Feb 2026 Revenue: NT$20.9B, +5.3% YoY
Original: 2303 2026年2月 月營收
Summary
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.
Full Translation
UMC (2303) February 2026 Monthly Revenue Report: Monthly revenue reached NT$20.86 billion (NT$20,862,150 thousand), representing a +5.33% year-over-year increase versus February 2025 and a +8.20% month-over-month increase versus January 2026. The MoM rebound is notable given February typically has fewer working days due to Lunar New Year, suggesting underlying demand strength in mature-node foundry services.