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UMC 3Q26 Financial Review October 28, 2026
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UMC © 2026 SAFE HARBOR NOTICE AND DISCLAIMER This presentation contains forward-looking statements within the meaning of Section 27A of the United States Securities Act of 1933, as amended, or the Securities Act, and Section 21E of the United States Securities Exchange Act of 1934, as amended, and as defined in the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements can be identified by the fact that they do not relate strictly to historical or current facts. The words “may,” “will,” “is/are likely to,” “anticipate,” “believe,” “estimate,” “expect,” “intend,” “plan” and similar expressions are intended to identify a number of these forward-looking statements. These forward-looking statements include, but are not limited to, statements relating to anticipated quarterly Fab capacity, foundry capital expenditure plan and other statements that are not historical information. These forward-looking statements involve known and unknown risks, uncertainties and other factors that may cause the actual performance, financial condition or results of operations of UMC to be materially different from what is stated or may be implied in such forward-looking statements. Investors are cautioned that actual events and results could differ materially from those statements as a result of a number of factors including, but not limited to: [(i) dependence upon the frequent introduction of new services and technologies based on the latest developments in the industry in which UMC operates; (ii) the intensely competitive semiconductor, communications, consumer electronics and computer industries and markets; (iii) risks associated with international business activities; (iv) dependence upon key personnel; (v) general economic conditions, including those related to the semiconductor, communications, consumer electronics and computer industries; (vi) possible disruptions in commercial activities caused by natural and human-induced events and disasters, and outbreaks of contagious diseases; (vii) fluctuations in foreign currency exchange rates; and (viii) geopolitical conflicts, including political relationships between U.S., China and Taiwan.] Further information regarding these and other risks is included in UMC’s filings with the United States Securities and Exchange Commission, including but not limited to UMC’s Annual Report on Form 20-F for the fiscal year ended December 31, 2025. All information provided in this presentation is as of the date of this presentation and is based on assumptions that UMC believes to be reasonable as of this date, and UMC does not undertake any obligation to update any forward-looking statement as a result of new information, future events or otherwise, except as required under applicable law. The financial statements included in this presentation are prepared and published in accordance with Taiwan International Financial Reporting Standards, or TIFRSs, recognized by the Financial Supervisory Commission in the Republic of China, or the ROC, which is different from International Financial Reporting Standards, or IFRSs, issued by the International Accounting Standards Board. Investors are cautioned that there may be significant differences between TIFRSs and IFRSs. In addition, TIFRSs and IFRSs differ in certain significant respects from generally accepted accounting principles in the ROC and generally accepted accounting principles in the United States. This presentation is not an offer of securities for sale or the solicitation of any offer to buy any securities for sale in the United States or anywhere else. No part of this presentation shall form the basis of or be relied upon in connection with any contract or commitment whatsoever. Specifically, securities may not be offered or sold in the United States absent registration or an exemption from registration under the Securities Act. Any public offering of securities to be made in the United States will be made by means of a prospectus that may be obtained from the issuer at the time of such offering that will contain detailed information about UMC and its management, as well as applicable financial statements. 2
