Added to YB: 2026-06-19
Pitch date: 2026-06-17
6488.TWO [neutral]
GlobalWafers Co., Ltd.
Author Info
Culpium is a technology journalist. Taipei. Specialties are chips, tech supply chain, Taiwan/China. Also AI, social media, cyber. Sign up for the newsletter.
Company Info
GlobalWafers Co., Ltd., together with its subsidiaries, researches, develops, designs, manufactures and sells semiconductor ingots/wafers in Taiwan and internationally.
Market Cap
TWD 499.6B
Pitch Price
N/A
Price Target
N/A
Dividend
0.74%
EV/EBITDA
32.62
P/E
64.59
EV/Sales
9.07
Sector
Semiconductors and Semiconductor Equipment
Category
special_situation
GlobalWafers Has a Texas-Sized Problem
6488.TWO (update): Taiwanese silicon wafer giant (world's #3 behind Shin-Etsu, SUMCO) building $7.5B Texas fab faces threat from nearby Black Mountain cement mine—blasting same bedrock could ruin precision ingot-making via vibration/dust. TX SB1758 moratorium expires 2031; Gov Abbott notably silent. UT Austin report due August. Future US expansion uncertain.
Read full article (8 min)