US Stocks Movement | Rumors of TSMC cutting 28nm production by 25%, potential beneficiary UMC rises 6.7% pre-market

Glonghui, June 24｜A certain exchange rose 6.7% in pre-market trading to $27.96. According to reports, some media, citing supply chain sources, stated that TSMC's main 28nm production base, Fab 15A, saw wafer input drop from 200,000 pieces at the beginning of this year to 150,000 pieces, a decrease of more than 25%. This capacity adjustment is due to the transformation of the Fab 15 plant into a 4nm process production base, involving company-wide cross-node capacity reallocation. Some 28nm process clients have already turned to UMC and Vanguard.