United Microelectronics 株価情報 (NYSE: UMC)

最新ニュース United Microelectronics (NYSE:UMC) 株価情報

United Microelectronics

Founded in 1980, United Microelectronics is the world's third-largest dedicated chip foundry, with 5% market share in 2024 after TSMC and SMIC. UMC's headquarters are in Hsinchu, Taiwan, and it operates 12 fabs in Taiwan, Mainland China, Japan and Singapore, with additional sales offices in Europe, the us, and South Korea. UMC features a diverse customer base that includes Texas Instruments, MediaTek, Qualcomm, Broadcom, Xilinx, and Realtek, supplying a wide range of products applied in communications, display, memory, automotive and more. UMC employs about 20,000 people.

United Microelectronics Corporation (NEW) Common Stock

United Microelectronics Corp

UMC Inc

United Microelectronics Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMC#NYSE">UMC</a>) shares are trading lower in the <a target="_blank" href="https://www.benzinga.com/pressreleases/25/03/b44160040/umc-reports-sales-for-february-2025" rel="noreferrer noopener">premarket session on Thursday.</a>
The company reported February sales of NT$18.193B, up 4.25% year over year. January-February combined net sales were NT$38B, up 4.21% year over year.
According to&nbsp;<a target="_blank" href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw" rel="noreferrer noopener">Benzinga Pro</a>, UMC stock has lost over 14% in the past year. Investors can gain exposure to the stock via National Security Emerging Markets Index ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NSI#NASDAQ">NSI</a>) and&nbsp;SP Funds Trust SP Funds S&amp;P Global Technology ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPTE#NYSE">SPTE</a>).
In a press release dated January 21, United Microelectronics co-President Jason Wang said he finds the semiconductor market poised for another year of growth, driven by strong demand for AI servers as well as increasing semiconductor content in smartphones,<a target="_blank" href="https://www.benzinga.com/pressreleases/25/01/b43091628/umc-reports-fourth-quarter-2024-results" rel="noreferrer noopener"> PCs, and other electronic devices.</a>
Also Read: <a target="_blank" href="https://www.benzinga.com/25/03/44145025/dine-brands-q4-earnings-beat-estimates-sales-dip-on-lower-franchise-revenues" rel="noreferrer noopener">Dine Brands Q4 Earnings: Sales Dip, EPS Miss, Negative Comps For Applebee&#8217;s, IHOP And More</a>
United Microelectronics continues investing in technological innovation and expanding its advanced packaging offering.
The 22/28nm portfolio remained the most significant contributor, with revenue augmenting&nbsp;by 15%&nbsp;in 2024. Tape-outs for 22nm products are accelerating, and Wang expects to see higher revenue contributions from 2025 onwards.
In its fourth-quarter report, United Microelectronics&nbsp;said it <a target="_blank" href="https://www.benzinga.com/calendars/guidance" rel="noreferrer noopener">expects first-quarter</a> wafer shipments to remain flat and ASP in USD to decrease by mid-single-digit&nbsp;percentage quarter-over-quarter.
It also expects capacity utilization to be in the 70% range. United Microelectronics expects a cash-based&nbsp;2025 capex of $1.8 billion.
Price Action: UMC shares are trading lower by 2.65% to $6.62 premarket at last check Thursday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/markets/cryptocurrency/25/03/44138085/donald-trumps-bitcoin-ethereum-xrp-reserve-is-imperfect-but-bullish-says-bitwises-matt-hougan" target="_blank" rel="noreferrer noopener">Donald Trump&#8217;s Bitcoin, Ethereum, XRP Reserve Is ‘Imperfect&#8217; But Bullish, Says Bitwise&#8217;s Matt Hougan</a></li>
</ul>
Image via Shutterstock.

Equities

News

Markets

Movers

General

SP Funds Trust SP Funds S&P Global Technology ETF

SPTE

What's Going On With United Microelectronics Stock Today?

