环球晶提到，未来可能还会获得其他包括义大利的补助，以及美国财政部提供的先进制造投资税负抵免 （AMIC），后者比率目前为25％，明年将提升到35％。 环球晶近日宣布，美国子公司GWA正式与苹果建立全新供应链合作伙伴关系，外界解读，这意味着其 德州新厂未来将笑纳苹果相关订单。 中美晶昨天举行法说会，同时为中美晶董事长的徐秀兰在回应法人有关环球晶半导体相关布局时，释出 以上说法。 目前环球晶在美国共有三个厂，包括德州新、旧厂，与密苏里州厂，其中德州新厂将供应12吋硅晶圆， 密苏里州厂则扩充12吋绝缘上覆硅（SOI）晶圆。该公司为前述两大扩产动作投入约35亿美元，预计将 获得美国芯片法案提供的4.06亿美元补助。 环球晶（6488）董事长徐秀兰昨（8）日表示，环球晶美国新厂的产能已签订八成以上长约。美国子公 司GWA于6月已拿到芯片法案第一阶段逾2亿美元的补助款，约占总补助额一半。显示特朗普政府未阻 挡补贴发放。 ...

Core Viewpoint - GlobalWafers faces significant challenges in its development due to dual threats from market competition and investment pressures, leading to a decline in stock price from over 600 TWD to around 300 TWD this year [2]. Group 1: Financial Performance - GlobalWafers plans to invest 4 billion USD in expanding its advanced 12-inch silicon wafer manufacturing facility in Texas, despite a projected revenue decline of 11.4% to 62.6 billion TWD in 2024 compared to 2023 [2][3]. - The company's earnings per share (EPS) for 2024 is expected to be 21.06 TWD, more than halving from the previous year, with Q1 2024 EPS at 3.05 TWD, a decline of over 60% year-on-year [2][3]. Group 2: Market Dynamics - The demand for 8-inch wafers is limited, and the market is facing low-price competition from China, which is expanding its silicon wafer production capacity [4]. - GlobalWafers' revenue is primarily from mature 8-inch wafers, and the transition to advanced 12-inch wafers is contingent on new capacities in Europe and the US [3][4]. Group 3: Strategic Initiatives - The company is focusing on SOI (Silicon On Insulator) wafers, which are critical for silicon photonics packaging, and plans to establish the first and only 12-inch SOI wafer production line in Missouri [5][6]. - The SOI wafer market is projected to grow at a compound annual growth rate of 13.6%, reaching 10.5 billion USD by 2032, indicating a strategic opportunity for GlobalWafers [6]. Group 4: Impact of Subsidiary Performance - GlobalWafers holds a 13.67% stake in Siltronic AG, which reported a revenue decline of 6.7% to 1.41 billion EUR and a significant drop in EPS by 65.9% [6][7]. - The performance of Siltronic AG negatively impacts GlobalWafers' financials, with potential EPS impact exceeding 4 TWD if Siltronic's stock price drops significantly [7].