Profil de l'entreprise · Technology

GlobalWafers Co Ltd

6488 · TWO
Bourse
TWO
Pays / Région
Taiwan
Cours actuel
1,065
En direct · 27 juillet 2026
Achat raisonnable
280
Point d'entrée avec marge de sécurité
Score de croissance Baillie
38/100
Faible
Valeur intrinsèque · Fourchette en trois niveaux Cours actuel 1,065 En direct · Au-dessus du plafond optimiste · croissance future déjà escomptée

Fourchette de valorisation composite · prudent 150–220 / raisonnable 240–360 / optimiste 450–650. À 1,065, Au-dessus du plafond optimiste · croissance future déjà escomptée.

À la publication 803 (9 juin 2026)

Capitalisation449,43 Md TWD
Chiffre d'affaires (TTM)58,99 Md TWD
EBITDA16,23 Md TWD
Marge nette13,14 %
ROE8,38 %
PER (TTM)61,44
PER prévisionnel51,81
PEG2,04
BPA15,30 TWD
Rendement du dividende0,81 %
Fourchette sur 52 semaines271,79 TWD – 1 040,00 TWD

Données EODHD, présentées dans la devise de reporting ; à titre indicatif uniquement, ne constitue pas un conseil en investissement.

GlobalWafers Co., Ltd., together with its subsidiaries, researches, develops, designs, manufactures and sells semiconductor ingots/wafers in Taiwan and internationally. The company offers Epi wafers, polished wafers, diffusion wafers, annealed wafers, SOI wafers, FZ wafers, and compound wafers, as well as epitaxial wafer and silicon ingot. It also provides technical and management information consulting services. The company was founded in 1981 and is based in Hsinchu City, Taiwan.

Historique

GlobalWafers Co., Ltd. was founded in 1981 and is based in Hsinchu City, Taiwan. The company researches, develops, manufactures and sells semiconductor silicon ingots and wafers, offering a full product line from 3-inch to 12-inch, including polished, epitaxial (Epi), diffusion, annealed, SOI and FZ wafers, as well as SiC and GaN compound semiconductor products. After its 2020 attempt to acquire Germany's Siltronic was unsuccessful, the company turned toward building out its own global capacity; it recognized a EUR 50 million termination fee in 2021. Its parent, Sino-American Silicon, held 46.64% of the shares as of March 26, 2026, with Xu Xiulan serving as chairwoman.

Position dans le secteur

GlobalWafers is the world's third-largest semiconductor silicon wafer supplier, with shipments accounting for roughly 15%-20% of the global market according to company filings. The industry is highly concentrated, with the top five suppliers controlling over 90% of the market: Shin-Etsu, SUMCO, GlobalWafers, Siltronic and SK Siltron. The company operates a localized supply network of eighteen plants spanning nine countries across three continents. Per SEMI, 2025 global silicon wafer shipment area rose 5.8% year over year to 12,973 MSI while industry revenue fell 1.2% to US$11.4 billion, and Q1 2026 shipments rose 13% year over year.

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