🇺🇸 SECUNITED MICROELECTRONICS CORPQwen · 实盘不做把握 3/10不做原因:已被定价
北京时间·🕒 发布 18:03:09·⟳ 抓取 18:04:53 +1m44s·⚡ 决策 09-04 18:10:50 +5m57s·53.1 天前
联华电子(UMC)8月营收NT$250.4亿、同比+30.71%，较YTD增速14.66%明显加速
UMC月度营收为台股例行披露，+30.71%同比增速虽正面但属温和正面surprise；$50B市值大蓝筹需显著超预期才有短线交易价值。盘前已+2.77%反映该信息，无指引上调、新客户或战略变化等增量催化；残余edge不足以覆盖执行成本和T+1/隔夜风险。
📄 原文UNITED MICROELECTRONICS CORP↗ 原文
----- 6k_on_09042026.htm ----- 6-K 1 6k_on_09042026.htm 6-K 6-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washin…
不做 联华电子(ADR)（UMC.US）
例行月度营收披露对$50B市值公司增量信息不足；盘前已+2.77%实时定价，无指引变化或新战略催化；残余edge不覆盖执行成本。历史唯一一笔UMC交易亏损-6.23%亦不支持激进介入。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
UMC 8月营收同比+30.71%较YTD+14.66%明显加速，方向正面。但这是台股法定例行月度披露，对$50B市值公司而言信息增量有限；美股盘前已上涨+2.77%实时定价该数据，无指引变化或新战略信息。按大市值软催化原则，单一月度数据点不构成可交易催化。
🔎 新鲜度:最早出现 2026-09-04 · 扩散 low · price-in 风险 high ↗
关键理由
- 8月营收同比+30.71%显著高于YTD+14.66%，显示需求加速
- 盘前+2.77%已反映温和正面surprise
主要风险
- 例行月度数据无持续性指引，单月加速可能受季节性或一次性因素驱动
- 股价距52周高-30%处于修复期，波动率高(20日2.45%)，追高易被套
反向证据
- 做多前查反向 · 来源 kb_search · 影响 weakens
内部KB无UMC营收预期相关研报；无法确认+30.71%是否显著超出一致预期，但盘前仅+2.77%暗示surprise温和
检索:UMC revenue expectations August 2026 analyst consensus
先例如何影响了这次决策
对本次决策的影响:先例缺失不改变AVOID结论，因核心判断基于materiality不足和盘前已定价
方向:无高相似先例可用；台股月度营收为例行披露，历史上对大盘股单日影响通常<2%
涨幅量级:先例不足，无法校准幅度
形态:不适用
工具执行结果 · 成功 3 · 降级 1 · 失败 0 · 取消 0
- search_processed_events 成功 stock_tools HTTP · 1,674 ms
{"result": "search_processed_events:agent query=`umc 2303 月营收 | umc august 2026 revenue | united microelectronics monthly sales | 联华电子 8月营收`；结构化索引覆盖完整 72 小时；旧记录兼容扫描近 72.0/72 小时、7387 条本臂决策(完整)，返回 0 条候选。未命中只表示这些 agent query 表达式没有召回候选，不能据此证明消息首发或不是重复；按当前事件继续正常研判。"} - kb_search 降级 stock_tools HTTP · 6,588 ms
{ - stock_quote 成功 stock_tools HTTP · 1,480 ms
{ - search_case_library 成功 stock_tools HTTP · 383 ms
{"result": "search_case_library「UMC.US」无历史决策命中(我们过去没在这些标的上决策过,或历史尚未回填)。\n◆ UMC.US：相关历史决策 36 条 · 其中该标的 ENTER 1 条(2.8%) · 已结算 1 笔 · 胜率 0% · 中位 -6.23% · 均值 -6.23% ⚠️只有 1 笔,样本太薄,只能当线索不能当规律\n↑ 胜率/收益口径:ENTER 当日之后 T+1 开盘入场、次日开盘出场,做空腿已按方向取反(所以正数=这个方向做对了)。统计的只有★那只票自己的腿。"}
原文全文
展开原文 · 3,360 字
----- 6k_on_09042026.htm -----
6-K
1
6k_on_09042026.htm
6-K
6-K
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 6-K
REPORT OF FOREIGN ISSUER
PURSUANT TO RULE 13a-16 OR 15d-16
OF THE SECURITIES EXCHANGE ACT OF 1934
September 4, 2026
(Commission File Number: 001-15128)
United Microelectronics Corporation
(Translation of registrant’s name into English)
No. 3 Li-Hsin 2nd Road,
Hsinchu Science Park,
Hsinchu, Taiwan, R.O.C.
(Address of principal executive office)
Indicate by check mark whether the registrant files or will file annual reports under cover Form 20-F or Form 40-F.
Form 20-F
Form 40-F
Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101 (b) (1):
Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101 (b) (7):
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereto duly authorized.
United Microelectronics Corporation
By:
Chitung Liu
Name:
Chitung Liu
Title:
CFO
Date: September 4, 2026
2
EXHIBIT INDEX
Exhibit
Description
99
6K on 09/04/2026
3
----- umc-ex99.htm -----
EX-99
2
umc-ex99.htm
EX-99
EX-99
www.umc.com
Exhibit
Exhibit
Description
99.1 Announcement on 2026/09/03: UMC will attend investor conferences on 2026/09/10
99.2 Announcement on 2026/09/03: UMC will attend investor conferences on 2026/09/14~2026/09/15
99.3 Announcement on 2026/09/04: August Revenue
Exhibit 99.1
UMC will attend investor conferences on 2026/09/10
1. Date of institutional investor conference: 2026/09/10
2. Time of institutional investor conference: 09:30 PM
3. Location of institutional investor conference: New York Hilton Midtown
4. Outline of institutional investor conference:
The Company will attend the “2026 GEMs Conference”, held by Citi.
