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Major silicon wafer maker for the semiconductor and solar industries, parent of GlobalWafers.
Major silicon wafer maker for the semiconductor and solar industries, parent of GlobalWafers.
Its main asset is a stake in GlobalWafers, so results largely reflect that wafer business, which sells silicon wafers to chipmakers under supply deals, often agreed for several years after each customer qualifies the wafer. A smaller solar business sits alongside, and GlobalWafers is building wafer capacity in the US.
In one line: Taiwan's silicon-wafer holding company.
Moat: narrow (scale, customer qualification, process know-how). One of the world's top-5 silicon wafer suppliers through subsidiary GlobalWafers.
Headquarters: Hsinchu, Taiwan · Founded: 1980
Size Sino-American Silicon Products (5483.TWO) is a Taiwan Information Technology company (Semiconductors) with a market value of $2.80B, the 133rd largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$144.50 on 6 Nov 2026.
Performance Over six months the shares was unchanged, against -21.7% for the median peer and -3.4% for the Taiwan market (cap-weighted) — 6th highest of 21 in its peer set.
Growth Revenue fell 0.8% over the last twelve months (peer median +20.7%); the operating margin is 12.1% (peer median 7.6%).
Valuation It trades at 15.8× forward earnings against a peer median of 26.2× (5th cheapest of 19).
Capital Return on invested capital runs 2.8 points below its cost of capital (6.5% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | NT$79.1B | NT$78.2B | NT$79.7B | NT$82.0B | NT$81.9B |
| Revenue growth | — | -2% | -3% | 0% | — |
| Gross profit | NT$17.9B | NT$18.9B | NT$23.6B | NT$26.2B | NT$31.6B |
| EBITDA | NT$20.6B | NT$21.8B | NT$26.1B | NT$27.3B | NT$32.7B |
| Net income | NT$5.75B | NT$4.12B | NT$5.35B | NT$9.84B | NT$8.72B |
| Free cash flow | -NT$6.85B | -NT$17.5B | -NT$34.6B | -NT$17.6B | NT$25.3B |
| Capital expenditure | NT$20.6B | NT$33.6B | NT$50.8B | NT$37.8B | NT$13.6B |
| Total debt | NT$85.5B | NT$89.5B | NT$79.5B | NT$66.1B | NT$54.3B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Sino-American Silicon Products 5483.TWO | $2.80B | 0% | -1% | 12% | 15.8× | n/a |
| Shin-etsu Chemical 4063.T | $66.5B | -27% | +5% | 25% | 17.2× | 8.9% |
| Sumco 3436.T | $3.96B | -28% | +4% | -4% | n/a | n/a |
| Siltronic WAF.DE | $1.86B | -46% | +1% | -16% | n/a | n/a |
| GlobalWafers 6488.TWO | $8.15B | -23% | -6% | 11% | 21.4× | n/a |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 5483.TWO | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -32.6% | -25.1% | 7th lowest of 21 |
| 6-month return | 0.0% | -21.7% | 6th highest of 21 |
| Distance from 52-week high | -48.3% | -52.9% | 9th highest of 21 |
| Revenue growth (TTM) | -0.8% | +20.7% | 2nd lowest of 21 |
| Operating margin | 12.1% | 7.6% | 8th highest of 21 |
| Forward P/E | 15.8× | 26.2× | 5th cheapest of 19 |
| ROIC minus cost of capital | -2.8 pp | -2.9 pp | 10th highest of 20 |
| EV / EBITDA | 9.4× | 14.5× | cheapest of 9 |
| Net debt / EBITDA | 1.5× | -1.6× | 2nd most indebted of 9 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Sino-American Silicon Products 5483.TWO | Taiwan | $2.80B | 0% | -1% | 12% | 15.8× | n/a | n/a |
| IPG Photonics IPGP | United States | $2.78B | -38% | +15% | 5% | 32.8× | 24.8% | -3.5% |
| Shanghai Bright Power Semiconductor 688368.SS | China | $2.72B | -20% | +90% | 6% | 85.4× | 54.1% | +7.3% |
| Maxio Technology (Hangzhou) 688449.SS | China | $2.71B | -29% | +40% | 5% | 37.7× | n/a | n/a |
| Simmtech 222800.KS | South Korea | $2.69B | +7% | +42% | 9% | 18.7× | n/a | n/a |
| Topco Scientific 5434.TW | Taiwan | $2.68B | +11% | +21% | 7% | 14.3× | 3.8% | +13.3% |
| AP Memory Technology 6531.TW | Taiwan | $2.99B | -35% | +63% | 29% | 27.0× | 34.1% | +9.8% |
| Leeno Industrial 058470.KS | South Korea | $2.60B | -61% | +24% | 49% | 19.4× | 6.3% | +13.1% |
| Asmedia Technology 5269.TW | Taiwan | $2.60B | -14% | +38% | 25% | 12.5× | 12.3% | +14.0% |
| InnoScience (Suzhou) Technology 2577.HK | Hong Kong | $3.03B | -63% | +56% | -49% | n/a | n/a | n/a |
| Shanghai Awinic Technology 688798.SS | China | $3.04B | -9% | +2% | 1% | 39.5× | n/a | n/a |
| Ambarella AMBA | United States | $2.58B | -23% | +20% | -15% | 66.0× | n/a | n/a |
| Xintec 3374.TWO | Taiwan | $3.08B | +88% | +17% | 23% | 36.2× | n/a | n/a |
| OUST OUST | United States | $2.54B | +38% | +64% | -29% | n/a | n/a | n/a |
| Rorze 6323.T | Japan | $3.11B | -24% | +10% | 27% | 12.6× | 14.3% | +20.4% |
| PENG PENG | United States | $2.52B | -5% | +26% | 10% | 9.2× | n/a | n/a |
| Shenzhen S.C New Energy Technology 300724.SZ | China | $3.12B | -36% | -67% | 8% | 24.2× | 7.6% | +30.8% |
| StarPower Semiconductor 603290.SS | China | $2.50B | -33% | +4% | 1% | 76.8× | 26.3% | +33.0% |
| Airoha Technology 6526.TW | Taiwan | $3.16B | +5% | +10% | 6% | 25.4× | 23.8% | +16.5% |
| Great Microwave Technology 688270.SS | China | $2.46B | -41% | +8% | 32% | 69.6× | 48.7% | +23.2% |
| Chipbond Technology 6147.TWO | Taiwan | $3.20B | -20% | +18% | 17% | 17.2× | n/a | n/a |