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Wafer Demand Recovery and Expansion Plans Drive Wafer Works Stock Higher
Electronic Technology · Semiconductors · economic_daily · 2026-08-24
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Wafer Works shares surged toward the daily limit as the company benefits from a semiconductor market recovery and aggressive 12-inch wafer capacity expansion.
What Happened
Market Recovery and Pricing: The semiconductor wafer market is showing signs of a rebound, with expectations for rising prices. Wafer Works is actively negotiating with clients to adjust pricing, which is expected to bolster the company's profitability.
Capacity Expansion Strategy: The company is aggressively scaling its 12-inch wafer production across multiple sites. By mid-next year, the Erlin plant is expected to reach a monthly capacity of 100,000 units, while the Zhengzhou facility in China is also set to increase its output significantly.
Capital Expenditure Plans: To support long-term growth, the board has approved an investment plan of up to NT$15.95 billion for facility upgrades and equipment procurement. This capital expenditure will be executed over the next three to five years based on market conditions.
Stock Market Performance: Driven by the positive industry outlook and clear expansion roadmap, Wafer Works saw its stock price rally sharply during intraday trading. Investors are responding favorably to the company's commitment to increasing its production scale and market share.