In its latest analysis of the silicon wafer industry released on February 10th, SEMI‘s Silicon Manufacturers Group (SMG) reported that global silicon wafer shipments increased by 5.8% to 12,973 million square inches (MSI) in 2025 while wafer revenue slipped by 1.2% to $11.4 billion over the same period.
2025 marks an inflection year for wafer shipments, with silicon MSI resuming growth supported by strong demand for advanced epitaxial wafers in logic and polished wafers for high-bandwidth memory (HBM), driven by AI applications. Softness in wafer revenue is mostly attributed to the slow momentum in traditional semiconductor applications where the demand and pricing environment are yet to improve.
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