Podcast [Financial Frontline] The big turning point for the profit of the four silicon wafers #Si Wafer # Semiconductor # Global Crystal # Hejing # Taiwan Sembcorp # Sino-American Crystal # Square Wafer # Silicon Photonics # Advanced Packaging # Gross Margin # Taiwan Stocks # Revenue # Chaos Economic News # Taiwan Semiconductor Manufacturing Company # tsmc

The lowest "foundation" of the global AI computing power surge will usher in a structural profit turning point in mid-June 2026! When Jen-Hsun Huang pushes the demand for chips to the sky, wafer foundries and memory giants are consuming the core basic material - silicon wafer (Silicon Wafer) at a crazy rate. Without high-purity silicon wafers, no matter how powerful bulk technology and advanced packaging are, they are just castles in the air. As long-term contract (LTA) inventory depletion in the first half of 2026 comes to an end, Taiwan's top four silicon wafer manufacturers are ushering in an explosive operating turning point! Although the first quarter was affected by the initial depreciation of new factories in the United States, the heavy pressure on property taxes, and fewer working days, the gross profit margins of the four giants generally showed a low posture of "short-term pressure"; however, the latest data released in May showed that the fundamentals have fully rebounded, and the legal person predicts that gross profit margins and EPS will rise strongly from the second quarter! In this video, the program host has prepared the most scannable and scannable in-depth horizontal comparison chart for you. In one table, you can see the quarterly profit changes, legal person ratings and latest target prices of the four major silicon wafer companies: 🚨 The financial showdown of the four core indicators of Taiwanese silicon wafers: 1️⃣ Global Crystal (6488): Taiwan's largest and the top three silicon wafers in the world! The 12-inch advanced process production capacity is fully loaded, and the May financial report is even more shocking and blinded the market - benefiting from the large investment in financial asset evaluation interests from outside the industry, each share made as much as $7.33 in a single month. The negative bottoming is completely over, and the long-term valuation is fully revalued! 2️⃣ Sino-American Crystal (5483): the parent company of Global Crystal (holds about 46% of shares). The company's investment business has improved significantly, with monthly revenue in May reaching 6.713 billion yuan, an annual increase of 5.67%, which has extremely high defensive value. 3️⃣ Hejing (6182): In the past, it focused on automotive and industrial specifications, but recently it has launched a dimensionality reduction attack! Successfully riding on the hottest "advanced packaging and silicon photonics" craze, self-developed square wafers have been officially sent for verification, inspiring the stock price to exceed the hundred-dollar mark at an epic level, becoming the dark horse with the most powerful attack power on the market! 4️⃣ Formosa Sembcorp (3532): The golden crystallization of Formosa Plastics Group and Japanese company SUMCO. Although the first half of the year was dragged down by the depreciation and amortization of the new plant, resulting in a slight loss in a single quarter, the management clearly stated in the conference call that in the second half of the year, the recovery of major memory manufacturers (DDR5/HBM) will fully drive an increase in quotations and shipments, which is a standard "success to sugar cane stocks". While the market is still blindly chasing high-end concept stocks, passive funds and local investment funds have quietly moved away, turning to the seriously undervalued semiconductor foundation sector. When retail investors face the golden inflection point when depreciation and negative profits are exhausted, how should they adopt a precise strategy of batch allocation? 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