GlobalWafers Chairman: Future expansion of 12-inch silicon wafer production capacity

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Industry News

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Release time:

2025-05-27

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GlobalWafers held its annual shareholders' meeting on May 26th. Chairperson Hsu Hsiu-lan provided a detailed outlook for 2025, projecting that operational performance in 2025 will surpass that of 2024. Hsu stated that continued customer destocking has improved inventory conditions, laying a foundation for the company's future development.

GlobalWafers' new US plant, GlobalWafers America (GWA), has recently been officially opened. Regarding shareholder concerns about further investment of US\$4 billion, Hsu responded that this was not a commitment, but rather an idea. She emphasized that any investment decision would be based on three prerequisites: achieving target capacity utilization, profitability of the US plant, and support from local customers with long-term agreements (LTAs). GlobalWafers will employ a rigorous mechanism to ensure the effectiveness and rationality of any investment.

As a global leader in 8-inch silicon wafers and the fourth largest 12-inch silicon wafer manufacturer, Hsu pointed out that the recovery of demand in the artificial intelligence (AI)-related application market in 2024 is primarily driven by 12-inch silicon wafers. Therefore, expanding 12-inch silicon wafer production capacity is a necessary step for the company to pursue future operational growth. This is also Plan B, initiated after the failed acquisition of Siltronic in 2022.

Recently, news emerged that Wolfspeed, a global leader in silicon carbide (SiC), might file for bankruptcy. Hsu expressed her hope to secure orders from Wolfspeed's former clients. She believes Wolfspeed is an excellent company, ranking first globally in silicon carbide market share last year, but may be facing significant cost burdens. Hsu hopes that if Wolfspeed's customers wish to change suppliers, GlobalWafers can become their first choice.

Pre

A seminar on Sino-European semiconductor industry chain cooperation was held in Beijing to discuss deepening economic and trade cooperation in the semiconductor field between China and Europe.

In April, the added value of China's integrated circuit and optoelectronic device manufacturing increased by 21.3% and 19% respectively.

A seminar on Sino-European semiconductor industry chain cooperation was held in Beijing to discuss deepening economic and trade cooperation in the semiconductor field between China and Europe.

In April, the added value of China's integrated circuit and optoelectronic device manufacturing increased by 21.3% and 19% respectively.

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