Logotype for GlobalWafers Co. Ltd.

GlobalWafers (6488) investor relations material

GlobalWafers Q2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for GlobalWafers Co. Ltd.
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.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next GlobalWafers earnings date

Logotype for GlobalWafers Co. Ltd.
Q3 20254 Nov, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next GlobalWafers earnings date

Logotype for GlobalWafers Co. Ltd.
Q3 20254 Nov, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

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.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage