UMC(US:UMC) 智通财经网·2026-01-07 11:39Core Insights - United Microelectronics Corporation (UMC) reported a consolidated revenue of NT$19.28 billion for December 2025, a decrease of 9.2% compared to November, but an increase of 1.66% year-over-year [1] - The consolidated revenue for Q4 2025 reached NT$61.8 billion, reflecting a quarter-over-quarter growth of 4.5%, outperforming expectations [1] - For the full year 2025, UMC's total revenue amounted to NT$237.55 billion, representing a year-over-year growth of 2.26%, marking the second-highest annual revenue after 2022 [1] Revenue and Forecasts - UMC forecasts that the wafer shipment volume in Q4 2025 will remain stable compared to Q3, with the average selling price (ASP) expected to hold steady [1] - The gross margin is anticipated to reach 28.92%, although capacity utilization is projected to slightly decline to a range of 74% - 76% [1] - The gross margin is expected to decrease slightly, falling within the range of 27% - 29% [1] - Capital expenditures for 2025 are projected to remain at US$1.8 billion, with an expected low double-digit percentage growth in shipment volume for the year [1] Currency Impact - UMC's CFO noted that despite a potentially favorable currency forecast, the US dollar is expected to appreciate, which could negatively impact revenue by approximately 3% due to various factors including exchange rates and depreciation [1]