What GlobalWafers makes for data centers
public · HQ Taiwan
GlobalWafers is a publicly listed company and based in Taiwan. It appears on 1 part of the AI data center — Silicon wafers — in the role of manufacturer. That part sits in Layer 1 — Compute silicon & packaging. Its shares trade on Taipei Exchange (TPEx) as 6488.TWO.
Listing
Taipei Exchange (TPEx): 6488.TWO· 826 TWD -6.14% · mkt cap 436.2B TWD
Snapshot 2026-10-25T10:41:17Z — nightly, not real-time.· Chart on TradingView ↗
Exposure
1 part across 1 layer
No disclosed data-center revenue share on file.
Parts, by layer
Layer 1 — Compute silicon & packaging
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Silicon wafers | manufacturer | disclosed | SUMCO, Shin-Etsu, Siltronic, SK Siltron |
Where GlobalWafers sits in the stack
GlobalWafers's placements in this catalog cover 1 part, all in layer 1, compute silicon & packaging. None of them currently carries a sourced supply constraint tag. Across these parts it overlaps with other companies most often on the lines below.
What these parts are
- Silicon wafers — The raw silicon wafers that foundries process into finished chips, produced by a small group of specialty wafer manufacturers.
Closest peers in this catalog
| Company | Shared parts | Including | |
|---|---|---|---|
| Shin-Etsu | 1 | Silicon wafers | |
| Siltronic | 1 | Silicon wafers | |
| SUMCO | 1 | Silicon wafers | |
| SK Siltron | 1 | Silicon wafers |
Monthly revenue (TWSE/TPEx filing)
| Month | Revenue (TWD m) | MoM | YoY |
|---|---|---|---|
| 2026-09 | 5,129 | 7.6% | -13.1% |
| 2026-08 | 4,764 | -4.3% | 7.6% |
| 2026-07 | 4,978 | -11.5% | 19.6% |
| 2026-06 | 5,624 | 16.1% | -1.6% |
| 2026-05 | 4,842 | 2.0% | -3.3% |
| 2026-04 | 4,748 | -12.8% | -10.1% |
| 2026-03 | 5,446 | 23.8% | 0.1% |
| 2026-02 | 4,400 | 6.3% | -17.4% |
| 2026-01 | 4,139 | -24.8% | -14.3% |
| 2025-12 | 5,506 | 16.9% | 0.3% |
| 2025-11 | 4,712 | 10.0% | -7.9% |
| 2025-10 | 4,285 | -27.4% | -25.3% |
From the blog
Latest feed
- GlobalWafers partially resumes Italy plant, restarts EPI production — DigiTimes, 2026-09-15GlobalWafers has partially resumed operations at its Italian plant after recovery work following a fire that damaged the 8-inch line.
- AI demand push expands wafer industry's growth outlook — DigiTimes, 2026-09-02Surging demand for artificial intelligence is driving a positive growth outlook for the semiconductor wafer industry.
Questions about GlobalWafers
- What does GlobalWafers make for AI data centers?
- This catalog places GlobalWafers on 1 part: Silicon wafers (manufacturer).
- Is GlobalWafers publicly traded?
- Yes — GlobalWafers is listed on Taipei Exchange (TPEx) under 6488.TWO. Prices shown on this page are a nightly snapshot, not real-time, and nothing here is investment advice.
- Where is GlobalWafers based?
- Taiwan, per the company record in this catalog.
- Who else makes silicon wafers for AI data centers?
- SUMCO, Shin-Etsu, Siltronic and SK Siltron are also placed on Silicon wafers in this catalog.
- How well sourced are these placements?
- Every part→company placement carries a confidence tag. For GlobalWafers the mix is 1 disclosed. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a lead from the taxonomy with no citation yet. Treat reported and inferred as leads, not facts.
Answers are generated from this catalog's own rows — see sources & method.