We recently published a list of 10 Forgotten Technology Actions to buy now. In this article, let’s take a look at the United Microelectronic Corporation (NYSE: UMC) against other forgotten technological actions to buy now.
After overcoming the main macroeconomic challenges, the computer sector has begun by 2025 with a fresh vigor. The technology sector is already ready for a resurgence after a period of instability characterized by high inflation, increased interest rates and world unforeseen. The sector is expected to be “healthy” or “very healthy” by 2025, according to 62% of technology executives surveyed by Deloitte. Global computer spending is expected to increase by 9.3%, mainly driven by a two -digit growth in software investments and data centers. As companies move AI initiatives from pilot projects to large -scale production deployments, analysts predict that Cybersecurity and cloud services will continue to be important growth engines.
The dismissal rate declined significantly by 2024, which indicates increasing stability. But new difficulties have emerged, especially in relation to geopolitical tensions and regulatory barriers. The world economy is already the effects of President Trump’s expansive plans, which include additional positions on major technology manufacturing countries such as Taiwan, India and Vietnam ranging from 26% to 49%. Although the imports of semiconductors, which are essential for the development of the AI, have been temporarily exempt, technology companies that are based on international supply chains are facing new risks as a result of the unstable commercial policy climate.
Meanwhile, the AI is proven to be a double cut sword. Although it is expected to contribute 21% to North -American GDP by 2030, according to the World Economic Forum, There are increasing concerns about technology that displaces millions of jobs, especially administrative roles. Like the World Economic Forum He emphasizes, the solution is not to stop the innovation of the AI, but to foster “authentic intelligence”: an approach that emphasizes the collaboration of human critical thinking with the capabilities of AI to ensure inclusive economic growth.
In addition, cybersecurity has become a significant priority on the strategic agenda. As the use of the AI increases, so does the attack area available for pirates. By 2028, it is expected that global cybersecurity expenditure will exceed $ 200 billion, as companies emphasize their defenses. However, it is only believed that 24% of existing gene gene projects are safe enough, which indicates that trust is still an important obstacle to the widespread use of the AI.
In short, despite the fact that in 2025 he has a great promise to the computer industry due to the advances in generative, cloud migration and robust computer investment, companies still have to deal with a complex network of ethical, geopolitical and legal problems. Successful companies will balance the daring technological innovation, the careful risk management, the strategic diversity of the supply chain and a dedication to the defense of the interested parties and the confidence of the client.
In this dynamic context, we look at 10 technological actions forgotten to buy now, which are not only ready to take advantage of the upcoming opportunities, but can also provide an attractive potential for investors seeking beyond Mega-Cap conventional giants.
To find forgotten technological actions, we started looking for companies with a market capital of $ 5 billion, guaranteeing a concentration in financial and large companies. We have chosen actions in this category that had a proportion of price for benefit (p/e) less than 15, using the proportion P/E as a conventional valuation indicator to highlight the actions of relatively affordable gains. We then evaluated these companies based on the funding of coverage funds, using the Insider Monkey report data in the fourth quarter of 2024. Finally, we have chosen the ten companies with the smallest number of coverage fund investors to represent our list of forgotten technology actions to buy now.
Why are we interested in the stocks that cover the funds? The reason is simple: our research has shown that we can overcome the market by imitating the best stock options for the best coverage funds. The strategy of our quarterly bulletin selects 14 stocks of small layers and large layers each quarter and has returned 373.4% since May 2014, surpassing its reference point at 218 percentage points (Check out more details here)).
United Microelectronics Corporation (UMC): Among the technology shares ignored to buy now
A foreground of a state -of -the -art semiconductor observation cast.
Ratio p/e: 13.42
Coverage Fund holders: 18
United Microelectronics Corporation (NYSE: UMC) is a global semiconductors’ casting that provides integrated manufacturing services and circuits Backend in areas such as mobile, yacht, computer science and automotive. As a little appreciated technological stock, United Microelectronics is gaining traction through controlled operations and intelligent expansion.
In the first quarter of 2025, United Microelectronics Corporation (NYSE: UMC) recorded revenue of about $ 1.85 million, an increase of 5.9% over the previous year. The wafers of the wafers were constantly remaining sequentially, but 12% year -on -year, which indicates a strong demand. However, a unique price adjustment earlier this year, combined with a temporary interruption caused by an earthquake, weighed the results. The gross margin fell to 26.7%, while net income was about $ 250 million, or $ 0.02 per action. United Microelectronics Corporation (NYSE: UMC) has a robust financial position, with cash reserves of more than $ 3.17 billion, which position the company well for future investments and market changes.
The main areas of growth include the company’s 22 and 28 nanometers, which currently represent 37% of the general revenue. The 22 nanometer category only increased by 46% sequentially, due to applications such as OLED display drivers and Wi -Fi chips. The United Microelectronics Corporation (NYSE: UMC) factory is currently expanding, and the volume production is expected to begin in the beginning of 2026. The management also emphasized the largest demand for consumption in diverse geographical manufacturing in the face of world commercial tensions.
United Microelectronics Corporation (NYSE: UMC) provides for a 5% increase to 7% of wafers in the second quarter, stable asps and a gross margin recovery up to 30%, supporting a cautiously positive posture.
Generally, UMC Ranks 3rd In our list of forgotten technology stocks to buy now. Although we recognize the potential of the UMC, our conviction lies in the belief that some AI actions have a greater promise to obtain higher yields and do it in a shorter period. There is an AI stock that increased since the beginning of 2025, while the popular AI actions lost around 25%. If you are looking for a stock of IA more promising than the UMC but sells less than five times, see our report on this Ia stock cheap.
