Executive Summary
Generated July 30, 2026
Semiconductor Manufacturing
GlobalWafers
Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.
1
Chokepoint Score
1 other entity structurally depend on this one
Headquarters
Hsinchu, Taiwan
Website
Employees
13,000 (2024, approximate)
Founded
1981
Listing
6488 · Taiwan Stock Exchange
Market Cap
TWD 413.09B
Revenue (TTM)
TWD 58.99B
Price
TWD864 (-22.86%)
Market data as of Jul 29, 2026, 11:25 AM · Source: Yahoo Finance (delayed). Not investment advice.
Overview
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.
Strategic Connections
- Taiwan Semiconductor Manufacturing Company: GlobalWafers supplies silicon wafers used as the base substrate for TSMC's chip manufacturing.
- Sumco Corporation: GlobalWafers competes with Sumco and Shin-Etsu as one of the world's largest silicon wafer manufacturers.
- Siltronic: GlobalWafers competes with Siltronic in silicon wafer manufacturing for the semiconductor industry.
Strategic Risks
- Commodity-adjacent silicon wafer pricing can be cyclical
Future Outlook
- Continued demand growth tied to overall wafer start volumes
Sources
2 sources, 75% average source confidence — full citations in the Full Analyst Report.
Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.
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