GlobalWafers Co., Ltd.

TPEX:6488 Stock Report

Market Cap: NT$592.9b

GlobalWafers Future Growth

Future criteria checks 3/6

GlobalWafers is forecast to grow earnings and revenue by 28.6% and 14.7% per annum respectively. EPS is expected to grow by 28.6% per annum. Return on equity is forecast to be 19.6% in 3 years.

Key information

28.6%

Earnings growth rate

28.57%

EPS growth rate

Semiconductor earnings growth25.1%
Revenue growth rate14.7%
Future return on equity19.64%
Analyst coverage

Good

Last updated14 Jul 2026

Recent future growth updates

Recent updates

Narrative Update • Jul 16

6488: Higher Margin Assumptions Will Sustain Concern Over Future Overvaluation

Analysts have raised their price target for GlobalWafers from NT$400 to NT$470, citing updated assumptions that include a lower discount rate, a higher projected profit margin, and a softer expected future P/E multiple. What’s in the News for GlobalWafers No recent GlobalWafers specific news items were provided in the available sources.
Narrative Update • Jul 02

6488: Higher Future P/E Will Support Stronger Share Upside

Analysts have reset their fair value estimate for GlobalWafers from roughly NT$901 to about NT$1,341, reflecting updated assumptions on the discount rate, revenue growth, profit margin, and the P/E multiple they apply to the stock. What's in the News No recent GlobalWafers specific news items or key developments were identified in the provided sources.
Narrative Update • Jun 18

6488: Higher Margins And Slightly Lower P/E Will Limit Share Upside

Analysts have kept their NT$901 price target on GlobalWafers unchanged, citing only modest refinements to revenue growth, profit margin and forward P/E assumptions rather than a shift in overall valuation. What’s in the News for GlobalWafers No recent GlobalWafers specific news items were provided in the primary news feed.
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.
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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.

Earnings and Revenue Growth Forecasts

TPEX:6488 - Analysts future estimates and past financials data (TWD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/2028100,09834,21635,49174,9216
12/31/202781,31916,12713,88424,83212
12/31/202665,19910,619-5,52924,47812
3/31/202658,9887,752-13,01112,392N/A
12/31/202560,5987,312-20,76012,745N/A
9/30/202562,4395,586-22,22114,380N/A
6/30/202563,8166,571-29,22915,051N/A
3/31/202563,1337,769-35,46513,979N/A
12/31/202462,6269,846-33,27815,041N/A
9/30/202463,04613,811-36,01514,394N/A
6/30/202464,55216,396-28,99716,792N/A
3/31/202467,12318,306-25,93416,151N/A
12/31/202370,65219,772-18,20018,565N/A
9/30/202372,27621,123-4,98223,746N/A
6/30/202372,95320,6956,68127,912N/A
3/31/202372,59718,62217,92433,548N/A
12/31/202270,28715,36725,20237,566N/A
9/30/202267,65211,69328,24337,934N/A
6/30/202264,9639,68728,24336,715N/A
3/31/202262,63110,92527,18333,360N/A
12/31/202161,13111,87023,70529,302N/A
9/30/202159,51513,18718,24223,000N/A
6/30/202158,15713,47113,63918,727N/A
3/31/202156,65012,9149,41015,857N/A
12/31/202055,35913,1046,39314,564N/A
9/30/202054,72812,574-93213,817N/A
6/30/202055,02512,5132,67013,639N/A
3/31/202056,01812,6624,89414,569N/A
12/31/201958,09413,644N/A17,389N/A
9/30/201960,21214,456N/A18,509N/A
6/30/201961,07114,761N/A29,195N/A
3/31/201960,74514,714N/A31,449N/A
12/31/201859,06413,631N/A36,179N/A
9/30/201855,88711,891N/A38,795N/A
6/30/201852,7049,912N/A30,334N/A
3/31/201849,5417,705N/A27,251N/A
12/31/201746,2135,275N/A16,276N/A
9/30/201740,3763,124N/A10,103N/A
6/30/201732,6631,841N/A5,104N/A
3/31/201725,3611,001N/A1,910N/A
12/31/201618,427939N/A2,678N/A
9/30/201615,3351,572N/A1,189N/A
6/30/201614,8341,796N/A1,968N/A
3/31/201614,9131,856N/A2,470N/A
12/31/201515,3102,044N/A2,360N/A
9/30/201515,7452,127N/A2,581N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: 6488's forecast earnings growth (28.6% per year) is above the savings rate (1.3%).

Earnings vs Market: 6488's earnings (28.6% per year) are forecast to grow faster than the TW market (25.3% per year).

High Growth Earnings: 6488's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: 6488's revenue (14.7% per year) is forecast to grow slower than the TW market (19.9% per year).

High Growth Revenue: 6488's revenue (14.7% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: 6488's Return on Equity is forecast to be low in 3 years time (19.6%).

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/19 06:07
End of Day Share Price 2026/07/17 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

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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