Sep 2025 Revenue: NT$19.2B, -7.2% YoY

Original: 2303 2025年9月月營收

Summary

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.

Historical Impact

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

Median +5d

+1.78%

Range

-2.99% to +27.14%

Positive outcomes

7/10

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) September 2025 Monthly Revenue Filing: Monthly revenue came in at NT$19.16 billion (NT$19,159,816 thousand), representing a 7.2% decline versus September 2024 and a 4.39% decrease versus August 2025. The dual MoM and YoY contraction points to ongoing weakness in UMC's mature-node foundry business, which lacks direct exposure to the AI accelerator and HBM cycle driving growth at advanced-node competitors.