May 2026 Revenue: NT$22.9B, +17.8% YoY
Original: 2026年5月 月營收 - 22,943,755千元 (MoM +1.2%, YoY +17.8%)
Summary
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.
Full Translation
UMC (2303) May 2026 monthly revenue: NT$22.94B (NT$22,943,755 thousand), versus NT$22.66B in April 2026 (MoM +1.23%) and NT$19.48B in May 2025 (YoY +17.78%). Year-to-date cumulative revenue through May 2026 reached NT$106.65B, compared to NT$97.79B in the same period of 2025, representing YTD YoY growth of +9.05%. The YoY growth rate is meaningfully outpacing the YTD trend, suggesting accelerating momentum into Q2 2026. No special remarks were disclosed in the filing.