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