SEMI‘s Silicon Manufacturers Group (SMG) announced that global silicon wafer shipments rose by 7.4% year-on-year to 3,573 million square inches (MSI) from the 3,327 MSI recorded during Q2 2025. Shipments increased by 9.1% quarter-over-quarter from the 3,275 MSI recorded during Q1 2026.
- Silicon wafer shipments maintained steady growth in Q2, driven by strong and increasing AI-related demand beyond advanced logic and memory to include power devices, photonics, and other markets.
- Industrial and automotive demand is recovering, while memory price pressures are contributing to constrained PC and smartphone demand.
- Device manufacturers are investing heavily in capacity expansion and silicon wafer demand growth is expected to continue.
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