6488 Share Price Performance
NT$516.00
174.50 (51.10%)
1.3% overvalued intrinsic discount
NT$509.25
Fair Value
Price NT$516.00
AnalystConsensusTarget NT$509.25
AnalystLowTarget NT$400.00
AnalystHighTarget NT$488.00
Fair ValueNT$509.25
Share Pricen/a
GlobalWafers Co., Ltd. Stock Price
- 3 Narratives written by author
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- 4 Fair Values set on narratives written by author
6488 Community Narratives
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Fair Value NT$509.25 1.3% overvalued intrinsic discount
6488: Ongoing Wafer Expansion Will Sustain Momentum With Balanced Prospects Ahead
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Fair Value NT$400 29.0% overvalued intrinsic discount
Trade Restrictions And Oversupply Will Erode Semiconductor Margins
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Fair Value NT$488 5.7% overvalued intrinsic discount
AI And EV Demand Will Spur Capacity Investment
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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
5
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NT$400
29.0% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
11.2% p.a.
Profit Margin
18.5%
Future PE
16.48x
Price in 2029
NT$547.68
6488: Ongoing Wafer Expansion Will Sustain Momentum With Balanced Prospects Ahead
Key Takeaways Ongoing global expansion and specialty product growth position GlobalWafers to benefit from rising AI, high-performance computing, and green energy demand, boosting future margins. Geographically diverse manufacturing and government subsidies enhance revenue stability, reduce costs, and strengthen resilience against trade and geopolitical risks.Read more
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AN
NT$509.25
1.3% overvalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
10.63% p.a.
Profit Margin
17.94%
Future PE
22.11x
Price in 2028
NT$701.45
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
6
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NT$488
5.7% overvalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
14.4% p.a.
Profit Margin
19.21%
Future PE
17.14x
Price in 2028
NT$658.03
Trending Discussion
Recently Updated Narratives
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6488: Higher Margins And Board Review Will Support Balanced Medium Term Outlook
Fair Value: NT$400 29.0% overvalued intrinsic discount
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6488: Stable Margins And Earnings Multiple Will Support Long-Term Upside
Fair Value: NT$509.25 1.3% overvalued intrinsic discount
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AI And EV Demand Will Spur Capacity Investment
Fair Value: NT$488 5.7% overvalued intrinsic discount
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Snowflake Analysis
GlobalWafers Co., Ltd. Key Details
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 and wafers in Taiwan and internationally. The company offers silicon ingots; and annealed, epitaxial, diffusion, compound, polished, and SOI wafers. It also provides technical and management information consulting services. The company was founded in 1981 and is based in Hsinchu City, Taiwan.
