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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.
Snapshot
| Country |
TWN
|
| Exchange | Taiwan |
| AI Layer |
chips
|
| Category |
2.10 Silicon Wafers & Substrates
|
| Sentiment |
62.0% |
| USD Mkt Cap | 13.66B |
| USD Revenue | 1.84B |
| USD Net Income | 311.89M |
| P/E | 43.85 |
| fwd P/E | 27.38 |
| PEG | 0.97 |
| Price 3M | +4.4% |
| Price 6M | +108.6% |
| Price 1Y | +133.3% |
| Price 2Y | +103.7% |
| USD Share Price | 28.56 |
Price & Size
| Price |
902.00 TWD |
| Market Cap |
431.26B TWD |
| Shares Outstanding |
478.11M |
| Shares Float |
252.26M |
| 52w Low |
333.00 TWD |
| 52w High |
1,600.00 TWD |
| Avg Volume |
8.88M |
Valuation
| P/E (trailing) |
43.9x |
| P/E (forward) |
27.4x |
| P/B |
4.46x |
| Enterprise Value |
474.92B TWD |
| Book Value / Share |
202.30 TWD |
| PEG Ratio |
0.97x |
| P/S |
7.41x |
| EV / Revenue |
8.16x |
| EV / EBITDA |
31.27x |
Income
| Revenue |
58.19B TWD |
| Revenue / Share |
121.72 TWD |
| EBITDA |
15.19B TWD |
| Net Income |
9.85B TWD |
| EPS (trailing) |
20.57 TWD |
| EPS (forward) |
32.94 TWD |
Margins & Profitability
| Gross Margin |
21.4% |
| Operating Margin |
9.3% |
| Profit Margin |
16.9% |
| EBITDA Margin |
26.1% |
| Return on Equity |
10.8% |
| Return on Assets |
1.9% |
Growth
| Revenue Growth |
-5.0% |
| Earnings Growth |
125.1% |
Cash & Debt
| Total Cash |
28.54B TWD |
| Total Debt |
72.21B TWD |
| Free Cash Flow |
-21.57B TWD |
| Operating Cash Flow |
9.22B TWD |
| Debt / Equity |
0.75x |
| Current Ratio |
1.28x |
| Quick Ratio |
0.61x |
Dividend
| Rate |
7.70 TWD |
| Yield |
0.9% |
| Payout Ratio |
38.9% |
| Ex-Date |
2026-07-16 |
Analyst Consensus
| Target (Mean) |
1,057.14 TWD |
| Target (Median) |
977.50 TWD |
| Target (High) |
2,000.00 TWD |
| Target (Low) |
473.00 TWD |
| Recommendation |
none |
| # Analysts |
14 |
Identifiers
| ISIN | TW0006488000 |
| FIGI | BBG007D2WSJ8 |
Sentiment 62.0%
as of Sep 11, 2026
Positive drivers
Strong demand for high-purity silicon wafers driven by ongoing AI chip production ramp-ups at major foundries supported GlobalWafers' order visibility. Capacity expansions in Taiwan and Europe positioned the company to capture additional market share in advanced node substrates. Recent partnerships with leading semiconductor firms highlighted technological edge in 300mm wafer manufacturing.
Neutral / mixed
Global semiconductor inventory levels remained elevated, leading to cautious capex guidance from downstream clients. Currency fluctuations between TWD and USD introduced moderate earnings volatility without clear directional impact. Industry-wide transition to next-generation wafer technologies created both opportunities and execution risks.
Negative drivers
Intensifying competition from Chinese wafer suppliers pressured pricing in lower-end segments. Geopolitical tensions around Taiwan raised supply chain risk premiums for investors. Slower-than-expected recovery in consumer electronics demand weighed on overall wafer utilization rates.
Bottom line
Sentiment for GlobalWafers remains mildly positive amid AI-driven structural demand, tempered by competitive and macroeconomic headwinds. The 30-day window reflects a balanced but cautiously optimistic market view.