UMC's July Revenue Surges 19% YoY to NT$23.8B, Extending Its Growth Streak
UMC has more than doubled off its 52-week low of $6.56.
Summary
July revenue climbed 18.98% year-over-year to NT$23.84 billion, extending a streak of strong monthly gains and confirming sustained semiconductor demand.
Key Events · Earnings and Guidance · UMC
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July Revenue Up 19% YoY
Net sales reached NT$23.84 billion, an 18.98% increase from July 2025, driven by sustained semiconductor demand.
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Year-to-Date Growth at 12.4%
Cumulative 2026 net sales of NT$153.61 billion represent a 12.41% rise over the same period last year.
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Follows Strong Q2 and Raised Capex
This monthly update comes after Q2 net income surged nearly fivefold and the company raised its 2026 capex guidance, signaling confidence in continued growth.
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Insider Selling Context
The CFO sold 1.9 million shares for ~$12.3 million in July, a notable distribution signal amid the positive operational trends.
Analysis · UMC · Manufacturing
July net sales came in at NT$23.84 billion, an 18.98% jump from the prior year, sustaining the vigorous pace of recent months. Year-to-date, revenue reached NT$153.61 billion, up 12.41%. The update reinforces the robust demand backdrop that drove a nearly fivefold surge in Q2 net income and prompted a boost to full-year capex. While the consistent double-digit growth supports the bullish semiconductor cycle narrative, investors should weigh the recent large insider sale by the CFO.
How filings like this one have moved
In the 30 days to Oct 17, 2026, 29.7% of the 1528 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.47%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, UMC was trading at $19.16 on NYSE in the Manufacturing sector, with a market capitalization of approximately $47.6B. The 52-week trading range was $6.56 to $28.96. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.