Q2 2026 consolidated revenue was TWD 68.73 billion, up 12.6% QoQ (CFO) (prepared).
Gross margin in Q2 2026 was 32.5% (TWD 22.3 billion) (CFO) (prepared).
Net income attributable to shareholders was TWD 42.26 billion; EPS was TWD 3.39 (CFO) (prepared).
Utilization rate improved to 85% in Q2 from 79% in Q1 (CFO) (prepared).
Total wafer shipments in Q2 reached 1.13 million (12-inch wafer equivalent) (CFO) (prepared).
22/28nm node became the largest revenue pool at 37% of total revenue; 22nm revenue represented 17.5% of Q2 sales (CFO) (CEO) (prepared).
Blended ASP increased by a low single-digit percentage in Q2 2026 (CFO) (prepared).
Cash on hand at end of Q2 was TWD 124.7 billion; total equity was TWD 443.9 billion (CFO) (prepared).
H1 2026 revenue was TWD 129.77 billion, up 11.3% YoY; gross margin was 30.9%; net income was TWD 58.4 billion; EPS was TWD 4.68 (CFO) (prepared).
Q3 2026 wafer shipments expected to increase by high single digits (CEO) (prepared).
Q3 2026 gross margin expected in the mid-30% range; utilization rate expected greater than 90% (CEO) (prepared).
2026 CapEx raised to USD 2 billion from USD 1.5 billion (CFO) (CEO) (prepared).
Official Guidance
Q3 2026: Wafer shipment to increase by high single digits; ASP in USD to remain firm; gross margin in the mid-30% range; capacity utilization greater than 90% (CEO) (prepared).
FY 2026: Capital expenditure budget raised to USD 2 billion (from USD 1.5 billion) (CEO) (prepared).
"22/28nm is becoming our largest revenue pool, represent 37% of the total revenue." (CFO) (prepared)
"Earlier this month, we announced the company's first mass production delivery of a 12-inch photonics IC to a customer, a major milestone for UMC." (CEO) (prepared)
"Looking ahead to the third quarter, we expect demand momentum to remain stable...with the shipment projected to increase by high single digits." (CEO) (prepared)
"To ensure we are ready to scale rapidly to support our customers, we announced today...a plan to expand cleanroom capacity at our Singapore P4 facility and to construct a new fab in Tainan, Taiwan." (CEO) (prepared)