Perfil da empresa · Technology

GlobalWafers Co Ltd

6488 · TWO
Bolsa
TWO
País / Região
Taiwan
Preço atual
1,065
Ao vivo · 27 de julho de 2026
Compra justa
280
Entrada com margem de segurança
Pontuação de Crescimento Baillie
38/100
Fraco
Valor intrínseco · Faixa em três níveis Preço atual 1,065 Ao vivo · Acima do teto otimista · crescimento futuro antecipado em excesso

Faixa de valuation composta · conservador 150–220 / justo 240–360 / otimista 450–650. A 1,065, Acima do teto otimista · crescimento futuro antecipado em excesso.

Na publicação 803 (9 de junho de 2026)

Valor de mercadoNT$ 449,43 bi
Receita (TTM)NT$ 58,99 bi
EBITDANT$ 16,23 bi
Margem líquida13,14%
ROE8,38%
P/L (TTM)61,44
P/L projetado51,81
PEG2,04
LPANT$ 15,30
Dividend yield0,81%
Faixa de 52 semanasNT$ 271,79 – NT$ 1.040,00

Dados da EODHD, apresentados na moeda de reporte; apenas para referência, não constitui recomendação de investimento.

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.

História

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.

Posição no setor

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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