美股异动丨联电盘前涨7.4%，2025年营收增长2.26%刷新历史次高位

Core Viewpoint - UMC (United Microelectronics Corporation) reported a significant increase in its stock price by 7.4% to $8.72, following the announcement of its financial results for 2025 and Q4 2023, indicating a positive outlook for the company and the semiconductor industry [1] Financial Performance - UMC's consolidated revenue for December 2025 is projected to be NT$192.8 billion, reflecting a year-on-year growth of 1.66% [1] - The consolidated revenue for Q4 2023 reached NT$618.09 billion, showing a quarter-on-quarter increase of 4.54% and a year-on-year increase of 2.36%, marking the highest revenue in nearly three years and the fifth highest in history [1] - For the entire year of 2025, UMC expects consolidated revenue to be NT$2,375.53 billion, which represents a year-on-year growth of 2.26%, setting a new record for the second highest revenue in history [1] Future Outlook - Looking ahead to 2026, UMC anticipates that the first quarter will still be affected by seasonal factors, with wafer prices under negotiation with customers [1] - The company considers the recovery of mature process industry utilization rates and stable pricing, expecting limited decline in average selling prices (ASP) [1] - Current end-user demand remains stable, and semiconductor inventory levels are healthy, leading to a positive outlook for operational growth recovery and potential improvement in gross margins [1]