GlobalWafers posted NT$60.6 billion in FY2025 revenue, demonstrating resilience despite currency headwinds, with a strategic focus shifting to production capacity expansion. The company's continued investment in advanced nodes and compound semiconductors like GaN and SiC positions it to benefit from high-growth sectors such as HPC and EVs.
GlobalWafers' stable USD-denominated revenue and strategic pivot to capacity expansion, despite currency effects and a slight revenue dip, signal resilience in the semiconductor supply chain. Its focus on advanced nodes and compound semiconductors like GaN and SiC positions it to capitalize on the high-growth sectors of HPC and electric vehicles, impacting global tech manufacturing.
FY2025 revenue hit NT$60.6B, down 3.24% YoY due to currency appreciation, but stable in USD terms.
Capital expenditure has peaked, with focus shifting to ramping up production capacity and shipments.
Demand for advanced nodes and HPC applications remains strong, with mature-node demand recovering.
Demand for advanced nodes and HPC applications remains strong, with mature-node demand recovering.
Expansion of 12-inch fabs in the US and Italy continues, while GaN capacity is full and SiC is in validation.
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