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GlobalWafers Co., Ltd.TPEX:6488 Stock Report

Market Cap NT$499.6b
Share Price
NT$1.05k
NT$613.38
70.4% overvalued intrinsic discount
1Y250.1%
7D30.1%
1D
Portfolio Value
View

GlobalWafers Co., Ltd.

TPEX:6488 Stock Report

Market Cap: NT$499.6b

GlobalWafers (6488) Stock Overview

Researches, develops, designs, manufactures and sells semiconductor ingots/wafers in Taiwan and internationally. More details

6488 fundamental analysis
Snowflake Score
Valuation1/6
Future Growth2/6
Past Performance2/6
Financial Health3/6
Dividends2/6

6488 Community Fair Values

Create Narrative

See what 6 others think this stock is worth. Follow their fair value or set your own to get alerts.

GlobalWafers Co., Ltd. Competitors

Price History & Performance

Summary of share price highs, lows and changes for GlobalWafers
Historical stock prices
Current Share PriceNT$1,045.00
52 Week HighNT$1,045.00
52 Week LowNT$278.50
Beta2.02
1 Month Change47.18%
3 Month Change117.26%
1 Year Change250.08%
3 Year Change106.11%
5 Year Change22.22%
Change since IPO1,212.81%

Recent News & Updates

Narrative Update Jun 04

6488: Higher Margins And Lower P/E Assumptions Will Shape Fair Value

Analysts now see GlobalWafers' fair value at NT$901.00, up from NT$672.75, reflecting updated assumptions for revenue growth, profit margins, discount rate, and a lower future P/E multiple. What's in the News No recent company specific news items, periodical coverage, or key developments were provided in the available sources for GlobalWafers.
Narrative Update May 13

6488: Richer Margin Assumptions And Board Dividend Timing Will Restrain Future Upside

Analysts now see GlobalWafers' fair value at NT$613.38, up from NT$512.08. This reflects updated assumptions for higher revenue growth, a stronger profit margin outlook, a slightly lower discount rate, and a higher future P/E input.

Recent updates

Narrative Update Jun 04

6488: Higher Margins And Lower P/E Assumptions Will Shape Fair Value

Analysts now see GlobalWafers' fair value at NT$901.00, up from NT$672.75, reflecting updated assumptions for revenue growth, profit margins, discount rate, and a lower future P/E multiple. What's in the News No recent company specific news items, periodical coverage, or key developments were provided in the available sources for GlobalWafers.
Narrative Update May 13

6488: Richer Margin Assumptions And Board Dividend Timing Will Restrain Future Upside

Analysts now see GlobalWafers' fair value at NT$613.38, up from NT$512.08. This reflects updated assumptions for higher revenue growth, a stronger profit margin outlook, a slightly lower discount rate, and a higher future P/E input.
Narrative Update Apr 29

6488: Lower Discount Rate And Dividend Prospects Will Support Stronger Fair Value

Analysts have adjusted their price target on GlobalWafers to reflect updated fair value estimates of around NT$673. This incorporates slightly different assumptions for the discount rate, revenue growth, profit margin, and forward P/E, which now feed into the refreshed view.
Narrative Update Apr 15

6488: Board Dividend Decision And Margin Outlook Will Shape Future Upside

Analysts now set their fair value estimate for GlobalWafers at roughly NT$512 per share, up from about NT$507 previously. The revised figure reflects updated assumptions that combine a slightly higher discount rate with lower revenue growth expectations, an improved profit margin outlook, and a modestly higher future P/E.
Narrative Update Mar 31

6488: Higher Future P/E Assumptions Will Support Stronger Fair Value

Analysts have slightly increased their fair value estimate for GlobalWafers from NT$686.18 to NT$687.02, reflecting updated views on revenue growth, profit margins, and future P/E assumptions. What's in the News A board meeting is scheduled for March 3, 2026, to approve GlobalWafers Co., Ltd.'s 2025 financial results (Key Developments).
Narrative Update Mar 17

6488: Board Dividend Decision And Higher P/E Assumptions Will Support Upside

Analysts have trimmed their price target on GlobalWafers slightly from NT$509.25 to about NT$506.69. This reflects updated views on discount rates, revenue growth, profit margins and future P/E assumptions.
Narrative Update Mar 03

6488: Stronger Margins And P/E Outlook Will Support Higher Fair Value

Analysts have nudged their price target on GlobalWafers higher to NT$686 from NT$679, reflecting refreshed assumptions around slightly stronger revenue growth, profit margins and a marginally higher future P/E multiple. Valuation Changes Fair Value: NT$686.18, up slightly from NT$678.87, reflecting modest tweaks to key inputs.
Narrative Update Feb 17

6488: Higher Fair Value And Future P/E Will Support A More Optimistic Outlook

Analysts have raised their price target on GlobalWafers to NT$678.87 from NT$667.31, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E multiples. Valuation Changes Fair Value: NT$678.87, slightly higher than the prior NT$667.31, reflecting modestly updated assumptions.
Narrative Update Feb 03

6488: Higher Future P/E Assumptions Will Support A More Optimistic Outlook

Analysts have raised their price target on GlobalWafers from NT$488.00 to about NT$667.31. The change is largely tied to updated fair value analysis that reflects a higher assumed future P/E multiple, while projected revenue growth and profit margin inputs have been slightly adjusted.
Narrative Update Jan 19

6488: Modest Assumption Tweaks Will Sustain Cautious Overvaluation Concern

Analysts have kept their price target for GlobalWafers steady at $400.0, citing only modest adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions that did not justify a change in headline valuation. What's in the News Board meeting scheduled for November 4, 2025, with an agenda to approve GlobalWafers Co., Ltd.'s financial statements for the third quarter ended September 30, 2025 (Key Developments).
Narrative Update Jan 05

