UMC Reports Third Quarter 2026 Results
UMC reported Q3 2026 revenue of NT$74.24 billion (US$2.32 billion), up 25.6% year-over-year and 8.0% sequentially, with gross margin expanding to 34.0%. Operating income jumped 24.7% QoQ and 67.7% YoY to NT$18.64 billion as capacity utilization hit 92% and wafer shipments set a record at over 1.2 million 12-inch equivalent wafers. Net income attributable to shareholders was NT$16.43 billion, with EPS of NT$1.32 (US$0.206 per ADS).
Key figures
- Eps
- NT$1.32 (US$0.206 per ADS)
- Revenue
- NT$74.24 billion
- Guidance
- Q4 2026: wafer shipments up low-single digit QoQ, ASP firm, gross margin comparable to Q3, utilization low-90% range; 2026 CAPEX US$2.0 billion
- Revenue Yoy
- 25.6%
- Gross margin
- 34.0%
- Q3 capex usd
- US$373 million
- Fcf nt billion
- 18.09
- Net income usd
- US$514 million
- Cash nt billion
- 142.62
- Node 22nm share
- 18.3%
- Operating margin
- 25.1%
- Wafer shipments k
- 1212
- Node 22 28nm share
- 35%
- Capacity utilization
- 92%
- Operating income qoq
- 24.7%
- Operating income yoy
- 67.7%
- Additional capex budget usd
- 3200000000
- Operating income nt billion
- 18.64
AI analysis
The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.
AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.