6488
環球晶圓
Source: dsi_quarterly · analyst_consensus (internal DB). DSI from quarterly filings; consensus as of collection.
Suppliers
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GlobalWafers
Customers
Competitors
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 (6488) reported Q2 2026 revenue of NT$29.2B and net income of NT$5.7B, with basic EPS of NT$11.87. A standout feature is non-operating income of NT$4.0B, which exceeded operating income of NT$2.9B and was the primary driver of bottom-line results. The net margin of approximately 19.4% is notably above typical semiconductor wafer sector norms, largely attributable to the outsized non-operating contribution.
GlobalWafers' shares have met the Taiwan Stock Exchange's threshold criteria for issuing an 'Attention Trading Information' notice, which flags securities exhibiting unusual price or volume movements under TWSE market-surveillance rules. The company is making this mandatory disclosure to help investors distinguish the nature of recent trading activity. Full body available on MOPS.
GlobalWafers (6488) reported August 2026 revenue of NT$4.76B, up 7.6% year-over-year — marking a return to positive YoY territory even as the monthly figure slipped 4.3% from July's NT$4.98B on seasonal softness. For a silicon wafer supplier, the YoY inflection is a meaningful cyclical signal, as wafer demand tends to lead fab utilization recovery and could reflect early restocking by logic and specialty customers ahead of AI-driven capacity ramp. Year-to-date cumulative revenue of NT$38.9B remains 3.1% below the prior-year pace, indicating the full-year recovery trajectory is still building rather than confirmed.
GlobalWafers has issued a supplemental announcement providing additional information regarding a fire incident that occurred at its silicon wafer manufacturing facility in Novara, Italy. The Novara plant is part of the company's European production footprint, and a fire event at a semiconductor materials facility is material to investors due to potential impacts on production capacity, customer supply commitments, asset damage, and insurance recovery proceedings. Full body available on MOPS.
GlobalWafers (6488) reported Q1 2026 revenue of NT$14.0B with operating income of NT$1.48B and net income after tax of NT$1.90B, translating to basic EPS of NT$3.97. Non-operating income contributed a sizable NT$871M, lifting bottom-line results above operating profitability alone. Results appear solid for a silicon wafer supplier amid an uneven semiconductor capex cycle, though not a dramatic outlier versus sector norms.
GlobalWafers' shares have met the Taiwan Stock Exchange (TWSE) thresholds that require publication of a 'Trading Attention Notice,' meaning the stock exhibited abnormal price movement or turnover patterns that crossed regulatory surveillance criteria. This is a mandatory market-surveillance disclosure, not an announcement of a specific corporate event; investors are advised to investigate underlying market activity. Full body available on MOPS.
GlobalWafers has announced that the Board of Directors meeting to formally review and approve the company's Q2 2026 (ROC Year 115 Q2) financial report is scheduled for August 4, 2026. Under TWSE listing rules, companies must disclose the planned board meeting date in advance of quarterly earnings approval. Full body available on MOPS.
GlobalWafers has issued a material disclosure regarding a fire that occurred at its Novara, Italy wafer production plant. As Novara is one of the company's key European manufacturing sites, investors should assess potential impacts on production capacity, customer supply commitments, and near-term financial results. Full body available on MOPS.
GlobalWafers has announced it will host an English-language online investor conference covering its Q2 2026 results. The event provides international and institutional investors with direct access to management commentary on financial performance and business outlook. Full body available on MOPS.
GlobalWafers posted June 2026 revenue of NT$5.62B, down 1.6% year-over-year from NT$5.72B in June 2025 but rebounding sharply by 16.2% month-over-month from NT$4.84B in May — the steepest single-month sequential gain so far this year. YTD cumulative revenue through June stands at NT$29.20B, still tracking 7.6% below the NT$31.60B recorded in the first half of 2025. The strong MoM acceleration may signal early recovery in silicon wafer demand or customer restocking ahead of second-half seasonality, though the persistent YoY and YTD deficits reflect the cyclical inventory correction that has weighed on the wafer substrate market since 2024.
GlobalWafers has entered into a Letter of Intent (LOI) with customer Micron Technology, a leading U.S.-based DRAM and NAND flash manufacturer, to establish a cooperative framework. The LOI signals a formal deepening of the supply relationship between the two companies, potentially covering long-term wafer supply commitments or joint development arrangements. Full body available on MOPS; terms, scope, and financial details are not yet public.
The company disclosed that its listed securities have triggered the Taiwan exchange's 'attention trading information' threshold, a market-surveillance flag typically tied to abnormal price volatility or trading volume. This is a procedural disclosure intended to alert investors to monitor the stock more carefully and does not by itself indicate a fundamental corporate event. Full body available on MOPS.
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.
The company has been invited to participate in the Goldman Sachs Taiwan Computex & Corporate Day 2026, an investor conference hosted by Goldman Sachs Securities. This is a routine investor relations event providing opportunities for management to engage with institutional investors. Full body available on MOPS.
GlobalWafers announced on behalf of a subsidiary a loan of funds disclosed pursuant to Article 22, Paragraph 1, Item 3 of the Regulations Governing Loaning of Funds and Making of Endorsements/Guarantees by Public Companies. This is a routine intra-group financing disclosure required by Taiwan's FSC; specific borrower, amount, and terms are in the MOPS filing. Full body available on MOPS.
The company announced the material resolutions adopted at its 2026 (ROC year 115) Annual General Meeting of Shareholders. Only the subject line is available; resolutions typically cover financial statement ratification, earnings distribution, and director elections or amendments to corporate bylaws. Full body available on MOPS.
GlobalWafers discloses that its listed securities have met the Taiwan Stock Exchange criteria requiring an 'attention trading information' public announcement, a regulatory notice triggered by abnormal price or volume movements that cross exchange surveillance thresholds. The filing is intended to ensure investors can distinguish and properly understand the flagged trading activity. Full body available on MOPS.
GlobalWafers reported April 2026 revenue of NT$4.75B, down 10.1% YoY and 12.8% MoM from NT$5.45B in March. The sequential decline signals continued softness in silicon wafer demand, with AI/HBM-driven leading-edge logic strength insufficient to offset weakness in mature-node and memory wafer end-markets.