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GlobalWafers (6488) investor relations material
GlobalWafers Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary5 Aug, 2025
Executive summary
Q2 2025 revenue reached NT$16.0 billion, up 2.7% QoQ and 4.5% YoY, with H1 2025 revenue at NT$31.6 billion, up 3.9% YoY, but net profit for H1 2025 declined to NT$3.14 billion from NT$6.41 billion last year.
Major expansion across the US, Italy, and Japan is underway, with new facilities entering sample shipment or operational stages and brownfield expansions in Japan and Taiwan achieving record shipments.
Strategic focus on advanced nodes, AI, and specialty wafers, with 12-inch capacity expansion projected to drive profitability and account for nearly two-thirds of revenue post-expansion.
Cash and cash equivalents decreased to NT$22.2 billion as of June 30, 2025, from NT$44.2 billion a year earlier, reflecting large capital expenditures and investments.
Total assets reached NT$224.6 billion as of June 30, 2025, down from NT$234.8 billion at the end of 2024.
Financial highlights
Q2 2025 gross margin was 25.8% (down 0.6pp QoQ), operating margin 15.2%, net profit margin 10.5%, and EPS NT$3.52; H1 2025 gross margin was 26.1%, operating margin 15.9%, net margin 9.9%, and EPS NT$6.56.
H1 2025 net profit fell 51.1% YoY to NT$3.14 billion, with EBITDA down 18.9% YoY to NT$8.51 billion.
CapEx for H1 2025 was NT$19.1 billion, reflecting ongoing investment in capacity expansion.
Net cash from operating activities was NT$6.33 billion in H1 2025.
Basic EPS for H1 2025 was NT$6.56, compared to NT$14.04 in H1 2024.
Outlook and guidance
Revenue from new US and Italy expansions is expected to ramp up from 2H25 through 1H26, with full-year 2025 revenue in USD expected to exceed 2024.
Recovery in demand is expected, especially for advanced nodes, but inventory normalization and macro/trade uncertainties may slow the pace.
CapEx in 2025 to remain similar to 2024, with a significant decline in 2026 as the expansion phase ends.
Depreciation to peak in H2 2025; further US expansion contingent on demand and customer commitment.
No explicit forward-looking guidance provided in some reports, but declining net profit and cash position may indicate a cautious outlook.
Quantify core profitability without expansion impact
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Next GlobalWafers earnings date
Q3 20254 Nov, 2025
Next GlobalWafers earnings date
Q3 20254 Nov, 2025
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Frequently asked questions
GlobalWafers Co., Ltd. is a Taiwanese technology firm specializing in the design, research, development, manufacturing, and sale of semiconductor rods and wafers. As the third largest silicon wafer supplier globally, the company provides key components for electronics in devices such as computers, smartphones, and various industrial and automotive applications. The company is headquartered in Hsinchu, Taiwan, and its shares are listed on the Taipei Exchange.
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