September 2026 Revenue: NT$5.1B, -13.1% YoY
Original: 2026年9月 月營收 - 5,128,632千元 (MoM +7.6%, YoY -13.1%)
Summary
GlobalWafers posted September 2026 monthly revenue of NT$5.13B (NT$5,128,632 thousand), declining 13.1% year-over-year as silicon wafer demand continues to face headwinds from inventory digestion across the semiconductor supply chain. Sequentially, revenue rebounded 7.6% from August's NT$4.76B, signaling some near-term order stabilization, though the rebound has not yet offset the underlying cyclical softness. YTD cumulative revenue of NT$44.1B sits 4.4% below the prior-year pace, consistent with a prolonged wafer-substrate down-cycle that has weighed on the company through most of 2026.
Full Translation
GlobalWafers Co., Ltd. (環球晶圓, TWSE: 6488) — September 2026 Monthly Revenue Filing
Filing Date: October 17, 2026 (ROC: 1151017)
Reporting Period: September 2026 (ROC: 11509)
Industry: Semiconductor
--- Monthly Revenue ---
September 2026: NT$5,128,632 thousand (NT$5.13B)
August 2026 (prior mo.): NT$4,764,363 thousand (NT$4.76B)
September 2025 (YoY): NT$5,903,533 thousand (NT$5.90B)
MoM Change: +7.65% (+NT$364,269 thousand / approx. +NT$364M)
YoY Change: -13.13% (-NT$774,901 thousand / approx. -NT$775M)
--- Cumulative YTD Revenue (January–September) ---
2026 YTD: NT$44,069,861 thousand (NT$44.07B)
2025 YTD: NT$46,095,865 thousand (NT$46.10B)
YTD YoY Change: -4.40% (-NT$2,026,004 thousand / approx. -NT$2.03B)
Notes: None disclosed (—)
Context: The sequential recovery (+7.6% MoM) is a positive data point but follows two consecutive months of sub-NT$5B revenue; the YoY gap of -13.1% reflects ongoing wafer ASP pressure and customer inventory adjustments that have persisted since late 2025. No specific AI/HBM wafer demand signal is disclosed in this filing.