)
Visual
test
GlobalWafers
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 NT$14.5 billion, down 9.5% quarter-over-quarter 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 of 2025 was NT$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 included 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 NT$14.5B (-9.5% QoQ, -8.7% YoY); gross margin: 18.4%; net profit margin: 13.6%; EPS: NT$4.12.
Cumulative revenue for the first three quarters was NT$46.1B (-0.4% YoY); net profit: NT$5.1B (-45.5% YoY); EPS: NT$10.68.
EBITDA margin in Q3 was 30.2%, mainly due to valuation gains from Siltronic shares.
CapEx for the first three quarters was NT$26.1B, significantly lower than last year as major investments completed in 2024.
Cash and cash equivalents at September 30, 2025 were NT$15.95B, down from NT$41.73B at September 30, 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.
Global GDP growth projected to moderate but remain resilient, supported by AI investment and easing policy rates.
Management continues to monitor climate-related risks and global minimum tax regulations.
When will new fab costs cease impacting GM?
What is the market outlook for 12-inch SiC wafers?
How will localization impact market share?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Latest summaries
- TimeTickerHeadlineOpen
- BPT
H1 FY26 revenue hit $1B, with strong gas prices and LNG cargoes offsetting lower production. - CPAY
Record 2025 results and 2026 outlook driven by strong segment growth and capital deployment. - 032640
Net income surged 61.9% year-over-year, with strong wireless and enterprise growth. - LOT
A$76M equity raise supports Kayelekera ramp-up and Letlhakane development amid strong uranium demand. - SYM
Revenue up 29% to $630M, net income $13.36M, $22.3B backlog, strong cash, legal risks persist. - TENB
Record 2025 results with double-digit growth, strong cash flow, and expanding AI-driven platform. - DHX
Q4 2025 revenue down 10% YoY; FY 2026 guidance targets $118M–$122M revenue. - COHR
Q2 FY26 revenue up 17% to $1.69B, with strong EPS growth and robust datacenter demand. - ALGT
Q4 2025 saw record results and margin growth, with 2026 outlook boosted by Sun Country deal. - STC
Record bookings, strong cash flow, and margin expansion drive improved outlook.
Next GlobalWafers earnings date
Q4 20254 Mar, 2026
GlobalWafers
Next GlobalWafers earnings date
Q4 20254 Mar, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, 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.
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.
)
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.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
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.
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.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@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.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@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.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@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