Silicon wafer shipments rise 13.4% in Q3 2026

Worldwide silicon wafer shipments increased 13.4% year-on-year in the third quarter of 2026, reaching 3,756 million square inches (MSI), according to a report from the SEMI Silicon Manufacturers Group (SMG). This growth represents a 5.1% increase compared to the second quarter of 2026.

Masatsugu Miura, Chairman of SEMI SMG, attributed the growth to strong demand related to artificial intelligence and improving industrial demand. AI-related demand has expanded beyond advanced logic and memory to include photonics and power devices. Additionally, industrial demand has been bolstered by robotics, AI server power supplies, and advanced packaging applications for 300mm polished wafers.