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International Semiconductor Industry Association: AI and HBM demand drive global wafer shipment growth but revenue declines
The International Semiconductor Industry Association (SEMI) released data on the 24th showing that global silicon wafer shipments will reach 12.973 billion square inches in 2025, a 5.8% increase from the previous year. SEMI stated, “Last year marked a turning point in wafer shipment recovery, driven by the expansion of artificial intelligence applications, strong demand for advanced epitaxial wafers used in logic circuits, and polished wafers for high-bandwidth memory.” In contrast, wafer sales during the same period totaled $11.4 billion, a 1.2% decrease. SEMI explained that the decline in sales was due to a lag in demand and price recovery.