Earnings Call Summary | United Microelectronics(UMC.US) Q1 2024 Earnings Conference
Earnings Call Summary | United Microelectronics(UMC.US) Q1 2024 Earnings Conference
The following is a summary of the United Microelectronics Corporation (UMC) Q1 2024 Earnings Call Transcript:
以下是聯合微電子公司（UMC）2024年第一季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
United Microelectronics Corporation (UMC) reported Q1 2024 consolidated revenue of NT$54.63 billion.
The company's gross margin was 30.9%, which was down from 35.5% due to increasing costs.
Net income attributable to the stockholders was NT$10.46 billion and earnings per share were NT$0.84.
Despite a decrease in revenue, shipments increased by about 4.5% sequentially which speaks to volume resilience.
The company holds robust cash reserves of NT$119 billion, and total equity at NT$378 billion.
For FY 2024, the company projected cash-based CapEx to be around NT$3.3 billion.
聯合微電子公司（UMC）報告稱，2024年第一季度合併收入爲新臺幣546.3億元。
由於成本增加，該公司的毛利率爲30.9％，低於35.5％。
歸屬於股東的淨收益爲新臺幣104.6億元，每股收益爲新臺幣0.84元。
儘管收入下降，但出貨量連續增長了約4.5％，這表明了銷量的彈性。
該公司擁有1190億新臺幣的強勁現金儲備，總股本爲新臺幣3780億元。
該公司預計2024財年的現金資本支出約爲33億新臺幣。
Business Progress:
業務進展：
Specialty business revenue, contributing to 57% of total revenue, indicated UMC's strategic focus.
The company is progressing with pipeline projects aimed at high-growth markets such as 5G, AIoT, and automotive.
For Q2 2024, UMC anticipates an increase in wafer shipments and intends to continue investing in technology, capacity, and people to support growth.
UMC's strategy includes the introduction of wafer-to-wafer stacking solutions and node migration in old driver IC products.
The company is cooperating with U.S. partners on the 12-nanometer program, indicating a promising investment prospect.
UMC is planning for mass production of hybrid bonding solutions in 2024 and aiming to continually improve its market relevance and position.
Geographically diversified manufacturing sites and comprehensive technology portfolio demonstrate the company's commitment to strengthening its supply chain resilience.
專業業務收入佔總收入的57％，表明了UMC的戰略重點。
該公司正在推進針對5G、AIoT和汽車等高增長市場的管道項目。
對於2024年第二季度，UMC預計晶圓出貨量將增加，並打算繼續投資技術、產能和人員以支持增長。
UMC 的戰略包括引入晶圓到晶圓堆疊解決方案以及在舊的驅動器 IC 產品中遷移節點。
該公司正在與美國合作伙伴合作開展12納米計劃，這表明投資前景光明。
UMC計劃在2024年批量生產混合粘合解決方案，並旨在不斷提高其市場相關性和地位。
地域多元化的製造基地和全面的技術組合表明了該公司對增強其供應鏈彈性的承諾。
More details: United Microelectronics IR
更多詳情： 聯合微電子 IR
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：欲了解更多詳情，請訪問投資者關係網站。本文僅供投資者參考，不構成任何投資建議。
譯文內容由第三人軟體翻譯。