UMC Reports Third Quarter 2025 Results

[Daniel Nenni]

22nm business traction remains robust and well positioned for future growth

Third Quarter 2025 Overview:

• Revenue: NT$59.13 billion (US$1.94 billion)
• Gross margin: 29.8%; Operating margin: 18.8%
• Revenue from 22/28nm: 35%
• Capacity utilization rate: 78%
• Net income attributable to shareholders of the parent: NT$14.98 billion (US$492 million)
• Earnings per share: NT$1.20; earnings per ADS: US$0.197

Jason Wang, co-president of UMC, said, “In the third quarter, we observed demand growth across most market segments, which drove a 3.4% increase in wafer shipments and improved utilization rate to 78%. In particular, we benefited from a pick-up in sales of smartphones and notebooks, driving replenishment orders from customers. Our 22nm technology platforms continue to provide us with differentiation in the market, with 22nm revenue now accounting for more than 10% of total sales. In 2025 alone, we are projecting over 50 product tape-outs and we expect 22nm contribution to continue increasing in 2026. Aligned with our strategy of providing customers with highly differentiated specialty technologies, we recently announced the readiness of our 55nm BCD platform. In addition to mobile and consumer applications, the new platform is also compliant with the most rigorous automotive standards for automotive and industrial uses.”

Co-president Wang added, “Looking ahead to the fourth quarter, we are anticipating wafer shipments to be comparable with third quarter’s volume, wrapping up 2025 with shipment growth in the low teens. UMC continues to deliver competitive process technologies that enable diverse applications, which positions the company to benefit from a broad-based market recovery, with 22nm logic and specialty platforms in particular expected to drive growth.”

https://www.businesswire.com/news/home/20251029076646/en/UMC-Reports-Third-Quarter-2025-Results

 

[Daniel Nenni]

Bottom line: The NOT TSMC Market is doing well at 28nm. Even though gate length is 28nm we call it 22nm.

 

[Barnsley]

22nm business traction remains robust and well positioned for future growth

Third Quarter 2025 Overview:

• Revenue: NT$59.13 billion (US$1.94 billion)
• Gross margin: 29.8%; Operating margin: 18.8%
• Revenue from 22/28nm: 35%
• Capacity utilization rate: 78%
• Net income attributable to shareholders of the parent: NT$14.98 billion (US$492 million)
• Earnings per share: NT$1.20; earnings per ADS: US$0.197

Jason Wang, co-president of UMC, said, “In the third quarter, we observed demand growth across most market segments, which drove a 3.4% increase in wafer shipments and improved utilization rate to 78%. In particular, we benefited from a pick-up in sales of smartphones and notebooks, driving replenishment orders from customers. Our 22nm technology platforms continue to provide us with differentiation in the market, with 22nm revenue now accounting for more than 10% of total sales. In 2025 alone, we are projecting over 50 product tape-outs and we expect 22nm contribution to continue increasing in 2026. Aligned with our strategy of providing customers with highly differentiated specialty technologies, we recently announced the readiness of our 55nm BCD platform. In addition to mobile and consumer applications, the new platform is also compliant with the most rigorous automotive standards for automotive and industrial uses.”

Co-president Wang added, “Looking ahead to the fourth quarter, we are anticipating wafer shipments to be comparable with third quarter’s volume, wrapping up 2025 with shipment growth in the low teens. UMC continues to deliver competitive process technologies that enable diverse applications, which positions the company to benefit from a broad-based market recovery, with 22nm logic and specialty platforms in particular expected to drive growth.”

https://www.businesswire.com/news/home/20251029076646/en/UMC-Reports-Third-Quarter-2025-Results

Fingers crossed for those 50 tapeout at 22nm