Hollsteen

UMC · customer concentration

Who are UMC’s biggest customers?

Largest customer: 11.8% of FY2025 revenue *

Largest customer (unnamed)11.8%10% disclosure line

The filing does not name this customer. Hollsteen never guesses names.

“Our largest customer from our wafer fabrication segment accounted for 13.1%, 10.4% and 11.8% of our operating revenues in 2023, 2024 and 2025, respectively.” *

Numbers, method and sources

Quote

20-F · filed Apr 30, 2026

Customers named in the filing

“Our customers include industry leaders such as MediaTek, Realtek, Novatek and Texas…” · 20-F · filed Apr 30, 2026

Share of revenue per customer, as the filing states it. US GAAP requires disclosure only for customers with at least 10% of revenue; a year without a customer means below 10% or not disclosed. Labels like “Customer A” are the filer’s own; the same label is not guaranteed to be the same customer every year.

Source: the filing’s tagged data (XBRL ConcentrationRiskPercentage, benchmark revenue), or the filing text where a share is not tagged.

FY2025

  • Largest customer (unnamed) 11.8%

    Quoted above.

FY2024

  • Largest customer (unnamed) 10.4%

    Quoted above.

FY2023

  • Largest customer (unnamed) 13.1%

    Quoted above.

FY2021

  • Largest customer (unnamed) 10.3%

    As stated in the FY2022 annual report.

    “Our largest customer from our wafer fabrication segment accounted for 11.5%, 10.3% and 8.6% of our operating revenues in 2020, 2021 and 2022, respectively.”

    20-F · filed Apr 27, 2023

FY2020

  • Largest customer (unnamed) 11.5%

    Quoted above, from the FY2022 annual report.

Top ten customers (group)

“Our top ten customers accounted for 62.0%, 55.6% and 57.0% of our operating revenues in 2023, 2024 and 2025, respectively.”

20-F · filed Apr 30, 2026

“(3) Major customers Individual customers accounting for at least 10% of operating revenues for the years ended December 31, 2023, 2024 and 2025 were as follows: For the years ended December 31, 2023 2024 2025 NT$ NT$ NT$ (In Thousands) (In Thousands) (In Thousands) Customer A N/A (Note) $ 24,180,535 $ 28,005,843 Customer B $ 29,242,973 N/A (Note) N/A (Note) Note: The sales amount is less than 10% of the Company’s operating revenues. 13.”

20-F · filed Apr 30, 2026

SEC filings only. No market data.

Is UMC getting more dependent on one customer?

Largest disclosed customer, by fiscal year

11.5%FY202010.3%FY202113.1%FY202310.4%FY202411.8%FY2025

Which customers does the filing name?

“Our customers include industry leaders such as MediaTek, Realtek, Novatek and Texas Instruments.” *

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