Foundry Stocks Rebound as Mainstream Chip Demand Surges, UMC Up 62%

As investment in AI data centers expands, demand is rising not only for cutting-edge processes but also for mainstream semiconductors. Attention had been concentrated on advanced chips led by TSMC and Samsung, but recent order recovery for older and general-purpose process products has raised expectations for improved foundry utilization. Share prices have reflected that shift. Taiwan’s UMC rose 62% in a month, while U.S.-based GlobalFoundries gained 50%. The market is watching whether AI infrastructure expansion continues to spread into broader semiconductor demand. Source: mk.co.kr