United Microelectronics Corp. · TWSE:2303

United Microelectronics — Q2 2026 Earnings Presentation

14 slides from United Microelectronics's earnings presentation, Jul 29, 2026

  1. Slide 1: 2Q26 Financial Review

    UMC 2Q26 Financial Review July 29, 2026

  2. Slide 2: Safe Harbor Notice and Disclaimer

    SAFE HARBOR NOTICE AND DISCLAIMER 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 defined i

  3. Slide 3: Operating Results Summary

    Operating Results Summary Unit: NT$ M 2026 2026 2025 2Q / Jun. 1Q / Mar. 2Q / Jun. Operating Revenues 68,733 61,038 58,758 Net Income Attributable to 42,260 16,171 8,903 Shareholders of the Parent EPS (NTD) 3.39 1.29 0.71 Cash and Cash Equivalents 124,706 109,019 111,994 Total Assets 665,973 599,932

  4. Slide 4: Statements of Comprehensive Income - QoQ

    Statements of Comprehensive Income - QoQ Unit: NT$ M 2Q26 % 1Q26 % Change % Operating Revenues 68,733 100.0 61,038 100.0 12.6 Gross Profit 22,323 32.5 17,818 29.2 25.3 Operating Expenses (7,906) (11.5) (7,099) (11.6) 11.4 Net Other Operating Income and Expenses 533 0.8 557 0.9 (4.3) Operating Income

  5. Slide 5: Statements of Comprehensive Income - YoY: 6 Months

    Statements of Comprehensive Income - YoY: 6 Months Unit: NT$ M 2026 2025 Change % % Jan.~Jun. Jan.~Jun. % Operating Revenues 129,771 100.0 116,617 100.0 11.3 Gross Profit 40,141 30.9 32,325 27.7 24.2 Operating Expenses (15,004) (11.6) (12,590) (10.8) 19.2 Net Other Operating Income and Expenses 1,08

  6. Slide 6: Balance Sheet Highlight – Jun. 30, 2026

    Balance Sheet Highlight – Jun. 30, 2026 Unit: NT$ M Cash and Cash Equivalents 124,706 Funds and Investments 146,853 Property, Plant and Equipment 259,212 Total Assets 665,973 Current Liabilities 106,306 Long-term Credit / Bonds 45,566 Total Equity 443,924 UMC © 2026 6

  7. Slide 7: ASP Trend: 12" Wafer Equivalent

    Foundry ASP Trend : 12” Wafer Equivalent Unit: USD 2,000 1,000 0 2Q25 3Q25 4Q25 1Q26 2Q26 UMC © 2026 7

  8. Slide 8: Foundry Segment Sales Breakdown by Geography

    Foundry Segment Sales Breakdown by Geography 2Q26 1Q26 Europe Japan Europe Japan 8% 4% 9% 5% North North America America 22% 21% Asia Asia 66% 65% UMC © 2026 8

  9. Slide 9: Foundry Segment Sales Breakdown by Customer Type

    Foundry Segment Sales Breakdown by Customer Type 2Q26 1Q26 IDM IDM 15% 14% Fabless Fabless 85% 86% UMC © 2026 9

  10. Slide 10: Foundry Segment Sales Breakdown by Application

    Foundry Segment Sales Breakdown by Application 2Q26 1Q26 Others Others 16% 17% Computer Computer Communication 13% Communication 12% 39% 39% Consumer Consumer 32% 32% UMC © 2026 10

  11. Slide 11: Foundry Segment Sales Breakdown by Technology

    Foundry Segment Sales Breakdown by Technology 2Q26 1Q26 ≤14nm ≤14nm ≥0.5um ≤ 40nm ≥0.5um ≤ 40nm 0% 52% 0% 52% 0.25/0.35um 1% 0.25/0.35um 1% 4% 4% 0.15/0.18um 22/28nm 0.15/0.18um 22/28nm 10% 37% 10% 34% 0.11/0.13um 0.11/0.13um 8% 7% 90nm 90nm 7% 8% 65nm 65nm 18% 18% 40nm 40nm 15% 18% UMC © 2026 11

  12. Slide 12: Quarterly Capacity

    Quarterly Capacity Unit: in thousands FAB 4Q25 1Q26 2Q26 3Q26E WTK (6") 80 78 80 80 8A (8") 215 212 215 215 8C (8") 125 123 125 125 8D (8") 118 116 118 118 8E (8") 131 129 131 131 8F (8") 146 144 146 146 8S (8") 117 115 117 117 8N (8") 250 246 250 250 12A (12") 409 402 409 409 12i (12") 172 169 172

  13. Slide 13: 2026 Capital Expenditure Plan

    2026 Capital Expenditure Plan 8" 12" Total 10% 90% 2.0 billion USD UMC © 2026 13

  14. Slide 14: For more information regarding UMC

    For more information regarding UMC www.umc.com For all inquiries, suggestions, and comments ir@umc.com

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