美股异动|联电盘前续跌超6%,Q4盈利略逊于预期+首季指引保守
UMCUMC(US:UMC) Ge Long Hui·2026-02-02 09:27

Core Viewpoint - UMC's stock fell over 6% pre-market, currently priced at $9.56, despite reporting a revenue increase for Q4 2025 that exceeded market expectations [1] Financial Performance - UMC's Q4 2025 revenue grew by 2.4% year-on-year to $1.97 billion, surpassing market expectations by $60 million [1] - Earnings per share were reported at $0.129, slightly below the market expectation of $0.01 [1] - Gross margin stood at 30.7% for the quarter [1] Production and Capacity - Wafer shipments decreased by 0.6% quarter-on-quarter to 994,000 pieces (approximately 12-inch wafers) [1] - Overall capacity utilization remained stable at 78% [1] Future Outlook - For Q1 of the current year, UMC expects wafer shipments to remain stable, with average selling prices expected to hold firm [1] - Gross margin is projected to decline to around 20% high range, with capacity utilization anticipated to be in the mid-70% range [1]