United Microelectronics Corp. · TWSE:2303

United Microelectronics — Q3 2000 Earnings Presentation

17 slides from United Microelectronics's earnings presentation, Oct 23, 2000

  1. Slide 1: The Future of Silicon

    10.23.2000 Ht = & 89 Ba MRR THE FUTURE OF SILICON

  2. Slide 2: Income statement summary

    : % % % 2 9,47 9 1 00.0 2 4,441 1 00.0 2 0.6 1 5 ,3 40 5 2 .0 1 1 ,843 48.5 2 9.5 2 ,3 87 8.1 2 ,1 07 8.6 1 3 .3 1 2 ,95 3 43 .9 9,7 3 6 39.8 33 .0 ( ) 1 ,609 5 .5 2 ,062 8.4 (2 2 .0) 1 4,5 5 6 49.4 1 2 ,065 49.4 2 0.6 ! " ( ) 1 .3 1 1 .1 0

  3. Slide 3: UMC income statement comparison

    : 89 % 88 % UMC) ( % 7 3,2 3 3 1 00.0 2 0,697 1 00.0 2 5 3.8 3 6,086 49.3 6,3 1 3 30.5 47 1 .7 7 ,1 2 7 9.7 3 ,07 0 1 4.8 1 32 .2 2 8,95 9 39.5 3 ,2 43 1 5 .7 7 93.0 ( ) 4,87 3 6.7 1 ,7 68 8.5 1 7 5 .7 3 4,067 46.5 4,887 2 3.6 5 97 .1 ) ( 3 .1 0 0.62

  4. Slide 4: Income statement year-over-year comparison

    : 89 % 88 % !"#) (! % 7 3 ,2 3 3 1 00.0 3 6,5 99 1 00.0 1 00.1 3 6,086 49.3 1 0,686 2 9.2 2 3 7 .7 7 ,1 2 7 9.7 5 ,1 06 1 4.0 39.6 2 8,95 9 39.5 5 ,5 80 1 5 .2 41 9.0 ( ) 4,87 3 6.7 21 4 0.6 2 ,1 7 2 .6 3 4,067 46.5 5 ,7 3 3 1 5 .7 494.2

  5. Slide 5: Quarterly revenue trend

    Unit: US M 1000 941 20% = 780 800 617 576 600 456 401 400 312 200 0 Q1-99 * Q2-99 * Q3-99 * Q4-99 * Q1-00 Q2-00 Q3-00 !"#$

  6. Slide 6: Gross margin by quarter

    Unit: NTD B GM% 18 60% 52.0% 16 48.5% 46.1% 50% 14 41.6% 12 40% 33.8% 10 30% 8 6 20% 4 10% 2 0 0% Q3-99 * Q4-99 * Q1-00 Q2-00 Q3-00 * !"#$

  7. Slide 7: Affiliated companies and investments

    !"#$%&' Nippon Foundry Inc. (NFI) 513 940 429 1,882 (Unipac) 247 128 26 401 (WWEI) 102 19 27 148 (Faraday) 40 38 29 107 652 623 524 1,799 1,554 1,748 1,035 4,337

  8. Slide 8: Quarterly income statement comparison

    : # Q 3-00 % Q 2 -00 % Q 3-99 % 1 0,41 4 1 00.0 8,1 08 1 00.0 3,965 1 00.0 4,849 46.6 2 ,987 36.8 (1 ,91 2 ) (48.2 ) 576 5 .5 5 49 6.8 639 1 6.1 4,2 7 3 41 .0 2 ,438 30.1 (2 ,5 5 1 ) (64.3) ( ) 343 3.3 (30) (0.4) (401 ) (1 0.1 ) 4,61 6 44.3 2 ,405 2 9.7 (2 ,95 2 ) (7 4.5 )

  9. Slide 9: Quarterly trend chart

    !"#$ !"#$%& %& %&” '( Unit: USD 1,500 1,300 1,100 900 Q3-99 * Q4-99 * Q1-00 Q2-00 Q3-00 * !"#$

  10. Slide 10: Revenue breakdown figures

    )*+,- )*+,- 61,858 72,739 138,251 307,955 36,748 38,364 114,715 !" 232,843

  11. Slide 11: Revenue breakdown by region

    BED - 4G F/ 2000 Q3 2000 Q2 BA BA ek IM 2% ee 2% alee 45% 33%

  12. Slide 12: Revenue breakdown by application

    2000 Q3 2000 Q2 24% 6% 25% 6% 70% 69%

  13. Slide 13: Revenue breakdown by customer type

    2000 Q3 2000 Q2 2% 3% 41% 37% 36% 35% 25% 21%

  14. Slide 14: Revenue breakdown by process technology

    2000 Q3 2000 Q2 >0.5u >0.5u 5% 0.18u 12% 6% 0.18u 12% 0.5u 0.5u 12% 11% 0.25u 29% 0.25u 36% 0.35u 0.35u 35% 42%

  15. Slide 15: Revenue breakdown by product type

    2000 Q3 2000 Q2 SRAM SRAM NVM NVM DRAM 6% 9% 19% 16% DRAM 12% 9% Logic/Mixed Logic/Mixed mode 63% mode 66%

  16. Slide 16: Year-to-date income statement

    ./01 ./01 : $%* % &'( % )* % 1 05 ,5 07 1 00.0 88,02 9 1 00.0 1 9.9 5 2 ,67 3 49.9 3 5 ,91 3 40.8 46.7 9,5 1 3 9.0 9,67 9 1 1 .0 (1 .7 ) 43 ,1 60 40.9 2 6,2 34 2 9.8 64.5 ( ) 6,63 4 6.3 3 ,904 4.4 69.9 5 0,02 9 47 .4 3 0,036 34.1 66.6 ! " ( ) 4.5 0 2 .67 *%&'()*+,

  17. Slide 17: For more information regarding UMC

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

United Microelectronics — Q3 2000 Earnings Presentation on 6ix