UMC Falls 7%, Tower Drops 10% on Fears of AI Capex Slowdown
United Microelectronics shares fell 7% to $18.22 as a broader foundry selloff reflected renewed fears about AI capital spending. The Wall Street Journal cited nine top tech firms with about $3 trillion in off-balance-sheet AI commitments. Estimates of Anthropic’s revenue growth and monetization uncertainty rattled the semiconductor chain, dragging Tower Semiconductor down 10% and weighing on other foundries.