United Microelectronics Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMC#NYSE">UMC</a>, TWSE: 2303))) ("UMC"), today reported unaudited net sales for the month of February 2025.
Revenues for February 2025
<figure class="table"> 
<table>
<tbody>
<tr>
<td colspan="1" rowspan="1">Period</td>
<td colspan="1" rowspan="1">2025</td>
<td colspan="1" rowspan="1">2024</td>
<td colspan="1" rowspan="1">Y/Y Change</td>
<td colspan="1" rowspan="1">Y/Y (%)</td>
</tr>
<tr>
<td colspan="1" rowspan="1">February</td>
<td colspan="1" rowspan="1">18,193,515</td>
<td colspan="1" rowspan="1">17,451,268</td>
<td colspan="1" rowspan="1">742,247</td>
<td colspan="1" rowspan="1">4.25%</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Jan.-Feb.</td>
<td colspan="1" rowspan="1">38,000,310</td>
<td colspan="1" rowspan="1">36,464,965</td>
<td colspan="1" rowspan="1">1,535,345</td>
<td colspan="1" rowspan="1">4.21%</td>
</tr>
</tbody>
</table>
</figure><figure class="table"> 
<table>
<tbody>
<tr>
<td colspan="1" rowspan="1">(&#x2A;) All figures in thousands of New Taiwan Dollars (NT$), except for percentages</td>
</tr>
</tbody>
</table>
</figure>

Earnings

United Microelectronics Reported February Revenue Growth Of 4.25% YoY

WIIM

MCHP

MRVL

SMCI

Shares of chip stocks are trading higher, reversing after earlier weakness as investors assess US tariffs.

Revenues for January 2025
<figure class="table"> 
<table>
<tbody>
<tr>
<td colspan="1" rowspan="1">Period</td>
<td colspan="1" rowspan="1">2025</td>
<td colspan="1" rowspan="1">2024</td>
<td colspan="1" rowspan="1">Y/Y Change</td>
<td colspan="1" rowspan="1">Y/Y (%)</td>
</tr>
<tr>
<td colspan="1" rowspan="1">January</td>
<td colspan="1" rowspan="1">19,806,795</td>
<td colspan="1" rowspan="1">19,013,697</td>
<td colspan="1" rowspan="1">793,098</td>
<td colspan="1" rowspan="1">4.17%</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Jan.-Jan.</td>
<td colspan="1" rowspan="1">19,806,795</td>
<td colspan="1" rowspan="1">19,013,697</td>
<td colspan="1" rowspan="1">793,098</td>
<td colspan="1" rowspan="1">4.17%</td>
</tr>
</tbody>
</table>
</figure>
 All figures in thousands of New Taiwan Dollars (NT$), except for percentages

United Microelectronics Reported January Revenue Growth Of 4.17% YoY

These thirteen large-cap stocks were the worst performers in the last week. Are they in your portfolio?
<ol>
<li>FTAI Aviation Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FTAI#NASDAQ">FTAI</a>) shares tumbled 26.18% after the company announced <a href="https://www.benzinga.com//node/43103333" target="_blank" rel="noreferrer noopener">it may delay its FY24 10-K filing</a>.</li>
<li>Electronic Arts Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EA#NASDAQ">EA</a>) stock dipped 17.57% after the company reported preliminary third-quarter results, including a slowdown in the Global Football franchise. Multiple analysts <a href="https://www.benzinga.com//node/43157791" target="_blank" rel="noreferrer noopener">downgraded the stock</a>.</li>
<li>First Solar, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>) stock fell 11.86%, probably due to continued weakness following President Trump&#8217;s inauguration as investors assess the new <a href="https://www.benzinga.com//node/43146459" target="_blank" rel="noreferrer noopener">administration&#8217;s pro-fossil fuel policies</a>.</li>
