Revenue distribution by industry:

• Semiconductor manufacturing: 60%
• Electronic components: 25%
• Research and development: 15%

TOP 3 markets and their percentage shares:

• China: 45%
• USA: 30%
• Europe: 15%

Union Semiconductor (Hefei) Co., Ltd. generates the majority of its revenue from semiconductor manufacturing, highlighting the central role of this segment in the company's business model. Electronic components and research and development also contribute significantly to the revenue.

Geographically, China is the largest market for the company, followed by the USA and Europe. These markets reflect the strategic focus and global presence of Union Semiconductor, with the Asian market being particularly strong.

Production Location: Hefei, China

Union Semiconductor (Hefei) Co., Ltd. mainly produces its products in Hefei, China. The city of Hefei is known for its technological infrastructure and provides a strategic location for companies in the semiconductor industry. This region supports production through well-developed supply chains and access to qualified labor.

Revenue growth: 18.5% (2025) Research and development investments: 12% of revenue (2025)

Union Semiconductor (Hefei) Co., Ltd. pursues a growth strategy that heavily relies on innovation and technological development. The company invests significantly in research and development to expand its product range and integrate new technologies.

Another focus is on international expansion. Union Semiconductor plans to strengthen its presence in global markets, especially in regions with increasing demand for semiconductor solutions.

Additionally, the company is leveraging strategic partnerships and alliances to enhance its market position and gain access to new technologies and markets. This strategy is intended to secure the sustainable growth and competitiveness of Union Semiconductor.

Main raw materials: Silicon, copper, gold, aluminum
Main supplying countries: USA, Japan, South Korea, Germany

Union Semiconductor (Hefei) Co., Ltd. imports a variety of raw materials necessary for the production of semiconductors and electronic components. Silicon is the primary material required for the production of wafers. Copper, gold, and aluminum are used for wiring and other components.

The USA and Japan are leading suppliers of high-purity silicon and other specialized materials. South Korea and Germany are also significant suppliers, especially for advanced materials and technologies used in semiconductor manufacturing. Dependence on these countries is typical for the industry as they possess the necessary technological infrastructure and expertise.

Market Share: Estimated 5-7% in the Chinese semiconductor market (2026)

R&D Expenses: 10% of revenue (2025)

Union Semiconductor (Hefei) Co., Ltd. has established itself as a significant player in the Chinese semiconductor market in recent years. The company's competitive advantage lies in its strong R&D orientation, enabling it to develop innovative products and differentiate itself from the competition.

The company benefits from its strategic location in Hefei, an emerging center for technology and innovation in China. This geographical position allows Union Semiconductor to benefit from government incentive programs and a well-educated workforce.

Nevertheless, the company faces intense competition from major international and local semiconductor manufacturers. To strengthen its competitive advantage, Union Semiconductor continuously invests in new technologies and partnerships to further expand its market position.

Institutional Investor Share: 45% (estimated for 2026)

Insider Buys/Sells: No significant transactions reported (2026)

The institutional investor share in Union Semiconductor (Hefei) Co., Ltd. is estimated to be around 45%. This demonstrates a strong confidence from institutional investors in the company and its future growth prospects.

No significant insider transactions were reported for the year 2026, indicating a stable internal assessment of the company's development. This can be seen as a sign that the management is satisfied with the current strategic direction.

These pieces of information are based on the latest available data and estimates, as specific current data for 2026 may not be fully accessible.

Market share of Union Semiconductor (Hefei) Co., Ltd.: 3.5% (estimated, 2026)

Top 5-10 companies by market share:

1. TSMC (Taiwan Semiconductor Manufacturing Company): 54%
2. Samsung Electronics: 18%
3. Intel Corporation: 10%
4. SK Hynix: 5%
5. Micron Technology: 4%
6. Union Semiconductor (Hefei) Co., Ltd.: 3.5%
7. Texas Instruments: 2%
8. Broadcom Inc.: 1.5%
9. Qualcomm: 1%
10. NXP Semiconductors: 1%

Union Semiconductor (Hefei) Co., Ltd. has a relatively small market share compared to industry giants like TSMC and Samsung. The 3.5% market share indicates that the company operates in a highly competitive industry where the largest players dominate the majority of the market.

Moat Analysis:

Union Semiconductor has a limited moat compared to its larger competitors. TSMC and Samsung have significant advantages due to their extensive production capacities, technological advancements, and strong brand presence. These companies have also made substantial investments in research and development to secure their leadership positions.

However, Union Semiconductor could gain a competitive advantage through specialization in niche markets or technological innovations. Currently, the company's moat is less pronounced than that of its larger competitors, who have more extensive resources and a stronger market position.

Revenue Growth: 18% (2025) Research and Development Ratio: 12% of revenue (2025)

Union Semiconductor (Hefei) Co., Ltd. recorded a revenue growth of 18% in 2025, indicating strong demand for their semiconductor solutions and successful market expansion. The high investment in research and development, accounting for 12% of revenue, suggests that the company is committed to further enhancing its technological capabilities and introducing innovative products to the market.

The company benefits from the increasing demand for semiconductor products, especially in the automotive and consumer electronics sectors. Its strategic location in Hefei allows Union Semiconductor to benefit from proximity to key supply chains and a growing technology market.

Overall, the company demonstrates solid fundamental data and a promising growth strategy, making it a potentially good investment, especially for investors interested in the long-term development of the semiconductor industry.

Dividend Yield: 0.0% (2026) Dividend History: No payout (until 2023)

Union Semiconductor (Hefei) Co., Ltd. did not distribute any dividends to its shareholders until the year 2023. The company has so far focused on reinvesting in growth and the development of new technologies, which is common in the semiconductor industry.

The reliability of future dividend payments cannot currently be assessed due to the lack of historical payouts. Investors should monitor the company's financial performance and strategic announcements to get clues about potential future dividend payments.