June 2026 Revenue: NT$5.62B, -1.6% YoY
Original: 2026年6月 月營收 - 5,624,376千元 (MoM +16.2%, YoY -1.6%)
Summary
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.
Full Translation
GlobalWafers Co. (TWSE: 6488), the world's second-largest silicon wafer supplier, reported monthly revenue of NT$5,624,376 thousand (NT$5.62B) for June 2026, filed on July 11, 2026.
Month-over-Month: Revenue increased 16.2% from NT$4,842,007 thousand (NT$4.84B) in May 2026 — the largest sequential gain of the year and a meaningful positive signal for wafer demand and/or pricing recovery.
Year-over-Year: Revenue declined 1.6% versus NT$5,717,334 thousand (NT$5.72B) in June 2025, a modest but still negative comparison that indicates the market has not fully returned to prior-year run-rate levels.
YTD Cumulative (Jan–Jun 2026): NT$29,199,108 thousand (NT$29.20B), down 7.6% from NT$31,602,431 thousand (NT$31.60B) in the same six-month period of 2025. The widening first-half gap relative to 2025 reflects the protracted wafer oversupply cycle, though the June MoM inflection provides tentative evidence that the trough may be behind.
Sector Context: As a bellwether for silicon wafer pricing and utilization across the semiconductor cycle, GlobalWafers' monthly trajectory carries relevance for downstream logic, memory (including DRAM/HBM), and power device customers. The MoM surge warrants monitoring in July data to confirm whether this represents a durable demand recovery or a one-month pull-forward effect.