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UMC © 2026 Operating Results Summary 3 Unit: NT$ M 2026 2026 2025 3Q / Sep. 2Q / Jun. 3Q / Sep. Operating Revenues 74,239 68,733 59,127 Net Income Attributable to Shareholders of the Parent 16,434 42,260 14,982 EPS (NTD) 1.32 3.39 1.20 Cash and Cash Equivalents 142,617 124,706 104,217 Total Assets 675,786 665,973 555,395 Total Liabilities 204,906 222,049 194,195 Total Equity 470,880 443,924 361,200 Foundry Segment: Wafer Shipments (in thousands-12" wafer eq.) 1,212 1,129 1,000 Utilization (% ) 92% 85% 78%
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UMC © 2026 4 Notes: 1. 12,461 million and 12,475 million shares were used in EPS calculations for 3Q26 and 2Q26, respectively. 2. Exchange rates (USD/NTD) for 3Q26 and 2Q26 were 31.99 and 31.59, respectively. 3. Sums may not equal totals due to rounding. Statements of Comprehensive Income - QoQ 3Q26 % 2Q26 % Change % Operating Revenues 74,239 100.0 68,733 100.0 8.0 Gross Profit 25,205 34.0 22,323 32.5 12.9 Operating Expenses (7,272) (9.8) (7,906) (11.5) (8.0) Net Other Operating Income and Expenses 710 1.0 533 0.8 33.2 Operating Income 18,643 25.1 14,950 21.8 24.7 Net Non-operating Income and Expenses 1,268 1.7 30,236 44.0 (95.8) Income Tax Expense (3,522) (4.7) (2,962) (4.3) 18.9 Net Income 16,389 22.1 42,224 61.4 (61.2) Net Income Attributable to 16,434 22.1 42,260 61.5 (61.1) Shareholders of the Parent EPS (NTD) 1.32 3.39 EPADS (USD) 0.206 0.537 Unit: NT$ M
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UMC © 2026 Notes: 1. 12,476 million and 12,485 million shares were used in EPS calculations for 9-month periods ended September 30, 2026 and 2025, respectively. 2. Exchange rates (USD/NTD) for 9-month periods ended September 30, 2026 and 2025 were 31.74 and 30.47, respectively. 3. Sums may not equal totals due to rounding. 5 Statements of Comprehensive Income - YoY: 9 Months 2026 Jan.~Sep. % 2025 Jan.~Sep. % Change % Operating Revenues 204,010 100.0 175,744 100.0 16.1 Gross Profit 65,346 32.0 49,948 28.4 30.8 Operating Expenses (22,276) (10.9) (19,563) (11.1) 13.9 Net Other Operating Income and Expenses 1,799 0.9 1,339 0.8 34.4 Operating Income 44,869 22.0 31,723 18.0 41.4 Net Non-operating Income and Expenses 36,872 18.1 2,421 1.4 1,422.9 Income Tax Expense (7,011) (3.4) (2,609) (1.5) 168.7 Net Income 74,730 36.6 31,535 17.9 137.0 Net Income Attributable to 74,865 36.7 31,661 18.0 136.5 Shareholders of the Parent EPS (NTD) 6.00 2.54 EPADS (USD) 0.945 0.417 Unit: NT$ M
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UMC © 2026 6 Balance Sheet Highlight – Sep. 30, 2026 Unit: NT$ M Cash and Cash Equivalents 142,617 Funds and Investments 153,475 Property, Plant and Equipment 253,203 Total Assets 675,786 Current Liabilities 72,968 Long-term Credit / Bonds 61,491 Total Equity 470,880
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UMC © 2026 0 1,000 2,000 3Q25 4Q25 1Q26 2Q26 3Q26 Foundry ASP Trend : 12” Wafer Equivalent 7 Unit: USD
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UMC © 2026 8 3Q26 Japan 3% Europe 8% 2Q26 Europe 8% Foundry Segment Sales Breakdown by Geography Japan 4% North America 22% North America 22% Asia 67% Asia 66%
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UMC © 2026 Foundry Segment Sales Breakdown by Customer Type 9 Fabless 86% IDM 14% 3Q26 2Q26 Fabless 85% IDM 15%
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UMC © 2026 10 Others 16% Computer 13% Consumer 32% Communication 39% Others 16% Computer 13% Consumer 32% Communication 39% Foundry Segment Sales Breakdown by Application 3Q26 2Q26
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UMC © 2026 11 90nm 6% 0.11/0.13um 9% 0.25/0.35um 4% ≥0.5um 1% 65nm 19% 40nm 16% 22/28nm 35% 0.15/0.18um 10% ≤14nm 0% Foundry Segment Sales Breakdown by Technology 90nm 7% 0.11/0.13um 8% 0.25/0.35um 4% 65nm 18% 40nm 15% 22/28nm 37% 0.15/0.18um 10% ≥0.5um 1% ≤14nm 0% 3Q26 2Q26 ≤ 40nm 52% ≤ 40nm 51%
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UMC © 2026 12 Quarterly Capacity Unit: in thousands FAB 1Q26 2Q26 3Q26 4Q26E WTK (6") 78 80 80 80 8A (8") 212 215 215 215 8C (8") 123 125 125 125 8D (8") 116 118 118 118 8E (8") 129 131 131 131 8F (8") 144 146 146 146 8S (8") 115 117 117 117 8N (8") 246 250 250 250 12A (12") 402 409 409 409 12i (12") 169 172 192 204 12X (12") 93 95 95 95 12M (12") 117 119 119 119 Total (12" eq.) 1,283 1,305 1,325 1,337
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UMC © 2026 13 2026 Capital Expenditure Plan 8" 12" 10% 90% Total 2.0 billion USD
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