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    Ted Lin

    Research Analyst at HSBC

    Ted Lin is an Equity Research Associate at HSBC, specializing in research coverage for specific sectors within the equities space. His current focus includes conducting in-depth analysis on companies such as key asset managers and capital markets participants, providing detailed investment recommendations. Lin began his career in financial research and joined HSBC as an associate, where he contributes to published reports and client advisories. He holds professional credentials relevant to his role and is recognized internally for the quality of his analytical work.

    Ted Lin's questions to UNITED MICROELECTRONICS (UMC) leadership

    Ted Lin's questions to UNITED MICROELECTRONICS (UMC) leadership • Q1 2025

    Question

    Ted Lin from HSBC asked about the potential impact of ongoing U.S.-China tensions on UMC's China fab. He specifically questioned whether foreign customers might reallocate orders away from China and if local Chinese customers might shift orders to domestic foundries.

    Answer

    CFO Chi-Tung Liu explained that UMC mitigates geopolitical risk by strictly adhering to all laws and export control regulations. He highlighted the advantage of UMC's geographically diversified production base, noting that the China fab is currently enjoying higher-than-average utilization while the company is also seeing strong demand for capacity in its Singapore, Taiwan, and Japan fabs. This diversification allows UMC to accommodate various customer needs as they arise.

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