GlobalWafers Co Ltd

6488: ROCO (TWN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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GlobalWafers and SAS See Clear Non-Artificial Intelligence Upcycle; SAS Is Our Pick

Phelix Lee

May 12, 2026

Share prices of Sino-American Silicon and its subsidiary GlobalWafers surged after earnings, amid upbeat management comments on the 2026 and 2027 outlook. These echo industry commentary on recovery in non-artificial intelligence demand, adding to the vibrant AI demand.

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GlobalWafers Co Ltd

GlobalWafers and SAS See Clear Non-Artificial Intelligence Upcycle; SAS Is Our Pick

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