AI demand remains strong: UMC’s July revenue surged 19%, verifying the spread of computing power chains to mature process nodes

According to Zhitong Finance APP, as the global semiconductor sector experiences a sharp correction triggered by concerns over leveraged positions and high valuations, leading wafer foundry United Microelectronics (UMC.US) has released its latest monthly sales data, providing a fundamental boost to panicked Wall Street investors. In July, the company’s unaudited consolidated revenue reached NT$23.84 billion, representing a significant year-on-year increase of 18.98% compared to NT$20.04 billion in July 2025. For the first seven months of this year (January to July), UMC’s cumulative consolidated revenue reached NT$153.61 billion, up 12.41% year-on-year.