United Microelectronics Q4 Earnings Call Highlights

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United Microelectronics (NYSE:UMC) reported fourth-quarter 2025 results that absorption said were successful enactment with anterior guidance, with sequential gross maturation supported by overseas speech movements and continued enlargement successful 22- and 28-nanometer offerings. Executives besides provided first-quarter 2026 guidance calling for level wafer shipments, steadfast U.S. dollar ASPs, a gross borderline successful the high-20% range, and utilization successful the mid-70% range.

Chief Financial Officer Chih-tung Liu said consolidated gross for the 4th fourth of 2025 was TWD 61.81 billion, with gross borderline of astir 30.7%. Net income attributable to shareholders of the genitor was TWD 10.06 billion, and net per mean stock were NT$0.81. Utilization was astir 78%, unchanged from the erstwhile quarter.

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On a sequential basis, Liu said gross grew 4.5% 4th implicit 4th to TWD 61.8 cardinal and gross borderline improved to 30.7%, with gross nett of TWD 18.95 billion. Non-operating income was akin to the anterior quarter, and nett income attributable to shareholders was astir TWD 10.05 billion.

For full-year 2025, Liu reported gross of TWD 237.5 billion, up 2.3% twelvemonth implicit year, with gross borderline of astir 29% (TWD 68.9 billion). Net income attributable to shareholders for 2025 was TWD 41.7 billion, which Liu said represented a 17.6% nett income rate. Full-year EPS was NT$3.34, down from NT$3.8 successful 2024.

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On the equilibrium sheet, Liu said currency exceeded TWD 110 cardinal astatine the extremity of 2025, and full equity was TWD 379.8 billion. He besides noted that blended ASP remained astatine a akin level done 2025.

In geographic gross mix, absorption highlighted a displacement distant from North America. Liu said North America represented astir 21% of fourth-quarter revenue, and connected a full-year ground North America declined from 25% successful 2024 to 22% successful 2025.

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Management repeatedly emphasized 22-nanometer arsenic a cardinal maturation driver. Liu said 22- and 28-nanometer gross successful the 4th fourth represented 36% of full revenue. President Jason Wang added that 22-nanometer gross accrued 31% 4th implicit 4th to a grounds precocious and accounted for much than 13% of fourth-quarter revenue.