Silicon wafers (300mm)

GlobalWafers

A Taiwanese silicon-wafer maker, roughly No.3 in 300mm (~15% share, after Shin-Etsu and SUMCO). Its bid for Germany’s Siltronic was blocked by the German government. Supplies wafers to TSMC, UMC, Samsung, SK hynix, Micron and Intel; expanding in the US and Korea (Cheonan).

6488.TW Updated Jun 21, 2026 1 AI consumers

Money in ▸TSMC●Market share 15United Microelectronics (UMC)●Samsung Electronics●Micron Technology◐Intel◐SK hynix◐
GlobalWafers≈No.3 in 300mm wafers
▸ Money out결정성장·연마 장비 (비공개)○폴리실리콘·석영 도가니 (비공개)○

Financials & Segments

  • Total revenue · ≈No.3 in 300mm wafers (~15%)
  • Customer concentration · Supplies TSMC, UMC, Samsung, SK, Micron, Intel; Siltronic deal blocked.
  • Segments · Silicon wafers (300/200mm)(~15% of 300mm (≈No.3))

Revenue from

  • TSMC High confidence· Market share 15 · 2024 · global silicon-wafer share
    Supplies 300mm silicon wafers to TSMC.
    Confirms EN GlobalWafers / TWSE Published Mar 31, 2025: "Annual Report: silicon-wafer revenue and customers."
    Confirms EN GlobalWafers Published Mar 1, 2025: "IR: silicon-wafer revenue and customers."
    Confirms EN Mordor Intelligence Published Jan 1, 2025: "Top-five 300mm oligopoly; GlobalWafers ~15%."
    Confirms KO THE ELEC Published Jun 1, 2024: "Supplies wafers to TSMC, UMC, Samsung."
  • United Microelectronics (UMC) High confidence
    Supplies 300mm silicon wafers to UMC.
    Confirms EN GlobalWafers Published Mar 1, 2025: "IR: silicon-wafer revenue and customers."
    Confirms EN Mordor Intelligence Published Jan 1, 2025: "Top-five 300mm oligopoly; GlobalWafers ~15%."
    Confirms KO THE ELEC Published Jun 1, 2024: "Supplies wafers to TSMC, UMC, Samsung."
  • Samsung Electronics High confidence
    Supplies 300mm silicon wafers to Samsung Electronics.
    Confirms EN GlobalWafers Published Mar 1, 2025: "IR: silicon-wafer revenue and customers."
    Confirms EN Mordor Intelligence Published Jan 1, 2025: "Top-five 300mm oligopoly; GlobalWafers ~15%."
    Confirms KO THE ELEC Published Jun 1, 2024: "Supplies wafers to TSMC, UMC, Samsung."
  • Micron Technology Medium confidence
    Supplies 300mm silicon wafers to Micron Technology.
    Confirms EN GlobalWafers Published Mar 1, 2025: "IR: silicon-wafer revenue and customers."
    Confirms EN Mordor Intelligence Published Jan 1, 2025: "Top-five 300mm oligopoly; GlobalWafers ~15%."
    Confirms KO THE ELEC Published Jun 1, 2024: "Supplies wafers to TSMC, UMC, Samsung."
  • Intel Medium confidence
    Supplies 300mm silicon wafers to Intel.
    Confirms EN GlobalWafers Published Mar 1, 2025: "IR: silicon-wafer revenue and customers."
    Confirms EN Mordor Intelligence Published Jan 1, 2025: "Top-five 300mm oligopoly; GlobalWafers ~15%."
    Confirms KO THE ELEC Published Jun 1, 2024: "Supplies wafers to TSMC, UMC, Samsung."
  • SK hynix Medium confidence
    Supplies 300mm silicon wafers to SK하이닉스.
    Confirms EN GlobalWafers Published Mar 1, 2025: "IR: silicon-wafer revenue and customers."
    Confirms EN Mordor Intelligence Published Jan 1, 2025: "Top-five 300mm oligopoly; GlobalWafers ~15%."
    Confirms KO THE ELEC Published Jun 1, 2024: "Supplies wafers to TSMC, UMC, Samsung."

Pays to

  • 결정성장·연마 장비 (비공개) Low confidence
    Crystal pullers and polishing tools (undisclosed).
    Mentions EN GlobalWafers Published Mar 1, 2025: "IR: capex."
  • 폴리실리콘·석영 도가니 (비공개) Low confidence
    Polysilicon and crucibles for crystal growth (undisclosed).
    Mentions EN GlobalWafers Published Mar 1, 2025: "IR: raw materials."

Value-chain ripple (tiers 2–3)

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Leading firms (revenue chain)

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