{"asOf":"2026-09-09","companies":[{"id":"umc","name":"United Microelectronics Corporation","scope":"Pure-play company total","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1033767/000119312526322027/umc-ex99.htm","coverageNote":"Native NTD revenue, process mix, utilization, and shipment growth disclosed."}],"facts":[{"companyId":"umc","period":"2026-Q2","metric":"revenue","label":"Consolidated revenue","value":68.73,"unit":"NTD billion","basis":"Company-reported; US$2.18B disclosed translation","scope":"Pure-play company total","status":"actual","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1033767/000119312526322027/umc-ex99.htm","sourceTitle":"UMC Q2 2026 Results and Expansion Disclosure","page":null,"publishedAt":"2026-07-29","note":"Native NTD is primary."},{"companyId":"umc","period":"2026-Q2","metric":"utilization","label":"Capacity utilization","value":85,"unit":"percent","basis":"Company-defined quarterly capacity utilization","scope":"Pure-play company total","status":"actual","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1033767/000119312526322027/umc-ex99.htm","sourceTitle":"UMC Q2 2026 Results and Expansion Disclosure","page":null,"publishedAt":"2026-07-29","note":"Q3 90%+ is guidance, excluded as actual."},{"companyId":"umc","period":"2026-Q2","metric":"wafer_shipment_growth_qoq","label":"Wafer shipment growth","value":10.6,"unit":"percent QoQ","basis":"Issuer disclosed growth only; not a shipment count","scope":"Pure-play company total","status":"actual","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1033767/000119312526322027/umc-ex99.htm","sourceTitle":"UMC Q2 2026 Results and Expansion Disclosure","page":null,"publishedAt":"2026-07-29","note":"No absolute count inferred."},{"companyId":"umc","period":"2026-Q2","metric":"gross_margin","label":"Gross margin","value":32.5,"unit":"percent","basis":"Consolidated company","scope":"Pure-play company total","status":"actual","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1033767/000119312526322027/umc-ex99.htm","sourceTitle":"UMC Q2 2026 Results and Expansion Disclosure","page":null,"publishedAt":"2026-07-29","note":"Issuer overview."},{"companyId":"umc","period":"2026-Q2","metric":"operating_margin","label":"Operating margin","value":21.8,"unit":"percent","basis":"Consolidated company","scope":"Pure-play company total","status":"actual","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1033767/000119312526322027/umc-ex99.htm","sourceTitle":"UMC Q2 2026 Results and Expansion Disclosure","page":null,"publishedAt":"2026-07-29","note":"Issuer overview."},{"companyId":"umc","period":"2026-Q2","metric":"net_income","label":"Net income attributable to shareholders of the parent","value":42.26,"unit":"NTD billion","basis":"Attributable net income","scope":"Pure-play company total","status":"actual","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1033767/000119312526322027/umc-ex99.htm","sourceTitle":"UMC Q2 2026 Results and Expansion Disclosure","page":null,"publishedAt":"2026-07-29","note":"Issuer overview."},{"companyId":"umc","period":"2026-Q2","metric":"eps","label":"Earnings per share","value":3.39,"unit":"NTD per ordinary share","basis":"Issuer reported EPS","scope":"Pure-play company total","status":"actual","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1033767/000119312526322027/umc-ex99.htm","sourceTitle":"UMC Q2 2026 Results and Expansion Disclosure","page":null,"publishedAt":"2026-07-29","note":"Earnings per ADS US$0.537."