<li>Rivian Automotive, Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIVN#NASDAQ">RIVN</a>) stock fell 11.57%, probably due to continued weakness after President Donald <a href="https://www.benzinga.com//node/43147598" target="_blank" rel="noreferrer noopener">Trump revoked Biden&#8217;s EV mandate</a>.</li>
<li>Ericsson (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ERIC#NASDAQ">ERIC</a>) shares decreased 9.93% after the company reported worse-than-expected <a href="https://www.benzinga.com//node/43186252" target="_blank" rel="noreferrer noopener">fourth-quarter financial results</a>.</li>
<li>Astera Labs, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALAB#NASDAQ">ALAB</a>) stock fell 9.66% last week after Morgan Stanley <a href="https://www.benzinga.com/quote/ALAB/analyst-ratings" target="_blank" rel="noreferrer noopener">downgraded it</a> from Overweight to Equal-Weight while maintaining its $142 price forecast.</li>
<li>CF Industries Holdings, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CF#NYSE">CF</a>) stock dived 9.41% after <a href="https://www.benzinga.com/quote/cf/analyst-ratings" target="_blank" rel="noreferrer noopener">several analysts downgraded the stock</a>.</li>
<li>Tetra Tech, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTEK#NASDAQ">TTEK</a>) shares declined 9.38%.</li>
<li>Expedia Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EXPE#NASDAQ">EXPE</a>) shares declined 9.24%.</li>
<li>J.B. Hunt Transport Services, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JBHT#NASDAQ">JBHT</a>) stock lost 8.72% last week. Raymond James analyst Patrick Tyler Brown maintained the stock with an Outperform rating but <a href="https://www.benzinga.com/quote/JBHT/analyst-ratings" target="_blank" rel="noreferrer noopener">lowered the price forecast</a> from $200 to $190.</li>
<li>Cheniere Energy, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LNG#NYSE">LNG</a>) shares were down 8.59%.</li>
<li>United Microelectronics Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMC#NYSE">UMC</a>) stock lost 8.37% after the company reported <a href="https://www.benzinga.com//node/43095433" target="_blank" rel="noreferrer noopener">worse-than-expected Q4 financial results</a> and issued Q1 expectations for ASP to decline by mid-single digits. Citigroup <a href="https://www.benzinga.com/quote/UMC/analyst-ratings" target="_blank" rel="noreferrer noopener">downgraded the stock</a> to sell.</li>
<li>Walgreens Boots Alliance, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WBA#NASDAQ">WBA</a>) stock fell 8.20% after the U.S. Justice Department filed a lawsuit against the <a href="https://www.benzinga.com//node/43104245" target="_blank" rel="noreferrer noopener">company over opioid prescriptions</a>.</li>
</ol>
Image via Shutterstock
Read Next:
<ul>
<li><a href="https://www.benzinga.com/news/large-cap/25/01/43218339/netflix-palantir-and-moderna-are-among-top-12-large-cap-gainers-last-week-jan-20-jan-24-are-the-others-in-your-portfolio" target="_blank" rel="noreferrer noopener">Netflix, Palantir And Moderna Are Among Top 12 Large Cap Gainers Last Week (Jan 20-Jan 24): Are The Others In Your Portfolio?</a></li>
</ul>

