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SEMI Report: Global Silicon Wafer Shipments Rose 13.4% YoY in Q3 2026

11/05/2026 — 11/05, 10:16·1 sources (all)·1 reports (all)

Key takeaways

  • A report from SEMI shows that global silicon wafer shipments reached 3.756 billion square inches in Q3 2026, marking a 13.4% year-over-year…

Background & analysis

According to an IT Home report published on November 5, 2026, the Silicon Manufacturers Group (SMG), a SEMI affiliate, announced on November 4 that global silicon wafer shipments reached 3.756 billion square inches, or roughly 2.423 million square meters, during the third quarter of 2026. That volume corresponds to approximately 33.21 million 300mm wafers and represents a 13.4% year-on-year increase and a 5.1% quarter-on-quarter increase.

Masatsugu Miura, chairman of SEMI SMG and general manager of sales and marketing at SUMCO, attributed the quarter's growth to robust demand tied to artificial intelligence and a steady recovery in industrial demand. AI-driven demand, he noted, now spans advanced logic and memory chips as well as power devices and photonics, while industrial demand has strengthened on the back of robotics, power supplies for AI servers, and a rebound in general-purpose industrial semiconductor usage. Bonding and advanced packaging applications also continue to sustain demand for 300mm polished wafers.

AI-generated from 1 reports · updated 18 hours ago

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  1. According to IT之家, SEMI's Silicon Manufacturers Group reported that worldwide silicon wafer shipments reached 3.756 billion square inches in Q3 2026, marking a 13.4% year-on-year increase. The organization noted that robust AI-related demand across advanced logic, memory, and power devices continues to drive the market growth.

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