Globalwafers stock falls 1.38 percent as wafer prices rise

Published on 09/22/2026 at 06:04 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Globalwafers stock closed at TWD 931 on September 21, 2026, after falling 1.38 percent. First-half gross margin fell to 20.7 percent.

Globalwafers, TW0006488000, Illustration mit AI erstellt.

Globalwafers stock (ISIN TW0006488000) closed at TWD 931 on the Taiwan Stock Exchange on September 21, 2026, down TWD 13 or 1.38 percent from the prior close. The same quote showed volume of 6,661,000 shares, giving investors a clear contrast between strong trading activity and pressure on reported margins.

Wafer pricing enters the spotlight

As UAnalyze reported on September 22, 2026, GlobalWafers expects to begin raising prices in the second half of 2026 as energy, logistics, raw-material and depreciation costs weigh on profitability. The report said 12-inch wafer capacity was fully loaded outside facilities still undergoing qualification and ramp-up.

The operating comparison is material: first-half 2026 gross margin reached 20.7 percent, down 5.5 percentage points year over year, according to UAnalyze on September 22, 2026. The report attributed the decline to prices agreed during the earlier wafer downturn, higher depreciation and energy costs, and expenses linked to new-factory certification and ramp-up.

Growth comes with execution risk

The pricing strategy is aimed at reversing that margin pressure, but the timing of the recovery remains important. UAnalyze reported that 12-inch products could rise from about 50 percent of the product mix toward two-thirds, while a ten-year contract with Micron was described as the company's largest contract.

That opportunity is balanced by near-term disruption. The same September 22, 2026 report said a fire at the Novara facility in Italy had partly restarted on September 14, 2026, but damaged downstream production still required support from other sites. Third-quarter capacity and revenue therefore remained affected even though the restart was earlier than initially planned.

Stock trades at TWD 931

Globalwafers stock closed at TWD 931 on the Taiwan Stock Exchange on September 21, 2026, compared with a prior close of TWD 944. Reuters data showed market capitalization of TWD 445,123.90 million and 478.11 million shares outstanding for the same market-data snapshot.