UMC Reports Record Q4 2025 Earnings with 93% YoY Revenue Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
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Source: Newsfilter
- Significant Revenue Growth: In Q4 2025, UMC reported revenue of NT$61.81 billion (approximately US$1.97 billion), reflecting a 4.5% increase from Q3 and a 2.4% year-over-year growth, showcasing the company's robust performance in the semiconductor market.
- Steady Net Income: The net income for the fourth quarter was NT$10.06 billion (approximately US$320 million), with earnings per share at NT$0.81, indicating resilience despite a 32.9% decline from the previous quarter, highlighting the company's ability to navigate market fluctuations.
- 22nm Technology Breakthrough: Revenue from the 22nm segment surged by 31% quarter-over-quarter, accounting for over 13% of total Q4 revenue, underscoring UMC's sustained leadership in advanced process technologies, which enhances its product mix and competitive edge.
- Optimistic Future Outlook: UMC anticipates continued growth in 2026, driven by accelerated tape-outs on its 22nm platforms and increasing traction for new solutions, demonstrating the company's strategic foresight in technology investment and market demand.
Analyst Views on UMC
Wall Street analysts forecast UMC stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for UMC is 5.50 USD with a low forecast of 4.80 USD and a high forecast of 6.20 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
2 Analyst Rating
0 Buy
0 Hold
2 Sell
Moderate Sell
Current: 11.330
Low
4.80
Averages
5.50
High
6.20
Current: 11.330
Low
4.80
Averages
5.50
High
6.20
About UMC
United Microelectronics Corp is a global semiconductor foundry. The Company provides integrated circuit (IC) production for applications spanning every sector of the electronics industry. The Company operates through two segments. The Wafer Fabrication segment is mainly engaged in the manufacture of chips to the design specifications of its customers by using its own processes and techniques. The New Business segment is engaged in the research, development, manufacture and provision of solar energy. The Company is engaged in the maintenance of a customer base across various industries, including communication, consumer electronics, computer, memory, new generation light-emitting diode (LED) and others, while focusing on manufacturing for applications, including networking, telecommunications, Internet, multimedia, personal computers (PCs) and graphics.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
