United Microelectronics Corporation Q2 2025 Earnings Recap

UMC reported solid second quarter 2025 results, with sequential revenue growth of 1.6% and a net income of TWD 8.9 billion. However, foreign exchange fluctuations impacted gross margin, which was recorded at 28.7%.

Key Takeaways

• Consolidated revenue reached TWD 58.8 billion, with a gross margin of 28.7%, reflecting a 3 percentage point impact from foreign exchange rates.
• Net income attributable to shareholders increased to TWD 8.9 billion, yielding earnings per share of TWD 0.71, up from TWD 0.62 in Q1.
• Wafer shipments increased by 6.3% quarter-over-quarter, driven primarily by demand in communications and imaging signal processors.
• Advanced technology revenue (sub-40nm) continued to grow, comprising 55% of total revenue, bolstering UMC's position in key markets.
• For Q3 2025, UMC anticipates a mild uptick in wafer shipments, but expects a decline in NT dollar revenue due to adverse foreign exchange impacts.