Growth driven by AI and HBM

According to a SEMI report, the silicio wafer industry will see an increase in shipments in 2025, driven primarily by the growing demand for chips for artificial intelligence (AI) applications and high bandwidth memory (HBM). These two sectors are becoming crucial drivers for the semiconductor industry.

Revenue still declining

Despite the forecast for growth in shipments, SEMI expects overall industry revenue to remain below previous peak levels. This suggests that while demand is increasing in some specific segments, other sectors may still be experiencing a contraction or slower growth.

Semiconductor market trends

The SEMI report highlights how the evolution of the semiconductor market is directly influencing wafer production. The increasing complexity of chips for AI and HBM requires more advanced production processes and greater use of silicio wafers.