United Microelectronics Gestione
Criteri Gestione verificati 2/4
United Microelectronics Il CEO è Jason S. Wang, nominato in Feb2026, e ha un mandato di meno di un anno. la retribuzione annua totale è NT$ 98.92M, composta da 7% di stipendio e 93% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.23% delle azioni della società, per un valore di NT$ 3.89B. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.3 anni e 4.9 anni.
Informazioni chiave
Jason S. Wang
Amministratore delegato
NT$98.9m
Compenso totale
| Percentuale dello stipendio del CEO | 7.00% |
| Mandato del CEO | less than a year |
| Proprietà del CEO | 0.2% |
| Durata media del management | 3.3yrs |
| Durata media del Consiglio di amministrazione | 4.9yrs |
Aggiornamenti recenti sulla gestione
Recent updates
2303: Higher P E Assumptions Will Likely Limit Future Share Returns
Analysts have raised their price target on United Microelectronics to NT$38.30 from NT$31.50, citing updated assumptions around revenue growth, profit margins and future P/E levels. What's in the News The Board of Directors authorized a share buyback plan on April 29, 2026, indicating an approved framework for repurchasing stock.
2303: AI Photonics Progress Will Be Outweighed By Cautious Share Buyback Execution
Analysts have increased their fair value estimate for United Microelectronics from NT$62.05 to NT$74.24. This change reflects updated assumptions for slightly higher discount rates, stronger revenue growth, modestly lower profit margins, and a higher future P/E multiple.
2303: AI Data Center Photonics Partnerships Will Support Higher Profitability
Analysts have slightly trimmed their NT$ price target on United Microelectronics, reflecting updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions that together point to a more balanced risk and return outlook for the stock. What's in the News The board is scheduled to review the Q1 2026 consolidated financial report and other items at a meeting on April 29, 2026, which may shape upcoming disclosures and guidance (company board agenda).2303: AI Data Center And Automotive Platforms Will Support Higher Profitability
Analysts have adjusted their price target for United Microelectronics to NT$95 from NT$94, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News HyperLight, United Microelectronics, Wavetek Microelectronics, and Jabil announced a collaboration to support thin film lithium niobate photonics for hyperscale AI data center interconnects, combining foundry and high volume manufacturing capabilities for next generation optical modules at data center scale (Key Developments).2303: AI Photonics And Auto Partnerships Will Support Steady Long Term Returns
Analysts have nudged their price target for United Microelectronics higher to reflect a revised fair value estimate of NT$62.05, supported by updated assumptions on discount rate, revenue growth, profit margins, and future P/E multiples. What's in the News HyperLight, United Microelectronics, Wavetek Microelectronics, and Jabil agreed to collaborate on deploying thin film lithium niobate photonics for hyperscale AI data center interconnects.2303: Auto Partnerships And New Leadership Will Support Steady Long Term Returns
Analysts have raised their price target for United Microelectronics to NT$61.32 from NT$60.50, reflecting updated assumptions around revenue growth, profit margins, discount rates and future P/E. What's in the News The Board of Directors approved the appointment of Co President Jason Wang as the new Chief Executive Officer, signaling a leadership change at the top level of the company (Key Developments).2303: Automotive Grade Platform Will Support Higher Profitability Expectations
Analysts have revised their fair value estimate for United Microelectronics from NT$57.15 to NT$94.30 as they incorporate updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News UMC and Silicon Storage Technology completed qualification and released to production SST's embedded SuperFlash Gen 4 with automotive grade 1 capability on UMC's 28HPC+ process, targeting automotive controllers and offering a cost focused eNVM option on 28nm HKMG (Key Developments).2303: Auto Chip Partnerships Will Support Steady Returns Despite Measured Outlook
Analysts have lifted their fair value estimate for United Microelectronics from US$48.31 to US$60.50. This reflects updated views on discount rate assumptions, revenue growth, profit margins, and future P/E levels.2303: Weaker Revenue Outlook Will Offset Manufacturing Wins And Pressure Returns
The analyst price target for United Microelectronics has shifted from US$46.98 to US$48.31. This change reflects updated assumptions from analysts around revenue growth, profit margins, the discount rate, and future P/E levels.2303: Weaker Revenue Outlook Will Likely Restrain Future Share Returns
Analysts have lowered their price target on United Microelectronics to US$31.50. This reflects updated assumptions that combine a softer revenue outlook with a higher profit margin profile and a reduced forward P/E multiple.2303: Higher Required Returns Will Likely Pressure Future Share Performance
Narrative Update The analyst price target for United Microelectronics has been revised down by approximately $3 to $31.50, as analysts factor in a slightly higher discount rate, despite stronger expectations for revenue growth, profit margins, and a lower future P/E multiple. What's in the News Signed a Memorandum of Understanding with Polar Semiconductor to develop scalable U.S. based 8 inch wafer production in Minnesota.2303: New Process Platform and Margins Will Support Digital and Automotive Demand
Analysts have raised their price target for United Microelectronics from $45.87 to $46.98. This change is attributed to updated expectations for stronger revenue growth and improved profit margins.
