GlobalWafers' June consolidated revenue reached NT$5.624 billion, marking a 16.16% month-over-month increase and a new 9-month high, despite a 1.63% year-over-year decline. Second-quarter revenue was NT$15.214 billion, up 8.79% quarter-over-quarter, with the first half's 7.6% year-over-year decline showing a narrowing trend.
Improving silicon wafer demand, driven by AI and advanced processes, suggests a bottoming out for semiconductor materials, impacting future chip supply.