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12-Inch Wafer Expansion Will Fuel Global Semiconductor Momentum

Published
04 Dec 24
Updated
06 Sep 25
AnalystConsensusTarget's Fair Value
NT$405.81
4.3% undervalued intrinsic discount
06 Sep
NT$388.50
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1Y
-15.5%
7D
4.9%

Author's Valuation

NT$405.8

4.3% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on06 Sep 25

As both the discount rate and future P/E ratio for GlobalWafers remained essentially flat, the consensus analyst price target was unchanged at NT$405.81. Valuation Changes Summary of Valuation Changes for GlobalWafers The Consensus Analyst Price Target remained effectively unchanged, at NT$405.81.

Shared on01 May 25
Fair value Decreased 8.28%

Shared on23 Apr 25
Fair value Decreased 7.03%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.1% to 0.1%.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget has increased discount rate from 9.6% to 10.6%.

Shared on02 Apr 25
Fair value Increased 0.81%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Increased 24%

AnalystConsensusTarget has increased revenue growth from 13.9% to 15.8% and increased profit margin from 21.5% to 24.1%.