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United Microelectronics Corp

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

261 Views24 Apr 2025 03:36
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 average PEx ~12x. No arbitrage opportunity.
What is covered in the Full Insight:
  • 1Q25 Financial Performance
  • 2Q25 Guidance and Expectations
  • Tariff Uncertainty and Market Outlook
  • Intel 12nm Joint Venture
  • Long-term Market Forecast and Strategy
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Nicolas Baratte
Technology / Semiconductor / Internet Research
Information TechnologyEquities
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