2303
聯華電子
Source: dsi_quarterly · analyst_consensus (internal DB). DSI from quarterly filings; consensus as of collection.
Suppliers
UMC
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Competitors
Notes
World's third-largest pure-play foundry by revenue, focused on mature-node specialty processes including RF, power management, and display driver ICs rather than leading-edge logic. Exited sub-14nm R&D in 2018 to concentrate on profitable specialty nodes; faces intensifying competition from Chinese foundries (SMIC, Hua Hong) in the mature-node segment amid post-2023 demand softness.
UMC reported Q2 2026 revenue of NT$129.8B with operating income of NT$26.2B (operating margin ~20.2%). Net income after tax reached NT$58.3B — more than doubling operating profit — driven by NT$35.6B in non-operating income, likely reflecting large equity-method gains from investees. EPS of NT$4.68 is notably elevated for UMC and stands out within the foundry/semiconductor peer group, where non-operating items of this magnitude are uncommon in a single quarter.
UMC has completed the pricing of its seventh series of offshore unsecured convertible bonds, marking a key milestone in a new overseas capital-markets transaction. The completion of pricing sets the conversion terms (price, coupon, and maturity), which directly affects potential dilution for existing shareholders. Full body available on MOPS.
UMC has filed a material information disclosure reporting the acquisition of machinery and equipment, as required under TWSE listing rules for material asset purchases. For a semiconductor foundry, equipment acquisitions typically relate to capacity expansion or process-node tooling and may signal capex direction. Full details — including the equipment type, vendor, consideration, and intended use — are available in the filing body on MOPS.
UMC has filed a material information notice disclosing that it has been invited to participate in an institutional investor briefing (法人說明會). Such filings typically provide the date, venue, and format of the management presentation, giving the market advance notice of scheduled investor-relations activity. Full body available on MOPS.
UMC disclosed that it has been invited to participate in an institutional investor conference or briefing session. Such disclosures are required under TWSE rules whenever a listed company engages in a formal investor presentation, ensuring equal public access to any material information shared at the event. Full body available on MOPS.
UMC announces that it has collected the full subscription proceeds from its second domestic unsecured convertible bond issuance, marking the successful closing and settlement of the offering. This confirms that all investor payments have been received, completing the capital-raising transaction. Full body available on MOPS.
UMC's Board of Directors has resolved to issue the company's 7th series of overseas unsecured convertible bonds (CBs), an offshore fundraising instrument that grants bondholders the right to convert their holdings into UMC equity. This is a material capital-markets event: it signals management's intention to raise funds in international bond markets and carries potential dilution risk for existing shareholders upon conversion. Full body available on MOPS.
UMC reported Q1 2026 revenue of NT$61.0B with net income after tax of NT$16.1B, translating to basic EPS of NT$1.29. Operating income came in at NT$11.3B, while non-operating income and expenses contributed an additional NT$5.4B, supporting bottom-line results in a steady demand environment for the foundry segment.
UMC has filed a material information announcement disclosing the acquisition of intangible assets, which under Taiwan's asset-acquisition regulations must be reported once the transaction value crosses a prescribed threshold. For a leading foundry, intangible asset acquisitions typically involve patents, technology licenses, or software rights that can affect long-term competitiveness and cost structure. Full body available on MOPS.
UMC has filed its financial report for the second quarter of 2026, covering the three-month period ended June 30, 2026. This is a mandatory periodic disclosure under TWSE listing rules and provides investors with audited or reviewed figures on revenue, operating profit, net income, and balance-sheet items. Full body available on MOPS.
UMC's board of directors passed a resolution to release certain managers from their non-compete obligations, which under Taiwan's Company Act ordinarily bar executives from engaging in competing business activities without explicit board approval. This type of waiver is typically granted when an executive is departing or being permitted to take on outside roles in related industries. Investors should consult the full filing on MOPS to identify which individuals are affected and the scope of the exemption.
UMC has disclosed the financial institutions designated to collect subscription proceeds and maintain dedicated escrow accounts in connection with its domestic First and Second Series unsecured convertible bonds. This is a procedural disclosure required under Taiwan's regulations for convertible bond issuances, confirming the banking infrastructure in place to handle investor funds. Full body available on MOPS.
