GlobalWafers Co (6488) Fair Value & Analysis
Technology · TW · Market cap 710B TWD
Fair value as of: Jul 14, 2026
From 16 valuation models · updated 24 days ago
Fair value updated Jul 14, 2026, revised from 259.99 TWD to 316.82 TWD (+21.9%) since Jul 12, 2026. Share price −27.4% over the past month.
Below-average quality, and screening another 64% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (396.03 TWD). The favourable scenario is already priced in.
- Solid but not exceptional quality (46/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 14, 2026.
How to read this chart
60‑month range 256.16 TWD – 1,509 TWD · fair‑value band 232.04 TWD – 396.03 TWD · the 872.00 TWD price screens above the 316.82 TWD fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 14, 2026.
Analysis
GlobalWafers Co (6488) currently trades at 872.00 TWD, while our model-based Fair Value estimate is 316.82 TWD, implying the stock looks roughly 63.7% overvalued today. We read business quality at 46/100 (below-average quality), in the Technology sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, GlobalWafers Co generated revenue of 59.0B TWD at a net margin of 13.1%. Revenue declined 10.3% year over year. It earns a return on equity of 8.4%. Net debt stands at 54.8B TWD. Fundamentals as of Jul 14, 2026
Our scenario range runs from 232.04 TWD (bear case) to 396.03 TWD (bull case); at 872.00 TWD, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 16% below its 52-week high and 221% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at -62% fair-value upside, at -64%, 6488 screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 16 models by family
Widest divergence: Growth Earnings (272.03 TWD) versus Economic Profit (56.55 TWD). Highest evidence: Residual Income (76).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 14, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 44 · Market factors (momentum, volatility) 57
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
GlobalWafers Co., Ltd., together with its subsidiaries, researches, develops, designs, manufactures and sells semiconductor ingots/wafers in Taiwan and internationally. The company offers Epi wafers, polished wafers, diffusion wafers, annealed wafers, SOI wafers, FZ wafers, and compound wafers, as well as epitaxial wafer and silicon ingot.
Full company description
GlobalWafers Co., Ltd., together with its subsidiaries, researches, develops, designs, manufactures and sells semiconductor ingots/wafers in Taiwan and internationally. The company offers Epi wafers, polished wafers, diffusion wafers, annealed wafers, SOI wafers, FZ wafers, and compound wafers, as well as epitaxial wafer and silicon ingot. It also provides technical and management information consulting services. The company was founded in 1981 and is based in Hsinchu City, Taiwan.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
GlobalWafers Co reported revenue of 60.6B TWD in FY2025 versus 61.1B TWD in FY2021, a compound −0.2%/yr. Reported net income was 7.3B TWD in FY2025, compounding −11.4%/yr from FY2021.
6488 screens 64% overvalued. Compare with NVIDIA Corporation →
Peer Group
Semiconductors · 319 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Semiconductors median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Semiconductors stocks, each showing price versus our Fair Value estimate (as of Jul 14, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| NVIDIA Corporation NVDA | $211.80 | $96.91 | -54% |
| Taiwan Semiconductor Manufacturing Company TSM | $398.37 | $207.49 | -48% |
| Broadcom Inc 1AVGO | €323.25 | €121.25 | -62% |
| Micron Technology, Inc ZMIC | C$52.57 | C$7.50 | -86% |
| SK hynix Inc 000660 | 2,082,000 KRW | 1,109,311 KRW | -47% |
| Advanced Micro Devices, Inc 1AMD | €464.70 | €56.33 | -88% |
| Intel Corporation INTC | C$68.40 | C$9.82 | -86% |
| Texas Instruments Incorporated TXN | $311.46 | $59.75 | -81% |
| MediaTek Inc 2454 | 3,740 TWD | 1,163 TWD | -69% |
| SK Square Co 402340 | 1,212,000 KRW | 868,000 KRW | -28% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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