UMC's Tactical Expansion And Innovation Gear Up For Strong Market Growth
Strong demand for specialty technology solutions may boost revenues and market share, with new projects enhancing market position and potential earnings growth.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | NT$50b |
| Dec 31 2025 | n/a | n/a | NT$42b |
| Sep 30 2025 | n/a | n/a | NT$40b |
| Jun 30 2025 | n/a | n/a | NT$40b |
| Mar 31 2025 | n/a | n/a | NT$45b |
| Dec 31 2024 | NT$99m | NT$7m | NT$47b |
Compensazione vs Mercato: La retribuzione totale di Jason S. ($USD 3.13M ) è superiore alla media delle aziende di dimensioni simili nel mercato TW ($USD 502.47K ).
Compensazione vs guadagni: Dati insufficienti per confrontare la retribuzione di Jason S. con le performance aziendali.
AMMINISTRATORE DELEGATO
Jason S. Wang (63 yo)
Mr. Jason S. Wang is Chief Executive Officer of United Microelectronics Corporation from February 2026 and was its Co-President since June 14, 2017 until February 2026. He serves as a Representative Direct...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Chairman & Chief Strategy Officer | 20yrs | NT$143.73m | 0.48% NT$ 8.1b | |
| CEO & Representative Director | less than a year | NT$98.92m | 0.23% NT$ 3.9b | |
| Chairman of Unimicron Technology | less than a year | NT$143.86m | 0.16% NT$ 2.6b | |
| President | less than a year | Nessun dato | 0.067% NT$ 1.1b | |
| CFO, Senior VP | 20.7yrs | Nessun dato | 0.033% NT$ 555.8m | |
| Head of Investor Relations | no data | Nessun dato | Nessun dato | |
| Vice President & General Counsel | 2.7yrs | Nessun dato | 0.00025% NT$ 4.2m | |
| Senior Vice President of global sales | 6.3yrs | Nessun dato | 0.028% NT$ 473.8m | |
| VP & Chief Human Resources Officer | 15.3yrs | Nessun dato | 0.020% NT$ 331.8m | |
| Chief Information Security Officer & Senior VP of Global Fab Operations | 3.4yrs | Nessun dato | Nessun dato | |
| Chief Internal Auditor & Division Director | 3.3yrs | Nessun dato | Nessun dato | |
| CISO & SVP | no data | Nessun dato | 0.029% NT$ 492.1m |
Gestione esperta: Il team dirigenziale di 2303 è considerato esperto (durata media dell'incarico 3.3 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Chairman & Chief Strategy Officer | 20yrs | NT$143.73m | 0.48% NT$ 8.1b | |
| CEO & Representative Director | 11yrs | NT$98.92m | 0.23% NT$ 3.9b | |
| President | less than a year | Nessun dato | 0.067% NT$ 1.1b | |
| Independent Director | 8yrs | NT$5.55m | Nessun dato | |
| Independent Director | 2.1yrs | NT$5.25m | Nessun dato | |
| Independent Director | 2.1yrs | NT$5.25m | 0.00080% NT$ 13.4m | |
| Independent Director | 8yrs | NT$5.55m | Nessun dato | |
| Independent Director | 4.9yrs | NT$5.55m | Nessun dato | |
| Independent Director | 4.9yrs | NT$5.50m | Nessun dato |
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di 2303 sono considerati esperti (durata media dell'incarico 4.9 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/13 20:55 |
| Prezzo dell'azione a fine giornata | 2026/06/12 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
United Microelectronics Corporation è coperta da 41 analisti. 22 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| James Fontanelli | Arete Research Services LLP |
| Brett Simpson | Arete Research Services LLP |
| Andrew Lu | Barclays |