The strong August revenue beat suggests improving demand for UMC's mature-node foundry services. Monitor the upcoming investor conferences (Citi on 9/10, UBS on 9/14-15) for any guidance updates or commentary on Q3 outlook and end-market trends.
Price Chart
Executive Summary
UMC reported August 2026 net sales of NT$25.04B, up 30.71% YoY, and YTD sales up 14.66% YoY. The strong monthly revenue signals robust foundry demand. The company also announced upcoming investor conferences with Citi and UBS.
Key Facts
- August 2026 net sales: NT$25,044,641 thousand (NT$25.04B), +30.71% YoY
- Year-to-date net sales (Jan-Aug 2026): NT$178,659,250 thousand, +14.66% YoY
- UMC will attend Citi's 2026 GEMs Conference on 9/10/2026 and UBS's Taiwan Summit on 9/14-15/2026
Financial Impact
August revenue grew 30.71% YoY to NT$25.04B, indicating strong demand momentum.
Risk Factors
- Semiconductor cycle volatility could reverse demand trends
- Geopolitical risks in Taiwan-China relations
- Potential normalization of year-over-year comparisons in coming months
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001193125-26-382689 |
| Document: 6k_on_09042026.htm | 0001193125-26-382689 |
| Document: 0001193125-26-382689-index-headers.html | 0001193125-26-382689 |
| Document: 0001193125-26-382689-index.html | 0001193125-26-382689 |
| Document: 0001193125-26-382689.txt | 0001193125-26-382689 |
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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