United Microelectronics Corp. · TWSE:2303
United Microelectronics — Q2 2025 Earnings Presentation
14 slides from United Microelectronics's earnings presentation, Jul 30, 2025
Slide 1: 2Q25 Financial Review
UMC 2Q25 Financial Review July 30, 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 2Q / Jun. 1Q / Mar. 2Q / Jun. Operating Revenues 58,758 57,859 56,799 Net Income Attributable to 8,903 7,777 13,786 Shareholders of the Parent EPS (NTD) 0.71 0.62 1.11 Cash and Cash Equivalents 111,994 106,354 121,234 Total Assets 548,144 572,962
Slide 4: Statements of Comprehensive Income - QoQ
Statements of Comprehensive Income - QoQ Unit: NT$ M 2Q25 % 1Q25 % Change % Operating Revenues 58,758 100.0 57,859 100.0 1.6 Gross Profit 16,878 28.7 15,447 26.7 9.3 Operating Expenses (6,467) (11.0) (6,123) (10.6) 5.6 Net Other Operating Income and Expenses 409 0.7 462 0.8 (11.5) Operating Income 1
Slide 5: Statements of Comprehensive Income - YoY: 6 Months
Statements of Comprehensive Income - YoY: 6 Months Unit: NT$ M 2025 2024 Change % % Jan.~Jun. Jan.~Jun. % Operating Revenues 116,617 100.0 111,431 100.0 4.7 Gross Profit 32,325 27.7 36,883 33.1 (12.4) Operating Expenses (12,590) (10.8) (12,059) (10.8) 4.4 Net Other Operating Income and Expenses 871
Slide 6: Balance Sheet Highlight – Jun. 30, 2025
Balance Sheet Highlight – Jun. 30, 2025 Unit: NT$ M Cash and Cash Equivalents 111,994 Funds and Investments 68,972 Property, Plant and Equipment 258,627 Total Assets 548,144 Current Liabilities 110,393 Long-term Credit / Bonds 41,601 Total Equity 337,046 UMC © 2025 6
Slide 7: ASP Trend: 12" Wafer Equivalent
Foundry ASP Trend : 12” Wafer Equivalent Unit: USD 2,000 1,000 0 2Q24 3Q24 4Q24 1Q25 2Q25 UMC © 2025 7
Slide 8: Foundry Segment Sales Breakdown by Geography
Foundry Segment Sales Breakdown by Geography 2Q25 1Q25 Europe Japan Europe Japan 8% 5% 7% 5% North North America America 20% 22% Asia Asia 67% 66% UMC © 2025 8
Slide 9: Foundry Segment Sales Breakdown by Customer Type
Foundry Segment Sales Breakdown by Customer Type 2Q25 1Q25 IDM IDM 19% 18% Fabless Fabless 81% 82% UMC © 2025 9
Slide 10: Foundry Segment Sales Breakdown by Application
Foundry Segment Sales Breakdown by Application 2Q25 1Q25 Others Others 15% 15% Communication Computer Communication Computer 41% 11% 40% 11% Consumer Consumer 33% 34% UMC © 2025 10
Slide 11: Foundry Segment Sales Breakdown by Technology
Foundry Segment Sales Breakdown by Technology 2Q25 1Q25 ≤14nm ≤14nm ≥0.5um ≤ 40nm ≥0.5um ≤ 40nm 0% 55% 0% 53% 0.25/0.35um 1% 0.25/0.35um 1% 4% 5% 0.15/0.18um 22/28nm 0.15/0.18um 22/28nm 9% 40% 10% 37% 0.11/0.13um 0.11/0.13um 7% 7% 90nm 7% 90nm 8% 65nm 65nm 17% 16% 40nm 40nm 15% 16% UMC © 2025 11
Slide 12: Quarterly Capacity
Quarterly Capacity Unit: in thousands FAB 4Q24 1Q25 2Q25 3Q25E WTK (6") 83 78 80 80 8A (8") 207 212 215 215 8C (8") 119 123 125 125 8D (8") 118 116 118 118 8E (8") 131 129 131 131 8F (8") 145 144 146 146 8S (8") 114 115 117 117 8N (8") 254 246 250 250 12A (12") 409 402 409 409 12i (12") 172 169 172
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) — Q2 2025 Earnings Presentation on 6ix