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Jun 30, 2025
UMC Q2 2025 Earnings Report
UMC reported solid second quarter results, with increased utilization rates and record revenue from 22/28nm technology.
Key Takeaways
UMC delivered a strong Q2 2025, with higher wafer shipments and record contributions from its 22/28nm business, though FX pressures weighed on margins.
Revenue reached $2.01 billion with improved utilization rates.
22/28nm node accounted for a record 40% of total sales.
Net income came in at $304 million with EPS of $0.12.
Gross margin was impacted by foreign exchange headwinds.
Forward Guidance
UMC expects wafer shipments to grow slightly in Q3 2025, with stable ASPs, but FX pressure is expected to reduce NT$ revenue.
Positive Outlook
- Wafer shipments expected to increase mildly
- Blended ASP in USD expected to remain firm
- Stable utilization in the mid-70% range
- CAPEX commitment of $1.8 billion for FY25
- 22/28nm node adoption continues to grow
Challenges Ahead
- Revenue in NT$ expected to decline due to FX pressure
- Gross margin impacted by foreign exchange rates
- Ongoing geopolitical and macroeconomic uncertainties
- FX volatility remains a financial risk
- Exposure to tariff policy changes in the U.S.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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