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UMUMC

United Microelectronics Corporation

$UMC·$61B·Semiconductors·Technology
$22.29-10.6%YTD+183.9%1Y+199.6%
Mentions · last 7 days
2026-07-10: 121 posts2026-07-11: 47 posts2026-07-12: 75 posts2026-07-13: 194 posts2026-07-14: 155 posts2026-07-15: 272 posts2026-07-16: 278 posts1,152+30%
Price updated 9h ago·X counts updated 8h ago
UMUMC
$UMCUnited Microelectronics Corporation
$22.29-10.55%1.2k posts+30%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $UMC, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeAcceleratingAI verdict · as of 2026-07-16

The move is getting stronger, with heavier trading behind it.

Taiwan foundry up 217% YTD on the AI-adjacent semi thesis — chairman just sold $294M into the run.

United Microelectronics is Taiwan's second-largest chip foundry after TSMC — mature-node manufacturing for automotive, industrial, and consumer semiconductors. The stock is up an eye-watering 217% YTD on the AI-adjacent semi cycle, and there's a real insider distribution signal worth naming.

  • Revenue grew 5% YoY at $1.9B last quarter with an 18% operating margin — the top-line growth is modest relative to the 217% share-price move, so the run is largely a multiple-expansion story built on a mid-cycle recovery narrative.
  • Trades at 33x TTM earnings and 6.9x sales — expensive for a mature-node foundry; the multiple works only if the AI-adjacency ramp keeps compounding, which the tape is now fully pricing.
  • Chief Financial Officer Liu Chitung sold $294M of stock on July 13 — that's an enormous single-day insider distribution and one of the largest single-executive sales you'll ever see; the timing at 82nd percentile of 52-week range deserves being named prominently, not filtered.
  • The SILITH silicon-photonics mass production milestone (July 13) is a real technical catalyst — UMC is positioning for the AI-networking-adjacent photonics opportunity, and getting to mass production means design wins are landing.
  • Position vs 200-day MA +107% — the tape is at a genuinely extreme above-trend read; even in the best AI-semi runs, gaps this wide historically compress before extending further.

July 29 Q2 earnings is where the story either extends or compresses: revenue growth accelerating past 5% plus a specific silicon-photonics contribution guide is what keeps the tape at these extremes; a modest beat with unchanged guide plus more executive selling is where the 217% YTD gain gives back hard. Real AI-adjacent semi exposure but a real $294M insider signal — the setup is asymmetric and event-heavy.

Differs from X sentimentThe bullish X take on UMC 'leading the semi recovery' with the June revenue growth and bullish scan inclusion is directionally right, but skips over the CFO's $294M single-day sale on July 13. That's the largest kind of insider signal you can get, and 'community broadly long' at 107% above the 200-day MA is exactly the setup where a modest earnings disappointment cascades.

What to watch: July 29 Q2 earnings — need revenue growth accelerating past 5% and a specific silicon-photonics contribution guide. A modest beat with unchanged guide plus more executive selling is where the 217% YTD gain gives back hard.

On the calendar: 2026-07-29 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-07-14

United Microelectronics chatter frames UMC as holding up incredibly well and potentially leading a semi recovery, June revenue +15% year over year and flattish month over month, and UMC appearing on an early-morning bullish scan alongside AMAT, LRCX, ANET, WDC, CRDO and TXN. Unusual dark-pool activity is also flagged, reinforcing a stay-with-the-trend, long-term AI infrastructure conviction stance.

Read the AI verdict + X sentiment for $UMC

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Taiwan-based semiconductor foundry providing mature-node wafer fabrication for fabless design companies and IDMs globally.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $UMC.

Semiconductors · Technology

No material change from last week — structural AI capex engine unchanged: hyperscaler Blackwell allocation stays tight through 2H26 and HBM3e pricing holds as LLM context-window expansion drives 5-8x per-server memory demand uplift.

What this means for $UMC

Partial — Taiwan-based semiconductor foundry providing mature-node wafer fabrication for fabless design companies and IDMs globally; the AI capex and HBM/compute demand cycle creates tailwinds for one product line, not the full operation.

Top industry ETF

$SMHVanEck Semiconductor ETF
+54.2%YTD
+96.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
32.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
7.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
18.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
13.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
29.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 29, 2026$0.20$0.12+66.7%
Q4 2025Jan 28, 2026$0.13$0.12+8.3%
Q3 2025Oct 29, 2025$0.20$0.12+66.7%
Q2 2025Jul 30, 2025$0.12$0.14-14.3%
Next earningsWed, Jul 29·consensus EPS $0.15

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$61.0B+5.5%29.2%18.4%$6.50$8.8B
Q4 FY25$61.8B+2.4%30.7%19.8%$4.05$18.1B
Q3 FY25$59.1B-2.2%29.8%18.8%$6.00$8.8B
Q2 FY25$58.8B+3.4%28.7%18.4%$3.55$14.6B

Forward consensus

3-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$278.2B$243.0B – $354.6B$23.55$21.87 – $25.2310
FY27$331.8B$289.8B – $423.0B$29.38$23.43 – $34.9711
FY28$384.5B$335.9B – $490.2B$38.96$32.55 – $52.884

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.70%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+3.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+83.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 2.2B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.575-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 13Chitung LiuCFO1.9M sh$294.3MSellJun 30Che-jen HuPresident10.0K sh$1.7M

See when $UMC insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsMay 73
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for UMC on 2026-05-07, initiating required Section 16 reporting. Role: of Reporting Person. Beneficial ownership covers 594,500 shares. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMay 73
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for UMC on 2026-05-07, initiating required Section 16 reporting. Role: of Reporting Person. Beneficial ownership covers 170,000 shares. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMay 73
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for UMC on 2026-05-07, initiating required Section 16 reporting. Role: of Reporting Person. Beneficial ownership covers 700,800 shares. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMay 73
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for UMC on 2026-05-07, initiating required Section 16 reporting. Role: of Reporting Person. Beneficial ownership covers 828,800 shares. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMay 73
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for UMC on 2026-05-07, initiating required Section 16 reporting. Role: of Reporting Person. Beneficial ownership covers 808,800 shares. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMay 73
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for UMC on 2026-05-07, initiating required Section 16 reporting. Role: of Reporting Person. Beneficial ownership covers 828,800 shares. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMay 73
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for UMC on 2026-05-07, initiating required Section 16 reporting. Role: of Reporting Person. Beneficial ownership covers 828,800 shares. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMay 73
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for UMC on 2026-05-07, initiating required Section 16 reporting. Role: of Reporting Person. Beneficial ownership covers 1,296,000 shares. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

+ 58 other (34 6-Ks · 21 3s · 1 SD · 1 20-F) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

SILITH and UMC Achieve Mass Production Milestone for Silicon Photonicsbusinesswire.com·3d agoUMC Reports Sales for June 2026businesswire.com·11d agoGFS vs. UMC: Which Semiconductor Foundry Stock Should You Buy Now?zacks.com·21d agoA Look at United Microelectronics Corp (UMC) After 6.7% Gain -- GF Value $7.89 vs Price $23.08gurufocus.com·32d ago$10,000 in Asia's Biggest 50 Stocks Became $15,267 in Five Months: Here's Why247wallst.com·41d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI InfrastructureSemiconductor Onshoring

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Voices on X · top 3 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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