Geopolitical StrategyA collaboration could reduce geopolitical risks thanks to the diversified manufacturing bases and clients globally.
Growth ProspectsStronger shipment and UTR guidance were better than expected, driven by increased consumer electronics demand, likely boosted by tariff and China’s trade-in programs.
MergerA potential merger would create the second largest foundry globally behind TSMC, with improved economies of scale, bargaining power, and the ability to manage competition.