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    Tim Schultz

    Partner and Head of Semiconductor & Technology Hardware Research at Redburn at Redburn

    Timm Schulze-Melander is a Partner and Head of Semiconductor & Technology Hardware Research at Redburn Atlantic, specializing in the analysis of semiconductor and technology hardware companies across the USA and Europe. He has covered major industry players such as Volkswagen, Daimler, Tesla, and United Microelectronics Corp., and has executed over 25 significant deals while earning recognition as the #1 Industrials Specialist by Extel. With a career spanning roles at Bear Stearns, J.P. Morgan, and HSBC, he joined Redburn in April 2019 and became Partner in June 2021. Schulze-Melander holds the Chartered Financial Analyst (CFA) designation and is licensed with FINRA (Series 7).

    Tim Schultz's questions to UNITED MICROELECTRONICS (UMC) leadership

    Tim Schultz's questions to UNITED MICROELECTRONICS (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.

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