Q2 2026 Earnings: Revenue NT$129.8B, EPS NT$4.68
Original: 2026年第2季財報 - 營收129,770,564千元, 稅後淨利58,340,799千元, EPS 4.68元
Summary
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.
Full Translation
United Microelectronics Corporation (UMC, TWSE: 2303) released its Q2 2026 (April–June 2026) earnings on August 1, 2026 (ROC year 115). Revenue came in at NT$129,770,564 thousand (NT$129.8B), reflecting continued demand across its mature-node foundry business. Operating income was NT$26,226,401 thousand (NT$26.2B), yielding an operating margin of approximately 20.2%, which is solid for a pure-play foundry at mature nodes. The standout figure is non-operating income and expenses of NT$35,603,550 thousand (NT$35.6B net positive), which is exceptionally large relative to operating profit. This non-operating line likely captures significant equity-method investment gains from UMC's strategic stakes in associate companies (such as He Jian Technology or other joint ventures). As a result, net income after tax reached NT$58,340,799 thousand (NT$58.3B) — roughly 2.2x the operating income figure — and basic EPS was NT$4.68 per share (par value NT$10). Investors should note that the headline EPS is heavily influenced by the non-operating gain; underlying operational profitability, while healthy at ~20% margin, tells a more moderate story. The filing date corresponds to August 1, 2026.