UMC Stock Gains 1.5% Amid 5.2% YoY Revenue Growth in September

UMC's stock price rose 1.5% in early trading after the company announced a 5.2% YoY revenue growth for September, reaching 19.93 billion New Taiwan dollars. Year-to-date, UMC's revenue has grown by 2.23%, totaling 175.74 billion New Taiwan dollars. Analysts maintain a hold rating on the stock.

United Microelectronics Corporation (UMC) reported unaudited consolidated net sales for September 2025 of NT$19.927,175 thousand, up NT$984,461 thousand or 5.20% year-over-year (YoY). Year-to-date (Jan.-Sep. 2025) consolidated sales totaled NT$175.743,654 thousand, an increase of NT$3,827,180 thousand or 2.23% YoY United Microelec Stock Price, News & Analysis^[1].

The company's stock price rose 1.5% in early trading following the announcement. Year-to-date revenue has grown by 2.23%, totaling NT$175.74 billion. Analysts maintain a hold rating on the stock United Microelectronics’ September revenue rise 5.2% Y/Y to NT$19.93B^[2].

UMC's strong performance in September is driven by a 5.2% YoY increase in revenue, reaching NT$19.927,175 thousand. This growth is particularly notable given the challenging market conditions and recent tariff announcements. The company's year-to-date performance remains robust, with revenues for the period reaching NT$175.74 billion, representing a 2.23% increase from the same period in 2024.

The company's 22/28nm business continues to perform exceptionally well, accounting for a significant portion of the company's revenue. Gross margin stood at 28.7% for the second quarter, while operating margin was 18.4%. Net income attributable to shareholders was NT$8.90 billion, with earnings per share (EPS) of NT$0.71 United Microelec Stock Price, News & Analysis^[1].

UMC's commitment to environmental sustainability is evident in its recent achievements. The company has become the first semiconductor foundry globally to receive Science Based Targets initiative (SBTi) validation for its 1.5°C-aligned net-zero targets. UMC aims to achieve net-zero greenhouse gas emissions by 2050, with specific targets including a 95% reduction in Scope 1 and 2 emissions and a 90% reduction in Scope 3 emissions by 2050 .

Despite the strong revenue growth, UMC remains cautious about longer-term wafer demand due to recent tariff announcements. The company expects a moderate demand rebound across segments for the second quarter of 2025 but remains vigilant about potential market disruptions.