5. Any other matters that need to be specified: None
Exhibit 99.2
UMC will attend investor conferences on 2026/09/14~2026/09/15
1. Date of institutional investor conference: 2026/09/14~2026/09/15
2. Time of institutional investor conference: 09:00 AM
3. Location of institutional investor conference: W Hotel Taipei
4. Outline of institutional investor conference:
The Company will attend the “Taiwan Summit 2026”, held by UBS.
5. Any other matters that need to be specified: None
Exhibit 99.3
United Microelectronics Corporation
September 4, 2026
This is to report the changes or status of 1) Sales volume, 2) Funds lent to other parties, 3) Endorsements and guarantees, and 4) Financial derivative transactions for the period of August 2026.
1)
Sales volume (NT$ Thousand)
Period
Items
2026
2025
Changes
%
August
Net sales
25,044,641
19,159,816
5,884,825
30.71%
Year-to-Date
Net sales
178,659,250
155,816,479
22,842,771
14.66%
2)
Funds lent to other parties (NT$ Thousand): None
3)
Endorsements and guarantees (NT$ Thousand): None
4)
Financial derivatives transactions:
a Not under hedging accounting: NT$ thousand
UMC
Financial instruments
Option
Forwards
IRS
Put
Call
Deposit Paid
0
0
0
0
Royalty Income (Paid)
0
0
0
0
Unwritten-off Trading
Contracts
0
0
1,138,320
0
Fair Value
0
0
9,719
0
Net profit (loss) from Fair Value
0
0
10,372
0
Written-off Trading
Contracts
0
0
9,159,030
0
Realized profit (loss)
0
0
(33,746)
0
6-K
1
6k_on_09042026.htm
6-K
6-K
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 6-K
REPORT OF FOREIGN ISSUER
PURSUANT TO RULE 13a-16 OR 15d-16
OF THE SECURITIES EXCHANGE ACT OF 1934
September 4, 2026
(Commission File Number: 001-15128)
United Microelectronics Corporation
(Translation of registrant’s name into English)
No. 3 Li-Hsin 2nd Road,
Hsinchu Science Park,
Hsinchu, Taiwan, R.O.C.
(Address of principal executive office)
Indicate by check mark whether the registrant files or will file annual reports under cover Form 20-F or Form 40-F.
Form 20-F
Form 40-F
Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101 (b) (1):
Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101 (b) (7):
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereto duly authorized.
United Microelectronics Corporation
By:
Chitung Liu
Name:
Chitung Liu
Title:
CFO
Date: September 4, 2026
2
EXHIBIT INDEX
Exhibit
Description
99
6K on 09/04/2026
3
----- umc-ex99.htm -----
EX-99
2
umc-ex99.htm
EX-99
EX-99
www.umc.com
Exhibit
Exhibit
Description
99.1 Announcement on 2026/09/03: UMC will attend investor conferences on 2026/09/10
99.2 Announcement on 2026/09/03: UMC will attend investor conferences on 2026/09/14~2026/09/15
99.3 Announcement on 2026/09/04: August Revenue
Exhibit 99.1
UMC will attend investor conferences on 2026/09/10
1. Date of institutional investor conference: 2026/09/10
2. Time of institutional investor conference: 09:30 PM
3. Location of institutional investor conference: New York Hilton Midtown
4. Outline of institutional investor conference:
The Company will attend the “2026 GEMs Conference”, held by Citi.
5. Any other matters that need to be specified: None
Exhibit 99.2
UMC will attend investor conferences on 2026/09/14~2026/09/15
1. Date of institutional investor conference: 2026/09/14~2026/09/15
2. Time of institutional investor conference: 09:00 AM
3. Location of institutional investor conference: W Hotel Taipei
4. Outline of institutional investor conference:
The Company will attend the “Taiwan Summit 2026”, held by UBS.
5. Any other matters that need to be specified: None
Exhibit 99.3
United Microelectronics Corporation
September 4, 2026
This is to report the changes or status of 1) Sales volume, 2) Funds lent to other parties, 3) Endorsements and guarantees, and 4) Financial derivative transactions for the period of August 2026.
1)
Sales volume (NT$ Thousand)
Period
Items
2026
2025
Changes
%
August
Net sales
25,044,641
19,159,816
5,884,825
30.71%
Year-to-Date
Net sales
178,659,250
155,816,479
22,842,771
14.66%
2)
Funds lent to other parties (NT$ Thousand): None
3)
Endorsements and guarantees (NT$ Thousand): None
4)
Financial derivatives transactions:
a Not under hedging accounting: NT$ thousand
UMC
Financial instruments
Option
Forwards
IRS
Put
Call
Deposit Paid
0
0
0
0
Royalty Income (Paid)
0
0
0
0
Unwritten-off Trading
Contracts
0
0
1,138,320
0
Fair Value
0
0
9,719
0
Net profit (loss) from Fair Value
0
0
10,372
0
Written-off Trading
Contracts
0
0
9,159,030
0
Realized profit (loss)
0
0
(33,746)
0
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