Q2 silicon wafer shipments increased 9.6% y-o-y to 3,327 million square inches (MSI) from the 3,035 MSI recorded during Q2 2024, says the SEMI Silicon Manufacturers Group (SMG) , sequentially shipments grew 14.9% q-o-q from the 2,896 MSI recorded during Q1.
SEMI sees the figures as indicating emerging signs of recovery for select business sectors.
“The silicon wafer demand for AI datacentre chips, including high-bandwidth memory (HBM), continuesibdicating to be very strong,” says Lee Chungwei (李崇偉), Chairman of SEMI SMG and Vice President and Chief Auditor at GlobalWafers. “Fab utilization for other devices generally remains low, although inventory levels appear to be normalizing. While the direction of silicon shipments indicates positive momentum, the future impact of geopolitical and supply chain dynamics remains uncertain.”
The SMG is a sub-committee of the SEMI Electronic Materials Group (EMG) and is open to SEMI members involved in manufacturing polycrystalline silicon, monocrystalline silicon or silicon wafers (e.g., as cut, polished, epitaxial). The SMG facilitates collective efforts on issues related to the silicon industry, including the development of market information and statistics about the silicon industry and the semiconductor market.
For more information, visit SEMI Worldwide Silicon Wafer Shipment Statistics.