}],"mix":[{"companyId":"umc","period":"2026-Q2","dimension":"node","label":">14nm to 28nm","sharePct":37,"growthQoqPct":null,"sourceUrl":"https://www.sec.gov/Archives/edgar/data/1033767/000119312526322027/umc-ex99.htm","sourceTitle":"UMC Q2 2026 Results and Expansion Disclosure","page":null,"publishedAt":"2026-07-29","note":"Share of wafer revenue."},{"companyId":"umc","period":"2026-Q2","dimension":"node","label":"14nm and below","sharePct":0,"growthQoqPct":null,"sourceUrl":"https://www.sec.gov/Archives/edgar/data/1033767/000119312526322027/umc-ex99.htm","sourceTitle":"UMC Q2 2026 Results and Expansion Disclosure","page":null,"publishedAt":"2026-07-29","note":"Share of wafer revenue; issuer-disclosed zero."},{"companyId":"umc","period":"2026-Q2","dimension":"node","label":">28nm to 40nm","sharePct":15,"growthQoqPct":null,"sourceUrl":"https://www.sec.gov/Archives/edgar/data/1033767/000119312526322027/umc-ex99.htm","sourceTitle":"UMC Q2 2026 Results and Expansion Disclosure","page":null,"publishedAt":"2026-07-29","note":"Share of wafer revenue."},{"companyId":"umc","period":"2026-Q2","dimension":"node","label":">40nm to 65nm","sharePct":18,"growthQoqPct":null,"sourceUrl":"https://www.sec.gov/Archives/edgar/data/1033767/000119312526322027/umc-ex99.htm","sourceTitle":"UMC Q2 2026 Results and Expansion Disclosure","page":null,"publishedAt":"2026-07-29","note":"Share of wafer revenue."},{"companyId":"umc","period":"2026-Q2","dimension":"node","label":">65nm to 90nm","sharePct":7,"growthQoqPct":null,"sourceUrl":"https://www.sec.gov/Archives/edgar/data/1033767/000119312526322027/umc-ex99.htm","sourceTitle":"UMC Q2 2026 Results and Expansion Disclosure","page":null,"publishedAt":"2026-07-29","note":"Share of wafer revenue."},{"companyId":"umc","period":"2026-Q2","dimension":"node","label":">90nm to 0.13µm","sharePct":8,"growthQoqPct":null,"sourceUrl":"https://www.sec.gov/Archives/edgar/data/1033767/000119312526322027/umc-ex99.htm","sourceTitle":"UMC Q2 2026 Results and Expansion Disclosure","page":null,"publishedAt":"2026-07-29","note":"Share of wafer revenue."},{"companyId":"umc","period":"2026-Q2","dimension":"node","label":">0.13µm to 0.18µm","sharePct":10,"growthQoqPct":null,"sourceUrl":"https://www.sec.gov/Archives/edgar/data/1033767/000119312526322027/umc-ex99.htm","sourceTitle":"UMC Q2 2026 Results and Expansion Disclosure","page":null,"publishedAt":"2026-07-29","note":"Share of wafer revenue."},{"companyId":"umc","period":"2026-Q2","dimension":"node","label":">0.18µm to 0.35µm","sharePct":4,"growthQoqPct":null,"sourceUrl":"https://www.sec.gov/Archives/edgar/data/1033767/000119312526322027/umc-ex99.htm","sourceTitle":"UMC Q2 2026 Results and Expansion Disclosure","page":null,"publishedAt":"2026-07-29","note":"Share of wafer revenue."},{"companyId":"umc","period":"2026-Q2","dimension":"node","label":"0.5µm and above","sharePct":1,"growthQoqPct":null,"sourceUrl":"https://www.sec.gov/Archives/edgar/data/1033767/000119312526322027/umc-ex99.htm","sourceTitle":"UMC Q2 2026 Results and Expansion Disclosure","page":null,"publishedAt":"2026-07-29","note":"Share of wafer revenue."}],"estimates":{"meta":{"researchAgent":"VLSI ASTRIA","modelVersion":"astria-foundry-sensitivity-1.0","asOf":"2026-09-09","calibration":"Not statistically calibrated. Sensitivity ranges reflect explicit modelling assumptions, not confidence or prediction intervals. No validated accuracy claim.","updatePolicy":"Recalculate deterministically when input disclosures or assumptions change. No LLM call is used by page requests or exports."