Taiwan chipmaker UMC sees 'headwinds' from Iran war, but predicts resilient demand


A member of the media takes video of United Microelectronics Corporation (UMC) logo at the company’s lobby at Hsinchu Science Park in Hsinchu, Taiwan, September 16, 2022. REUTERS/Ann Wang

TAIPEI, April 29 (Reuters) - ⁠Taiwanese chipmaker UMC said on Wednesday that it ⁠continues to see resilient market demand despite "headwinds" from ‌memory chip supply shortages and the impact of the war in Iran.

CONTEXT AND DETAILS

• Going into the second quarter, the company expects ​strong wafer shipments supported by a ⁠rebound in demand in ⁠the communications segment as well as healthy demand across ⁠computer, ‌consumer and industrial markets, UMC said in earnings statement.

• "While the current memory supply shortage and ⁠the ongoing conflict in the Middle East ​are creating certain ‌headwinds and market volatility, UMC continues to foresee ⁠resilient market ​demand," CEO Jason Wang said in a statement.

• United Microelectronics Corp (UMC) focuses on more mature nodes, unlike Taiwan Semiconductor ⁠Manufacturing Co (TSMC), the world's largest contract ​chipmaker, which is investing big in the most advanced 2 and 1 nanometre technology to power artificial intelligence (AI) applications.

• ⁠On Wednesday, UMC reported first-quarter revenue of T$61.04 billion ($1.93 billion), up 5.5% from a year earlier, while net income was up 108% at T$16.17 billion.

• UMC's shares ​have risen 51% so far ⁠this year, outperforming a 36% gain in the broader market. ​The company's shares closed down ‌0.8% on Wednesday ahead of ​its earnings release.

($1 = 31.5650 Taiwan dollars)

(Reporting by Ben Blanchard and Wen-Yee Lee, Editing by Louise Heavens)

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