Nov 2025 Revenue: NT$21.3B, -0.4% YoY

Original: 2303 2025年11月月營收

Summary

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.

Historical Impact

10 past Monthly Revenue · ≈ 8-K events at UMC

Median +5d

+1.78%

Range

-0.34% to +27.14%

Positive outcomes

8/10

Filed	P₀	P₊₅	+5d
Jun 17, 2026	NT$140	NT$178	+27.14%
May 17, 2026	NT$111	NT$125	+12.61%

Full Translation

UMC (2303) November 2025 Monthly Revenue Report: - Monthly Revenue: NT$21.29B (NT$21,294,974 thousand) - MoM Change: +6.86% - YoY Change: -0.36% November revenue rose meaningfully versus October on a sequential basis (+6.86% MoM), while remaining roughly flat against the same month last year (-0.36% YoY). As a mature-node foundry, UMC's results reflect ongoing softness in traditional end markets (consumer, communications, computing peripherals) that has not been offset by the AI/HBM-driven demand surge benefiting leading-edge nodes. The sequential improvement may indicate a tentative bottoming in mature-node utilization heading into year-end.