Sino-American Silicon Products Inc

5483: ROCO (TWN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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GlobalWafers and SAS See Modest Recovery in 2026, Potential Investment Upside in Coming Years

Phelix Lee

Mar 13, 2026

Share prices of Sino-American Silicon and its unit GlobalWafers sank 7% and 9%, respectively, after management guided for flat to modest year-on-year growth in 2026 revenue. The light capital expenditure outlook suggests more caution than earlier press remarks on customers' hunger for capacity.

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Sino-American Silicon Products Inc

GlobalWafers and SAS See Modest Recovery in 2026, Potential Investment Upside in Coming Years

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