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United Micro Electronics Website:English Version
Code:2303 Quote Financial Statements Valuation

Profile: United Microelectronics Corporation, Ltd. Designs, manufactures, and markets integrated circuits and related electronics products. The main products are consumer electronics ICs, memory ICs, persoonal computer peripheral ICs, communication ICs, and central processing units. UMC specializes in providing foundry services for high performance semiconductor applications. Our core competency lies in our ability to produce high yield Integrated Circuit (IC) wafers, manufactured on a per-customer basis. We draw our distinction from industry leading technology such as our 0.15 micron process and copper interconnect technology. In addition to wafer manufacturing, UMC customers benefit from services such as extensive IP resources, free-of-charge design libraries, and full front-end and backend support.

UMC has offices in Taiwan, Japan, Europe, and the United States, with our head marketing and sales division strategically located in the heart of Silicon Valley, California. We employ over 7,000 people worldwide and operate a total of 9 wafer fabrication plants (fabs) in Taiwan and Japan, with a 1999 production total of 1.8 million 8-inch equivalant wafers.

Research and Development

Technology leadership will continue to be a significant competitive advantage for UMC and our customers. We have consistently invested heavily in R&D, and we will be the first foundry in the world to deliver 0.18um, 6 metal Copper interconnect in 2000. UMC ranks among the top 10 companies worldwide in semiconductor process patents granted in the USA.



WKN--- Hoch--- Tief--- EPS 2000 / 2001--- KGV 2001
888766--- 125--- 42,26--- 3,87 / 5,66--- 18



So, das beste kommt jetzt:
Full Company Name:
United Microelectronics Corporation
Industries:
Semiconductor Foundry Services
Web Site Address:
www.umc.com
Headquarter:
No. 3, Li-Hsin 2nd Road, Science-Based Industrial Park, Hsinchu City, Taiwan, R.O.C.
Revenue(1999):
$29.1B NTD
Net income(1999):
$10.4B NTD
Total assets(1999):
$146B NTD
Paid-in capital(2000):
$90.2B NTD
Number of employees(2000):
7,276

Gewinnmarge von ca 30%.

Bericht von CNNfN für den Halbleiterbereich



Chip orders remain strong
April`s semiconductor equipment orders cap a string of record-breaking months
May 22, 2000: 11:31 p.m. ET


MOUNTAIN VIEW, Calif. (Reuters) - Semiconductor equipment makers barely saw a pause during April in the torrid growth in orders for the machinery used to manufacture and test computer chips, capping a string of record-breaking months.

North American semiconductor equipment makers posted $142 in orders for every $100 of products shipped, according to preliminary data reported late on Monday by trade group Semiconductor Equipment and Materials International (SEMI).

By contrast, an average of $145 in orders was received for every $100 in shipments during March, outstripping all previous records in the notoriously boom-to-bust-to-boom-again industry.

Investors use this "book-to-bill" data, which reflects a three-month moving average of the ratio of bookings to billings, to gauge the industry`s growth prospects.

Bookings rose to $2.7 billion, up 10 percent from March`s $2.45 billion, SEMI said.

The industry has been on a strong upward growth trend since late last year, reflecting a rebound from a slump that stretched back to November 1997, the previous industry highpoint before an equipment sales glut socked the industry.

Chipmakers have been increasing capital budgets to buy, build and equip production facilities.

Several Wall Street analysts had said ahead of the release of Monday`s data that a let-up in order growth was expected after five months of new records.

With demand for computer chips far outstripping production capacity, especially for circuitry used in products such as cell phones, analysts believe that any pause in growth for the underlying equipment used to produce electronics will prove temporary and regain momentum during the course of this year.

Semiconductor equipment makers include companies such as Applied Materials Inc. (AMAT: Research, Estimates), the dominant player in the industry, Novellus Systems Inc. (NVLS: Research, Estimates), Lam Research Corp. (LRCX: Research, Estimates), and Teradyne Inc. (TER: Research, Estimates).

[tai]

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KGV 18 teuer?

Wie siehts dann erst mit anderen Chipherstellern aus den USA aus?

Conexant, PMCSierra und EXAR? Total überbewertet!

cu

backensauger

[tai]

United hat ein KGV von ca 80 (Quelle: Economic Daily News, Taipei).
Taiwan Semiconductor hat ein KGV von 46.

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Da steht im Handelsblatt aber was anderes!

[tai]

unter http://tw.us.biz.yahoo.com/z/a/2/2330.tw.html findest du fuer TSMC ein prospektives KGV von 32, fuer United unter http://tw.us.biz.yahoo.com/z/a/2/2303.tw.html findest du prospektiv 27. Unter Beruecksichtigung des EPS Growth von 88% (TSMC) bzw 235% (United) stimmt das mit den obigen Werten (trailing PE) ueberein.