SEMI Reports Worldwide Silicon Wafer Shipments Increase 13% Year-on-Year in Q1 2026
AI-summarised brief · reviewed before publication
The SEMI Silicon Manufacturers Group reported a 13.1% year-on-year increase in worldwide silicon wafer shipments to 3,275 million square inches in Q1 2026. The growth is attributed to strong demand for AI data centers, including advanced logic and memory, as well as power management devices. Sequentially, shipments declined 4.7% quarter-over-quarter due to typical seasonality and weaker smartphone and PC shipments.
💡 Why It Matters
- · The silicon wafer demand recovery is not uniform, with improvements noted in the industrial semiconductor segment, but a tighter supply of memory due to AI high bandwidth memory (HBM) allocation decisions may impact consumer electronics.