Large Cap

Trading Ideas

ALAB

ERIC

EXPE

FSLR

FTAI

JBHT

RIVN

TTEK

Electronic Arts, Rivian And Walgreens Are Among Top 13 Large Cap Losers Last Week (Jan 20-Jan 24): Are The Others In Your Portfolio?

Citigroup analyst Roland Shu downgrades United Microelectronics (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMC#NYSE">UMC</a>) from Buy to Sell.

Downgrades

Analyst Ratings

Citigroup Downgrades United Microelectronics to Sell

United Microelectronics shares are trading lower after the company reported worse-than-expected Q4 financial results and issued Q1 expectations for ASP to decline by mid-single digits.

Taiwan-based&nbsp;United Microelectronics Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMC#NYSE">UMC</a>)&nbsp;reported a&nbsp;fourth-quarter revenue growth of 9.9% year-on-year to <a target="_blank" href="https://www.benzinga.com/pressreleases/25/01/b43091628/umc-reports-fourth-quarter-2024-results" rel="noreferrer noopener">$1.84 billion (NT$60.39 billion)</a>.
The company missed the&nbsp;analyst consensus estimate of $1.87 billion.&nbsp;
Also Read: <a target="_blank" href="https://www.benzinga.com/25/01/43052360/sony-cancels-two-live-service-games-stays-committed-to-long-term-monetization" rel="noreferrer noopener">Sony Cancels Two Live-Service Games, Stays Committed to Long-Term Monetization</a>
<ul>
<li>The revenue decreased by 0.2% quarter over quarter.</li>
<li>Earnings per ADS of 10 cents missed the <a href="https://www.benzinga.com/calendars/earnings" target="_blank" rel="noreferrer noopener">analyst consensus estimate of 15 cents</a>.</li>
<li>Revenue from 22 and 28nm was 34% of the wafer revenue (versus 36% a year ago), while the 40nm contribution grew to 16% of sales (versus 14% a year ago). </li>
<li>The gross margin declined by 200 basis points year over year. Capital expenditures totaled $602 million in the quarter.</li>
</ul>
Q1 Outlook: United Microelectronics co-President Jason Wang finds the semiconductor market poised for another year of growth, driven by strong demand for AI servers as well as increasing semiconductor content in smartphones, PCs, and other electronic devices. United Microelectronics continues investing in technological innovation and expanding its advanced packaging offering.
Wang&#8217;s 22/28nm portfolio remained the most significant contributor, with revenue increasing&nbsp;by 15%&nbsp;in 2024. Tape-outs for 22nm products are accelerating, and Wang expects to see higher revenue contributions from 2025 onwards.
Quarter-over-quarter, United Microelectronics&nbsp;<a target="_blank" href="https://www.benzinga.com/calendars/guidance" rel="noreferrer noopener">expects first-quarter</a> wafer shipments to remain flat and ASP in USD to decrease by mid-single-digit&nbsp;percentage. It also expects capacity utilization to be in the 70% range. United Microelectronics expects a cash-based&nbsp;2025 capex of $1.8 billion.
United Microelectronics stock lost over 22% in the last twelve months. At least <a target="_blank" href="https://www.benzinga.com/quote/UMC/analyst-ratings" rel="noreferrer noopener">three Wall Street firms</a> downgraded rating on&nbsp;the stock in October.
Price Action: UMC stock is up 0.96% at $6.34 premarket at the last check Tuesday.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/25/01/43032486/meta-boosts-green-energy-with-new-solar-deal-supporting-ai-data-center-growth" target="_blank" rel="noreferrer noopener">Meta Boosts Green Energy With New Solar Deal, Supports AI Data Center Growth</a></li>
</ul>
Photo: Shutterstock.

