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Growth in 300 mm shipments fueled by AI to support advanced logic, cloud computing and memory applications.
The SEMI Silicon Manufacturers Group (SMG) reports, in its quarterly analysis of the silicon wafer industry, that worldwide silicon wafer shipments increased 3.1% year-on-year to 3,313 million square inches (MSI) from the 3,214 MSI recorded during the same quarter of 2024.
Sequentially, shipments slipped 0.4% quarter-over-quarter from the 3,327 MSI recorded during the second quarter of this year indicating softness in recovery particularly for epitaxial wafers slices.
“January through September silicon shipments registered a significant year-on-year increase primarily driven by the growth of 300 mm shipments for advanced logic, cloud infrastructure, and memory demand,” says Lee Chungwei, chairman of SEMI SMG and VP and chief auditor at GlobalWafers. “AI empowers significant investments expansion in advanced processes contributing to the wafer demand growth.”
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