},"mix":[],"scalars":[],"waferOutput":[],"models":[],"sources":[{"id":"samsung-ir","title":"Samsung Q2 2026 earnings: Foundry commentary, p7","url":"https://images.samsung.com/is/content/samsung/assets/global/ir/docs/2026_2Q_conference_eng.pdf","publishedAt":"2026-07-30","supports":"Advanced-node orders, HBM base dies, higher utilization and H2 ramp direction only; no quantitative mix."},{"id":"samsung-tf","title":"TrendForce Q2 2026 foundry survey","url":"https://www.trendforce.com/presscenter/news/20260909-13225.html","publishedAt":"2026-09-09","supports":"Samsung Foundry revenue estimate USD3.26bn. Third-party estimate, not a Samsung financial disclosure."},{"id":"intel-ir","title":"Intel Q2 2026 Form 10-Q, MD&A p31","url":"https://www.sec.gov/Archives/edgar/data/50863/000005086326000157/intc-20260627.htm","publishedAt":"2026-07-24","supports":"Segment revenue USD5765m, external revenue USD293m; higher volumes of Intel 18A/3/4. Node shares and physical wafer volumes are not disclosed."},{"id":"gf-annual","title":"GlobalFoundries FY2025 Form 20-F, pp42–43","url":"https://www.sec.gov/Archives/edgar/data/1709048/000170904826000022/gfs-20251231.htm","publishedAt":"2026-03","supports":"Approximately 2.8m annual installed wafer capacity, mixed 200/300mm footprint and production technology families. No per-node allocation."},{"id":"gf-deck","title":"GlobalFoundries Q2 2026 earnings deck, p20","url":"https://investors.gf.com/static-files/367dece5-f70e-4e66-9c9a-8e5ebde7810b","publishedAt":"2026-08-06","supports":"Q2 2026 end-market shares 36/16/19/19/11%; sum 101% due to issuer rounding. Reported, not model weights."},{"id":"gf-release","title":"GlobalFoundries Q2 2026 earnings release","url":"https://www.sec.gov/Archives/edgar/data/1709048/000170904826000218/globalfoundries2q2026earni.htm","publishedAt":"2026-08-06","supports":"625 thousand 300mm-equivalent wafers shipped. Shipments are not wafer starts."},{"id":"tower-call","title":"Tower Q2 2026 earnings call, pp3–6","url":"https://ir.towersemi.com/static-files/da25365d-20d1-4c75-83d9-93b39badcb42","publishedAt":"2026-08-04","supports":"RF infrastructure 49%, RF mobile 12%, power 14%, sensors/display 12%; 200mm utilization 80–85%, Fab5 75%, Fab7 fully utilized. Per-fab capacity weights are unknown."},{"id":"tower-filing","title":"Tower Q2 / H1 2026 interim financial statements","url":"https://ir.towersemi.com/node/17066/html","publishedAt":"2026-08-17","supports":"Current-quarter consolidated revenue USD460.079m; profit figures support calculated margins, not wafer counts."},{"id":"samsung-footprint","title":"Samsung Foundry investor presentation, 2024: manufacturing sites","url":"https://images.samsung.com/is/content/samsung/assets/global/ir/docs/Samsung_Investor_Presentation_Foundry_2024_v2.pdf","publishedAt":"2024","supports":"Identifies Line-6 as 8-inch and S1/S2 lines as 12-inch. Historical footprint evidence only; no Q2 2026 diameter revenue or capacity weights."}]},"gaps":[{"companyId":"umc","metric":"Absolute Q2 2026 wafer shipments, current-quarter margins, EPS, cash flow","reason":"Primary Q2 evidence supplies revenue, utilization, shipment growth, node mix, and capex plan; unsupported absolute shipments and unextracted figures are not inferred.","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1033767/000119312526322027/umc-ex99.htm"}]}