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SEMI report forecasts global silicon wafer shipments to grow 11.8% year-on-year in 2026
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Nov 3
Semiconductor Industry Watch
Silicon Wafer Demand Recovers Under the AI Boom: SEMI Expects Global Shipments to Grow 11.8% Year-on-Year in 2026
SEMI's latest report expects global silicon wafer shipments to grow 11.8% year-on-year in 2026, with shipment volumes hitting record highs for three consecutive years from 2027 to 2029. This recovery is driven by the combined force of three factors: demand for advanced-process silicon wafers from AI computing chips, manufacturers' early inventory restocking, and a global wave of fab capacity expansion. The growth gap between fab equipment spending and silicon wafer equipment spending continues to widen, making the demand support cycle last longer than expected. Growth in 2027 will narrow significantly from 11.8%, and the pace of inventory digestion will become the real test determining how long this recovery lasts.