GlobalWafers (環球晶, stock code 6488) posted August 2026 revenue of NT$4,764,363 thousand, up 7.61% year-on-year but down 4.3% from July. Cumulative revenue for the first eight months of 2026 reached NT$38,941,229 thousand, down 3.11% year-on-year.
How did GlobalWafers perform in August 2026?
GlobalWafers (環球晶, stock code 6488) recorded August 2026 revenue of NT$4,764,363 thousand, equivalent to roughly NT$4.764 billion (stated by the company as NT$47.64 billion in the original 億元 figure) CITE:E1. This represents growth of 7.61% compared with the same month last year CITE:E2, a figure the company also reported as 7.6% year-on-year growth CITE:E7. The August 2026 revenue figure was separately confirmed at NT$47.64 billion (億元) CITE:E5.
How did August revenue compare to July?
GlobalWafers' August 2026 revenue declined 4.3% from July 2026 CITE:E6. This month-on-month contraction occurred even as the same August revenue rose 7.61% versus the year-earlier period CITE:E2, meaning the year-on-year gain was driven by comparison against a weaker August 2025 base rather than sequential momentum.
What is GlobalWafers' cumulative revenue for the first eight months of 2026?
GlobalWafers' cumulative revenue for January through August 2026 totaled NT$38,941,229 thousand CITE:E3, equivalent to the NT$389.41 billion (億元) figure the company reported CITE:E8. On a year-on-year basis, cumulative revenue for the first eight months of 2026 was down 3.11% CITE:E4, a decline the company also stated as -3.1% CITE:E9.
| Metric | Value | Source |
|---|
| August 2026 revenue | NT$4,764,363 thousand (~NT$4.764 billion) | CITE:E1 |
| August 2026 revenue (億元 figure) | NT$47.64 billion | CITE:E5 |
| August YoY growth | +7.61% | CITE:E2 |
| August YoY growth (alt. figure) | +7.6% | CITE:E7 |
| August MoM change vs. July | -4.3% | CITE:E6 |
| Cumulative Jan–Aug 2026 revenue | NT$38,941,229 thousand | CITE:E3 |
| Cumulative Jan–Aug 2026 revenue (億元 figure) | NT$389.41 billion | CITE:E8 |
| Cumulative YoY growth | -3.11% | CITE:E4 |
| Cumulative YoY growth (alt. figure) | -3.1% | CITE:E9 |
What this means: GlobalWafers' August 2026 revenue grew 7.61% year-on-year, yet fell 4.3% from July, and the cumulative eight-month total remains 3.11% below the same period last year. The single-month year-on-year gain has not yet offset the cumulative year-on-year shortfall, and the sequential decline from July to August shows the monthly trend moving in the opposite direction from the annual comparison.
Author's Take・EffectStory 編輯部
The headline number here is a split verdict: August revenue grew 7.61% year-on-year but fell 4.3% from July, while the eight-month cumulative total is still down 3.11% against 2025. That combination points to a recovery that shows up in year-on-year comparisons but has not yet produced sequential (month-over-month) momentum, and has not been enough to erase the year-to-date shortfall. The number worth watching next is September's month-on-month change — a return to sequential growth would signal the year-on-year gain is becoming a trend rather than a base-effect artifact, whereas another MoM decline would keep the cumulative -3.11% gap the more relevant read on GlobalWafers' 2026 trajectory.