GlobalWafers Co Ltd

6488: ROCO (TWN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	TWD 287.00	Rpvsy	Vsfynfgh

GlobalWafers Faces Slower Recovery Than Expected Due to Automotive and Industrial Weakness

Phelix Lee

Aug 13, 2024

Business Strategy and Outlook

GlobalWafers grew to become the third-largest semiconductor silicon wafer producer via more aggressive expansion than peers. It is the only wafer producer to operate factories in Europe, Asia, and the US. Such a diversified footprint is profitable due to a combination of having customers in all three regions and the firm’s track record to acquire distressed competitors during previous industry troughs. We view GlobalWafers’ new plant in Texas as a continuation of its boldness, and it will offer faster and more reliable supply to customers like Samsung and Texas Instruments.

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