Global Markets

UMC (2303 TT/UMC) Q2 2026 (TWD): Revenue 68.7bln (exp. 67.6bln), Net 42bln (exp. 12.8bln), EPS 3.39 (prev. 1.29 Q/Q)

StockNow breaking-news AI analysis

UMC's Q2 2026 results featured a significant net income beat and a raised CapEx budget. The company expects a strong 8-inch recovery and high utilization to continue through Q3.

News detail

Q3 Guidance: Wafer Shipments to increase high-single-digits Gross Profit Margin to "remain firm" Capacity utilisation >90% CapEx budget revised up to USD 2bln CEOOn Q3, "we expect demand momentum to remain stable across the computer, communication, and consumer segments, with shipments projected to increase by high-single digits. Driven by strong demand for power management ICs, sensors, and microcontrollers, our 8-inch portfolio is seeing a strong rebound, and utilization is expected to improve significantly..."

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