6488 Share Price Performance
NT$0
-287.00 (-100.00%)
Price NT$0
Fair ValueNT$613.38
Share Pricen/a
Narrative Update • May 13
GlobalWafers Co., Ltd. Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 6 Fair Values set on narratives written by author
6488 Community Narratives
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Fair Value
·Fair Value NT$613.38 54.9% overvalued intrinsic discount
6488: Ongoing Wafer Expansion Will Sustain Momentum With Balanced Prospects Ahead
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AN
Fair Value
·Fair Value NT$400 137.5% overvalued intrinsic discount
Trade Restrictions And Oversupply Will Erode Semiconductor Margins
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AN
Fair Value
·Fair Value NT$672.75 41.2% overvalued intrinsic discount
AI And EV Demand Will Spur Capacity Investment
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6488: Ongoing Wafer Expansion Will Sustain Momentum With Balanced Prospects Ahead
GlobalWafers is about to bring new factories online just as chip demand picks up, which could lift sales and profits as customers shift toward bigger and more specialized wafers. But pricing pressure, currency swings, and heavy dependence on a few long-term customer deals could make results bumpier than they look.Read more
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NT$613.38
54.9% overvalued intrinsic discount
Fair Value
Revenue
18.32% p.a.
Profit Margin
13.61%
Future PE
47.73x
Price in 2029
NT$819.75
AI And EV Demand Will Spur Capacity Investment
Key Takeaways Expansion into North America and Europe, backed by strong customer commitments and long-term agreements, supports resilient and predictable revenue growth. Focus on high-value specialty wafers and advanced technology nodes positions the company for higher margins and strong demand from AI and electrification markets.Read more
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NT$672.75
41.2% overvalued intrinsic discount
Fair Value
Revenue
22.78% p.a.
Profit Margin
7.54%
Future PE
51.37x
Price in 2029
NT$908.3
Trade Restrictions And Oversupply Will Erode Semiconductor Margins
Key Takeaways Localization and protectionist policies threaten GlobalWafers' market access, increase costs, and may force inefficient investments in capacity. Industry shifts toward alternative materials and oversupply risk compress margins, eroding profitability and clouding future earnings potential.Read more
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NT$400
137.5% overvalued intrinsic discount
Fair Value
Revenue
11.24% p.a.
Profit Margin
18.53%
Future PE
16.3x
Price in 2029
NT$543.01
Trending Discussion
Recently Updated Narratives
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6488: Richer Margin Assumptions And Board Dividend Timing Will Restrain Future Upside
Fair Value: NT$613.38 54.9% overvalued intrinsic discount
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6488: Lower Discount Rate And Dividend Prospects Will Support Stronger Fair Value
Fair Value: NT$672.75 41.2% overvalued intrinsic discount
1 fair value setusers have set this as their fair value
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6488: Modest Assumption Tweaks Will Sustain Cautious Overvaluation Concern
Fair Value: NT$400 137.5% overvalued intrinsic discount
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Snowflake Analysis
GlobalWafers Co., Ltd. Key Details
Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
- 16.21
- 22.76%
- 13.14%
- 71.4%
About 6488
- Founded
- 1981
- Employees
- n/a
- CEO
- WebsiteView 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.
