Semiconductor Manufacturing
GlobalWafers
One of the world's largest silicon wafer manufacturers, supplying the raw silicon substrate that every chip — including AI accelerators — is fabricated on, alongside competitors Sumco and Shin-Etsu. GlobalWafers plans to raise silicon wafer prices in the second half of 2026 as AI, automotive and industrial demand recovers (global silicon wafer shipments rose 13.1% year-over-year in Q1 2026), reporting Q1 2026 revenue of NT$13,985 million (down 10% year-over-year) but net income of NT$1,895.9 million, up 30% from Q1 2025.
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
2 sources · 75% avg. source confidence
- SemiMedia / Digitimes — GlobalWafers plans price increases as AI-driven wafer demand recovers in 202675% source confidence
- Digitimes / GlobalWafers Q1 2026 earnings call — GlobalWafers Q1 2026 net income rises 30% year-over-year despite margin compression74% source confidence
Dependency Map
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The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.