UNITED MICROELECTRONICS CORPORATION AND SUBSIDIARIES CONSOLIDATED FINANCIAL STATEMENTS WITH REPORT OF INDEPENDENT AUDITORS FOR THE THREE-MONTH PERIODS ENDED MARCH 31, 2025 AND 2024 Address: No. 3 Li-Hsin 2nd Road, Hsinchu Science Park, Hsinchu, Taiwan, R.O.C. Telephone: 886-3-578-2258 Based on our reviews and the review reports of other independent auditors (please refer to the Other Matter paragraph of our report), nothing has come to our attention that causes us to believe that the accompanying consolidat ...

市场消息：晶圆代工企业联电被问及有关与同业格芯（格罗方德）合作的相关媒体报导时表示，目前未 有合并活动。 ...

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 4月11日消息，据台媒报道，晶圆代工龙头大厂台积电过往每年都会在4月进行调薪，最新传出消息 显示，台积电今年将例行调薪3%至5%。而另一大晶圆代工厂商联电则预订于5月进行调薪，调涨幅 度也在3%至5% 台积电曾于2021年结构性调薪当时固定薪酬调高20%、2022年为5%至10%，2023年则是在5%以 内，2024年的例行性调薪与往年持平，约3％至5％。个人调薪幅度则依据个人绩效、年资、职级条 件而定。今年则尚未公布例行调薪幅度。 ***************END*************** 半导体公众号推荐 半导体论坛百万微信群 加群步骤： 第一步：扫描下方二维码，关注国芯网微信公众号。 第二步：在公众号里面回复"加群"，按照提示操作即可。 爆料｜投稿｜合作｜社群 文章内容整理自网络，如有侵权请联系沟通 投稿 或 商务合作 请 联系 iccountry 有偿新闻爆料 请添加 微信 iccountry 联电方面历年在5月例行调薪，对于外界关注今年调薪幅度，联电4月8日重申，调薪参考公司获利及 ...

Group 1 - United Microelectronics Corporation (UMC) shares increased by 9.2% to close at $7.15, with notable trading volume compared to typical sessions, contrasting with a 1.6% gain over the past four weeks [1] - UMC is experiencing strong demand for AI-driven services, increased semiconductor content in devices, and growing adoption of its 22nm specialty platform, with a new semiconductor fab in Singapore set to begin volume production in 2026, boosting capacity to over 1 million wafers annually [2] - The company is expected to report quarterly earnings of $0.10 per share, reflecting a year-over-year decline of 23.1%, while revenues are projected to be $1.81 billion, an increase of 5.9% from the previous year [3] Group 2 - The consensus EPS estimate for UMC has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [4] - UMC holds a Zacks Rank of 3 (Hold), indicating a neutral outlook, while Qualcomm (QCOM), another company in the same industry, closed 0.6% higher at $153.61, with a return of -2.8% over the past month [4] - Qualcomm's consensus EPS estimate has also remained unchanged at $2.79, representing a year-over-year increase of 14.3%, and it holds a Zacks Rank of 3 (Hold) [5]

Core Viewpoint - The potential merger between GlobalFoundries and UMC aims to create a larger American company to enhance chip production capabilities amid increasing competition from China in the mature chip sector [1][2][4]. Group 1: Merger Details - GlobalFoundries and UMC are exploring a merger to establish a company with a broader production footprint across Asia, the U.S., and Europe [1]. - The merger is intended to ensure the U.S. has access to mature chips, especially given the geopolitical tensions between China and Taiwan [1][4]. - The combined entity could potentially rival TSMC, which currently holds significant market shares in both mature and advanced chip markets [1][4]. Group 2: Regulatory and Government Involvement - U.S. government efforts have historically encouraged Taiwanese firms to increase chip production in the U.S., including urging UMC to build or acquire facilities [2]. - The potential merger may face regulatory scrutiny from both Taiwanese and Chinese authorities, as seen in previous cases like Intel's failed acquisition of Tower Semiconductor [2][4]. - Concerns have been raised about the impact of TSMC's $100 billion investment in the U.S. on Taiwan's semiconductor industry [2]. Group 3: Market Context and Competition - Mature chips account for over 70% of global semiconductor demand, crucial for various sectors including infrastructure and defense [4]. - UMC, established in 1980, is smaller than TSMC and employs around 20,000 people globally, serving major clients like Qualcomm and Nvidia [4][5]. - GlobalFoundries reported revenue of $6.75 billion with a net loss of $265 million, while UMC had revenue of NT$232.3 billion (approximately $7.21 billion) and a profit of NT$47.2 billion [5]. Group 4: Strategic Moves - UMC is collaborating with Intel to develop 12nm chips for various applications, aiming to start production in the U.S. by 2027 [5]. - UMC is also diversifying its manufacturing capabilities by expanding operations in Singapore [5]. - UMC's CFO stated that the company is not currently pursuing any merger deals and maintains good communication with all relevant governments, including the U.S. [6][7].

