Globalwafers Co., Ltd. · TPEX:6488
Globalwafers — Q2 2026 Earnings Presentation
29 slides from Globalwafers's earnings presentation, Aug 4, 2026
Slide 1: GlobalWafers (6488TT) Q2 2026 Earnings Call
Global Family, Global Solutions! GlobalWafers (6488TT) Q2 2026 Earnings Call 2026/08/04
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by GlobalWafers Co., Ltd. (the “Company”). This presentation and the materials provided herewith do not constitute an offer to sell or issue or the solicitation of an offer to buy or acquire securities of the Company in any jurisdiction or an inducement
Slide 3: Executive Comment
01 Executive Comment 3 © GlobalWafers Co., Ltd. All rights reserved.
Slide 4: Executive Comments: Financial Highlights (Revenue, Gross Profit Margin)
Executive Comments ➢ Financial Highlights Revenue Gross Profit Margin (%) • Q226 → NT$15.2 billion, 8.79% QoQ • Q226 → 20.6% • 1H26 → NT$29.2 billion, -7.60% YoY • 1H26 → 20.7% (NT$ Mn) (NT$ Mn) 2025 1H, 60,598 26.1% 2026 1H, 20.7% 14,502 14,624 14,493 29,199 3,726 2,662 16,008 6,054 15,214 4,123 3,
Slide 5: Executive Comments: Financial Highlights (Operating Income, Net Profit)
Executive Comments ➢ Financial Highlights Operating Income (%) Net Profit (%) • Q226 → 9.4% • Q226 → 24.8% • 1H26 → 9.9% • 1H26 → 19.4% (NT$ Mn) (NT$ Mn) 2026 1H, 19.4% 2025 1H, 15.9% 2026 1H, 2025 1H, 9.9% 9.9% 8,636 7,312 2,379 5,675 1,230 2,205 2,438 2,898 1,969 3,779 1,423 1,682 2,589 1,475 1,45
Slide 6: Executive Comments: EPS and Prepayment
Executive Comments ➢ Financial Highlights EPS Prepayment • Q226 → NT$7.90 • 1H26 → NT$11.87 • NT$20.8 billion (US$0.66 billion)1 (NT$) 15.29 4.60 11.87 4.12 7.90 3.52 3.05 3.97 2025 2026 Q1 Q2 Q3 Q4 Note: 1. FX Rate: NTD:USD = 31.85, including guarantee 6 © GlobalWafers Co., Ltd. All rights reserved
Slide 7: Executive Comments: Industry & Overview
Executive Comments ➢ Industry & Overview ◼ Improved outlook as AI demand broadens while recovery remains gradual and uneven ✓ AI demand structurally robust – Leading hyperscalers continue to raise their AI-related capex outlooks, supporting visibility into strong demand cycle over the medium term. R
Slide 8: Executive Comments: GWC well-positioned as AI-led growth broadens
Executive Comments ➢ Industry & Overview ◼ GWC well-positioned to benefit as AI-led growth broadens across end markets ✓ Improving utilization supported by stronger operating momentum – Beyond strong demand for AI and advanced nodes, demand in mature nodes such as industrial and power management has
Slide 9: Semiconductor Application Trends Indicate Structural Support Beyond Cyclical Recovery
Semiconductor Application Trends Indicate Structural Support Beyond Cyclical Recovery Compute & AI Infrastructure Memory Market Smartphone & PC Structurally Robust Solid Fundamentals Stabilizing Demand ⚫ Still early innings of a multi-year AI ⚫ Despite ongoing capacity expansion, ⚫ AI-enabled and pr
Slide 10: Semiconductor Application Trends Indicate Structural Support Beyond Cyclical Recovery (cont'd)
Semiconductor Application Trends Indicate Structural Support Beyond Cyclical Recovery (cont'd) Automotive & Industrial Advanced Packaging Gradual Recovery with Rising Silicon Content Solid Fundamentals ⚫ Demand conditions across power ⚫ Packaging technologies, including and industrial applications a
Slide 11: Company Overview
02 Company Overview 11 © GlobalWafers Co., Ltd. All rights reserved.
Slide 12: AI Infrastructure Investment is Driving Structural Growth In Wafer Demand
AI Infrastructure Investment is Driving Structural Growth In Wafer Demand Top US Hyperscalers’ ◼ AI demand remained robust in 2Q 2026, with continued enterprise CAPEX Estimates by Date1 adoption and broader AI use cases continuing to support capital investment. (US$ bn) Dec '25 Jul '26 Rising AI ◼ C
Slide 13: New Applications Are Broadening Demand for Silicon, SOI and Compound-Semiconductor Wafers
New Applications Are Broadening Demand for Silicon, SOI and Compound-Semiconductor Wafers AI Wearables & Edge AI Servers & Packaging Next-Gen Communications Electrification & Automation ◼ AI inference is expanding to ◼ Agentic AI is driving broader ◼ AI clusters increasingly rely on ◼ Electrificatio
Slide 14: GWC's Local Manufacturing Footprint is Aligned with Customer Capacity Expansion
GWC’s Local Manufacturing Footprint is Aligned with Customer Capacity Expansion Site Status Ecosystem Capacity Highlights ◼ GWC's global manufacturing footprint is increasingly aligned with customer localization requirements, enabling closer ◼ Successfully completed >$600B of announced U.S. customer
Slide 15: Semiconductor Technology Roadmaps Are Increasing Silicon Wafer Content and Value
Semiconductor Technology Roadmaps Are Increasing Silicon Wafer Content and Value Select areas of technology transitions Example Advanced packaging architectures are increasing wafer consumption Representative AI accelerator architecture: per system 2.5D and 3D multi-die packaging require greater ◼ W
