According to statistics from the International Semiconductor Industry Association (SEMI), the global semiconductor silicon wafer shipment area in the third quarter was 3.313 billion square inches, a decrease of 0.4% from the second quarter and an in...
According to statistics from the International Semiconductor Industry Association (SEMI), the global semiconductor silicon wafer shipment area in the third quarter was 3.313 billion square inches, a decrease of 0.4% from the second quarter and an increase of 3.1% from the same period last year, indicating that the market recovery trend is weak.
(Source: SEMI)
SEMI stated that artificial intelligence (AI) promotes the expansion of investment in advanced semiconductor processes, thereby driving the growth in demand for silicon wafers. The growth in 12-inch silicon wafer shipments is the main driving force behind the growth of silicon wafer shipments this year compared with the same period last year.
SEMI previously expected that total semiconductor silicon wafer shipments are expected to increase by 5.4% in 2025 to 12.824 billion square inches, mainly due to the strong growth in demand for AI-related advanced logic and high-bandwidth memory (HBM).
SEMI pointed out that driven by the growing demand for AI data centers and edge computing, semiconductor silicon wafer shipments are expected to grow steadily. Shipments are expected to reach 15.485 billion square inches by 2028 and will hit a record high.
