The TWSE-required monthly data signals accelerating profit momentum far above the already-strong Q1 trend. However, the unaudited nature and exclusion of equity-method income mean the Q2 audited results could differ. The ex-dividend date (July 8) creates a near-term arbitrage window. Monitor for Q2 2026 official results and any further TWSE disclosures.
Price Chart
Executive Summary
UMC filed a 6-K disclosing a TWSE-required monthly financial update showing strong May 2026 results (revenue +17.8% YoY, net profit +203% YoY), a minor cash dividend per share adjustment due to share repurchases, the ex-dividend record date (July 14, 2026), and a disposal of Novatek shares via bond conversion (NT$1.72B, no net income impact). The financial data is unaudited and excludes equity-method investment income, but the magnitude of profit growth is notable.
Key Facts
- May 2026 unaudited revenue NT$22,944M, +17.8% YoY
- May 2026 net profit attributable to parent NT$8,449M, +203.0% YoY
- May 2026 EPS NT$0.68, +195.7% YoY
- Q1 2026 reviewed revenue NT$61,038M, +5.5% YoY; net profit NT$16,171M, +107.9% YoY
- Cash dividend adjusted to NT$2.60808262 per share from NT$2.60 due to share repurchases
- Ex-dividend date July 8, 2026; record date July 14, 2026; payment date July 30, 2026
- Disposal of 3,593,875 Novatek shares at avg NT$479.8/share, total NT$1,724,341,225, via bond conversion; no net income impact
- Monthly figures are unaudited and exclude equity-method investment income
Financial Impact
May 2026 net profit surged 203% YoY to NT$8,449M; Q1 2026 net profit up 108% YoY to NT$16,171M. Dividend unchanged in total amount (NT$32.7B). Novatek disposal of NT$1.72B has no net income impact.
Risk Factors
- Monthly figures are unaudited and exclude equity-method investment income, which may materially change reported profits
- The 203% YoY net profit surge in May may not be sustainable or repeatable in subsequent months
- Semiconductor cycle risk — demand normalization could reverse recent momentum
- Cross-strait geopolitical tensions could impact Taiwan-based operations
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001193125-26-278424 |
| Document: 6k_on_06232026.htm | 0001193125-26-278424 |
| Document: 0001193125-26-278424-index-headers.html | 0001193125-26-278424 |
| Document: 0001193125-26-278424-index.html | 0001193125-26-278424 |
| Document: 0001193125-26-278424.txt | 0001193125-26-278424 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 4, 2026 28d ago | 6-K | $20.77 $21.90 | ▲ +5.44% | ▲ +6.65% | $26.27 (+26.48%) |
Sep 2, 2026 4w ago | 6-K | $19.97 $22.12 | ▲ +10.77% | ▲ +11.72% | $26.27 (+31.55%) |
Aug 26, 2026 5w ago | 6-K | $19.03 $19.97 | ▼ −4.94% | ▼ −5.06% | $26.27 (−38.05%) |
Aug 14, 2026 7w ago | 6-K | $19.15 $18.34 | ▲ +4.23% | ▲ +2.86% | $26.27 (−37.18%) |
Aug 5, 2026 8w ago | 6-K | $19.29 $19.31 | ▲ +0.10% | ▼ −0.25% | $26.27 (+36.18%) |
Jul 21, 2026 10w ago | 6-K | $21.19 $19.08 | ▼ −9.96% | ▼ −8.73% | $26.27 (+23.97%) |
Jul 15, 2026 11w ago | 6-K | $24.92 $21.29 | ▼ −14.57% | ▼ −13.59% | $26.27 (+5.42%) |
Jul 14, 2026 11w ago | 6-K | $23.84 $20.30 | ▼ −14.85% | ▼ −13.55% | $26.27 (+10.19%) |
Jul 6, 2026 12w ago | 6-K | $25.83 $24.34 | ▼ −5.77% | ▼ −6.26% | $26.27 (+1.70%) |
Jun 29, 2026 13w ago | 6-K | $26.84 $25.83 | ▼ −3.76% | ▼ −5.15% | $26.27 (−2.12%) |
US Market Status
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