Earnings summaries and quarterly performance for UNITED MICROELECTRONICS.
Research analysts who have asked questions during UNITED MICROELECTRONICS earnings calls.
Brad Lin
Bank of America
4 questions for UMC
Also covers: 3711.TW, ASX, TSM
CC
Charlie Chan
Morgan Stanley
4 questions for UMC
Also covers: 3711.TW, ASX, TSM
GH
Gokul Hariharan
JPMorgan Chase & Co
4 questions for UMC
Also covers: 3711.TW, ASX, GDS +2 more
LC
Laura Chen
Citigroup
3 questions for UMC
Also covers: ASX, TSM
SL
Sunny Lin
UBS
3 questions for UMC
Also covers: 3711.TW, ASX, TSM
JZ
Jason Zhang
CLSA
2 questions for UMC
AC
Alex Chang
Exane BNP Paribas
1 question for UMC
BL
Bruce Lu
Goldman Sachs
1 question for UMC
Also covers: ASX, TSM
Chia Yi Chen
Citigroup
1 question for UMC
Also covers: 3711.TW, ASX, TSM
FP
Felix Pan (Junhong Pan)
KGI Securities
1 question for UMC
Also covers: ASX, TSM
JT
Jason Tsang
CLSA
1 question for UMC
Also covers: 3711.TW, ASX
RA
Randy Abrams
UBS Group AG
1 question for UMC
Also covers: AMKR
Ted Lin
HSBC
1 question for UMC
TS
Timm Schulze-Melander
Rothschild & Co Redburn
1 question for UMC
Also covers: AMAT, ARM, ASML +2 more
TS
Tim Schultz
Redburn
1 question for UMC
ZL
Zheng Lu
Goldman Sachs
1 question for UMC
Also covers: 3711.TW, ASX, TSM
Recent press releases and 8-K filings for UMC.
UMC Announces January 2026 Revenue
UMC
Earnings
Revenue Acceleration/Inflection
- United Microelectronics Corporation (UMC) reported net sales of NT$20,862,150 thousand for January 2026.
- This represents a 5.33% increase in net sales compared to January 2025.
- The announcement was made on February 5, 2026.
1 day ago
United Microelectronics Corporation Announces Q4 2025 Results and Q1 2026 Outlook
UMC
Earnings
Guidance Update
New Projects/Investments
- United Microelectronics Corporation (UMC) reported Q4 2025 revenue of NT$61.81 billion (US$1.97 billion), a 4.5% sequential increase, with a gross margin of 30.7% and earnings per share of NT$0.81. Full-year 2025 earnings per share was NT$3.34.
- The company's 22nm revenue grew 93% year-over-year for the full year 2025, reaching a record high in Q4 2025 and accounting for over 13% of total Q4 revenue.
- For Q1 2026, UMC anticipates flat wafer shipments, firm ASP in USD, and a gross profit margin in the high-20% range, with a projected 2026 CAPEX of US$1.5 billion.
- UMC is investing in future growth by completing its new Phase 3 facility at Singapore Fab 12i and forming partnerships, including a 12nm collaboration with Intel and an MOU with Polar Semiconductor.
Jan 28, 2026, 11:00 AM
UMC Reports Fourth Quarter and Full-Year 2025 Results
UMC
Earnings
Guidance Update
New Projects/Investments
- UMC reported Q4 2025 revenue of NT$61.81 billion (US$1.97 billion), a 4.5% sequential increase, with a gross margin of 30.7% and earnings per share of NT$0.81.
- For the full year 2025, earnings per share were NT$3.34, and revenue in US dollars increased 5.3% year-over-year.
- The 22/28nm segment grew to 36% of wafer revenue in Q4 2025, driven by a 31% quarter-on-quarter increase in 22nm revenue.
- For Q1 2026, UMC anticipates a gross profit margin in the high-20% range, mid-70% capacity utilization, and 2026 CAPEX of US$1.5 billion.
- Strategic developments include the completion of the Singapore Fab 12i Phase 3 facility and new partnerships, such as a 12nm collaboration with Intel and an MOU with Polar Semiconductor, to support future growth and supply chain diversification.
Jan 28, 2026, 10:30 AM
UMC provides Q1 2026 guidance and 2026 outlook
UMC
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- For Q1 2026, UMC guides for flat wafer shipments, firm ASPs in U.S. dollars, a gross margin in the high 20% range, and a capacity utilization rate in the mid-70% range. The 2026 cash-based CapEx budget is $1.5 billion.
- UMC expects 2026 to be a growth year, projecting to outperform its addressable market's low single-digit % growth. The company anticipates a more favorable ASP environment in 2026 compared to 2025.
- Advanced packaging and silicon photonics are identified as new growth catalysts for 2026 and beyond. UMC expects over 20 new advanced packaging tape-outs in 2026, with significant revenue growth anticipated in 2027, and 12-inch silicon photonics programmable products expected to ramp in 2026.
