According to the latest report from the Silicon Manufacturers Group of the technology industry association Semi, the recovery trend in the silicon wafer industry is evident. In the first quarter of 2026, global silicon wafer shipments surged by 13.1% year-on-year, reaching 3,275 million square inches, compared to 2,896 million square inches in the same period last year. Despite a 4.7% quarter-on-quarter decline, this is attributed to seasonal fluctuations in the industry. The strong demand from AI data centers is driving sustained growth in silicon wafer demand, while weak shipments of smartphones and PCs are partly due to production capacity ( here “ production capacity ” A word does not require translation in the English context , If necessary, it can be changed to “production capacity being redirected”) being redirected towards AI-related products.
