UMC's revenue in February hit a new high, and Q1 ASP is expected to rise by 5% month-on-month
2022-03-07
The wafer foundry UMC`s revenue in February was 20.809 billion yuan (NTD, the same below), an increase of 1.65% month-on-month and 39.21% year-on-year. It exceeded the 20 billion yuan mark for three consecutive months and reached a new high; the cumulative top 2 The monthly revenue was 41.282 billion yuan, an annual increase of 35.45%. The legal person is optimistic that the revenue in March will continue to stand at the 20 billion yuan mark.
UMC estimates that wafer shipments will remain flat in the first quarter, ASP will increase by 5% in US dollars compared to the previous quarter, capacity utilization will remain at 100%, and gross profit margins will be estimated at 40%. UMC's ASP increased by 14-16% last year and is expected to maintain a similar rate this year.
UMC's Suzhou 8-inch plant and ship have suspended production activities since February 14 and resumed production on February 24 due to an employee infected with the virus. However, UMC said that it has no significant impact on the company's financial business, and its first-quarter performance outlook remains unchanged. constant.
On March 3, a large-scale power outage occurred in Taiwan. The voltage drop in the UMC Nanke plant area dropped significantly, and the factory equipment and production machines were gradually restarted. It is emphasized that the degree of impact is within the controllable range.
