United Microelectronics Corp. · TWSE:2303
United Microelectronics — Q1 2026 Earnings Presentation
14 slides from United Microelectronics's earnings presentation, Apr 30, 2026
Slide 1: UMC 1Q26 Financial Review
UMC 1Q26 Financial Review April 29, 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 2026 2025 2025 1Q / Mar. 4Q / Dec. 1Q / Mar. Operating Revenues 61,038 61,810 57,859 Net Income Attributable to 16,171 10,055 7,777 Shareholders of the Parent EPS (NTD) 1.29 0.81 0.62 Cash and Cash Equivalents 109,019 110,660 106,354 Total Assets 599,932 578,996
Slide 4: Statements of Comprehensive Income - QoQ
Statements of Comprehensive Income - QoQ Unit: NT$ M 1Q26 % 4Q25 % Change % Operating Revenues 61,038 100.0 61,810 100.0 (1.2) Gross Profit 17,818 29.2 18,958 30.7 (6.0) Operating Expenses (7,099) (11.6) (7,384) (11.9) (3.9) Net Other Operating Income and Expenses 557 0.9 651 1.1 (14.5) Operating In
Slide 5: Statements of Comprehensive Income - YoY: 3 Months
Statements of Comprehensive Income - YoY: 3 Months Unit: NT$ M 2026 2025 Change % % Jan.~Mar. Jan.~Mar. % Operating Revenues 61,038 100.0 57,859 100.0 5.5 Gross Profit 17,818 29.2 15,447 26.7 15.4 Operating Expenses (7,099) (11.6) (6,123) (10.6) 15.9 Net Other Operating Income and Expenses 557 0.9 4
Slide 6: Balance Sheet Highlight – Mar. 31, 2026
Balance Sheet Highlight – Mar. 31, 2026 Unit: NT$ M Cash and Cash Equivalents 109,019 Funds and Investments 87,052 Property, Plant and Equipment 267,898 Total Assets 599,932 Current Liabilities 79,611 Long-term Credit / Bonds 47,165 Total Equity 406,736 UMC © 2026 6
Slide 7: ASP Trend: 12" Wafer Equivalent
Foundry ASP Trend : 12” Wafer Equivalent Unit: USD 2,000 1,000 0 1Q25 2Q25 3Q25 4Q25 1Q26 UMC © 2026 7
Slide 8: Foundry Segment Sales Breakdown by Geography
Foundry Segment Sales Breakdown by Geography 1Q26 4Q25 Europe Japan Europe Japan 9% 5% 11% 4% North North America America 21% 21% Asia Asia 65% 64% UMC © 2026 8
Slide 9: Foundry Segment Sales Breakdown by Customer Type
Foundry Segment Sales Breakdown by Customer Type 1Q26 4Q25 IDM IDM 14% 20% Fabless Fabless 86% 80% UMC © 2026 9
Slide 10: Foundry Segment Sales Breakdown by Application
Foundry Segment Sales Breakdown by Application 1Q26 4Q25 Others Others 17% 18% Computer 12% Communication Computer Communication 12% 39% 42% Consumer Consumer 32% 28% UMC © 2026 10
Slide 11: Foundry Segment Sales Breakdown by Technology
Foundry Segment Sales Breakdown by Technology 1Q26 4Q25 ≤14nm ≤14nm ≥0.5um ≤ 40nm ≥0.5um ≤ 40nm 0% 52% 0% 53% 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% 34% 10% 36% 0.11/0.13um 0.11/0.13um 7% 7% 90nm 90nm 8% 8% 65nm 65nm 18% 17% 40nm 40nm 18% 17% UMC © 2026 11
Slide 12: Quarterly Capacity
Quarterly Capacity Unit: in thousands FAB 3Q25 4Q25 1Q26 2Q26E WTK (6") 80 80 78 80 8A (8") 215 215 212 215 8C (8") 125 125 123 125 8D (8") 118 118 116 118 8E (8") 131 131 129 131 8F (8") 146 146 144 146 8S (8") 117 117 115 117 8N (8") 250 250 246 250 12A (12") 409 409 402 409 12i (12") 172 172 169
Slide 13: 2026 Foundry Capital Expenditure Plan
2026 Foundry Capital Expenditure Plan 8" 12" Total 10% 90% 1.5 billion USD UMC © 2026 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) — Q1 2026 Earnings Presentation on 6ix