May 2026 Revenue: NT$4.84B, -3.3% YoY

Original: 2026年5月月營收 - 4,842,007千元 (MoM +2.0%, YoY -3.3%)

Summary

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.

Historical Impact

1 past Monthly Revenue · ≈ 8-K event at GlobalWafers

Median +5d

+12.89%

Range

+12.89% to +12.89%

Positive outcomes

1/1

Filed	P₀	P₊₅	+5d
May 17, 2026	NT$698	NT$788	+12.89%

Past performance does not guarantee future results. Small sample sizes may not be representative. For informational purposes only.

Full Translation

GlobalWafers (TWSE: 6488, semiconductor industry) reported May 2026 monthly revenue of NT$4,842 million (NT$4.84B), compared with NT$4,748 million (NT$4.75B) in April 2026, a month-over-month increase of +1.98%. Versus May 2025 revenue of NT$5,007 million (NT$5.01B), this represents a year-over-year decline of -3.30%. Cumulative year-to-date revenue through May 2026 reached NT$23,575 million (NT$23.57B), down -8.93% from NT$25,885 million (NT$25.89B) in the same period of 2025. No remarks were disclosed by the company.