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L5 · MaterialsMaterialsTaiwanTWSE:6488

GlobalWafers

Taiwan's wafer champion building US capacity

GlobalWafers is the world's #3 silicon wafer supplier and the largest outside Japan, headquartered in Taiwan. It is building a greenfield 300mm wafer fab in Sherman, Texas (backed by US CHIPS Act funding) to localize substrate supply for American fabs. Its 2020s attempt to acquire Siltronic was blocked, after which it pivoted to organic US and Asian expansion.

Rank in wafers

#3 globally

US project

Sherman, TX 300mm fab (CHIPS-backed)

Note

Siltronic acquisition blocked; now expanding organically

How it fits the stack

GlobalWafers with what it depends on (above) and what it feeds (below). The figure renders as a crawlable diagram and upgrades to an interactive 3D graph as it scrolls into view.

manufacturesGlobalWafersMaterialsSilicon Waferschokepoint
GlobalWafersFeeds ↓

GlobalWafers in the AI stack. GlobalWafers with its immediate upstream dependencies (top) and downstream dependents (bottom) in the AI value chain. Hover a node in 3D, or read the full relationships below.

Graph data (text) — 2 entities, 1 relationships
  • Silicon WafersmanufacturesGlobalWafers