UMC(US:UMC) 智通财经网·2025-10-29 12:27Core Insights - UMC reported Q3 2025 revenue of $1.94 billion, a 1.6% year-over-year increase, exceeding expectations by $50 million [1] - The company achieved an earnings per ADS of $0.197, surpassing the forecast by $0.08 [1] - Net profit attributable to shareholders was NT$14.98 billion, with a consolidated gross margin of 29.8% and an operating profit margin of 18.8% [1] Revenue and Market Performance - The company observed a 3.4% increase in wafer shipments, driven by demand growth across most market sectors, particularly benefiting from a rebound in smartphone and laptop sales [1] - The 22nm technology platform accounted for over 10% of total sales, with expectations of over 50 product launches in 2025, and continued growth contribution anticipated in 2026 [1] - Revenue from 40nm and below technologies contributed 52% of wafer revenue, with 22/28nm revenue making up 35% [1] Future Outlook - UMC expects Q4 wafer shipments to remain consistent with Q3 levels, projecting low double-digit growth to conclude 2025 [2] - The company aims to maintain competitive process technologies to support diverse applications, particularly anticipating growth driven by the 22nm logic and specialty platforms [2]