United Microelectronics Corp（UMC）のニュースとイベントUMCUnited Microelectronics Corp

UMC Reports July Sales of NT$23.84B

UMC reports July sales NT$23.84B vs. NT$20.04 last year

UMC Reports Q2 Revenue of NT$68.73 Billion

Second quarter consolidated revenue was NT$68.73 billion, increasing 12.6% from NT$61.04 billion in 1Q26. Jason Wang, CEO of UMC, said, "In the second quarter, our wafer shipments increased 10.6% quarter-on-quarter, driven by strong demand in the communication and consumer segments, further improving utilization rate to 85%. Revenue from our 22/28nm business continues to set record highs, with 22nm revenue representing 17.5% of second-quarter sales. Earlier this month, we announced the company's first mass-production delivery of 12-inch photonic ICs to a customer, a major milestone for UMC that demonstrates the company's high-volume silicon photonics manufacturing capability on 12-inch wafers as we prepare to launch our silicon photonics platform available for general customer use in 2027. Looking ahead to the third quarter, we expect demand momentum to remain stable across the computer, communication, and consumer segments, with shipments projected to increase by high-single digits. Driven by strong demand for power management ICs, sensors, and microcontrollers, our 8-inch portfolio is seeing a strong rebound, and utilization is expected to improve significantly in the third quarter. With our 12-inch capacity already at a healthy utilization rate supporting core businesses, we must also prepare in advance to ensure UMC is well positioned to capture future opportunities driven by AI. To ensure we are ready to scale rapidly to support our customers, we announced today that our Board of Directors has approved a plan to expand cleanroom capacity at our Singapore P4 facility and to construct a new fab in Tainan, Taiwan. The plan will be executed in phases, enabling UMC to remain focused on capital discipline while flexibly deploying capacity to fulfill customer demand. As a result, 2026 capital expenditure budget will be revised upward to $2B. In the second quarter, UMC was proud to be selected for inclusion in the FTSE4Good TIP Taiwan ESG Index, which evaluates top-performing Taiwan-listed companies based on international sustainability standards, for the tenth consecutive year. For investors interested in learning more about UMC's sustainability targets and progress, the company's 2025 Sustainability Report will be available on our website by the end of July."

UMC Approves Expansion Plan to Meet Customer Demand

UMC announced that its board of directors has approved a phased expansion plan to meet growing customer demand. The company will immediately expand cleanroom capacity in Singapore and simultaneously begin construction of a new fab building shell at its flagship Tainan campus in Taiwan. This dual-track approach is designed to meet near-term customer demand while establishing the structural footprint required to capture future high-growth AI and edge-computing applications.