SEMI Reports 2025 Silicon Wafer Shipments and Revenue

SEMI's Silicon Manufacturers Group (SMG) released its year-end analysis for 2025, reporting a 5.8% increase in worldwide silicon wafer shipments to 12,973 million square inches (MSI), while wafer revenue slipped 1.2% to $11.4 billion. The growth in shipments is primarily attributed to robust demand for advanced epitaxial wafers in logic and polished wafers for high-bandwidth memory (HBM), largely driven by Artificial intelligence applications and the adoption of sub-3nm processes. Conversely, the softness in wafer revenue is linked to the slow recovery in traditional semiconductor applications, such as automotive, industrial, and consumer electronics, where demand and pricing have yet to improve significantly. Ginji Yada of SUMCO Corporation, Chairman of SEMI SMG, highlighted a two-track market trajectory: sustained demand and technical advancement in advanced nodes, alongside a cautious rebound in mature technology segments.