Guidance

UMC Q4 Earnings: Topline Rises 9.9% Driven By AI And Smartphones, Projects Sequentially Flat Q1 Shipments

First Quarter 2025 Outlook &amp; Guidance
‧Wafer Shipments: Will remain flat
‧ASP in USD: Will decrease by mid-single digit %
‧Gross Profit Margin: Will be higher than 25% with 0121 earthquake impact
‧Capacity Utilization: approximately 70%
‧2025 CAPEX: US$1.8 billion

United Microelectronics Expects Q1 Wafer Shipments To Be Flat, ASP Decline By Mid-Single-Digit, Gross Margin Above 25%, 2025 Capex Of $1.8B

Earnings Misses

United Microelectronics Q4 2024 GAAP EPADS $0.10 Misses $0.15 Estimate, Sales $1.840B Miss $1.871B Estimate

<h3>Companies Reporting Before The Bell</h3>
• 3M (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MMM#NYSE">MMM</a>) is estimated to report quarterly earnings at $1.66 per share on revenue of $5.78 billion. 
• United Microelectronics (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMC#NYSE">UMC</a>) is projected to report quarterly earnings at $0.15 per share on revenue of $1.87 billion. 
• Complete Solaria (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSLR#NASDAQ">CSLR</a>) is expected to report quarterly loss at $0.21 per share on revenue of $76.50 million. 
• Old National (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ONB#NASDAQ">ONB</a>) is estimated to report quarterly earnings at $0.46 per share on revenue of $485.57 million. 
• Fifth Third Bancorp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FITB#NASDAQ">FITB</a>) is projected to report quarterly earnings at $0.88 per share on revenue of $2.21 billion. 
• FB Financial (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FBK#NYSE">FBK</a>) is estimated to report quarterly earnings at $0.83 per share on revenue of $131.14 million. 
• KeyCorp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KEY#NYSE">KEY</a>) is projected to report quarterly earnings at $0.32 per share on revenue of $1.75 billion. 
• Mercantile Bank (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBWM#NASDAQ">MBWM</a>) is projected to report quarterly earnings at $1.14 per share on revenue of $57.33 million. 
• Prologis (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLD#NYSE">PLD</a>) is projected to report quarterly earnings at $1.38 per share on revenue of $1.94 billion. 
• Guaranty Bancshares (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GNTY#NYSE">GNTY</a>) is expected to report quarterly earnings at $0.61 per share on revenue of $29.49 million. 
• Charles Schwab (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SCHW#NYSE">SCHW</a>) is likely to report quarterly earnings at $0.89 per share on revenue of $5.13 billion. 
• Peoples Bancorp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PEBO#NASDAQ">PEBO</a>) is estimated to report quarterly earnings at $0.75 per share on revenue of $109.93 million. 
• Forestar Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FOR#NYSE">FOR</a>) is estimated to report quarterly earnings at $0.70 per share on revenue of $328.44 million. 
• New Oriental Education (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EDU#NYSE">EDU</a>) is expected to report quarterly earnings at $0.33 per share on revenue of $1.06 billion. 
• Community Financial (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CBU#NYSE">CBU</a>) is projected to report quarterly earnings at $0.89 per share on revenue of $192.78 million. 
• D.R. Horton (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DHI#NYSE">DHI</a>) is estimated to report quarterly earnings at $2.39 per share on revenue of $7.12 billion. 
<h3>Companies Reporting After The Bell</h3>
• Zions Bancorp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZION#NASDAQ">ZION</a>) is estimated to report quarterly earnings at $1.26 per share on revenue of $787.50 million. 
• United Airlines Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UAL#NASDAQ">UAL</a>) is expected to report quarterly earnings at $3.01 per share on revenue of $14.34 billion. 
• SmartFinancial (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMBK#NYSE">SMBK</a>) is projected to report quarterly earnings at $0.50 per share on revenue of $44.37 million. 
• Simmons First Ntl (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SFNC#NASDAQ">SFNC</a>) is likely to report quarterly earnings at $0.35 per share on revenue of $208.67 million. 
• Netflix (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) is likely to report quarterly earnings at $4.20 per share on revenue of $10.13 billion. 
• Trustco Bank (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TRST#NASDAQ">TRST</a>) is likely to report earnings for its fourth quarter. 
• Progress Software (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PRGS#NASDAQ">PRGS</a>) is likely to report quarterly earnings at $1.22 per share on revenue of $211.34 million. 
• Interactive Brokers Gr (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IBKR#NASDAQ">IBKR</a>) is projected to report quarterly earnings at $1.82 per share on revenue of $1.37 billion. 
• Hancock Whitney (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HWC#NASDAQ">HWC</a>) is likely to report quarterly earnings at $1.28 per share on revenue of $365.13 million. 
• Pinnacle Finl Partners (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PNFP#NASDAQ">PNFP</a>) is expected to report quarterly earnings at $1.78 per share on revenue of $470.83 million. 
• Agilysys (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AGYS#NASDAQ">AGYS</a>) is estimated to report quarterly earnings at $0.34 per share on revenue of $73.15 million. 
• Seagate Tech Hldgs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/STX#NASDAQ">STX</a>) is expected to report quarterly earnings at $1.87 per share on revenue of $2.32 billion. 
• Pathward Financial (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CASH#NASDAQ">CASH</a>) is expected to report quarterly earnings at $1.24 per share on revenue of $171.35 million. 
• Fulton Financial (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FULT#NASDAQ">FULT</a>) is projected to report quarterly earnings at $0.42 per share on revenue of $315.73 million. 
• Great Southern Bancorp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GSBC#NASDAQ">GSBC</a>) is expected to report quarterly earnings at $1.32 per share on revenue of $55.33 million. 
• Wintrust Finl (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WTFC#NASDAQ">WTFC</a>) is projected to report quarterly earnings at $2.49 per share on revenue of $632.53 million. 
• Capital One Finl (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COF#NYSE">COF</a>) is projected to report quarterly earnings at $2.71 per share on revenue of $10.21 billion. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

