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UMC Reports Sales for August 2025

Daniel Nenni

Admin
Staff member
TAIPEI, Taiwan--(BUSINESS WIRE)--United Microelectronics Corporation (NYSE: UMC; TWSE: 2303) (“UMC”), today reported unaudited net sales for the month of August 2025.
1757005025152.png

Contacts​

Michael Lin / David Wong
UMC, Investor Relations
Tel: + 886-2-2658-9168, ext. 16900
Email: jinhong_lin@umc.com
david_wong@umc.com
 
Does UMC have any differentiators over TSMC at this point? Perhaps they're a little better at (legacy) automotive or something?

The only one I can think of is the joint project with Intel on 12nm FinFET at Intel’s Arizona fab, with pilot production planned for 2026 and mass production in 2027. But even that timeline and project viability are questionable.
 
UMC will just get plastered.

Half of their capacity or more is 200mm wafers. The Chinese have opened several 300mm gigafabs with 150-55nm process. Nexchip and Hua Hong being the most obvious ones. The cost per chip is much lower in volume production.

SMIC is building three 40-28nm gigafabs.
TSMC built a 40-28nm gigafab in Japan and is building another in Europe. Those fabs can also make 16-12nm.

There will a glut in 150-28nm.
 
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The Intel UMC partnership was a great idea IMO. Not sure what all there are going to make, and there certainly is no shortage of foundry capacity (despite fears in the past). Also it seems to be slipping like the tower capacity deal.

Is there a distribution of revenue by node like we see for TSMC? where does UMC get most of its revenue?
 
The Intel UMC partnership was a great idea IMO. Not sure what all there are going to make, and there certainly is no shortage of foundry capacity (despite fears in the past). Also it seems to be slipping like the tower capacity deal.

Is there a distribution of revenue by node like we see for TSMC? where does UMC get most of its revenue?
1757024373110.png

UMC from Q2 2025 earnings report

They also have by region (~ 20% NA, 67% Asia-Pacific, 8% Europe, 5% Japan)
and
Revenue by Customer type: ~ 81% Fabless, 19% IDM (!)

And lastly:
1757024479011.png
 
UMC will just get plastered.

Half of their capacity or more is 200mm wafers. The Chinese have opened several 300mm gigafabs with 150-55nm process. Nexchip and Hua Hong being the most obvious ones. The cost per chip is much lower in volume production.

SMIC is building three 40-28nm gigafabs.
TSMC built a 40-28nm gigafab in Japan and is building another in Europe. Those fabs can also make 16-12nm.

There will a glut in 150-28nm.

200nm have lower MOQ, and are suitable for mainland client who don't have volumes in millions. That of course excludes almost everything performance sensitive, but utility ASICs are still done left, and right on 200mm.

A few examples:
  1. Motor controllers
  2. Encoder chips
  3. Dies glued to MEMS stuff
  4. Power switches
  5. PMICs, buck/boost/gate drive controllers
  6. Mouse chips
  7. Older 2.4Ghz RF
  8. UHF RF
  9. Infrared remote control controllers.
  10. 7400, and individual gates/latches, including customized
  11. Digital clock chips, RTCs
  12. Landline phone chips
  13. Lower speed USB gadgets
  14. Sub 1-cent MCUs
  15. LED Blinkers
  16. A lot of rare, custom analog stuff
If they can do 300mm profitable at 200mm MOQs, and lead times, then UMC is screwed of course.
 
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TAIPEI, Taiwan--(BUSINESS WIRE)--United Microelectronics Corporation (NYSE: UMC; TWSE: 2303) (“UMC”), today reported unaudited net sales for the month of August 2025.
View attachment 3605

Contacts​

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

Tough sledding in that middle sector.

Its why all TSMC results should be in a separate sector to the rest , they skew the headlines.
 
UMC will just get plastered.

Half of their capacity or more is 200mm wafers. The Chinese have opened several 300mm gigafabs with 150-55nm process. Nexchip and Hua Hong being the most obvious ones. The cost per chip is much lower in volume production.

SMIC is building three 40-28nm gigafabs.
TSMC built a 40-28nm gigafab in Japan and is building another in Europe. Those fabs can also make 16-12nm.

There will a glut in 150-28nm.

Sounds like a lot of below cost product could be hitting the market.

Lots of lunch gonna get eaten.

How long you think the Govts both local and national will sustain loss making enterprises?
 
Sounds like a lot of below cost product could be hitting the market.

Lots of lunch gonna get eaten.

How long you think the Govts both local and national will sustain loss making enterprises?

What matters for 200mm is not only costs, but MOQs. Most of 200mm production is about such lot sizes and prices at which TSMC sales will just hang the phone.
 
What matters for 200mm is not only costs, but MOQs. Most of 200mm production is about such lot sizes and prices at which TSMC sales will just hang the phone.

China used to be 10% of UMC's business. One of UMC's 300mm fabs is in China. UMC has another 300mm fab in Japan. Japan was also 10% of UMC's business.

UMC Revenue:
Taiwan: ~33%
Singapore: ~24%
United States: ~12%
China: ~9%
Japan: ~5-10%
Other Regions (Europe, Korea, etc.): ~12–17%

Globalfoundries Revenue:
United States: ~40–50%
Asia (Singapore, China, etc.): ~30–40%
Europe: ~10–15%
Other Regions (Japan, Rest of World): ~5–10%

China is building fabs like mad. Next, TSMC will build a fab in Singapore. TSMC has been pushing hard on 28nm and below which puts UMC and GF at risk. It is only downhill from here for the boutique fabs, absolutely.
 
China used to be 10% of UMC's business. One of UMC's 300mm fabs is in China. UMC has another 300mm fab in Japan. Japan was also 10% of UMC's business.

UMC Revenue:
Taiwan: ~33%
Singapore: ~24%
United States: ~12%
China: ~9%
Japan: ~5-10%
Other Regions (Europe, Korea, etc.): ~12–17%

Globalfoundries Revenue:
United States: ~40–50%
Asia (Singapore, China, etc.): ~30–40%
Europe: ~10–15%
Other Regions (Japan, Rest of World): ~5–10%

China is building fabs like mad. Next, TSMC will build a fab in Singapore. TSMC has been pushing hard on 28nm and below which puts UMC and GF at risk. It is only downhill from here for the boutique fabs, absolutely.

VSMC the new TSMC Collab in Singapore with Vangaurd and NXP going up quite quickly.

 
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The Intel UMC partnership was a great idea IMO. Not sure what all there are going to make, and there certainly is no shortage of foundry capacity (despite fears in the past). Also it seems to be slipping like the tower capacity deal.

Is there a distribution of revenue by node like we see for TSMC? where does UMC get most of its revenue?

Considering that 12nm is a mature node, do you think there is enough profit margin for both Intel and UMC to justify the effort?
 
VSMC the new TSMC Collab in Singapore with Vangaurd and NXP going up quite quickly.

I have video of latest , is there a video upload option?

The SSMC (Systems on Silicon Manufacturing Company) fab in Singapore, a joint venture involving TSMC (28% stake), NXP, and Singapore’s Economic Development Board Investments, primarily focuses on manufacturing 8-inch wafers. Based on available information, SSMC produces chips using process geometries ranging from 0.35μm (350nm) to 0.13μm (130nm). These nodes are typically used for analog, mixed-signal, high-voltage, and embedded non-volatile memory applications, catering to automotive, industrial, and consumer electronics markets.
 
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