Strategic Intelligence Report
Generated July 30, 2026
Semiconductor Manufacturing
Siltronic
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.
0
Chokepoint Score
no direct dependencies recorded in the graph
Headquarters
Munich, Germany
Website
Employees
4,200 (2026, approximate)
Founded
1953
Listing
WAF · Frankfurt Stock Exchange
Market Cap
EUR 2.37B
Revenue (TTM)
EUR 1.31B
Price
EUR71.75 (-14.94%)
Market data as of Jul 29, 2026, 11:25 AM · Source: Yahoo Finance (delayed). Not investment advice.
Overview
A German manufacturer of hyperpure silicon wafers, a foundational raw material input for semiconductor manufacturing, supplying foundries and chipmakers globally as one of a small number of major wafer producers. Markets remain challenged in 2026: Q1 2026 sales were EUR 306.5 million (well below Q4 2025) with a 21.2% EBITDA margin and a net loss of EUR 66.8 million (EPS of -EUR 1.92), pressured by the first full-year impact of the Burghausen fab closure, pricing pressure, and a weak US dollar. Full-year 2026 operating profit is guided to EUR 490-520 million, significantly below the prior year.
Strategic Connections
Competition / Other
- GlobalWafers: Siltronic competes with GlobalWafers and Sumco in the concentrated global silicon wafer supply market.
- Semiconductor Manufacturing: Siltronic supplies silicon wafers, a foundational input for the broader semiconductor manufacturing industry.
Strategic Risks
- Highly concentrated wafer supply market exposed to cyclical semiconductor demand
- Weak wafer pricing, a strong-euro/weak-dollar dynamic, and the Burghausen fab closure are pressuring near-term profitability into a Q1 2026 net loss
Future Outlook
- Advanced-node and power semiconductor wafer demand expected to grow with AI infrastructure buildout
- Next earnings report (July 30, 2026) will be a key signal on whether pricing pressure and margin compression are stabilizing
Sources
- Siltronic corporate site (Jan 2026) — Siltronic corporate overview
- Yahoo Finance (Jun 2026) — Siltronic stock and financial profile
- Siltronic corporate site / GlobalBanking&Finance (May 2026) — Siltronic posts Q1 2026 net loss amid Burghausen closure impact and weak pricing
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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