NYSE$UMC

United Microelectronics Corporation-ADR · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

UMC reported Q1 2026 revenue of $1.93B with net income of $511M and diluted ADS EPS of $0.204.

For the quarter ended March 31, 2026, United Microelectronics posted consolidated revenue of NT$61.04 billion (approximately $1.93 billion), up 5.5% year over year but down 1.2% sequentially. Net income attributable to shareholders was NT$16.17 billion (approximately $511 million), with EPS of NT$1.29 per ordinary share and $0.204 per ADS. Gross margin was 29.2% as utilization reached 79% and 22nm revenue hit a record 14% of sales. CEO Jason Wang guided Q2 wafer shipments to grow high single digits with utilization in the low-80% range and 2026 capex of $1.5 billion.

  • Revenue of ~$1.93B (+5.5% YoY); gross margin held at 29.2%.
  • Net income attributable to shareholders was ~$511M; ADS EPS $0.204.
  • Wafer utilization was 79%; 22nm reached a record 14% of revenue.
  • Q2 wafer shipments expected to grow high single digits.
  • 2026 capital expenditure plan is approximately $1.5 billion.

Headline financials

Total Revenue

$1.93B

No prior period
EPS (adj)

$0.20

No prior period
Capacity utilization

79.0%

No prior period
Gross margin

29.2%

No prior period
Net Income

$511M

No prior period

Revenue & EPS history

UMC · Revenue · Quarterly

$1.93B

Q1 2026
Beat estimate in 9 of 12 quarters(75%)
ActualEstimate

Forward guidance

Management expects Q2 2026 wafer shipments to increase by a high single-digit percentage quarter over quarter with utilization in the low-80% range. Full-year 2026 capital expenditure is planned at approximately $1.5 billion to support 22nm and specialty process demand.

Tailwinds

  • Strong consumer-segment demand lifted Q1 shipments 2.7% sequentially.
  • 22nm revenue reached a record share with over 50 customers taping out by year-end.
  • 12nm collaboration with Intel offers U.S. manufacturing option for customers.

Headwinds

  • Blended ASP declined partly on higher 8-inch mix.
  • Consolidated revenue fell 1.2% sequentially from Q4 2025.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-0.1%

Avg return

Earnings day

+0.5%

Avg return

5 days after

+5.5%

Avg return

30 days after

46%

28 / 61 earnings

Positive

+11.4%

Q4 2015

Best reaction

-10.5%

Q2 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+3.3%+6.5%+34.6%
Q4 2025-8.9%+9.9%+74.0%
Q2 2025+0.0%+2.4%+0.7%
Q4 2024-8.9%-9.4%+4.3%
Q2 2024+8.7%+5.7%+18.0%
Q4 2023-1.8%-2.0%-0.3%
Q3 2023-4.3%-5.0%+5.9%
Q2 2023+0.5%+2.5%-6.0%
Q1 2023+3.1%+4.2%+12.9%
Q4 2022+2.0%+2.4%+9.9%
Q3 2022-5.3%-4.7%+17.7%
Q2 2022+3.5%+2.6%+1.8%
Q1 2022+11.2%+8.5%+16.9%
Q4 2021-8.8%-14.8%-15.3%
Q3 2021-0.9%-3.2%+4.1%
Q2 2021+10.4%+11.5%+22.3%
Q1 2021-6.4%-11.7%-13.0%
Q4 2020-6.5%-6.0%-1.2%
Q3 2020-4.0%-2.5%+26.3%
Q2 2020+0.5%+15.6%-0.8%
Q1 2020-3.5%-5.4%-4.3%
Q4 2019+8.8%+8.8%+0.0%
Q3 2019-3.4%+2.1%+4.3%
Q2 2019-5.9%-2.3%-7.7%
Q1 2019+10.4%+12.4%+4.7%
Q4 2018-1.6%-1.6%-2.6%
Q3 2018-3.0%-8.5%-11.9%
Q2 2018-1.7%-4.5%-3.1%
Q1 2018+3.1%+4.3%+5.5%
Q4 2017-0.4%+0.4%-2.8%
Q2 2017-10.5%+0.8%-2.7%
Q3 2017-1.5%+0.0%+2.3%
Q1 2017+0.5%+0.5%+7.3%
Q4 2016-3.2%+0.0%+3.8%
Q3 2016-2.6%+0.5%-2.6%
Q2 2016-4.0%-2.5%-5.0%
Q1 2016-5.0%
Q4 2015+11.4%
Q3 2015-3.6%
Q2 2015+3.4%
Q1 2015-1.7%
Q4 2014-0.9%
Q3 2014-2.5%
Q2 2014+3.7%
Q1 2014+2.8%
Q4 2013-1.5%
Q3 2013+1.5%
Q2 2013+4.3%
Q1 2013+0.0%
Q4 2012+2.0%
Q3 2012+1.0%
Q2 2012+2.8%
Q1 2012+0.0%
Q4 2011+2.3%
Q3 2011-2.1%
Q2 2011+2.0%
Q1 2011+0.7%
Q4 2010+2.3%
Q3 2010+1.8%
Q2 2010-0.7%
Q1 2009+0.8%

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