Tim Schultz's questions to United Microelectronics Corp (UMC) leadership • Q2 2025
Question
Tim Schultz of Redburn questioned the pricing behavior of rivals in the communications segment and the impact of Intel's internal changes on the UMC collaboration.
Answer
President Jason Wang noted that pricing remains a competitive topic whenever spare capacity exists. Regarding the Intel partnership, he stated that program activity is actually increasing as it moves from R&D to production prep, with strong commitment from both sides. He also confirmed the collaboration will be material to UMC's future gross margin in absolute dollar terms.