Company Profile · Technology

GlobalWafers Co Ltd

6488 · TWO
Industry
Semiconductor Wafers
Exchange
TWO
Country
Taiwan
Website
www.sas-globalwafers.com
Current Price
1,110
Live · Jun 18, 2026
Fair Buy
≤ 280
Margin-of-safety entry
Baillie Growth Score
38/100
Weak
Intrinsic Value · Three-Tier Range Current price 1,110 Live · Above the optimistic ceiling · future growth overdrawn

Composite valuation range · conservative 150–220 / fair 240–360 / optimistic 450–650. At 1,110, Above the optimistic ceiling · future growth overdrawn.

At publication 803 (Jun 9, 2026)

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GlobalWafers Co., Ltd.
6488 · TWO
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GlobalWafers Deep Value Investment Research

GlobalWafers is the world's third-largest supplier of semiconductor silicon wafers, focused on 300mm/200mm polished and epitaxial wafers for global wafer fabs. After its 2020 attempt to acquire Germany's Siltronic fell through, the company shifted toward building out global capacity itself, and by 2025 revenue was about NT$60.6 billion while profitability weakened as gross margin fell from 43% to 24%. Research rating Watch: a strategically important cyclical materials asset, but the current price does not offer enough margin of safety.

Semiconductor Wafers Baillie 38 Jun 9, 2026
About the company

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.

Financial snapshot
Market capNT$449.43B
Revenue (TTM)NT$58.99B
EBITDANT$16.23B
Profit margin13.14%
ROE8.38%
P/E (TTM)61.44
Forward P/E51.81
PEG2.04
EPSNT$15.30
Dividend yield0.81%
52-week rangeNT$271.79 – NT$1,040.00

Data from EODHD, shown in the reporting currency; for reference only, not investment advice.

Background

History

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Industry position

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