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12.02.26 - 05:48
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TSMC′s advanced process drives AI profits; SMIC, UMC, VIS face growth pressure (Digitimes)
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Amazon, Google, Meta, and Microsoft are set to sharply increase AI capital expenditure in 2026, with total investments reaching US$670 billion. This surge has sparked market concerns about an AI bubble, though Nvidia CEO Jensen Huang called the CSPs' spending "reasonable and necessary." The semiconductor industry sees a clear divide: TSMC is profiting heavily from AI demand, while Semiconductor Manufacturing International Corporation (SMIC), United Microelectronics Corporation (UMC), and Vanguard International Semiconductor (VIS) face growth challenges....
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29.01.26 - 04:06
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UMC accelerates advanced packaging and silicon photonics development as AI drives demand (Digitimes)
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As artificial intelligence (AI) applications expand globally, United Microelectronics Corporation (UMC) is intensifying its efforts in advanced packaging and silicon photonics (SiPh) technologies. UMC co-president Jason Wang highlighted that although these segments currently generate modest revenues, a surge in project activity is anticipated to drive "significant growth" beginning in 2027, marking a strategic focus on emerging markets tied to AI and related fields....
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29.01.26 - 02:12
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UMC sets 2026 capex at US$1.5b as 4Q revenue rises 4.5% (Digitimes)
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United Microelectronics Corporation (UMC) reported a moderate revenue increase in the fourth quarter of 2025, driven by favorable currency exchange rates and growth in its 22/28nm semiconductor business. Consolidated revenue reached NT$61.81 billion (US$1.97 billion), up 4.5% sequentially from NT$59.13 billion and 2.4% higher year-on-year. The company's gross margin improved to 30.7% from 29.8% in the previous quarter. Net income after tax stood at NT$10.06 billion, translating to earnings per share of NT$0.81....
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28.01.26 - 11:36
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UMC Reports Fourth Quarter 2025 Results (Business Wire)
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Full-year 22nm revenue increases 93% YoY, reaching record high in Q4 2025
2025 earnings per share of NT$3.34
Fourth Quarter 2025 Overview1:
Revenue: NT$61.81 billion (US$1.97 billion)
Gross margin: 30.7%; Operating margin: 19.8%
Revenue from 22/28nm: 36%
Capacity utilization rate: 78%
Net income attributable to shareholders of the parent: NT$10.06 billion (US$320 million)
Earnings per share: NT$0.81; earnings per ADS: US$0.129
TAIPEI, Taiwan--(BUSINESS WIRE)--United Microelectronics Corporation (NYSE: UMC; TWSE: 2303) (“UMC” or “The Company”), a leading global semiconductor foundry, today announced its consolidated operating results for the fourth quarter of 2025.
Fourth quarter consolidated revenue was NT$61.81 billion, increasing 4.5% from NT$59.13 billion in 3Q25. Compared to a year ago, 4Q25 revenue increased 2.4%. Consolidated gross margin for 4Q25 was 30.7%. Net income attributable to the shareholders of the parent was NT$10.06 billion, with earnings per ordinary share of NT$0.81.
Jason Wang...
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