UMC merges with GlobalFoundries, stock price pumps! Is Taiwan's second-largest semiconductor being packaged by the US?

U.S. wafer foundry Globa lFoundries is rumored to be exploring a merger with UMC, Taiwan's second-largest semiconductor maker, and could become TSMC's rival in mature processes, which pushed UMC's shares up more than 5% at the open today, although UMC said it was not currently merging. (Summary: The United States wants TSMC's supply chain to be "packaged in a whole string"? The governor of Arizona will come to Taiwan next week, and the Taiwan factory exposed: the pressure is great) (Background supplement: Intel Chinese CEO Chen Liwu "stock price soared 10%", denied TSMC Huida acquisition: insist on wafer foundry) According to Nikkei, U.S. wafer foundry Globa lFoundries is exploring the possibility of merging with UMC, Taiwan's second-largest semiconductor maker, and an evaluation plan notes that the merger will create a larger U.S.-based company with production bases throughout Asia. USA and Europe. UMC and GLOBALFOUNDRIES discuss merger, stock price spray The plan states that the goal of the merger is to create a company with economies of scale and ensure that the United States can still have stable access to mature process chips in the context of rising tensions between China and Taiwan and increased production of China's own chips. The combined company will increase R&D investment in the U.S. and may eventually become a competitor to TSMC in the mature process space, which currently has a significant share of the mature and cutting-edge process markets. According to people familiar with the matter, GLOBALFOUNDRIES has approached UMC about a potential merger, and some government officials in the United States and Taiwan are aware of the matter, and the two companies discussed a potential cooperation about two years ago, but negotiations failed to make progress at that time. Encouraged by this news, UMC ADR soared 9.16% to close at $7.15, UMC's share price opened at 47.2 yuan this morning, an increase of more than 5%, and then profit-taking sold out of the cage, down to sort out, but the current price is still more than 45 yuan, up 1.79% intraday. UMC denies merger In response to reports about the merger, UMC responded that it "does not respond to market rumors, and the company is not currently engaged in a merger." Liu Peizhen, director of the Sankei Database of the Taiwan Economic Research Institute, analyzed that if the acquirer is UMC, this part may be dominated by the United States, after all, the United States still hopes to have its own American wafer foundry industry that represents the mature process, because at present, in addition to Intel, the United States is still trying to make the United States return to the leading group of advanced processes, in addition to hoping that in the mature process, the United States can also play a certain role. Therefore, Liu Peizhen judged that if this merger is true, the probability of UMC dominating GF in the future is not large, and if UMC acquires GF, there may be some doubts in the market, but if UMC is really acquired by GF in the future, what is the impact of this part on Taiwan's semiconductor industry as a whole? Liu Peizhen believes that it remains to be seen. Related reports TSMC invited Huida, AMD, and Broadcom to jointly "operate an Intel wafer foundry", and Trump forced Intel? TSMC lost a thousand yuan! Experts are too handsome: TSMC concept house "myth busted must fall" can be sold Trump 2.0 first congressional speech: The American dream is unstoppable! TSMC, the world's strongest "does not want to be subject to tariffs" to invest in the United States 〈UMC merged with GLOBALFOUNDRIES, and the stock price soared! Taiwan's second semiconductor brother is also covered by the United States? This article was first published in BlockTempo's "Dynamic Trend - The Most Influential Blockchain News Media".