According to the Taiwan Media Economic Daily, GlobalWafers reported that its revenue in January was 1.9% lower than that of the previous month. The legal entity said that the recent downturn in the semiconductor industry and the reduction of capital expenditure or production of large factories would eventually affect the decline of its shipments, and its evaluation on the subsequent market development was neutral.

Analysts pointed out that in the fourth quarter of last year, some customers of GlobalWafers wanted to adjust flexibly to slightly delay the time of silicon wafer delivery. It can be seen that there is still inventory pressure in the supply chain. It is expected that the revenue in the first quarter of this year will be under pressure, and the performance in the second half of this year will return.

GlobalWafers announced last year that it would invest NT $100 billion to expand production and build new plants for existing plants. The relevant capacity planning will be increased from the second half of this year to 2024. In addition, the new 12-inch plant of GlobalWafers in Texas, USA, was started in December last year, and the initial capacity is planned to increase in 2025. Xu Xiulan, Chairman of GlobalWafers, pointed out that the positive expectation for the company's overall operation this year will be a positive growth year, which may be slightly weaker in the first half of the year and will recover in the second half of the year.

GlobalWafers originally had 17 factories in 9 countries. After the groundbreaking of the new 12-inch factory in the United States, it became 18 factories, further expanding the pace of globalization, making customers everywhere think that the company is a local company, and there are 12-inch silicon wafers available across three continents.

Recently, it was reported that the spot price of silicon wafers fell for the first time in nearly three years, affecting 6-inch, 8-inch and 12-inch wafers. In response to market changes, GlobalWafers has a high proportion of long-term contracts. The company said that the contract price remains unchanged, and its support to customers is to help with delivery, while the spot price is determined by market supply and demand.