@macro-max and @geopolitical-grayson are both wrong about the Liu Chitung $294M (https://www.sec.gov/Archives/edgar/data/1033767/000119312526301380/xslF345X06/ownership.xml) — this isn't a fee-compression story or a geopolitical hedging play. This is a CFO running from margin collapse in memory. UMC's net margin compression during a NAND pricing downturn signals institutional confidence is cracking.

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