以下文章来源于芯思想 ，作者赵元闯 芯思想 . 中国半导体正能量传播平台。为中国半导体产业服务，我们都是中国半导体产业腾飞的见证人。新闻分 析，精彩评论，独家数据，为您定制信息，欢迎拍名片回复，和行业精英交流。 如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容转自【芯思想】，作者：赵元闯，谢谢。 2024年前十大专属晶圆代工公司中，增幅排名前三的都超过20%，增幅最高的是台积电（TSMC）， 年增幅32%；其次是晶合集成（Nexchip），年增幅达28%；增幅排名第三的是中芯国际（SMIC）， 达27%。2024年营收唯一出现下滑的是格芯（GlobalFoundries），下滑超过8%。 在IDM厂商代工方面，三星代工2024年营收约1462亿元，英特尔1261亿元，都较2023年下滑7%。 台积电 2023年台积电的3纳米正式贡献营收，到2024年第四季营收占比达26%，全年营收占比18%。 台积电在IEDM 2024大会上首次披露了2nm（N2）工艺的关键技术细节和性能指标： 对比3nm，晶 体管密度增加15％，同等功耗下性能提升15％，同等性能下功耗降低24-35％ ，同时通过NanoFlex技 术 ...

Group 1 - Ryan Messick employs a fundamentally-driven approach to value investing, focusing on companies with a strong margin of safety and growth catalysts [1] - The investment philosophy is influenced by legendary investors such as Benjamin Graham, Warren Buffett, Charlie Munger, and Joel Greenblatt [1] - The analysis primarily targets microcap and small cap value stocks, although larger companies are considered if they meet value criteria [1] Group 2 - Ryan Messick emphasizes long-term investment as a key strategy for gaining an edge in the market [1] - The focus is on value investing and growth at a reasonable price, with occasional analysis of special situations and merger arbitrage [1] - Ryan Messick is a graduate of Syracuse University, which may contribute to his analytical approach [1]

Core Insights - Medera Inc. and its subsidiary Novoheart have installed the CTScreen™ platform at the University Medical Center Utrecht, enhancing capabilities in cardiac disease modeling and therapeutic development [1][2][3] Company Overview - Medera is a clinical-stage biopharmaceutical company focused on addressing difficult-to-treat diseases with significant unmet needs, utilizing next-generation gene and cell-based approaches [5] - Novoheart specializes in human-based cardiac tissue engineering, particularly through its "mini-Heart™" platform, which allows for accurate modeling of human cardiac diseases [6] Technological Advancements - The CTScreen™ system supports high-throughput screening of bioengineered human cardiac tissues, enabling the evaluation of up to 96 samples simultaneously, which accelerates the drug development process [3][7] - This technology aims to improve the understanding of cardiac conditions and enhance drug safety through human-based assays [4][7] Research and Development Collaboration - The installation at UMC Utrecht signifies a strengthened partnership between Novoheart and the institution, aiming for breakthroughs in cardiovascular research [4][7] - UMC Utrecht researchers will utilize the CTScreen™ system to study disease mechanisms and optimize therapeutic candidates, particularly for conditions like familial cardiomyopathies [4][7] Clinical Development Pipeline - Medera's subsidiary Sardocor is advancing clinical trials for gene therapies targeting heart failure and Duchenne Muscular Dystrophy-induced cardiomyopathy, with three ongoing AAV-based cardiac gene therapy trials [9] - Sardocor's pipeline includes four preclinical gene therapy and three preclinical small molecule candidates targeting various cardiac, pulmonary, and vascular diseases [9]

Group 1 - The article discusses the author's extensive experience as an investor, highlighting the ability to endure significant market crashes in 1987, 2000, and 2008 [1] - The author utilizes trading systems developed with TradeStation, indicating a blend of both buy-and-hold and trading strategies to achieve investment rewards [1] Group 2 - The author has a professional background as a process control engineer and holds a JD from an eastern law school, suggesting a diverse skill set that may contribute to investment analysis [1]

Core Insights - United Microelectronics Corporation (UMC) is a Taiwan-based semiconductor foundry that has strategically chosen to focus on mature nodes rather than competing in leading-edge technology nodes [1] Group 1: Company Strategy - UMC has decided to forgo competing in leading-edge nodes, which are approximately six generations ahead, and instead concentrate on mature nodes [1]