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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
GlobalWafers
GlobalWafers (6488) investor relations material
GlobalWafers Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary3 Nov, 2026
Executive summary
Q3 revenue was NT$14.871bn, down 2.3% QoQ; the July Novara fire disrupted shipments and product mix, while operating income rose 2.2% QoQ.
Existing wafer capacity was fully utilized, and demand broadened across wafer sizes; recovery priorities include restoring Novara and ramping new facilities.
A US$1.432bn GDR issuance strengthened the balance sheet and supports raw-material procurement and global expansion.
Financial highlights
Q3 revenue was NT$14.871bn, +2.6% YoY and -2.3% QoQ; 9M revenue was NT$44.070bn, -4.4% YoY.
Q3 gross margin was 20.0%, down 0.6 percentage points QoQ; 9M gross profit was NT$9.0bn and gross margin was 20.5%, down 3.1 points YoY.
Q3 operating income was NT$1.454bn, +18.2% YoY; 9M operating income was NT$4.352bn, -30.5% YoY.
Q3 net profit was NT$1.505bn, -60.2% QoQ and -23.6% YoY; 9M net profit was NT$7.180bn, +40.6% YoY.
Q3 EPS was NT$3.13; 9M EPS was NT$15.00, up NT$4.32 YoY and near FY2025's NT$15.29.
Outlook and guidance
Q4 demand is stronger than expected and results are expected to improve from Q3, though Novara's limited recovery constrains the upside.
From Q1 2027, new capacity and improved ASP are expected to support performance; supply-demand conditions are expected to tighten, with demand already exceeding supply for some products.
Pricing discussions are underway case by case; ASP improvement from 2027 is expected through LTAs, spot business and product mix, subject to customer negotiations.
2026 CapEx is expected to decline significantly vs. 2025; 2027–28 investment will depend on demand, ramp-up, customer commitments, government support, profitability, ROI and timing.
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Latest events from GlobalWafers
- Record FY2023 revenue and EPS, despite margin pressure and a delayed wafer recovery.6488
Q4 2023 - Q2 net profit and EPS surged on strong AI demand, despite cost pressures and Novara fire risk.6488Q2 2026
- Net income rose 30% year-over-year despite a 10% revenue drop, driven by AI demand.6488Q1 2026
- 2025 saw lower profit and revenue, but capital and subsidies support global expansion and AI growth.6488Q4 2025
- Revenue stable but profit and margins fell as expansion and costs weighed; subsidies aid future growth.6488Q3 2025
- Q2 2025 revenue grew, but H1 net profit and cash reserves fell amid expansion and margin pressure.6488Q2 2025
- Q2 profit fell YoY, but global expansion and industry recovery are underway.6488Q2 2024
- Q3 2024 saw sequential revenue growth but sharp year-over-year margin and profit declines.6488Q3 2024
- 2024 revenue declined but margins, dividends, and expansion support a strong 2025 outlook.6488Q4 2024
Next GlobalWafers earnings date
Q4 202625 Feb, 2027
GlobalWafers
Next GlobalWafers earnings date
Q4 202625 Feb, 2027
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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.