6488: Higher Margins And Board Review Will Support Balanced Medium Term Outlook

Analysts have lifted their price target on GlobalWafers to $400 from about $295, pointing to updated assumptions for revenue growth, profit margins, and a slightly higher future P/E multiple as key drivers of their revised view. What's in the News GlobalWafers has scheduled a board meeting for November 4, 2025, to review and approve its financial statements for the third quarter ended September 30, 2025 (Key Developments).
Narrative Update Dec 17

6488: Stable Margins And Earnings Multiple Will Support Long-Term Upside

Analysts have modestly raised their price target on GlobalWafers, citing a slightly higher assumed discount rate while maintaining essentially unchanged views on long term growth, margins, and valuation multiples. What's in the News Board meeting scheduled for November 4, 2025 to approve financial statements for the third quarter ended September 30, 2025 (company filing) Valuation Changes The fair value estimate remains unchanged at NT$509.25, indicating no revision to the intrinsic value assessment.
Narrative Update Dec 03

6488: Lower Risk Profile Will Support Long-Term Upside Potential

Analysts have nudged their price target for GlobalWafers slightly higher to TWD 509.25, reflecting modestly lower perceived risk and a marginally reduced future valuation multiple, while keeping long term growth and profitability expectations effectively unchanged. What's in the News The board of directors is scheduled to meet on November 4, 2025, to approve financial statements for the third quarter ended September 30, 2025 (company board meeting agenda).
Narrative Update Nov 18

6488: Rising Margins and Revenue Will Support Upside Potential

Analysts have raised their price target for GlobalWafers from $495.46 to $509.25. They cite improved forecasts for revenue growth and profit margins, despite a higher discount rate.
Narrative Update Nov 03

6488: Ongoing Wafer Expansion Will Sustain Momentum With Balanced Prospects Ahead

Analysts have slightly increased their price target for GlobalWafers, raising it by $0.00 to reflect subtle adjustments in the discount rate and other forecast drivers. Valuation Changes Fair Value remained unchanged at NT$495.46.
Narrative Update Oct 20

12-Inch Wafer Expansion Will Fuel Global Semiconductor Momentum

Narrative Update on GlobalWafers: Analyst Price Target Change Analysts have maintained their fair value estimate for GlobalWafers at $495.46. They cite consistency in key financial metrics and market outlook, with only slight refinements in underlying assumptions.
Narrative Update Oct 06

12-Inch Wafer Expansion Will Fuel Global Semiconductor Momentum

Analysts have raised their price target for GlobalWafers from $452.11 to $495.46. They cited improvements in the company's long-term revenue growth outlook and profit margins.
Narrative Update Sep 21

12-Inch Wafer Expansion Will Fuel Global Semiconductor Momentum

The upward revision in GlobalWafers’ analyst price target is supported by higher future P/E and improved revenue growth forecasts, resulting in an increased fair value estimate from NT$405.81 to NT$452.11. Valuation Changes Summary of Valuation Changes for GlobalWafers The Consensus Analyst Price Target has significantly risen from NT$405.81 to NT$452.11.
Narrative Update Sep 06

12-Inch Wafer Expansion Will Fuel Global Semiconductor Momentum

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.
User avatar
New Narrative Dec 04

Global Expansion And AI Focus Position The Company For Growth Amid Semiconductor Market Recovery

Strategic expansions and government subsidies in key markets are expected to boost revenue, profitability, and improve cash flow.

Shareholder Returns

6488TW SemiconductorTW Market
7D30.1%5.1%4.3%
1Y250.1%150.0%104.2%

Return vs Industry: 6488 exceeded the TW Semiconductor industry which returned 150% over the past year.

Return vs Market: 6488 exceeded the TW Market which returned 104.2% over the past year.

Price Volatility

Is 6488's price volatile compared to industry and market?
6488 volatility
6488 Average Weekly Movement12.9%
Semiconductor Industry Average Movement9.7%
Market Average Movement6.3%
10% most volatile stocks in TW Market12.2%
10% least volatile stocks in TW Market2.5%

Stable Share Price: 6488's share price has been volatile over the past 3 months compared to the TW market.

Volatility Over Time: 6488's weekly volatility (13%) has been stable over the past year, but is still higher than 75% of TW stocks.

About the Company

FoundedEmployeesCEOWebsite
1981n/aDoris Hsuwww.sas-globalwafers.com

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.

GlobalWafers Co., Ltd. Fundamentals Summary

How do GlobalWafers's earnings and revenue compare to its market cap?
6488 fundamental statistics
Market capNT$499.63b
Earnings (TTM)NT$7.75b
Revenue (TTM)NT$58.99b
64.5x
P/E Ratio
8.5x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
6488 income statement (TTM)
RevenueNT$58.99b
Cost of RevenueNT$45.56b
Gross ProfitNT$13.43b
Other ExpensesNT$5.67b
EarningsNT$7.75b

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)16.21
Gross Margin22.76%
Net Profit Margin13.14%
Debt/Equity Ratio71.4%

How did 6488 perform over the long term?

See historical performance and comparison

Dividends

0.7%
Current Dividend Yield
47%
Payout Ratio

Does 6488 pay a reliable dividends?

See 6488 dividend history and benchmarks
When do you need to buy 6488 by to receive an upcoming dividend?
GlobalWafers dividend dates
Ex Dividend DateJul 16 2026
Dividend Pay DateAug 14 2026
Days until Ex dividend29 days
Days until Dividend pay date58 days

Does 6488 pay a reliable dividends?

See 6488 dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/16 22:21
End of Day Share Price 2026/06/16 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

GlobalWafers Co., Ltd. is covered by 18 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Mike YangBofA Global Research
Liyen ChenCapital Securities Corporation
Jack ChenCitigroup Inc