GlobalWafers Co Ltd
- Отрасль
- Semiconductor Wafers
- Биржа
- TWO
- Страна / Регион
- Taiwan
Сводный диапазон оценки · консервативный 150–220 / справедливый 240–360 / оптимистичный 450–650. При 1,065, Выше оптимистичного потолка · будущий рост уже исчерпан.
На момент публикации 803 (9 июня 2026 г.)
Данные EODHD, показаны в валюте отчётности; только для справки, не является инвестиционной рекомендацией.
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.
История
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.
Положение в отрасли
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.
Аналитики по этой бумаге на вашем языке пока нет.