United Microelectronics (UMC) recently announced that it has signed a Corporate Power Purchase Agreement with Fengmiao I Offshore Wind Farm, marking a significant milestone in its journey toward sustainability. Under this agreement, UMC will purchase more than 30 billion kilowatt-hours of power from the wind farm over the next 30 years, marking the largest renewable energy transaction in the company’s history. This move is part of United Microelectronics’ ambitious roadmap to achieve 50% renewable energy us ...

United Microelectronics (UMC) shares have lost 19.9% in the year-to-date period against the Zacks Electronics - Semiconductors industry’s rise of 44.3% and the broader Zacks Computer & Technology sector’s return of 27.4%.UMC has also underperformed its peers, such as Toshiba and Taiwan Semiconductor (TSM) , which offer similar semiconductor manufacturing services. Taiwan Semiconductor has returned 83.5% YTD, whereas Toshiba has lost 7.9% over the same time frame. The underperformance can be attributed to in ...

UNITED MICROELECTRONICS CORPORATION AND SUBSIDIARIES CONSOLIDATED FINANCIAL STATEMENTS WITH REPORT OF INDEPENDENT AUDITORS FOR THE NINE-MONTH PERIODS ENDED SEPTEMBER 30, 2024 AND 2023 Address: No. 3 Li-Hsin 2nd Road, Hsinchu Science Park, Hsinchu, Taiwan, R.O.C. Telephone: 886-3-578-2258 The reader is advised that these consolidated financial statements have been prepared originally in Chinese. In the event of a conflict between these financial statements and the original Chinese version or difference in in ...

United Microelectronics Corporation (NYSE:UMC) Q4 2024 Earnings Conference Call October 30, 2024 5:00 AM ET Company Participants Michael Lin - Head of IR Chi-Tung Liu - CFO Jason Wang - President Conference Call Participants Sunny Lin - UBS Gokul Hariharan - J.P. Morgan Laura Chen - Citi Charlie Chan - Morgan Stanley. Brad Lin - Bank of America Merrill Lynch Bruce Lu - Goldman Sachs Operator Welcome, everyone, to UMC's 2024 Third Quarter Earnings Conference Call. All lines have been placed on mute to preven ...

财务数据和关键指标变化 - 2024年第三季度合并收入为新台币50.5亿，毛利率为33.8% [5] - 第三季度净收入为新台币14.5亿，每股收益为新台币1.16 [5][6] - 2024年前三季度累计收入增长2.6%，达到新台币171.9亿，毛利率为33.3% [7] - 第三季度的产能利用率为71%，较前一季度的68%有所上升 [5] 各条业务线数据和关键指标变化 - 第三季度通信业务占比上升至42%，计算机业务占比下降至13% [10] - 专业技术产品的收入占总销售额的53.1%，创下历史新高 [13] 各个市场数据和关键指标变化 - 亚洲市场占总收入的65%，欧洲市场占比下降至5% [9] - 22至28纳米产品的收入占比达到35%，创下新高 [10] 公司战略和发展方向和行业竞争 - 公司战略聚焦于开发专业技术解决方案，以提供最佳性能 [13] - 新加坡的工厂扩建接近完成，与英特尔的合作项目也在按计划推进 [16] - 公司计划在2024年将资本支出预算调整至30亿新台币，以反映新加坡产能扩张的进度 [11] 管理层对经营环境和未来前景的评论 - 管理层对第四季度的展望持谨慎乐观态度，预计需求在多个市场趋于稳定 [15] - 尽管全球经济复苏迹象明显，但客户的预测仍然保守 [19] 其他重要信息 - 公司现金股息支付仍保持在1000亿新台币以上，至第三季度末为1034亿新台币 [8] - 第四季度的毛利率预计将降至30%，主要由于产能利用率下降和新台币升值的影响 [17][25] 问答环节所有的提问和回答 问题: 关于第四季度的展望 - 管理层预计第四季度的出货量将保持平稳，尽管通信和消费品领域可能会出现轻微下降 [19] 问题: 关于定价的稳定性 - 管理层表示，第四季度的平均售价将保持平稳，尽管市场竞争激烈，但公司在高端智能手机显示器领域的定价韧性得到了验证 [21][22] 问题: 关于客户行为和库存水平 - 管理层指出，通信、消费和计算领域的整体库存水平已恢复至正常水平，但汽车和工业领域的库存消化可能需要更长时间 [30] 问题: 关于与英特尔的合作 - 管理层确认与英特尔的12纳米合作项目进展顺利，客户对提前生产的兴趣强烈 [36] 问题: 关于电力成本的影响 - 管理层表示，第四季度的指导已考虑到电力成本上涨的影响，并将继续采取积极的成本管理措施 [59]

业绩总结 - 2024年第三季度，UMC的晶圆出货量为896,000片，较2024年第二季度的831,000片增长7.8%[5] - 2024年第三季度的营业收入为60,485百万新台币，较2024年第二季度的56,799百万新台币增长6.5%[7] - 2024年第三季度的净收入为14,472百万新台币，较2024年第二季度的13,786百万新台币增长5.0%[7] - 2024年第三季度的每股收益（EPS）为1.16新台币，较2024年第二季度的1.11新台币增长4.5%[7] - 2024年1月至9月的营业收入为171,916百万新台币，较2023年同期的167,575百万新台币增长2.6%[9] - 2024年1月至9月的净收入为38,647百万新台币，较2023年同期的48,247百万新台币下降19.9%[9] 资产与财务状况 - 截至2024年9月30日，UMC的总资产为574,292百万新台币，较2023年同期的547,271百万新台币增长4.9%[6] - 2024年第三季度的毛利率为33.8%，较2024年第二季度的35.2%下降1.4个百分点[7] - 2024年第三季度的运营收入为14,100百万新台币，占营业收入的23.3%[7] - 2024年第三季度的现金及现金等价物为103,407百万新台币，较2024年第二季度的121,234百万新台币下降14.7%[6]

United Microelectronics Corporation (UMC) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #1 (Strong Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change. The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Esti ...

United Microelectronics Corporation (UMC) has been beaten down lately with too much selling pressure. While the stock has lost 9.1% over the past four weeks, there is light at the end of the tunnel as it is now in oversold territory and Wall Street analysts expect the company to report better earnings than they predicted earlier.How to Determine if a Stock is OversoldWe use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a ...

Investors interested in Electronics - Semiconductors stocks are likely familiar with United Microelectronics Corporation (UMC) and GlobalFoundries Inc. (GFS) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The proven Zacks Rank puts an emphasis on earnings estim ...

Investors interested in stocks from the Electronics - Semiconductors sector have probably already heard of United Microelectronics Corporation (UMC) and GlobalFoundries Inc. (GFS) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The proven Zacks Rank puts an emphasis on earn ...