- The company forecasts a 1.2% year-over-year capacity increase for 2026 and a low teens annual increase in full-year depreciation expenses for 2026.
Jan 28, 2026, 9:00 AM
UMC Announces Q4 2025 Results and 2026 Outlook
UMC
Earnings
Guidance Update
New Projects/Investments
- UMC reported Q4 2025 consolidated revenue of TWD 61.81 billion and a gross margin of 30.7%, with net income attributable to the parent at TWD 10.06 billion and EPS of 0.81 NT dollars.
- For the full year 2025, revenue reached TWD 237.5 billion, with a gross margin rate of 29% and EPS of 3.34 NT dollars, a decline from 3.8 NT dollars in 2024.
- For Q1 2026, UMC expects wafer shipments to remain flat, ASP in US dollars to remain firm, gross margin to be approximately in the high 20% range, and capacity utilization in the mid-70% range.
- The company anticipates 2026 to be another growth year, with a more favorable ASP environment compared to 2025, and projects its growth to outperform its addressable market.
- UMC's 2026 CapEx plan is set at $1.5 billion, a slight decrease from $1.6 billion in 2025, with strategic focus on advanced packaging and silicon photonics, expecting significant revenue growth from advanced packaging in 2027 and 12-inch PIC programmable products to ramp in 2026.
Jan 28, 2026, 9:00 AM
UMC Reports Q4 2025 Results and Provides Q1 2026 Guidance
UMC
Earnings
Guidance Update
New Projects/Investments
- UMC reported Q4 2025 EPS of 0.81 and a gross margin of 30.7%, contributing to a full-year 2025 EPS of 3.34, a decline from 3.8 in 2024.
- For Q1 2026, UMC anticipates flat wafer shipments, firm ASPs, and a gross margin in the high 20% range, with capacity utilization in the mid-70% range.
- The company projects a $1.5 billion CapEx budget for 2026, a slight decrease from $1.6 billion in 2025, and expects a more favorable ASP environment, with UMC's growth outperforming its low single-digit % addressable market growth.
- Key growth drivers include the accelerating 22-nanometer platform, with 22- and 28-nanometer revenue accounting for 36% of Q4 2025 total revenue, and strategic investments in advanced packaging and silicon photonics, with significant revenue growth from advanced packaging expected in 2027.
Jan 28, 2026, 9:00 AM
United Microelectronics Corporation Announces December 2025 Revenue
UMC
Earnings
Revenue Acceleration/Inflection
- United Microelectronics Corporation reported net sales of NT$19,280,724 thousand for December 2025, an increase of 1.66% compared to December 2024.
- Year-to-Date net sales for 2025 reached NT$237,553,199 thousand, representing a 2.26% increase from the previous year.
- As of the period end, the company reported no funds lent to other parties and a zero balance for endorsements and guarantees.
Jan 7, 2026, 11:05 AM
UMC announces acquisition of machinery and equipment
UMC
New Projects/Investments
- United Microelectronics Corporation (UMC) announced the acquisition of machinery and equipment for a total transaction price of NT$1,259,089,982.
- The acquisition, which occurred between January 7, 2025, and December 19, 2025, is intended for production and R&D.
- The counterparty for this non-related party transaction was Applied Materials South East Asia Pte. Ltd..
Dec 30, 2025, 11:06 AM
United Microelectronics Corp. Approves Capital Budget and Strategic Investment in Unimicron
UMC
New Projects/Investments
- United Microelectronics Corp.'s board of directors approved a capital budget execution of NT$ 30,096 million for capacity deployment.
- The company will participate in the capital increase of its associate, Unimicron Technology Corp., by subscribing to new shares not exceeding 6,034,482 shares at a unit price of NTD 116, for a total amount not exceeding NTD 700,000,000.
- This strategic investment will add to UMC's current cumulative holding of 204,912,528 shares in Unimicron, representing 13.01% of holdings with a monetary value of NTD 14,292,544,874.
Dec 17, 2025, 11:08 AM
UMC and Polar Semiconductor Plan US 8-Inch Wafer Production Expansion
UMC
New Projects/Investments
- United Microelectronics Corp (UMC) and U.S.-based Polar Semiconductor have signed a memorandum of understanding to collaborate on expanding 8-inch wafer production at Polar's Minnesota facility.
- This partnership aims to meet growing domestic demand and strengthen U.S. semiconductor supply chain resilience, leveraging UMC's advanced 8-inch process technologies and global customer network.
- UMC, Taiwan's second-largest semiconductor foundry, holds a 5% market share in the global dedicated chip foundry market in 2024, making it the world's third-largest.
- The company reported a 5.91% increase in net sales for November 2025 compared to the previous year.
Dec 4, 2025, 11:48 AM
Quarterly earnings call transcripts for UNITED MICROELECTRONICS.
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