Globalwafers Co Ltd and Sino-American Silicon Products Inc Q4 2024 Earnings Presentation Transcript - Thomson StreetEvents

Globalwafers Co Ltd and Sino-American Silicon Products Inc Q4 2024 Earnings Presentation Transcript

Globalwafers Co Ltd and Sino-American Silicon Products Inc Q4 2024 Earnings Presentation Transcript - Thomson StreetEvents
Globalwafers Co Ltd and Sino-American Silicon Products Inc Q4 2024 Earnings Presentation Transcript
Published Mar 05, 2025
17 pages (11167 words) — Published Mar 05, 2025
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Transcript of 6488.TWO earnings conference call or presentation 5-Mar-25 7:00am GMT

  
Brief Excerpt:

...Thank you, Leah. Good afternoon, ladies and gentlemen. Let me begin with GlobalWafers. Today, we have both GlobalWafers and SAS. Let me begin with GlobalWafers. If you have GlobalWafers presentation material, please turn to Page 5. Let me start with our financial highlights. GlobalWafers consolidated revenue for the full year of 2024 was TWD62.6 billion, representing an 11.4% decline YoY compared to the previous year. However, it still recorded the third highest revenue for the same period in history. The double-digit decline in revenue was primarily due to GlobalWafers' record high revenue in 2023, which set a challenging comparison base. Even amid a downturn in the semiconductor industry, factors such as customers ongoing inventory adjustments, a significant increase in electricity costs in Taiwan and higher depreciation expenses due to capacity expansion also impacted profitability. Despite these challenges, GlobalWafers maintained a quarter-over-quarter growth trend in 2024, achieving...

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
GlobalWafers Co Ltd
Ticker
6488.TWO
Time
7:00am GMT
Format:
PDF Adobe Acrobat
Buy Now

The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Sunny Lin - - Analyst : Doris, Leah, could you hear me okay?

Question: Sunny Lin - - Analyst : Hi, thank you for answering my prior question on the greenfield expansion, on the gross margin impact for the (technical difficulty) Also, my other question is on the pricing. And so has spot price for 12-inch stabilized into 2025 or is it still declining? And at this point, roughly what's the gap between spot and LTA pricing for 12-inch? So I think the concern out there is if the gap is still there and even widening, would there be any risk that the customer want to renegotiate on the contract pricing, especially with the imbalance for the industry supply-demand? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies.

Question: Sunny Lin - - Analyst : (multiple speakers) Yeah, may I have a (technical difficulty)

Question: Sunny Lin - - Analyst : (technical difficulty) let me try again. So on the US subsidy, what's the specific milestone you need to achieve, for you to get the first batch of subsidy, in the second half of the year?

Question: Sunny Lin - - Analyst : Sure, no problem. Thank you.

Table Of Contents

Globalwafers Co Ltd Q1 2025 Earnings Presentation Transcript – 2025-05-06 – US$ 106.00 – Edited Transcript of 6488.TWO earnings conference call or presentation 6-May-25 8:00am GMT

Globalwafers Co Ltd Q3 2024 Earnings Call Transcript – 2024-11-05 – US$ 54.00 – Edited Transcript of 6488.TWO earnings conference call or presentation 5-Nov-24 8:00am GMT

Globalwafers Co Ltd Q1 2024 Earnings Call Transcript – 2024-05-07 – US$ 54.00 – Edited Transcript of 6488.TWO earnings conference call or presentation 7-May-24 9:00am GMT

Globalwafers Co Ltd Q3 2023 Earnings Call Transcript – 2023-11-07 – US$ 54.00 – Edited Transcript of 6488.TWO earnings conference call or presentation 7-Nov-23 9:00am GMT

Globalwafers Co Ltd Q2 2023 Earnings Call Transcript – 2023-08-01 – US$ 54.00 – Edited Transcript of 6488.TWO earnings conference call or presentation 1-Aug-23 9:00am GMT

Globalwafers Co Ltd Q1 2023 Earnings Call Transcript – 2023-05-02 – US$ 54.00 – Edited Transcript of 6488.TWO earnings conference call or presentation 2-May-23 9:00am GMT

More from Thomson StreetEvents

Thomson StreetEvents—Thomson StreetEvents is a leading provider of Web-based solutions for the investment community, offering services that transform the way companies communicate and meet disclosure requirements while assisting investors in managing and leveraging this information. Thomson StreetEvents service offers institutional investors a one-stop solution for managing corporate disclosure information by aggregating conference calls, webcasts, transcripts, call summaries, and other financial information into a time-saving, efficiency tool.
Purchase Thomson StreetEvents' Transcripts (verbatim reports) and Briefs (call summaries) of earnings, guidance, M&A and other corporate calls directly through Alacra. Discounted prices apply to reports produced over two weeks ago.

About the Author


Cite this Report

  
MLA:
Thomson StreetEvents. "Globalwafers Co Ltd and Sino-American Silicon Products Inc Q4 2024 Earnings Presentation Transcript" Mar 05, 2025. Alacra Store. May 15, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q4-2024-Globalwafers-Co-Ltd-and-Sino-American-Silicon-Products-Inc-Earnings-Presentation-T16264042>
  
APA:
Thomson StreetEvents. (2025). Globalwafers Co Ltd and Sino-American Silicon Products Inc Q4 2024 Earnings Presentation Transcript Mar 05, 2025. New York, NY: Alacra Store. Retrieved May 15, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q4-2024-Globalwafers-Co-Ltd-and-Sino-American-Silicon-Products-Inc-Earnings-Presentation-T16264042>
  
US$ 54.00
$  £  €
Have a Question?

Any questions about the report you're considering? Our Customer Service Team can help! Or visit our FAQs.

More Research

Search all our Credit Research from one place.