UMC Reports Q2 Revenue of NT$61.04B
Reports Q2 revenue NT$61.04B vs. NT$57.86B last year. Jason Wang, CEO of UMC, said, "In the first quarter, our wafer shipments increased 2.7% quarter-on-quarter on strong growth in the consumer segment, lifting overall utilization rate to 79%. Despite a decline in blended average selling price during the quarter, which partly reflected higher 8-inch wafer shipments, gross margin held firm at 29.2%. Demand for our 22nm logic and specialty processes continues to gain momentum, with 22nm revenue reaching another record high and accounting for 14% of first-quarter revenue. By the end of this year, over 50 customers will have completed tape-outs on our 22nm platforms for a diverse range of applications, including display driver ICs, networking chips, and microcontrollers. We continue to invest in next-generation technologies - beyond 22nm, our 12nm collaboration with Intel will provide customers with technology continuity as well as a U.S.-based manufacturing option. UMC also recently announced important developments in emerging businesses, including a strategic partnership to deploy thin-film lithium niobate photonics for AI infrastructure." Going into the second quarter, we expect strong wafer shipment growth across both 8-inch and 12-inch portfolios, supported by a strong rebound in the communication segment as well as healthy demand across computer, consumer, and industrial markets. While the current memory supply shortage and the ongoing conflict in the Middle East are creating certain headwinds and market volatility, UMC continues to foresee resilient market demand. UMC will continue to monitor industry and macroeconomic developments closely while prudently managing our business to cope with market dynamics amid evolving semiconductor landscape changes. UMC's long-term commitment to corporate sustainability was once again recognized in S&P Global's annual Sustainability Yearbook. With only 848 out of 9,200 large corporations selected for the 2026 Yearbook, UMC was awarded the 'Top 1%' highest ranking within the Semiconductor and Semiconductor Equipment sector. Last month, we also announced a MoU with Infineon to drive reduction of greenhouse gas emissions across our shared supply chain. With value chain (Scope 3) emissions the largest share of a company's total emissions, and also the most complex to address, collaboration with our partners is essential as we strive towards our goal of achieving net zero emissions by 2050. We are pleased to join forces with Infineon to accelerate decarbonization action among our common suppliers."
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- Sales Growth: In April 2026, United Microelectronics Corporation reported unaudited net sales of NT$22,663,945, marking an increase of NT$2,209,415 or 10.80% compared to NT$20,454,530 in April 2025, indicating strong market performance.
- Quarterly Performance: Cumulative sales from January to April 2026 reached NT$83,701,847, up NT$5,388,360 or 6.88% from NT$78,313,487 in the same period of 2025, reflecting a stable growth trend for the company at the start of the year.
- Market Demand: The sales increase is primarily driven by sustained demand in the semiconductor market, with UMC's investments in technological innovation and capacity expansion enabling it to better meet customer needs, thereby enhancing its competitive position.
- Future Outlook: With the ongoing rise in global demand for semiconductor products, UMC is expected to continue benefiting from industry trends, further driving sales growth and strengthening its position in the global market.
- Sales Growth: United Microelectronics reported a 10.8% year-over-year increase in April sales, reaching NT$22.66 million, indicating stable performance in a volatile market environment.
- Cumulative Sales Data: The cumulative sales from January to April totaled NT$83.7 million, up 6.88% year-over-year, suggesting a positive sales trend early in the year that boosts investor confidence in future performance.
- Stock Price Fluctuation: Despite the positive sales figures, UMC's shares fell 3.6% in premarket trading, reflecting market caution regarding the company's growth prospects, potentially influenced by broader market sentiment.
- Market Outlook: The sales growth aligns with strong demand in the semiconductor industry, and despite market fluctuations, UMC has opportunities to enhance competitiveness through technological innovation and market expansion.
- Strong Performance: United Microelectronics reported a Q1 non-GAAP EPS of $0.204, beating expectations by $0.07, indicating robust market performance that is likely to positively impact stock prices.
- Revenue Growth: The company achieved Q1 revenue of $1.93 billion, a 10.9% year-over-year increase, exceeding market expectations by $10 million, reflecting sustained growth momentum in the semiconductor industry and boosting investor confidence.
- Stable Margins: With a gross margin of 29.2% and an operating margin of 18.5%, UMC demonstrates effective cost control and operational efficiency, which are expected to support future profitability.
- Future Outlook: The company anticipates a capital expenditure of $1.5 billion in 2026, with wafer shipments projected to increase by high-single digits, indicating a positive outlook on future market demand that may further enhance shareholder returns.
- Earnings Announcement Date: United Microelectronics is set to release its Q1 2023 earnings report on April 29 before market open, with consensus EPS estimated at $0.13 and revenue expected to reach $1.92 billion, reflecting a 10.3% year-over-year growth, which will provide critical performance guidance for investors.
- Earnings Expectation Changes: Over the past three months, EPS estimates have seen one upward revision and one downward revision, while revenue estimates have experienced nine upward revisions and one downward revision, indicating market divergence regarding the company's future performance, which could impact investor confidence.
- Analyst Perspectives: Recent analyst previews of United Microelectronics' earnings have been cautious, with some analysts downgrading their ratings due to perceived challenges in the current market environment, while others maintain an optimistic outlook on the company's future performance, reflecting differing views on the company's prospects.
- Leadership Changes: United Microelectronics has recently appointed a new CEO and scrapped its co-president model, implementing a new leadership strategy aimed at enhancing corporate governance and decision-making efficiency to better navigate the rapidly changing semiconductor market.
- Revenue Growth: United Microelectronics reported March revenue of NT$20.83 billion, reflecting a year-over-year increase of 4.89%, indicating a stable growth trend in the semiconductor market that boosts investor confidence in future performance.
- Year-to-Date Revenue: The company's total revenue reached NT$61.04 billion, up 5.49% year-over-year, demonstrating strong performance amid ongoing market demand, which further solidifies its market position.
- Stock Price Surge: During pre-market trading on Wednesday, UMC's stock price rose approximately 4% to $9.31, reflecting a positive market reaction to the company's financial health, potentially attracting more investor interest.
- Leadership Changes: UMC appointed a new CEO and scrapped its co-president model as part of a new leadership strategy aimed at enhancing decision-making efficiency and market responsiveness to address the rapidly changing semiconductor industry challenges.
- Sales Growth: In March 2026, United Microelectronics Corporation reported unaudited net sales of NT$20,830,626, an increase of NT$971,979 compared to NT$19,858,647 in March 2025, reflecting a year-over-year growth rate of 4.89%, indicating stable performance in the market.
- Quarterly Performance: The total revenue for the first quarter of 2026 reached NT$61,037,902, up NT$3,178,945 from NT$57,858,957 in the same period of 2025, with a year-over-year growth rate of 5.49%, demonstrating the company's sustained competitiveness in the overall market environment.
- Financial Transparency: All figures are consolidated financial statements, ensuring accuracy and transparency of information, which enhances investor confidence in the company's financial health.
- Future Outlook: With the ongoing growth of the semiconductor market, UMC's sales growth trend may continue, further solidifying its leadership position in the industry.








