United Microelectronics (NYSE:UMC) reported a 6.33% year-over-year increase in unaudited net sales for February 2026, signaling a stable start to the year for the world's second-largest contract chipmaker.
For the month ended February 28, 2026, revenues reached NT$19,345,126 thousand, up from NT$18,193,515 thousand in the same period last year.
On a cumulative basis, UMC's net sales for the first two months of 2026 totaled NT$40,207,276 thousand, representing a 5.81% increase compared to the NT$38,000,310 thousand recorded in the prior year.
The steady performance follows a mixed fourth quarter in 2025, where the company beat revenue estimates but missed on earnings per share due to shifting market dynamics.
Management recently emphasized a focus on "new growth catalysts," including silicon photonics and advanced packaging, to offset flatter wafer shipments expected in the broader industry for the first half of the year.
The February results come as UMC undergoes a leadership transition, having recently appointed a new CEO and moved away from its co-president model—a move analysts view as an effort to streamline decision-making as competition in the 28nm and specialty process nodes intensifies.