Daily
AI Infrastructure Daily: everything that happened across chips, memory, power, data centers and financing in a 3-minute read, every weekday. Free. Read today's →
NVDA$216.0+2.38%TSM$427.1+2.06%SK hynix₩1,275,000−0.16%Samsung Electronics₩213,000−1.16%MU$911.8+3.91%ASML$1,599.8+1.78%AVGO$330.6+2.76%LITE$834.8+10.40%COHR$224.3+7.18%ANET$178.9+3.81%GEV$858.4+5.32%ETN$374.6+2.31%VRT$200.1+2.98%CEG$253.7+0.12%VST$142.8+1.90%PWR$566.3+3.64%HD Hyundai Electric₩447,000−4.89%MP$37.91−1.03%FCX$65.21+0.04%CCJ$79.25+0.83%MSFT$530.4+1.12%META$638.8−0.60%CRWD$260.3+1.04%SMH$543.4+3.07%SPY$765.5+0.73%
Home/Stocks/6488.TWO
TPEx · Taiwan · Semiconductors

6488.TWO GlobalWafers

Silicon wafers incl. US capacity

Easing At least one of its supply chains is easing. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-23
NT$826.0
0.00% today
1W
−8.4%
1M
−11.3%
3M
−26.2%
YTD
+104.2%
1Y
+68.2%
Off 52w high
−45.3%
Market capNT$395B≈ $12.13B
P/E (trailing)40.2Forward 24.0
EV / sales7.5×EV/EBITDA 28.9×
Revenue (TTM)NT$58.19BGrowth -5.0% y/y
Margins21.4%gross · op 9.3%
Free cash flow-NT$21.57BCash NT$28.54B · debt NT$72.21B
Analyst targetNT$1,039.3+25.8% upside · 14 analysts · buy
Riskβ 2.06Short — of float · yield 0.93%

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

6488.TWO · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-08-06EarningsBeat / raise

    Reported EPS 7.9 vs 7.9 expected (+0.0% surprise).

  2. 7
    2026-05-11EarningsMiss / cut

    Reported EPS 3 vs 4.02 expected (-25.4% surprise).

  3. 6
    2026-03-09EarningsBeat / raise

    Reported EPS 4.6 vs 3.8 expected (+21.0% surprise).

  4. 5
    2025-11-05EarningsMiss / cut

    Reported EPS 4.12 vs 4.36 expected (-5.5% surprise).

  5. 4
    2025-08-05EarningsMiss / cut

    Reported EPS 3.52 vs 5.01 expected (-29.7% surprise).

  6. 3
    2025-05-06EarningsMiss / cut

    Reported EPS 3.05 vs 5.32 expected (-42.7% surprise).

  7. 2
    2025-02-25EarningsMiss / cut

    Reported EPS 0.87 vs 6.02 expected (-85.5% surprise).

  8. 1
    2024-11-06EarningsMiss / cut

    Reported EPS 6.18 vs 6.28 expected (-1.6% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-08-067.97.9+0.0%
2026-05-114.023.0−25.4%
2026-03-093.84.6+21.0%
2025-11-054.364.12−5.5%
2025-08-055.013.52−29.7%
2025-05-065.323.05−42.7%
2025-02-256.020.87−85.5%
2024-11-066.286.18−1.6%
2024-08-087.156.02−15.8%
2024-05-108.18.01−1.1%
2024-02-298.610.19+18.5%
2023-11-0812.3912.73+2.8%
2023-08-0210.5310.71+1.7%
2023-05-0210.8910.69−1.8%
2023-03-1612.4412.51+0.6%
2022-11-0211.7910.31−12.5%
2022-08-049.636.24−35.2%
2022-05-041.914.01+110.1%
2022-03-156.935.99−13.6%
2021-11-037.466.91−7.4%
2021-08-048.58.92+5.0%
2021-05-056.46.17−3.6%
2021-03-177.667.9+3.2%
2020-11-047.437.77+4.5%
2020-08-046.937.8+12.6%

About GlobalWafers

Website ↗

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.

Hsinchu City, Taiwan

Prime wafers and ultra-pure chemicals are concentrated, but capacity is ahead of non-AI demand. A latent rather than active constraint.

Polysilicon→Ingot→Prime wafer→Fab

What would prove us wrong. Strengthens if 300mm wafer inventories normalise and long-term contract pricing turns up.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
4063.T
Shin-Etsu Chemical
Silicon wafers and photoresists ¥5,783.0−0.74%−1.7%+20.1%
3436.T
SUMCO
300mm prime silicon wafers ¥2,265.0−3.51%−27.3%+58.2%
ENTG
Entegris
Ultra-pure chemicals, filtration and materials $141.3+5.02%−7.0%+68.1%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.