Semiconductor Foundry

UMC reported August 2025 sales amidst semiconductor industry headwinds like fluctuating demand and geopolitical uncertainties. Analysts offer varied perspectives, with some citing consumer electronics slowdown impacting mature process technologies (28nm, 40nm). Others highlight strengths in automotive, industrial, and IoT applications, along with geographic diversification mitigating risks. UMC anticipates moderate growth driven by electrification, IoT, and 5G, investing in SiC and GaN for power semiconductors. The upcoming earnings call will provide further insights into financial performance and future outlook.

UMC, a leading semiconductor foundry, announced that its emissions targets have been validated by the Science Based Targets initiative (SBTi), making it the first pure-play foundry to achieve this. UMC commits to net-zero emissions by 2050, with ambitious near-term (2030) and long-term (2050) reduction targets for Scope 1, 2, and 3 emissions. Key strategies include expanding renewable energy use, maximizing energy efficiency, pioneering low-carbon manufacturing, and engaging its supply chain through the Supply Chain GHG Inventory Initiative.