UMC.US revenue in 2025 increased 2.26% to hit the second-highest level in history, surging ahead of the market

Zhitong Finance App learned that on January 7, UMC.US (UMC.US) released its consolidated revenue data for December 2025: consolidated revenue for the month reached NT$19.28 billion, down 9.2% from November, but up 1.66% from the same period in 2024. Its consolidated revenue for the fourth quarter was 61.8 billion yuan, up 4.5% month-on-month, and the performance was better than expected. In 2025, cumulative revenue totaled 237.553 billion yuan, an increase of 2.26% over the previous year. This achievement was the highest in history, second only to 278.705 billion yuan in 2022.

At the previous performance meeting, United Electronics estimated that in the fourth quarter of 2025, wafer shipments will remain the same as in the third quarter, the average selling price (ASP) in US dollars (ASP) will maintain a stable trend, and gross margin is expected to reach 28.92%. However, the capacity utilization rate will decline slightly, to the range of 74% to 76%; gross margin will also decline slightly, in the 27% to 29% range. Meanwhile, capital expenditure in 2025 will remain at $1.8 billion. Furthermore, shipments are expected to achieve low double-digit (low teens) growth throughout 2025.

Liu Qidong, chief financial officer of Lianhua Electronics, once pointed out at the performance meeting that although the exchange rate forecast may be better than previously expected, the US dollar is still appreciating. Since the US dollar is Lianhua Electronics' main accounts receivable currency, and it is currently in an unfavorable situation due to the combined use of many factors such as exchange rate and depreciation, it is expected that these factors will have an impact of about 3% on revenue.

Wang Shi, co-general manager of Lianhua Electronics, said that UMC's average selling price in US dollars (ASP) is very stable and has remained at a healthy level.

As of press release, Lianhua Electronics rose nearly 9% in the premarket to $8.83.