$UMC
united microelectronics2/10Does he own it?
UMC only appears inside broad thematic ticker lists (SiPh foundry cheat sheet, sector ETF returns table, news TLDR). No first-person buy/hold/add/size language for it. In the returns post he names his winners (AXTI, LITE etc.); UMC sits near the bottom (+18.11%) and is implicitly excluded. No percent weight given.
His thesis
UMC is treated as one of several silicon-photonics/CPO foundry beneficiaries within a multi-year photonics supercycle driven by AI deployment. He also flags UMC's foundry price hikes as a positive sign of tightening capacity. It is framed positively but only as a constituent of a broad sector theme, never singled out for a dedicated thesis.
How his view evolved
Stays peripheral throughout: first a name in a SiPh foundry list, then a low-ranked constituent in his sector returns table, then a foundry price-hike news bullet. Consistently coverage, never developed into a personal position.
Key points
- Listed as a SiPh foundry among many CPO supply-chain names
- Near bottom of his sector returns list; not among his named winners
- Foundry price hikes cited as bullish capacity signal
Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $UMC on X ↗