NuAxiSemiconductor trade intelligence
(PR) SEMI Reports Worldwide Silicon Wafer Shipments Increase 13% Year-on-Year in Q1 2026
What happened
SEMI reports Q1 2026 global silicon wafer shipments increased 13.1% YoY to 3,275 MSI, driven by AI data centers and industrial semiconductors, despite a 4.7% QoQ seasonal decline. Smartphone and PC demand remains weak due to HBM allocation. This signals a broad-based recovery but uneven demand across segments.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
Silicon Wafer
SEMISUMCO
shipmentAIseasonalityinventory
Source and time
Source: TechPowerUp · 4/29/2026 · View original source
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