GlobalWafers Co Ltd

6488: ROCO (TWN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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GlobalWafers Earnings: Near-Term Gross Margin Shock Does Not Change Its US 'Monopoly'

Phelix Lee

Nov 5, 2025

GlobalWafers' September-quarter gross margin plunged 738 basis points to 18.4% due to ramp-up costs at multiple new sites. Management acknowledged misjudging accounting treatments when commenting on the margin outlook during the August earnings call. The shares tanked 10% on Nov. 5.

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GlobalWafers Co Ltd

GlobalWafers Earnings: Near-Term Gross Margin Shock Does Not Change Its US 'Monopoly'

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