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At the financial conference, UMC's CEO, Wang Shi, disclosed that there exists a robust demand for mature processes at present, with capacity utilization surpassing the 90% mark. Notably, it is anticipated that revenue from AI-related businesses will constitute 25% of the total revenue within the forthcoming three years. Both the 8-inch and 12-inch business segments exhibit potential for pricing enhancements. The year 2027 is poised to be a pivotal juncture for the trajectory of average selling prices, with upward price adjustments commencing from the first quarter of the upcoming year. Projections indicate that the overall average selling price will experience an approximate 10% increase by 2027. Presently, annual price negotiations are drawing to a close, and the management maintains an optimistic outlook for the future.
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