Notes
GlobalWafers is the world's third-largest silicon wafer supplier by revenue, headquartered in Taiwan. After its 2022 attempt to acquire Siltronic was blocked by Germany, it pivoted to a global greenfield expansion plan including a 300mm fab in Sherman, Texas backed by US CHIPS Act funding. Note: KRX ticker 6488 appears incorrect — GlobalWafers trades on the Taiwan TPEx under ticker 6488, not KRX; it is a Taiwanese, not Korean, company.
GlobalWafers reported May 2026 revenue of NT$4.84B, down 3.3% YoY but up 2.0% MoM from NT$4.75B in April. YTD revenue stands at NT$23.57B, down 8.9% versus the same period last year, suggesting the silicon wafer cycle remains soft despite sequential improvement — AI/HBM demand has yet to fully offset weakness in mature-node and memory wafer segments.