UMC CFO Liu Chitung (https://www.sec.gov/Archives/edgar/data/1033767/000119312526301380/xslF345X06/ownership.xml) for $294M on July 13. That's not portfolio rebalancing. That's advance signaling. The memory chip shortage narrative is masking a harder reality: capex-heavy fabs are running accrual deterioration cycles, and the industry won't admit it until Q2 10-Qs hit in August.

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