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GlobalWafers (6488) investor relations material
GlobalWafers Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary4 Nov, 2025
Executive summary
Q3 2025 revenue was TWD 14.5 billion, down 9.5% sequentially and 8.7% year-over-year, with gross margin at 18.4% and net profit margin at 13.6%.
Cumulative revenue for the first three quarters was TWD 46.1 billion, nearly flat year-over-year, but gross and net profit margins declined significantly.
Net profit for Q3 2025 rose 17.1% sequentially, mainly due to mark-to-market gains on Siltronic shares and exchangeable bonds.
Major milestones achieved in ramping up new 12-inch wafer fabs in Japan, Italy, and the U.S., with strong customer qualifications and government subsidies supporting expansion.
R&D progress included prototype completion and pilot production of square silicon and 12-inch SiC wafers.
Financial highlights
Q3 2025 consolidated revenue was TWD 14.5 billion, down 9.5% sequentially; first three quarters revenue was TWD 46.1 billion, down 0.4% year-over-year.
In USD terms, Q3 revenue was $0.5 billion, down 0.7% YoY; cumulative revenue for the first three quarters grew 2.5% YoY.
Q3 gross margin was 18.4%, operating margin 8.5%, net profit margin 13.6%, and EPS TWD 4.12; for the first three quarters, gross margin was 23.6%, operating margin 13.6%, net profit margin 11.1%, and EPS TWD 10.68.
EBITDA margin in Q3 increased to 30.2%, mainly due to valuation gains from Siltronic shares.
CapEx for the first three quarters was TWD 26.1 billion, significantly lower than last year as major investments completed in 2024.
Outlook and guidance
Gross margin will remain under pressure in 2025 due to higher depreciation and pilot costs from new fabs; government subsidies will partially offset this.
Mass production ramp-up for new fabs in Italy and Missouri expected in Q1/Q2 2026; further subsidy inflows anticipated in H1 2026.
Wafer demand expected to recover steadily as inventory adjustments near completion and AI applications expand.
Q4 2025 gross margin expected to improve as energy costs decline and new lines contribute more revenue.
Memory and advanced logic demand are improving, with memory prices expected to stabilize and potentially rise in 2026.
When will new fab costs cease impacting GM?
What is the market outlook for 12-inch SiC wafers?
How will localization impact market share?
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Next GlobalWafers earnings date
Q4 20254 Mar, 2026
Next GlobalWafers earnings date
Q4 20254 Mar, 2026
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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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