UMC has announced the date on which its Board of Directors will convene to review and approve the company's consolidated financial statements for the second quarter of fiscal year 2026 (ROC year 115, ending 30 June 2026). This disclosure is a standard procedural notice required under TWSE listing rules, signalling to investors when audited Q2 results will be formally adopted and subsequently published. Full body available on MOPS.
UMC is filing on behalf of its subsidiary Hong Cheng Venture Investment Co., Ltd. (宏誠創業投資股份有限公司), disclosing the disposal (sale) of common shares held in Taiwan Semiconductor Co., Ltd. (台灣半導體股份有限公司). This represents a divestiture of an equity stake held through UMC's venture capital arm and may affect UMC's investment income and balance sheet depending on transaction size. Full body available on MOPS.
UMC has filed notice that it will hold an institutional investor conference covering second-quarter 2026 results, at which management is expected to present financial performance, capacity utilization, and forward guidance. Such briefings are a primary channel through which analysts and institutional shareholders receive direct commentary from management on business trends. Full body available on MOPS.
UMC's securities triggered the TWSE's attention-trading disclosure threshold, requiring the company to publicly release relevant financial and business material information to help investors differentiate and understand the situation. This is a regulatory-mandated disclosure triggered by unusual trading activity (price/volume volatility) rather than a company-initiated corporate action. Full body available on MOPS.
UMC disclosed the disposal of securities of its affiliate Novatek Microelectronics (3034.TW). The announcement covers the related transaction details, which may generate disposal gains and signal a reduction in UMC's strategic shareholding. Full body available on MOPS.
The company announced the ex-dividend record date for its cash dividend distribution. This sets the cutoff for shareholders eligible to receive the declared dividend payment. Full body available on MOPS.
The company announced an adjustment to its cash dividend payout ratio, a board-level decision that directly affects shareholder distributions and signals management's view on capital return policy. Changes to payout ratio can materially impact dividend yield and may reflect shifts in capital allocation priorities (e.g., capex, reserves, or buybacks). Full body available on MOPS.
UMC disclosed information related to the disposal of shares it holds in Novatek Microelectronics Corp. (TWSE: 3034), a long-held strategic equity investment. The transaction may generate a material non-operating gain and reduce UMC's cross-shareholding exposure. Full body available on MOPS.
The company issued a clarification regarding a June 21, 2026 report in the Economic Daily News (經濟日報). Such disclosures are typically filed in response to media speculation about operations, orders, or corporate actions, and the content can range from routine denial to confirmation of material information. Full body available on MOPS.
UMC announced the disposal of securities it held in Novatek Microelectronics Corp. (TWSE: 3034), a Taiwan-listed display driver IC designer in which UMC has historically held a strategic equity stake. Such disposals can generate non-operating gains/losses and signal portfolio rebalancing of UMC's long-term equity investments. Full body available on MOPS.
UMC reported May 2026 revenue of NT$22.94B, up 17.8% YoY and +1.2% MoM, marking continued sequential improvement off a soft 2025 base. The double-digit YoY acceleration points to firming mature-node foundry demand, likely tied to AI-adjacent power/interface ICs and inventory replenishment at fabless customers.
UMC announced the disposal of securities of Novatek Microelectronics Corp. (3034.TW), a related listed company in which UMC holds a strategic equity stake. The transaction may generate a material non-operating gain and signals a potential rebalancing of UMC's long-term investment portfolio. Full body available on MOPS.
The board of directors resolved to issue the company's second domestic unsecured convertible corporate bond. This is a capital-raising event that could result in future share dilution upon conversion and signals the company's funding strategy for capex or working capital. Full body available on MOPS.
The board has approved the issuance of the company's first domestic unsecured convertible corporate bond. This represents a capital-raising event that could result in future share dilution upon conversion, making it materially relevant to equity investors. Full body available on MOPS.
UMC announced the key resolutions passed at its 2026 Annual General Shareholders' Meeting (Taiwan Year 115). Typical AGM items include approval of financial statements, earnings distribution (dividends), and election or amendments to board/governance matters. Full body available on MOPS.
UMC announced the acquisition of fab facility-related equipment, a routine capital expenditure disclosure under TWSE material information rules. Equipment purchases support fab capacity and operational needs but are typically not strategically material on their own. Full body available on MOPS.
UMC announced the acquisition of fab facility/plant equipment, a routine capital expenditure disclosure required under TWSE rules when asset acquisitions exceed reporting thresholds. The transaction size, counterparty, and strategic rationale are not visible from the subject line alone. Full body available on MOPS.
UMC disclosed details regarding the acquisition of machinery and equipment, typically related to capital expenditure for fab capacity or process upgrades. Such disclosures are routine under TWSE rules when asset purchases exceed materiality thresholds, and signal ongoing capex deployment. Full body available on MOPS.
UMC has been invited to participate in an institutional investor conference and disclosed related information. Such events typically involve management presenting company updates, financial performance, or industry outlook to analysts and institutional investors. Full body available on MOPS.
UMC announced it has been invited to attend an institutional investor conference, where management will engage with analysts and investors. Such events typically include discussion of business outlook, industry conditions, and operating performance, though no new financial guidance is guaranteed. Full body available on MOPS.
The company disclosed that its ongoing share repurchase program has reached the cumulative NT$300 million reporting threshold required under Taiwan securities regulations. Buybacks typically signal management's view that shares are undervalued and provide EPS support, though this filing is a mandatory disclosure rather than a new program announcement. Full body available on MOPS.
UMC reported April 2026 revenue of NT$22.66B, up 10.8% YoY and 8.8% MoM from NT$20.83B in March. The sequential acceleration alongside double-digit YoY growth points to firming foundry demand, consistent with broader AI-driven capacity tightness benefiting mature/specialty nodes. YTD revenue of NT$83.70B is up 6.9% versus the same period last year.
The company has disclosed that cumulative spending on its share repurchase program has reached or exceeded NT$300 million, triggering a mandatory disclosure threshold under Taiwan securities regulations. Buyback progress disclosures signal management's continued commitment to returning capital to shareholders and may support the share price. Full body available on MOPS.
The company disclosed that cumulative spending on its ongoing share repurchase program has reached or exceeded NT$300 million, triggering Taiwan's mandatory disclosure threshold. This signals active execution of the buyback and may support the share price by reducing float. Full body available on MOPS.
The company has completed the cancellation of restricted employee stock awards and the corresponding registration of its revised paid-in capital amount. This is a routine administrative housekeeping step following forfeiture or non-vesting of previously issued restricted shares, with negligible dilution impact. Full body available on MOPS.
UMC reported March 2026 revenue of NT$19.35B, up 6.33% YoY but down 7.27% MoM. The modest YoY growth alongside sequential softness suggests mature-node foundry demand remains steady but lacks the AI/HBM tailwind benefiting leading-edge peers.
UMC reported February 2026 revenue of NT$20.86B, up 5.3% YoY and rebounding 8.2% MoM. The sequential acceleration suggests improving foundry utilization, consistent with broader semiconductor cycle recovery driven by AI-adjacent mature-node demand, though the modest YoY growth reflects UMC's lagging exposure to leading-edge AI/HBM versus TSMC.
UMC reported January 2026 revenue of NT$19.28B, up 1.66% YoY but down 9.2% MoM, reflecting typical Q1 seasonality in mature-node foundry demand. The modest YoY growth suggests stable but unspectacular utilization, with limited direct exposure to the AI/HBM cycle that is lifting leading-edge peers like TSMC. Investors should watch for signs of recovery in consumer and communications end-markets that drive UMC's 28nm/22nm specialty node mix.
UMC reported December 2025 revenue of NT$21.23 billion, up 5.91% year-over-year but essentially flat month-over-month at -0.29%. The modest YoY growth suggests stable mature-node foundry demand, though the lack of sequential momentum points to a still-muted recovery in non-AI semiconductor cycles where UMC is primarily exposed.
UMC reported November 2025 revenue of NT$21.29B, essentially flat YoY at -0.36% but up a healthy +6.86% MoM. The sequential rebound suggests stabilizing mature-node foundry demand, though the lack of YoY growth signals UMC is not capturing the AI-driven upcycle benefiting leading-edge peers like TSMC.
UMC reported October 2025 revenue of NT$19.93B, up 5.2% YoY and 4.01% MoM, marking sequential acceleration as foundry utilization improves. The steady growth signals stabilizing mature-node demand, with AI-related specialty processes (RF, power management for AI servers) likely supporting the modest cyclical recovery.
UMC reported September 2025 revenue of NT$19.16B, down 7.2% YoY and 4.39% MoM, signaling continued softness in mature-node foundry demand. The sequential decline alongside the YoY contraction suggests UMC remains outside the AI/HBM tailwind benefiting leading-edge peers, with legacy logic and specialty nodes still working through inventory normalization.