AGYS

CASH

CSLR

New Oriental Education & Technology Group

FITB

FULT

GNTY

GSBC

IBKR

MBWM

NFLX

PEBO

PNFP

PRGS

SCHW

SFNC

SMBK

TRST

WTFC

ZION

Earnings Scheduled For January 21, 2025

Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) is finalizing the verification of its <a target="_blank" href="https://www.benzinga.com/topic/semiconductors" rel="noreferrer noopener">&#8220;made in America&#8221;</a> processor chips from Taiwan Semiconductor Manufacturing Co&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) plant in Arizona.
The first batch of commercial chips will likely by this quarter, Nikkei Asia <a target="_blank" href="https://asia.nikkei.com/Business/Tech/Semiconductors/Apple-in-final-stages-of-verifying-TSMC-s-Made-in-USA-chips" rel="noreferrer noopener">reports</a>.
The 2020 pandemic prompted countries including the U.S., Europe, and Japan to consolidate their semiconductor position by tapping chipmakers like Taiwan Semiconductor, Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), Samsung Electronics Co (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>), thereby reducing their dependence on China.
Also Read: <a target="_blank" href="https://www.benzinga.com/government/regulations/25/01/42947562/taiwan-semiconductor-begins-4nm-chip-production-in-arizona-eyes-11-4-billion-q4-profit" rel="noreferrer noopener">Taiwan Semiconductor Begins 4nm Chip Production in Arizona, Eyes $11.4 Billion Q4 Profit</a>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="750" height="650" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/14050746/newplot-4.png" alt="" class="wp-image-732034" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/14050746/newplot-4.png 750w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/14050746/newplot-4-300x260.png 300w" sizes="(max-width: 750px) 100vw, 750px" /></figure>
Additionally, the U.S. started restricting China&#8217;s access to advanced semiconductor technology, which Washington alleged China utilized to boost its military warfare position.
Washington also restricted China&#8217;s access to sophisticated Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Taiwan Semiconductor&#8217;s artificial intelligence chips.
The country also canvassed its allies, including Taiwan and the Netherlands (home to chip equipment maker ASML Holding (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/asml#NASDAQ">ASML</a>), to restrict semiconductor trade with China.
Meanwhile, Taiwan Semiconductor bagged a 64% share of the global foundry business in the third quarter of 2024, up from 62% in the second quarter, Taipei Times <a target="_blank" href="https://www.taipeitimes.com/News/biz/archives/2025/01/14/2003830149" rel="noreferrer noopener">cites</a> Counterpoint Research.
Last November, Counterpoint said Taiwan Semiconductor owed its moat to high utilization rates in its 5nm and 3nm processes, artificial intelligence (AI) accelerator demand, and smartphone sales.
Samsung came second with a 12% share backed by its 4nm and 5nm processes, Taipei Times cites Counterpoint.
China&#8217;s Semiconductor Manufacturing International came third after it secured 6%, backed by its 28nm process, Taipei Times cites Counterpoint.
United Microelectronics Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMC#NYSE">UMC</a>) tied with GlobalFoundries Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GFS#NASDAQ">GFS</a>) with a 5% share backed by demand in the Internet of Things and communications infrastructure markets.
The 3nm process scored a second position in the third quarter, bagging a 13% share, on the back of the full utilization of Taiwan Semiconductor&#8217;s production capacity, as production by Apple, Qualcomm Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>), Intel gained momentum.
The 5 and 4nm processes bagged the numero uno position, securing 24% of the market in the third quarter, courtesy of demand for Nvidia&#8217;s Blackwell graphics processing units.
Taiwan Semiconductor plans to start producing its 2nm process at its fab in Hsinchu County&#8217;s Baoshan Township in 2025.
Goldman Sachs <a target="_blank" href="https://www.benzinga.com/25/01/42825523/taiwan-semi-likely-for-upside-backed-by-ai-demand-and-advanced-node-pricing-analyst-says" rel="noreferrer noopener">expressed optimism over</a> Taiwan Semiconductor&#8217;s prospects, citing AI demand and advanced node growth. Taiwan Semiconductor&#8217;s price hikes for 3 and 5nm nodes in 2025 (while Intel and Samsung struggle to develop their AI technology moat) could boost its margins to over 59%.
Taiwan Semiconductor stock surged over 98% in the last 12 months. Investors can gain exposure to the stocks of companies that manufacture semiconductors through VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>) and iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>).
Price Action: TSM stock is down 0.65% at $200.05 at the last check on Tuesday.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/government/regulations/25/01/42897081/nvidia-and-ai-chip-stocks-brace-for-impact-as-biden-administration-considers-new-china-export-ban-report" target="_blank" rel="noreferrer noopener">Nvidia and AI Chip Stocks Brace for Impact as Biden Administration Considers New China Export Ban: Report</a></li>
</ul>
Image via Shutterstock

Tech

Media

AAPL

ASML

INTC

NVDA

QCOM

iShares PHLX SOX Semiconductor Sector Index Fund

SOXX

SSNLF

Apple And Nvidia Supplier Taiwan Semiconductor Leads Semiconductor Market with 64% Share

ADBE

ADSK

AKAM

ARQQ

BLND

CMBM

COHR

GRRR

IDAI

KLTR

KVYO

LDTC

LWLG

MNDY

MPWR

ONDS

ORCL

OUST

QMCO

QUBT

RCAT

RGTI

SHOP

SOUN

TAOP

VUZI

WOLF

WULF

XTIA

ZBRA

Shares of companies within the broader tech sector are trading lower amid overall market weakness due to a rise in yields following December jobs data.

ABTS

AISP

AMBA

AMPL

ANET

AVGO

BBAI

BNZI

BOXL

CIEN

DDOG

DELL

ESTC

FIVN

FOXX

LITE

NVTS

PCOR

QUIK

RDZN

SNPS

TEAM

TIXT

TWLO

WDAY

WKEY

ZETA

Shares of companies within the broader tech sector are trading lower amid overall market weakness following recent economic data and a rise in yields. Also, the sector may be falling in response to a recent pullback in NVIDIA as investors evaluate CES announcements.

