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(PR) SEMI Reports Worldwide Silicon Wafer Shipments Increase 13.4% Year-on-Year in Q3 2026

What happened

The SEMI Silicon Manufacturers Group (SMG), in its quarterly analysis of the silicon wafer industry, reported that worldwide silicon wafer shipments increased 13.4% year-on-year in Q3 2026 to 3,756 million square inches (MSI) from the 3,313 MSI recorded during the same quarter of 2025, and increased 5.1% quarter-over-quarter from the 3,573 MSI recorded during the second quarter of 2026. Masatsugu Miura, Chairman of SEMI SMG and General Manager of the Sales & Marketing Department of the Sales & Marketing Division at SUMCO Corporation, said silicon wafer shipments increased in the third quarter, supported by strong AI-related demand and improving industrial demand; AI-related demand continued to broaden beyond advanced logic and memory to include power devices and photonics, industrial demand was supported by robotics, AI server power supplies and improving demand for general-purpose industrial semiconductors, and bonding and advanced packaging applications continued to support demand for 300 mm polished wafers. The source does not state any other cause.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

silicon wafers300 mm polished wafers
SEMISMGsilicon wafer shipmentsQ3 2026AI-related demandindustrial demand

Source and time

Source: TechPowerUp · 11/4/2026 · View original source

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