fabs $COHR $LITE OSAT (Packaging) $ASX $AMKR EMS/Connectors $APH $CLS $FN $JBL Optical Fiber & Cable $GLW Compound Substrate Suppliers $AXTI Merchant Transceiver Vendors $COHR $LITE $AAOI System OEM Optics $ANET $CSCO $NOK $CIEN $HPE $DELL Networking Equipment $ANET $CSCO $NVDA $HPE $DELL Telecom Equipment $CIEN $NOK $ERIC The AI data center buildout is driving massive demand for optical connectivity. The picks-and-shovels play here isn’t just semiconductors — it’s the entire photonics stack. Not financial advice. DYOR.

@stocksavvyshayJan 25, 2026 · 2:12 PM

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, edge & automotive SoCs • $AMD CPUs and GPUs for compute and AI • $AAPL in-house SoCs for consumer devices • $TSLA in-house vehicle compute & FSD chips • $GOOGL custom TPUs for cloud AI workloads • $MRVL data center, storage & networking silicon • $AVGO networking, connectivity & custom ASICs The AI Factory • $UMC mature-node & specialty processes • $INTC internal manufacturing & foundry services • $TSM world’s largest advanced-node manufacturer • $GFS specialty, automotive & defense-focused foundry The AI Testing & Packaging • $TER automated test equipment • $AEHR burn-in & reliability testing • $AMKR outsourced assembly and test The AI Blueprint • $SNPS EDA software & silicon IP • $ARM processor IP & architectures • $CDNS chip design & system verification The AI Equipment • $KLAC process control & metrology • $LRCX etch & wafer fabrication tools • $AMAT deposition & materials engineering • $ASML lithography systems enabling advanced nodes The AI Executors • $MU DRAM & NAND memory • $ADI high-performance analog & signal processing • $STM microcontrollers, power & mixed-signal chips • $NXPI automotive & industrial embedded platforms • $TXN analog & embedded chips for industrial & automotive