Global Silicon Wafer Shipments Surge 10% Year-on-Year in Q2 2025
The latest report from the SEMI Silicon Manufacturers Group (SMG) highlights a significant uptick in silicon wafer shipments, revealing a year-on-year increase of 9.6% in Q2 2025. This surge has brought the total to approximately 3,327 million square inches (MSI), up from 3,035 MSI in the same quarter last year. Sequentially, there's also a substantial quarter-over-quarter growth of 14.9% from the initial quarter of 2025, when shipments stood at 2,896 MSI.
According to Lee Chungwei, the Chairman of SEMI SMG and Vice President at GlobalWafers, the demand for silicon wafers is greatly spurred by the requirements of artificial intelligence (AI) data-center chips, notably high-bandwidth memory (HBM). This growing demand indicates resilience in certain sectors, particularly as companies pivot from memory-focused technologies to broader applications.
While the trajectory of silicon shipments presents a positive outlook, challenges still loom. Lee notes that even though there are signs of recovery, fab utilization for various devices remains low, reflecting a cautious market environment. However, inventory levels are beginning to stabilize, suggesting a potential normalization in the supply chain.
Silicon wafers are integral to the production of semiconductors that power all electronic devices. These wafers, crafted into thin disks with diameters reaching up to 300 mm, act as the foundational substrates upon which most semiconductors are built.
The SMG operates as a sub-committee within the SEMI Electronic Materials Group and is committed to supporting SEMI member companies involved in the manufacturing of various forms of silicon. The group's objectives go beyond mere shipment statistics; it plays a pivotal role in addressing collective concerns within the silicon industry, such as market data development and trends analysis in relation to semiconductor markets.
Looking ahead, the future of silicon wafer shipments will largely depend on external factors, including geopolitical dynamics and the overall health of global supply chains. For areas strongly relying on semiconductor technologies, these developments could determine shifts in production strategies and technology investments.
As reported by SEMI, the association connects over 3,000 member companies and 1.5 million professionals worldwide, facilitating collaboration on pressing industry challenges through advocacy and various programs. Their annual SEMICON® events provide platforms for innovation and growth within the sector, emphasizing the importance of supporting technological advancements through collaboration and information exchange.
In summary, the 10% growth in silicon wafer shipments for Q2 2025 signals positive trends for key sectors like AI, while also showcasing the ongoing transitional dynamics within the semiconductor market. Stakeholders will need to remain attentive as global conditions evolve, shaping the future landscape of the silicon wafer industry.
According to Lee Chungwei, the Chairman of SEMI SMG and Vice President at GlobalWafers, the demand for silicon wafers is greatly spurred by the requirements of artificial intelligence (AI) data-center chips, notably high-bandwidth memory (HBM). This growing demand indicates resilience in certain sectors, particularly as companies pivot from memory-focused technologies to broader applications.
While the trajectory of silicon shipments presents a positive outlook, challenges still loom. Lee notes that even though there are signs of recovery, fab utilization for various devices remains low, reflecting a cautious market environment. However, inventory levels are beginning to stabilize, suggesting a potential normalization in the supply chain.
Silicon wafers are integral to the production of semiconductors that power all electronic devices. These wafers, crafted into thin disks with diameters reaching up to 300 mm, act as the foundational substrates upon which most semiconductors are built.
The SMG operates as a sub-committee within the SEMI Electronic Materials Group and is committed to supporting SEMI member companies involved in the manufacturing of various forms of silicon. The group's objectives go beyond mere shipment statistics; it plays a pivotal role in addressing collective concerns within the silicon industry, such as market data development and trends analysis in relation to semiconductor markets.
Looking ahead, the future of silicon wafer shipments will largely depend on external factors, including geopolitical dynamics and the overall health of global supply chains. For areas strongly relying on semiconductor technologies, these developments could determine shifts in production strategies and technology investments.
As reported by SEMI, the association connects over 3,000 member companies and 1.5 million professionals worldwide, facilitating collaboration on pressing industry challenges through advocacy and various programs. Their annual SEMICON® events provide platforms for innovation and growth within the sector, emphasizing the importance of supporting technological advancements through collaboration and information exchange.
In summary, the 10% growth in silicon wafer shipments for Q2 2025 signals positive trends for key sectors like AI, while also showcasing the ongoing transitional dynamics within the semiconductor market. Stakeholders will need to remain attentive as global conditions evolve, shaping the future landscape of the silicon wafer industry.
Topics Business Technology）
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