United Microelectronics Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMC#NYSE">UMC</a>, TWSE: 2303))) ("UMC"), today reported unaudited net sales for the month of December 2024.
<figure class="table"> 
<table>
<tbody>
<tr>
<td colspan="5" rowspan="1">Revenues for December 2024</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Period</td>
<td colspan="1" rowspan="1">2024</td>
<td colspan="1" rowspan="1">2023</td>
<td colspan="1" rowspan="1">Y/Y Change</td>
<td colspan="1" rowspan="1">Y/Y (%)</td>
</tr>
<tr>
<td colspan="1" rowspan="1">December</td>
<td colspan="1" rowspan="1">18,965,818</td>
<td colspan="1" rowspan="1">16,979,226</td>
<td colspan="1" rowspan="1">1,986,592</td>
<td colspan="1" rowspan="1">11.70%</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Jan.-Dec.</td>
<td colspan="1" rowspan="1">232,302,584</td>
<td colspan="1" rowspan="1">222,533,000</td>
<td colspan="1" rowspan="1">9,769,584</td>
<td colspan="1" rowspan="1">4.39%</td>
</tr>
<tr>
<td colspan="5" rowspan="1">(&#x2A;) All figures in thousands of New Taiwan Dollars (NT$), except for percentages.</td>
</tr>
</tbody>
</table>
</figure>

United Microelectronics Reported December Revenue Growth Of 11.7% YoY

United Microelectronics Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMC#NYSE">UMC</a>) shares are trading higher after the company announced a Corporate Power Purchase Agreement (CPPA) with Fengmiao I Offshore Wind Farm, developed by <a target="_blank" href="https://www.benzinga.com/pressreleases/24/12/b42549290/umc-signs-30-year-30-billion-kwh-offshore-wind-power-agreement-with-cips-fengmiao-i-offshore-wind-" rel="noreferrer noopener">Copenhagen Infrastructure Partners.</a>
This agreement will see United Microelectronics purchase more than 30 billion kilowatt-hours of power from Fengmiao I over the next 30 years, marking the largest renewable energy transaction in the company&#8217;s history.
The deal is part of the firm&#8217;s broader sustainability goals, including achieving 50% renewable energy usage by 2030 and reaching 100% renewable energy and net-zero emissions by 2050.
Also Read:<a target="_blank" href="https://www.benzinga.com/markets/cryptocurrency/24/12/42550405/trump-inauguration-could-coincide-with-a-harrowing-dump-for-crypto-arthur-hayes-warns" rel="noreferrer noopener"> Trump Inauguration Could Coincide With A &#8216;Harrowing Dump&#8217; For Crypto, Arthur Hayes Warns</a>
United Microelectronics&#8217; Vice President, TS Wu, emphasized that the agreement represents a significant milestone in the company&#8217;s net-zero journey and highlights its commitment to sustainable development.
United Microelectronics has already made substantial progress, achieving a 26% reduction in scope 1 and 2 greenhouse gas emissions by 2023, surpassing its initial 2030 target ahead of schedule.
Thomas Wibe Poulsen, Chairman of Fengmiao Offshore Wind Farm, noted that United Microelectronics&#8217; partnership reflects confidence in CIP&#8217;s ability to deliver large-scale offshore wind projects.
The company&#8217;s sustainability efforts align with its science-based targets, focusing on carbon reduction, renewable energy usage, and investments in net-zero technologies, reinforcing its position as a responsible corporate citizen.
Price Action: UMC shares are trading higher by 4.08% to $6.765 at last check Wednesday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/markets/cryptocurrency/24/12/42526592/bitcoin-ethereum-etfs-see-688m-net-inflows-analysts-target-124000" target="_blank" rel="noreferrer noopener">Bitcoin, Ethereum ETFs See $688M Net Inflows, Analysts Target $124,000</a></li>
</ul>
Photo via Shutterstock.

United Microelectronics Signs Landmark Renewable Energy Deal with Fengmiao I Offshore Wind Farm, Stock Gains

United Microelectronics shares are trading higher after the company announced it signed a Corporate Power Purchase Agreement with Fengmiao I Offshore Wind Farm.

UMC will purchase more than 30 billion kilowatt-hours of power from Fengmiao I over least 30 years.
&nbsp;This agreement will help UMC achieve its goal of 50% renewable energy use by 2030 as part of the company's roadmap to net zero emissions and 100% renewable energy by 2050.

United Microelectronics Inks 30-Year, 30B kWh Offshore Wind Power Agreement  With Fengmiao I

UMC Collaborates With Suppliers To Achieve 2.64 Million Tons In Carbon Emissions Reduction

Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) maintained its global wafer foundry business turf in the third quarter of 2024.
The contract chipmaker&#8217;s market share grew to 64.9% (up from 62.3% in the second quarter) ahead of Samsung Electronics Co (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) as flagship smartphone products and high-performance computing (HPC) devices gain traction, the Taipei Times <a target="_blank" href="https://www.taipeitimes.com/News/biz/archives/2024/12/09/2003828160" rel="noreferrer noopener">cites</a> from TrendForce report.
Taiwan Semiconductor reported a 39% topline growth in the third quarter, reaching a revenue of $23.5 billion.
Also Read: <a target="_blank" href="https://www.benzinga.com/24/12/42336825/nvidia-could-become-taiwan-semis-3rd-us-plant-customer" rel="noreferrer noopener">Nvidia Could Become Taiwan Semi&#8217;s Third US Plant Customer, But With A Catch</a>
The chipmaker&#8217;s production capacity utilization and wafer shipment boost helped it beat its rivals.
Taiwan Semiconductor credited <a target="_blank" href="https://www.benzinga.com/government/24/11/41811866/taiwan-semi-and-globalfoundries-finalize-major-us-funding-deals-eye-growth-in-chip-manufacturing" rel="noreferrer noopener">smartphone and AI-related</a> demand for its 3nm (which Needham&#8217;s Charles Shi&nbsp;primarily attributed to&nbsp;Apple Inc (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/aapl#NASDAQ">AAPL</a>) and 5nm technologies.&nbsp;
Samsung bore the brunt of competition from Chinese rivals for advanced technology, with its market share falling to 9.3% in the quarter, down from 11.5% in the second quarter.
In the third quarter, the aggregate sales of the top wafer foundry operators stood at $34.9 billion, up 9.1%, sequentially as the advanced 3nm process gained traction.
China&#8217;s Semiconductor Manufacturing International Corp ranked third with a market share of 6.0%, ahead of United Microelectronics Corp&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMC#NYSE">UMC</a>) 5.2% and GlobalFoundries Inc&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GFS#NASDAQ">GFS</a>) 4.8%.
TrendForce expects robust global demand for emerging technologies to boost sales of the top ten wafer foundry operators in the fourth quarter.
Taiwan Semiconductor and GlobalFoundries are key contenders for U.S. chip subsidies. Taiwan Semiconductor won a <a target="_blank" href="https://www.benzinga.com/government/24/11/41811866/taiwan-semi-and-globalfoundries-finalize-major-us-funding-deals-eye-growth-in-chip-manufacturing" rel="noreferrer noopener">$6.6 billion grant</a> for its Phoenix, Arizona semiconductor project, and GlobalFoundries won $1.5 billion for its facilities in Malta, New York, and Burlington, Vermont.
SinoPac Financial&#8217;s Jack Huang expects Taiwan Semiconductor
<a target="_blank" href="https://www.benzinga.com/24/12/42366347/taiwan-semi-set-to-power-taiwan-semiconductor-index-surge-in-2025-fueled-by-ai-demand" rel="noreferrer noopener">to grow its</a> business by 20% in 2025, contributing to a Taiex rally in the first half of 2025, the benchmark weighted index on the Taiwan Stock Exchange.
Taiwan Semiconductor stock surged 99% year-to-date. Investors can gain exposure to the stock through VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>) and Global X Emerging Markets Great Consumer ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EMC#NYSE">EMC</a>).
Price Action: TSM stock is down 0.90% at $201.20 at the last check Monday.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/24/12/42385349/chinese-social-media-company-hello-group-gains-after-q3-print-ceo-flags-overseas-growth" target="_blank" rel="noreferrer noopener">Chinese Social Media Company Hello Group Gains After Q3 Print, CEO Flags Overseas Growth</a></li>
</ul>
Photo by wakamatsu.h via Shutterstock

Taiwan Semiconductor Extends Lead As Top Chipmaker

Press Releases

UMC Reports Sales for October 2024

UMC Reports Sales for November 2024

UMC's Collaboration with Suppliers to Build a Sustainable Supply Chain Contributes to 2.64 Million Tons of Carbon Reduction

UMC Recognized as a Sustainability Leader in the Dow Jones Sustainability Indices (DJSI) and MSCI ESG Ratings

UMC Signs 30-Year, 30 Billion kWh Offshore Wind Power Agreement with CIP's Fengmiao I Offshore Wind Farm

UMC Reports Sales for December 2024

UMC's Flagship Fab Designated One of 189 Smart Manufacturing Lighthouses by the World Economic Forum

UMC Reports Fourth Quarter 2024 Results

UMC Reports Sales for January 2025

UMC Reports Sales for February 2025

Analog Devices

Astera Labs

Advanced Micro Devices, Inc. - Common Stock

Advanced Micro Devices

Arm Holdings plc - American Depositary Shares

ARM Holdings

ASE Technology Holding Co., Ltd. American Depositary Shares (each representing Two Common Shares)

Comments

United Microelectronics

ニュース

最新ニュース United Microelectronics (NYSE:UMC) 株価情報

こんな人も見ています

ニュース

パートナーシップ

ベンジンガ・グローバル