UA

Silicon · Second string · Independent

UMC and GlobalFoundries

Mature-node foundries serving cars, industry and communications.

58OVRProspectDraft · rated on 3 of 6

Ratings

UMC and GlobalFoundries held 3.9% and 3.2% of top-ten foundry revenue in 2Q26 from mature-node capacity, which faces Chinese mature-node capacity and pricing.

  • Dominance58draft

    Small stated shares of top-ten foundry revenue in 2Q26, UMC 3.9% and GlobalFoundries 3.2%.

    sourced trendforce.com
  • Momentumunrated

    The Atlas gives no growth figure and no stated direction for this company.

  • Leverage50draft

    The Atlas states no company that depends on UMC or GlobalFoundries.

    sourced trendforce.com

    Network base 50, judgment +0.

  • Durability74draft

    Its named risk is Chinese mature-node capacity and pricing.

    sourced trendforce.com
  • Firepowerunrated

    The Atlas states no cash, raise, profit, debt or spending commitment for this company.

  • Deal Heatunrated

    The Atlas reports no deal talks, pending deal, listing plan or stated acquisition plan for this company.

DOM 58MOM –LEV 50DUR 74FIRE –HEAT –

Key figures

From the Atlas key figure: UMC 3.9% and GlobalFoundries 3.2% in 2Q26. Source: trendforce.com.

Profile

Mature-node foundries serving cars, industry and communications.

Silicon · Foundries · Second string

Key figure UMC 3.9% and GlobalFoundries 3.2% in 2Q26.

Why it may rise Mature-node capacity for cars, industry and communications.

What could change it Chinese mature-node capacity and pricing.

sourced trendforce.com

Connections

The Atlas draws no relationships for this company yet.

See UMC and GlobalFoundries and its connections on the map →

Sector standing

No. 27 of 32 rated in Silicon

  1. 25Groq60
  2. 26CXMT59
  3. 27UMC and GlobalFoundries58
  4. 28Tenstorrent57
  5. 29Etched53

Ratings by Claude (draft), 2026-11-02, read from the Atlas data under the ratings rubric.