ENTITY
SMARTSCORE: 4/5
United Microelectronics Corp

United Microelectronics Corp (2303 TT)

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Analysis
Information TechnologyTaiwan
United Microelectronics Corporation designs, manufactures, and markets integrated circuits (ICs) and related electronic products. The Company's main products are consumer electronic ICs, memory ICs, personal computer peripheral ICs, and communication ICs.
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03 Jul 2025 17:28

Our Thesis: Intel Should Take a Stake in UMC -- New Signals Reinforce the Case

​UMC's partnership with Intel, including a possible equity stake, could be transformative and strategically valuable for both companies. Latest...

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06 Jun 2025 08:00

UMC (2303.TT; UMC.US): Gloomy Outlook for 3Q25.

UMC may beat 2Q25 guidance, but 3Q25 outlook appears flat; QCOM and NVDA allocating wafers at UMC, signaling end of product cycle; Samsung...

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29 Apr 2025 02:53

United Microelectronics:  Heavy Exodus

UMC sees record low ownership levels as major EM funds exit the stock, leaving few investors with a meaningful stake.  Sentiment has never been lower.

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24 Apr 2025 12:51

UMC Sees Broad Rebound in Demand Ahead But Is Demand Being Pulled Forward by Tariffs?

​UMC expects 2Q25 rebound with wafer shipment growth and margin recovery, but 2H25 visibility remains low due to tariff and inventory uncertainty.

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24 Apr 2025 03:36

UMC 1Q25 Is the Bottom, Consensus Is Low but the Stock at Average Valuations

UMC: 1Q miss, strong 2Q guidance but low visibility into 2H. JV with Intel for 12nm progressing well with strong demand for 2027. Stock trading at...

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