United Microelectronics

Positioning

UMC (United Microelectronics, NYSE UMC / TWSE 2303) is scored on its silicon photonics activity only, per the rules, and that activity is early. Correcting the stored hint: UMC is not shipping 12-inch silicon photonics from Singapore. It licensed imec's iSiPP300 process on 2025-12-08 with risk production slated for 2026 to 2027, so nothing ships; the Singapore silicon photonics foundry in that news cycle is AMF, which GlobalFoundries acquired in mid-November 2025. What UMC has is a CPO-compatible licence to iSiPP300, which it will combine with its silicon-on-insulator wafer processing and prior 8-inch silicon photonics experience to bring a 12-inch photonic platform to market. The platform carries microring filters and modulators, GeSi electro-absorption modulators, Mach-Zehnder modulators, low-loss grating couplers and 3D packaging, compatible with lithium niobate modulators, III-V lasers and semiconductor optical amplifiers via microtransfer printing, targeting 800 Gb/s and 1.6 Tb/s pluggables. Senior VP GC Hung says UMC is working with several new customers. Scored on silicon photonics only: deployment and commercial are 1 because nothing ships and nothing is sold; firepower is 5 on the group balance sheet.

Latest signals

• 18 Aug 2026UMC reported Q2 2026 revenue of $2.18 billion, up 17%.Semiconductor Engineering
• 13 May 2026TSMC, Samsung, UMC, and GlobalFoundries have established STT MRAM as a core foundry technology.EE Times
• 24 Apr 2026UMC proposed raising customer prices in the second half of 2026.Electronics Weekly
• 31 Mar 2026Intel and UMC are pursuing customer tape-outs for a 12nm collaboration.Electronics Weekly
• 13 Mar 2026UMC remained the world's fourth-largest foundry with approximately $2 billion in fourth-quarter 2025 revenue.Electronics Weekly

10 signals name United Microelectronics. Members see all of them, filtered by topic, source and date.

Facts, with sources

• 18 Aug 2026pre-revenueRevenue band · Semiconductor Engineering
• 18 Aug 2026USD 2180000000Revenue · Semiconductor Engineering
• 17 Dec 2025MoU with Polar Semiconductor to expand U.S. chip productionPartnership · EE Times
• 17 Dec 2025United Microelectronics Corp. and Polar Semiconductor signed an MoU to expand U.S. chip production.Partnership · EE Times

15 facts on file. Members see all of them with the source link.

Scores, AI Core (of 10)

Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.

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