United Microelectronics Corp. · TWSE:2303
United Microelectronics — Q4 2025 Earnings Presentation
18 slides from United Microelectronics's earnings presentation, Jan 29, 2026
Slide 1: UMC 4Q25 Financial Review
UMC 4Q25 Financial Review January 28, 2026
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 4Q / Dec. 3Q / Sep. 4Q / Dec. Operating Revenues 61,810 59,127 60,386 Net Income Attributable to 10,055 14,982 8,497 Shareholders of the Parent EPS (NTD) 0.81 1.20 0.68 Cash and Cash Equivalents 110,660 104,217 105,000 Total Assets 578,996 555,395
Slide 4: Statements of Comprehensive Income - QoQ
Statements of Comprehensive Income - QoQ Unit: NT$ M 4Q25 % 3Q25 % Change % Operating Revenues 61,810 100.0 59,127 100.0 4.5 Gross Profit 18,958 30.7 17,623 29.8 7.6 Operating Expenses (7,384) (11.9) (6,973) (11.8) 5.9 Net Other Operating Income and Expenses 651 1.1 467 0.8 39.3 Operating Income 12,
Slide 5: Statements of Comprehensive Income - YoY: 12 Months
Statements of Comprehensive Income - YoY: 12 Months Unit: NT$ M 2025 2024 Change % % Jan.~Dec. Jan.~Dec. % Operating Revenues 237,553 100.0 232,303 100.0 2.3 Gross Profit 68,906 29.0 75,654 32.6 (8.9) Operating Expenses (26,948) (11.3) (25,365) (10.9) 6.2 Net Other Operating Income and Expenses 1,99
Slide 6: Balance Sheet Highlight – Dec. 31, 2025
Balance Sheet Highlight – Dec. 31, 2025 Unit: NT$ M Cash and Cash Equivalents 110,660 Funds and Investments 75,373 Property, Plant and Equipment 271,395 Total Assets 578,996 Current Liabilities 88,896 Long-term Credit / Bonds 45,372 Total Equity 379,855 UMC © 2025 6
Slide 7: Foundry ASP Trend: 12" Wafer Equivalent
Foundry ASP Trend : 12” Wafer Equivalent Unit: USD 2,000 1,000 0 4Q24 1Q25 2Q25 3Q25 4Q25 UMC © 2025 7
Slide 8: Foundry Segment Sales Breakdown by Geography
Foundry Segment Sales Breakdown by Geography 4Q25 3Q25 Europe Japan Europe Japan 11% 4% 8% 4% North North America America 21% 25% Asia Asia 64% 63% UMC © 2025 8
Slide 9: Foundry Segment Sales Breakdown by Geography
Foundry Segment Sales Breakdown by Geography 2025 2024 Europe Japan Europe Japan 9% 4% 8% 4% North North America America 22% 25% Asia Asia 65% 63% UMC © 2025 9
Slide 10: Foundry Segment Sales Breakdown by Customer Type
Foundry Segment Sales Breakdown by Customer Type 4Q25 3Q25 IDM IDM 20% 19% Fabless Fabless 80% 81% UMC © 2025 10
Slide 11: Foundry Segment Sales Breakdown by Customer Type
Foundry Segment Sales Breakdown by Customer Type 2025 2024 IDM IDM 19% 16% Fabless Fabless 81% 84% UMC © 2025 11
Slide 12: Foundry Segment Sales Breakdown by Application
Foundry Segment Sales Breakdown by Application 4Q25 3Q25 Others Others 18% 17% Computer Computer Communication 12% Communication 12% 42% 42% Consumer Consumer 28% 29% UMC © 2025 12
Slide 13: Foundry Segment Sales Breakdown by Application
Foundry Segment Sales Breakdown by Application 2025 2024 Others Others 16% 16% Computer Computer Communication 12% Communication 14% 41% 42% Consumer Consumer 31% 28% UMC © 2025 13
Slide 14: Foundry Segment Sales Breakdown by Technology
Foundry Segment Sales Breakdown by Technology 4Q25 3Q25 ≤14nm ≤14nm ≥0.5um ≤ 40nm ≥0.5um ≤ 40nm 0% 53% 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% 36% 9% 35% 0.11/0.13um 0.11/0.13um 7% 8% 90nm 90nm 8% 8% 65nm 65nm 17% 18% 40nm 40nm 17% 17% UMC © 2025 14
Slide 15: Foundry Segment Sales Breakdown by Technology
Foundry Segment Sales Breakdown by Technology 2025 2024 ≤14nm ≤14nm ≥0.5um ≤ 40nm ≥0.5um ≤ 40nm 0% 53% 0% 48% 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 7% 0.11/0.13um 10% 90nm 8% 90nm 11% 65nm 17% 65nm 40nm 40nm 14% 16% 16% UMC © 2025 15
Slide 16: Quarterly Capacity
Quarterly Capacity Unit: in thousands FAB 2Q25 3Q25 4Q25 1Q26E WTK (6") 80 80 80 78 8A (8") 215 215 215 212 8C (8") 125 125 125 123 8D (8") 118 118 118 116 8E (8") 131 131 131 129 8F (8") 146 146 146 144 8S (8") 117 117 117 115 8N (8") 250 250 250 246 12A (12") 409 409 409 402 12i (12") 172 172 172
Slide 17: 2026 Foundry Capital Expenditure Plan
2026 Foundry Capital Expenditure Plan 8" 12" Total 10% 90% 1.5 billion USD UMC © 2025 17
Slide 18: 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) — Q4 2025 Earnings Presentation on 6ix