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GlobalWafers Co., Ltd. is a Taiwanese manufacturer of silicon wafers that supplies the semiconductor industry, primarily serving the chips layer of the AI technology stack.
- Share Price
- 612.00TWD
- Market Cap
- 9.84BUSD
- Revenue
- 1.78BUSD
- Net Income
- 285.60MUSD
- P/E (trailing)
- 27.4x
Financial data: Yahoo Finance, as of 11-Nov-2026
Price & Size
| Price |
612.00 TWD |
| Market Cap |
323.21B TWD |
| Shares Outstanding |
528.11M |
| Shares Float |
253.08M |
| 52w Low |
333.00 TWD |
| 52w High |
1,600.00 TWD |
| Avg Volume |
11.13M |
Valuation
| P/E (trailing) |
27.4x |
| P/E (forward) |
19.4x |
| P/B |
2.01x |
| Enterprise Value |
330.48B TWD |
| Book Value / Share |
304.10 TWD |
| PEG Ratio |
0.60x |
| P/S |
5.52x |
| EV / Revenue |
5.64x |
| EV / EBITDA |
21.53x |
Income
| Revenue |
58.57B TWD |
| Revenue / Share |
122.46 TWD |
| EBITDA |
15.35B TWD |
| Net Income |
9.38B TWD |
| EPS (trailing) |
22.36 TWD |
| EPS (forward) |
31.63 TWD |
Margins & Profitability
| Gross Margin |
21.8% |
| Operating Margin |
9.8% |
| Profit Margin |
16.0% |
| EBITDA Margin |
26.2% |
| Return on Equity |
8.0% |
| Return on Assets |
1.6% |
Growth
| Revenue Growth |
2.6% |
| Earnings Growth |
-24.0% |
Cash & Debt
| Total Cash |
60.80B TWD |
| Total Debt |
97.73B TWD |
| Free Cash Flow |
-45.86B TWD |
| Operating Cash Flow |
11.30B TWD |
| Debt / Equity |
0.67x |
| Current Ratio |
1.63x |
| Quick Ratio |
0.71x |
Dividend
| Rate |
7.70 TWD |
| Yield |
1.4% |
| Payout Ratio |
38.9% |
| Ex-Date |
29-Dec-2026 |
Analyst Consensus
| Target (Mean) |
945.71 TWD |
| Target (Median) |
785.00 TWD |
| Target (High) |
1,800.00 TWD |
| Target (Low) |
473.00 TWD |
| Analysts' Rating |
Buy |
| # Analysts |
14 |
Identifiers
| ISIN | TW0006488000 |
| FIGI | BBG007D2WSJ8 |
Sentiment 58.0%
as of 10-Nov-2026
Sentiment is an AI (Grok) reading of market mood over the past 30 days: 0% very negative, 50% neutral, 100% very positive.
Positive drivers
Rising AI chip production drove higher demand for advanced silicon wafers from GlobalWafers. The company secured new long-term contracts with major semiconductor foundries in late October 2026. Expansion of 300mm wafer capacity supported revenue growth projections.
Neutral / mixed
Global semiconductor inventory levels stabilized without significant oversupply signals. Currency fluctuations between TWD and USD had limited net impact on reported earnings. Ongoing R&D investments in next-gen wafers balanced short-term margin pressures.
Negative drivers
Intense price competition from lower-cost Asian suppliers eroded some market share. Geopolitical export restrictions on advanced materials introduced supply uncertainty. Broader market concerns over potential AI capex slowdowns weighed on investor sentiment.
Bottom line
Sentiment remains mildly positive overall, anchored by AI-driven wafer demand, but tempered by competitive and geopolitical headwinds.
TPEx
TWD