United Microelectronics Corporation

TWSE:2303 주식 리포트

시가총액: NT$1.8t

United Microelectronics 배당 및 자사주 매입

배당 기준 점검 4/6

United Microelectronics 수익으로 충분히 충당되는 현재 수익률 1.82% 보유한 배당금 지급 회사입니다.

핵심 정보

1.8%

배당 수익률

0.2%

자사주 매입 수익률

총 주주 수익률2.0%
미래 배당 수익률3.6%
배당 성장률18.1%
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향39%

최근 배당 및 자사주 매입 업데이트

Recent updates

내러티브 업데이트 • Sep 10

2303: Capital Intensive Capacity Expansion Will Likely Limit Future Share Returns

Analysts have updated their price target on United Microelectronics to NT$43.66 from NT$38.30, reflecting revised assumptions for revenue growth, profit margins and future P/E levels. What's in the News for United Microelectronics United Microelectronics Corporation approved a phased capacity expansion that includes immediate cleanroom growth at its Singapore site and construction of a new fab building at the Tainan campus in Taiwan, using an ROI driven plan to align capital spending with customer demand.
내러티브 업데이트 • Aug 27

2303: Singapore Photonics Expansion Will Support Future Upside

Analysts have adjusted their price target for United Microelectronics to around NT$221, down from about NT$240, reflecting updated assumptions for revenue growth, profit margins and a slightly higher forward P/E multiple. What’s in the News for United Microelectronics United Microelectronics approved a phased expansion plan that includes immediate cleanroom capacity expansion in Singapore’s Phase 4 facility and construction of a new fab building shell at the Tainan campus in Taiwan.
내러티브 업데이트 • Aug 13

2303: Capacity Expansion And AI Photonics Progress Will Meet Measured Capital Returns

Analysts have raised their price target for United Microelectronics to NT$129.34, up from NT$74.24. This revision reflects updated assumptions that include changes in projected revenue growth, profit margins, future P/E expectations, and a slightly adjusted discount rate.
내러티브 업데이트 • Jul 30

2303: Singapore Photonics Expansion And Buybacks Will Support Future Upside

Analysts have raised their fair value estimate for United Microelectronics to NT$240.07 from NT$234.98, reflecting updated assumptions around revenue growth, profit margins and future P/E multiples. What’s in the News for United Microelectronics United Microelectronics approved a phased expansion plan that adds cleanroom capacity in Singapore and begins construction of a new fab building shell at its Tainan campus in Taiwan, using a staged, ROI focused approach to match future customer demand.
내러티브 업데이트 • Jul 15

2303: Silicon Photonics Progress And Buybacks Will Support Future Profitability

Analysts have raised their price target for United Microelectronics to NT$235 from NT$214, reflecting updated assumptions for modestly higher revenue, improved profit margins and an increased future P/E multiple. What’s in the News for United Microelectronics United Microelectronics and Silith Technology announced the first mass-production wafer delivery of photonic ICs from United Microelectronics’ Singapore fab, marking a step toward scaling next-generation silicon photonics manufacturing for AI and hyperscale data center networks.
내러티브 업데이트 • Jul 01

2303: Share Repurchases And Dividend Policy Will Support Future Profitability

Analysts have raised their fair value estimate for United Microelectronics from NT$158.39 to NT$213.79, based on updated assumptions for revenue growth, profit margins, and future P/E levels. What's in the News for United Microelectronics United Microelectronics completed a share repurchase of 30,551,000 shares, representing 0.24% of its stock, for TWD 3,095.67 million under the buyback announced on April 29, 2026.
내러티브 업데이트 • Jun 17

2303: AI Data Center Photonics And Buyback Plan Will Support Profitability

Analysts have raised their fair value estimate for United Microelectronics to NT$158.39 from NT$94.24, based on updated assumptions for revenue growth, profit margins and future P/E that collectively support a higher long-term price target in NT$ terms. What's in the News for United Microelectronics On April 29, 2026, the Board of Directors of United Microelectronics Corporation authorized a share buyback plan.
내러티브 업데이트 • Jun 03

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.
내러티브 업데이트 • May 07

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.
내러티브 업데이트 • Apr 22

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).
내러티브 업데이트 • Apr 07

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).
내러티브 업데이트 • Mar 24

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.
내러티브 업데이트 • Mar 10

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).
내러티브 업데이트 • Feb 24

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).
내러티브 업데이트 • Feb 10

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.
내러티브 업데이트 • Jan 26

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.
내러티브 업데이트 • Jan 12

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.
내러티브 업데이트 • Dec 14

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.
내러티브 업데이트 • Oct 30

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.
User avatar
새로운 내러티브 • Nov 08

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.

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: 2303 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.

배당금 증가: 2303 의 배당금 지급은 지난 10 년 동안 증가했습니다.

배당 수익률 vs 시장

United Microelectronics 배당 수익률 vs 시장
2303의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (2303)1.8%
시장 하위 25% (TW)1.5%
시장 상위 25% (TW)5.2%
업계 평균 (Semiconductor)1.2%
분석가 예측 (2303) (최대 3년)3.6%

주목할만한 배당금: 2303 의 배당금( 1.82% )은 TW 시장에서 배당금 지급자의 하위 25%( 1.5% )보다 높습니다.

고배당: 2303 의 배당금( 1.82% )은 TW 시장에서 배당금 지급자의 상위 25%( 5.15% )와 비교해 낮습니다.

주주 대상 이익 배당

수익 보장: 합리적으로 낮은 지불 비율 ( 38.9% )로 2303 의 배당금 지급은 수익으로 충분히 충당됩니다.

주주 현금 배당

현금 흐름 범위: 합리적인 현금 지급 비율 ( 55.2% )로 2303 의 배당금 지급은 현금 흐름으로 충당됩니다.

높은 배당을 제공하는 우량 기업 찾기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/14 13:20
종가2026/09/14 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

United Microelectronics Corporation는 41명의 분석가가 다루고 있습니다. 이 중 22명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Brett SimpsonArete Research Services LLP
James FontanelliArete Research Services LLP
Andrew LuBarclays