United Microelectronics Corp. · TWSE:2303
United Microelectronics — Q3 2025 Earnings Presentation
14 slides from United Microelectronics's earnings presentation, Oct 29, 2025
Slide 1: UMC 3Q25 Financial Review
UMC 3Q25 Financial Review October 29, 2025
Slide 2: Note Concerning Forward-Looking Statements
NOTE CONCERNING FORWARD-LOOKING STATEMENTS This presentation contains forward-looking statements within the meaning of Section 27A of the United States Securities Act of 1933, as amended, or the Securities Act, and Section 21E of the United States Securities Exchange Act of 1934, as amended, and as
Slide 3: Operating Results Summary
Operating Results Summary Unit: NT$ M 2025 2025 2024 3Q / Sep. 2Q / Jun. 3Q / Sep. Operating Revenues 59,127 58,758 60,485 Net Income Attributable to 14,982 8,903 14,472 Shareholders of the Parent EPS (NTD) 1.20 0.71 1.16 Cash and Cash Equivalents 104,217 111,994 103,407 Total Assets 555,395 548,144
Slide 4: Statements of Comprehensive Income - QoQ
Statements of Comprehensive Income - QoQ Unit: NT$ M 3Q25 % 2Q25 % Change % Operating Revenues 59,127 100.0 58,758 100.0 0.6 Gross Profit 17,623 29.8 16,878 28.7 4.4 Operating Expenses (6,973) (11.8) (6,467) (11.0) 7.8 Net Other Operating Income and Expenses 467 0.8 409 0.7 14.3 Operating Income 11,
Slide 5: Statements of Comprehensive Income - YoY: 9 Months
Statements of Comprehensive Income - YoY: 9 Months Unit: NT$ M 2025 2024 Change % % Jan.~Sep. Jan.~Sep. % Operating Revenues 175,744 100.0 171,916 100.0 2.2 Gross Profit 49,948 28.4 57,311 33.3 (12.8) Operating Expenses (19,563) (11.1) (18,617) (10.8) 5.1 Net Other Operating Income and Expenses 1,33
Slide 6: Balance Sheet Highlight – Sep. 30, 2025
Balance Sheet Highlight – Sep. 30, 2025 Unit: NT$ M Cash and Cash Equivalents 104,217 Funds and Investments 72,264 Property, Plant and Equipment 265,291 Total Assets 555,395 Current Liabilities 82,276 Long-term Credit / Bonds 53,757 Total Equity 361,200 UMC © 2025 6
Slide 7: ASP Trend: 12" Wafer Equivalent
Foundry ASP Trend : 12” Wafer Equivalent Unit: USD 2,000 1,000 0 3Q24 4Q24 1Q25 2Q25 3Q25 UMC © 2025 7
Slide 8: Segment Sales Breakdown by Geography
Foundry Segment Sales Breakdown by Geography 3Q25 2Q25 Europe Japan Europe Japan 8% 4% 8% 5% North North America America 25% 20% Asia Asia 63% 67% UMC © 2025 8
Slide 9: Segment Sales Breakdown by Customer Type
Foundry Segment Sales Breakdown by Customer Type 3Q25 2Q25 IDM IDM 19% 19% Fabless Fabless 81% 81% UMC © 2025 9
Slide 10: Segment Sales Breakdown by Application
Foundry Segment Sales Breakdown by Application 3Q25 2Q25 Others Others 17% 15% Computer Computer 11% Communication 12% Communication 42% 41% Consumer Consumer 29% 33% UMC © 2025 10
Slide 11: Segment Sales Breakdown by Technology
Foundry Segment Sales Breakdown by Technology 3Q25 2Q25 ≤14nm ≤14nm ≥0.5um ≤ 40nm ≥0.5um ≤ 40nm 0% 52% 0% 55% 0.25/0.35um 1% 0.25/0.35um 1% 4% 4% 0.15/0.18um 22/28nm 0.15/0.18um 22/28nm 9% 35% 9% 40% 0.11/0.13um 0.11/0.13um 8% 7% 90nm 90nm 8% 7% 65nm 65nm 17% 18% 40nm 40nm 17% 15% UMC © 2025 11
Slide 12: Quarterly Capacity
Quarterly Capacity Unit: in thousands FAB 1Q25 2Q25 3Q25 4Q25E WTK (6") 78 80 80 80 8A (8") 212 215 215 215 8C (8") 123 125 125 125 8D (8") 116 118 118 118 8E (8") 129 131 131 131 8F (8") 144 146 146 146 8S (8") 115 117 117 117 8N (8") 246 250 250 250 12A (12") 402 409 409 409 12i (12") 169 172 172
Slide 13: 2025 Foundry Capital Expenditure Plan
2025 Foundry Capital Expenditure Plan 8" 12" Total 10% 90% 1.8 billion USD UMC © 2025 13
Slide 14: For more information regarding UMC
For more information regarding UMC www.umc.com For all inquiries, suggestions, and comments ir@umc.com
United Microelectronics Corporation (NEW) — Q3 2025 Earnings Presentation on 6ix