UMC Reports Sales for August 2022

[Daniel Nenni]

TAIPEI, Taiwan--(BUSINESS WIRE)--United Microelectronics Corporation (NYSE: UMC; TWSE: 2303) (“UMC”), today reported unaudited net sales for the month of August 2022.

Revenues for August 2022

UMC Reports Sales for August 2022​

September 06, 2022 04:00 AM Eastern Daylight Time
TAIPEI, Taiwan--(BUSINESS WIRE)--United Microelectronics Corporation (NYSE: UMC; TWSE: 2303) (“UMC”), today reported unaudited net sales for the month of August 2022.
Revenues for August 2022

(*) 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://www.umc.com.

Contacts​

Michael Lin / David Wong
UMC, Investor Relations
+ 886-2-2658-9168, ext. 16900
david_wong@umc.com
jinhong_lin@umc.com

 

[Daniel Nenni]

Still strong, will the foundries defy the rest of the semiconductor ecosystem in the downturn?

 

[benb]

Interesting data point. UMC would be more vulnerable to downturn because the first choice is TSMC for most things. But question: What percent of UMC capa is in long term contracts?

 

[Daniel Nenni]

Interesting data point. UMC would be more vulnerable to downturn because the first choice is TSMC for most things. But question: What percent of UMC capa is in long term contracts?

UMC is definitely more vulnerable since they focus on a handful of customers with long term agreements versus TSMC with hundreds of customers. Really great datapoint though. Let's see how they progress in Q4. TSMC guided 35% growth this year as well.

 

[Barnsley]

Doesn't surprise me.

Work for a supplier of them and have seen an uptick in orders across all their tech nodes.

I assume we are not their primary supplier either.