United Microelectronic
About: Founded in 1980, United Microelectronics is the world's third-largest dedicated chip foundry, with 5% market share in 2024 after TSMC and SMIC. UMC's headquarters are in Hsinchu, Taiwan, and it operates 12 fabs in Taiwan, Mainland China, Japan and Singapore, with additional sales offices in Europe, the us, and South Korea. UMC features a diverse customer base that includes Texas Instruments, MediaTek, Qualcomm, Broadcom, Xilinx, and Realtek, supplying a wide range of products applied in communications, display, memory, automotive and more. UMC employs about 20,000 people.
Employees: 19,833
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
0% more funds holding in top 10
Funds holding in top 10: 2 [Q3] → 2 (+0) [Q4]
0% less ownership
Funds ownership: 1.28% [Q3] → 1.28% (-0%) [Q4]
5% less funds holding
Funds holding: 265 [Q3] → 251 (-14) [Q4]
11% less call options, than puts
Call options by funds: $2.91M | Put options by funds: $3.26M
17% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 54
23% less capital invested
Capital invested by funds: $1.35B [Q3] → $1.04B (-$310M) [Q4]
36% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 103
Research analyst outlook
We haven’t received any recent analyst ratings for UMC.
Financial journalist opinion
Based on 4 articles about UMC published over the past 30 days
Neutral
Business Wire
1 week ago
UMC Reports Sales for March 2025
TAIPEI, Taiwan--(BUSINESS WIRE)--United Microelectronics Corporation (NYSE: UMC; TWSE: 2303) (“UMC”), today reported unaudited net sales for the month of March 2025. Revenues for March 2025 Period 2025 2024 Y/Y Change Y/Y (%) March 19,858,647 18,167,134 1,691,513 9.31% Jan.-Mar. 57,858,957 54,632,099 3,226,858 5.91% (*) All figures in thousands of New Taiwan Dollars (NT$), except for percentages (**) All figures are consolidated Additional information about UMC is available on the web at https:.
Positive
Zacks Investment Research
2 weeks ago
United Microelectronics (UMC) Surges 9.2%: Is This an Indication of Further Gains?
United Microelectronics (UMC) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Positive
CNBC
2 weeks ago
United Microelectronics shares pop more than 10% on report of potential GlobalFoundries deal
U.S. shares of Taiwan-based United Microelectronics popped more than 10% on news that it is looking to potentially merge with GlobalFoundries. Nikkei reported the news, citing sources familiar with the deal.
Positive
Reuters
2 weeks ago
GlobalFoundries and Taiwanese chipmaker UMC mull potential merger, Nikkei reports
Taiwan's major chipmaker United Microelectronics and U.S.-based GlobalFoundries are exploring the possibility of a merger, the Nikkei reported on Monday, citing an assessment plan seen by the newspaper.
Positive
Seeking Alpha
1 month ago
United Microelectronics: Geopolitical Risks Now Outweigh Rewards
Geopolitical risks have increased significantly, especially with the U.S. becoming a less reliable ally under President Donald Trump's increasingly isolationist policies. UMC's exposure to AI demand remains, but the market's enthusiasm has cooled, reducing potential upside catalysts. Despite strong fundamentals like a solid dividend yield and a low price to tangible book value ratio, the stock's price support has weakened since the American election in November.
Neutral
Business Wire
1 month ago
UMC Reports Sales for February 2025
TAIPEI, Taiwan--(BUSINESS WIRE)--United Microelectronics Corporation (NYSE: UMC; TWSE: 2303) (“UMC”), today reported unaudited net sales for the month of February 2025. Revenues for February 2025 Period 2025 2024 Y/Y Change Y/Y (%) February 18,193,515 17,451,268 742,247 4.25% Jan.-Feb. 38,000,310 36,464,965 1,535,345 4.21% (*) All figures in thousands of New Taiwan Dollars (NT$), except for percentages (**) All figures are consolidated Additional information about UMC is available on the web at.
Neutral
Business Wire
2 months ago
UMC Reports Sales for January 2025
TAIPEI, Taiwan--(BUSINESS WIRE)--United Microelectronics Corporation (NYSE: UMC; TWSE: 2303) (“UMC”), today reported unaudited net sales for the month of January 2025. Revenues for January 2025 Period 2025 2024 Y/Y Change Y/Y (%) January 19,806,795 19,013,697 793,098 4.17% Jan.-Jan. 19,806,795 19,013,697 793,098 4.17% (*) All figures in thousands of New Taiwan Dollars (NT$), except for percentages (**) All figures are consolidated Additional information about UMC is available on the web at http.
Negative
Seeking Alpha
2 months ago
Investing In United Microelectronics' Wandering Finances
United Microelectronics stock fell 5% after Citibank downgraded it from buy to sell, citing gross margin weakness and competitive pressures. The company reported lower-than-expected earnings for Q4, driven by lower gross margins and non-operating income expenses. Despite challenges, UMC maintains a strong cash position and plans to continue a strong dividend policy.
Positive
Seeking Alpha
2 months ago
United Microelectronics: Growth Opportunities On Volume Recovery, But Pricing Remains A Risk
UMC's Q4'24 results were modestly disappointing, with a small operating miss driven by gross margin pressures, and 2025 guidance that was better than bears feared, but not thesis-changing. Demand should recover in 2025 as inventories have been run down across multiple markets (auto, consumer, industrial, wireless, et al), but pricing remains a risk. UMC's advanced packaging capabilities are a solid positive driver, as is the possibility of increased protectionism driving more volumes to their non-Chinese fabs.
Neutral
Seeking Alpha
2 months ago
United Microelectronics Corporation (UMC) Q4 2024 Earnings Call Transcript
United Microelectronics Corporation (NYSE:UMC ) Q4 2024 Earnings Conference Call January 21, 2025 4:00 AM ET Company Participants Michael Lin - Head of Investor Relations Jason Wang - President Chitung Liu - Chief Financial Officer Conference Call Participants Sunny Lin - UBS Gokul Hariharan - JPMorgan Brad Lin - Bank of America Merrill Lynch Charlie Chan - Morgan Stanley Bruce Lu - Goldman Sachs Jason Zhang - CLSA Operator Welcome everyone to UMC's 2024 Fourth Quarter Earnings Conference Call. All lines have been placed on mute to prevent background noise.
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