Slide 16: Financial Performance
03 Financial Performance 16 © GlobalWafers Co., Ltd. All rights reserved.
Slide 17: Financial Highlight: Q226 vs. Q126 vs. Q225
Financial Highlight : Q226 vs. Q126 vs. Q225 (NT$ Mn, except EPS) Q226 Q126 Q225 QoQ YoY Revenue 15,214 13,985 16,008 8.8% -5.0% Gross Profit % 20.6% 20.8% 25.8% -0.2p.p. -5.2p.p. Operating Income 1,423 1,475 2,438 -3.6% -41.6% Operating Income % 9.4% 10.5% 15.2% -1.1p.p. -5.8p.p. Net Profit 3,779 1
Slide 18: Financial Highlight: 1H26 vs. 1H25
Financial Highlight : 1H26 vs. 1H25 (NT$ Mn, except EPS) 1H26 1H25 YoY Revenue 29,199 31,602 -7.6% Gross Profit % 20.7% 26.1% -5.4p.p. Operating Income 2,898 5,027 -42.4% Operating Income % 9.9% 15.9% -6.0p.p. Net Profit 5,675 3,138 80.9% Net Profit % 19.4% 9.9% 9.5p.p. EPS1 NT$11.87 NT$6.56 NT$5.31
Slide 19: Income Statement
Income Statement 1H26 (NT$ Mn) 2025 Q126 Q226 1H26 (simulated)1 Revenue 60,598 13,985 15,214 29,199 27,502 YoY Growth (%) -3.2% -3.6% 8.8%2 -7.6% - Gross Profit 14,624 2,914 3,140 6,054 8,918 Gross Profit Margin (%) 24.1% 20.8% 20.6%3 20.7%4 32.4% EBITDA 17,340 4,060 6,969 11,029 10,433 EBITDA Margi
Slide 20: Balance Sheet
Balance Sheet (NT$ Mn) 2024 2025 Q126 Q226 Cash-related other assets include: Assets (NT$ Mn) Q226 Cash and cash equivalents 38,929 19,484 24,128 23,776 Deposits in banks held 4,768 for three months or more Account receivable 10,265 10,113 10,138 10,548 Restricted Cash 18,019 Inventories 11,238 10,3
Slide 21: ESG
04 ESG 21 © GlobalWafers Co., Ltd. All rights reserved.
Slide 22: Sustainable Environment – SBTi
Sustainable Environment – SBTi ◼ GlobalWafers’ near- and long-term emissions reduction targets were validated by the SBTi in May 2026, advancing its journey toward net zero by 2050. The Company is accelerating decarbonization through operational improvements, renewable energy expansion, and supplier
Slide 23: Sustainable Environment – GHG & Electricity
Sustainable Environment – GHG & Electricity ◼ Electricity Consumption: Total electricity consumption remained broadly stable at 1.15 million MWh in 2025, while electricity consumption intensity was maintained at 0.019, demonstrating the Company's continued focus on operational efficiency amid global
Slide 24: Sustainable Environment – Water
Sustainable Environment – Water ◼ Water Consumption: Total water consumption decreased to 2,288 megaliters in 2025, down 13.8% year-on-year and approximately 41% compared with 2019, reflecting the Company’s continued efforts in water conservation and process efficiency. ◼ Water Recycling: Recycled w
Slide 25: Sustainable Environment – Waste
Sustainable Environment – Waste ◼ Waste Generation: Total waste generation remained broadly stable at approximately 29.9 thousand tons in 2025, while waste intensity was maintained below the 2021 level, reflecting the Company’s continued focus on waste reduction and operational efficiency. ◼ Waste R
Slide 26: Biodiversity in Action: Protecting Marine and Urban Ecosystems
Biodiversity in Action: Protecting Marine and Urban Ecosystems ◼ GlobalWafers integrates biodiversity considerations into its environmental management and advances locally relevant actions across marine and urban ecosystems. These initiatives reflect the Company’s ongoing efforts to protect habitats
Slide 27: ESG Highlights: Corporate Governance
ESG Highlights: Corporate Governance ◼ GlobalWafers continues to earn external recognition for its strong corporate governance practices. The Company ranked in the Top 5% of the TPEx Corporate Governance Evaluation for the 8th consecutive year and remained a constituent of the FTSE4Good Index Series
Slide 28: Global Community Engagement in 2026
Global Community Engagement in 2026 ◼ Across Asia, Europe, and the Americas, GlobalWafers supports local communities through charitable giving, employee volunteering, STEM education, and community outreach, creating positive social impact in the regions where it operates. Together, these initiatives
Slide 29: Q&A
05 Q&A 29 © GlobalWafers Co., Ltd. All rights reserved.