UMC, the wafer foundry, announced the latest September revenue today (6). The monthly revenue was NT$25.219 billion (about 5.674 billion yuan), a monthly decrease of 0.5%. , an annual increase of 34.5%, the second highest in history and a new record for the same period.
In the third quarter, UMC's total revenue reached NT$75.392 billion (approximately 16.963 billion yuan), a quarterly increase of 4.63% and an annual increase of 34.85%, a record high for 12 consecutive quarters.
UMC said at the previous legal meeting that it is estimated that Q3 wafer shipments and ASP will be flat in US dollars, the capacity utilization rate will remain at 100%, and the gross profit margin is estimated to be 44-46%, which will be higher than the third It has declined in the second quarter, but it can continue to maintain a high level of more than 40%.
General Manager Wang Shi pointed out at the time that although demand for smartphones, PCs, and consumer electronics cooled in the third quarter and customers faced inventory corrections, which may bring short-term fluctuations, it was actively working with customers to adjust product portfolios, including networking, industrial, server and Steady demand for automotive and other products will offset slowing demand in product areas.
The industry pointed out that the adjustment of UMC's product mix, coupled with the continued high level of capacity utilization and prices, coupled with favorable exchange rate factors, drove the operating performance to be better than market expectations.
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