“The silicon wafer demand for AI data-center chips, including high-bandwidth memory (HBM), continues to be very strong,” said Lee Chungwei, Chairman of SEMI SMG and Vice President and Chief Auditor at GlobalWafers. He added: “Fab utilization for other devices generally remains low, although inventory levels appear to be normalizing. While the direction of silicon shipments indicates positive momentum, the future impact of geopolitical and supply chain dynamics remains uncertain.”
Silicon wafers are the fundamental building material for the majority of semiconductors, which are vital components of all electronic devices. The highly engineered thin disks are produced in diameters of up to 300 mm and serve as the substrate material on which most semiconductors are fabricated.
The SMG is a sub-committee of the SEMI Electronic Materials Group (EMG) and is open to SEMI members involved in manufacturing polycrystalline silicon, monocrystalline silicon or silicon wafers. The SMG facilitates collective efforts on issues related to the silicon industry, including the development of market information and statistics about the silicon industry and the semiconductor market.
