𝗔𝗜 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗦𝘂𝘀𝘁𝗮𝗶𝗻𝘀 𝗦𝗲𝗺𝗶𝗰𝗼𝗻𝗱𝘂𝗰𝘁𝗼𝗿 𝗚𝗿𝗼𝘄𝘁𝗵 — 𝗕𝘂𝘁 𝘁𝗵𝗲 𝗥𝗲𝗰𝗼𝘃𝗲𝗿𝘆 𝗥𝗲𝗺𝗮𝗶𝗻𝘀 𝗨𝗻𝗲𝘃𝗲𝗻 The July update to SEMI’s Econometric Semiconductor Forecast (ESF) shows AI investment continuing to support semiconductor growth despite a challenging macroeconomic environment and softer consumer demand. SEMI's July ESF forecasts 𝟵.𝟱% 𝗴𝗿𝗼𝘄𝘁𝗵 𝗶𝗻 𝘀𝗶𝗹𝗶𝗰𝗼𝗻 𝗮𝗿𝗲𝗮 𝘀𝗵𝗶𝗽𝗺𝗲𝗻𝘁𝘀 (𝗠𝗦𝗜) 𝗶𝗻 𝟮𝟬𝟮𝟲, while PC and smartphone unit shipments decline as higher component costs weigh on demand. The outlook remains increasingly bifurcated: 𝗔𝗜 𝗶𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲, 𝗮𝗱𝘃𝗮𝗻𝗰𝗲𝗱 𝗹𝗼𝗴𝗶𝗰, 𝗺𝗲𝗺𝗼𝗿𝘆 𝗮𝗻𝗱 𝗽𝗮𝗰𝗸𝗮𝗴𝗶𝗻𝗴 𝗮𝗿𝗲 𝗱𝗿𝗶𝘃𝗶𝗻𝗴 𝗴𝗿𝗼𝘄𝘁𝗵, while consumer and mature-market recovery remain more selective. 🔎 Learn more in the latest 𝗦𝗘𝗠𝗜 𝗘𝗦𝗙 – 𝗝𝘂𝗹𝘆 𝟮𝟬𝟮𝟲 Update: https://lnkd.in/gn3f4Y_j #SEMI #MarketIntelligence #Semiconductors #AI #HPC
SEMI Market Intelligence
Semiconductor Manufacturing
Trusted market intelligence for the global semiconductor and electronics industry
About us
SEMI Market Intelligence delivers trusted data, forecasts, and insights on the global semiconductor and electronics industry. Our research tracks the key drivers shaping the semiconductor ecosystem — including wafer fab investment and capacity expansion, semiconductor equipment markets, materials demand, and emerging technology trends across the supply chain. Built on SEMI’s global industry network and decades of data collection, SEMI Market Intelligence helps companies understand where the industry is heading and where the next investment opportunities are emerging.
- Website
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https://www.semi.org/en/products-services/market-intelligence
External link for SEMI Market Intelligence
- Industry
- Semiconductor Manufacturing
- Company size
- 201-500 employees
- Founded
- 1973
Updates
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𝗔𝗜, 𝗛𝗕𝗠 𝗮𝗻𝗱 𝗮𝗱𝘃𝗮𝗻𝗰𝗲𝗱 𝗹𝗼𝗴𝗶𝗰 𝗮𝗿𝗲 𝗱𝗿𝗶𝘃𝗶𝗻𝗴 𝗮 𝘀𝘁𝗿𝗼𝗻𝗴𝗲𝗿 𝘄𝗮𝗳𝗲𝗿 𝗳𝗮𝗯 𝗺𝗮𝘁𝗲𝗿𝗶𝗮𝗹𝘀 𝗼𝘂𝘁𝗹𝗼𝗼𝗸. The latest 𝗦𝗘𝗠𝗜–𝗟𝗶𝗻𝘅 𝗪𝗮𝗳𝗲𝗿 𝗙𝗮𝗯 𝗠𝗮𝘁𝗲𝗿𝗶𝗮𝗹𝘀 𝗤𝘂𝗮𝗿𝘁𝗲𝗿𝗹𝘆 (𝗪𝗙𝗠𝗤) 𝟮𝗤 𝟮𝟬𝟮𝟲 shows wafer fab materials demand continuing to strengthen as semiconductor growth becomes increasingly shaped by advanced logic, memory and AI-related investment. As device architectures become more complex, materials demand is being supported not only by market recovery, but also by rising process intensity across leading-edge applications. Photoresist, deposition materials, CMP, specialty gases and wet chemicals are among the segments benefiting from this trend. The key takeaway: 𝘄𝗮𝗳𝗲𝗿 𝗳𝗮𝗯 𝗺𝗮𝘁𝗲𝗿𝗶𝗮𝗹𝘀 𝗴𝗿𝗼𝘄𝘁𝗵 𝗶𝘀 𝗶𝗻𝗰𝗿𝗲𝗮𝘀𝗶𝗻𝗴𝗹𝘆 𝗱𝗿𝗶𝘃𝗲𝗻 𝗯𝘆 𝘁𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 𝗺𝗶𝘅, 𝗽𝗿𝗼𝗰𝗲𝘀𝘀 𝗰𝗼𝗺𝗽𝗹𝗲𝘅𝗶𝘁𝘆 𝗮𝗻𝗱 𝗺𝗮𝘁𝗲𝗿𝗶𝗮𝗹𝘀 𝗶𝗻𝘁𝗲𝗻𝘀𝗶𝘁𝘆 𝗽𝗲𝗿 𝘄𝗮𝗳𝗲𝗿. Learn more in the latest 𝗦𝗘𝗠𝗜–𝗟𝗶𝗻𝘅 𝗪𝗙𝗠𝗤 𝟮𝗤 𝟮𝟬𝟮𝟲: https://lnkd.in/gKBexQ97 #SEMI #MarketIntelligence #Semiconductors #Materials #AI #HBM #AdvancedLogic
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The latest Semiconductor Manufacturing Monitor (SMM) Report shows broad improvement across the semiconductor industry, with stronger outlooks for IC sales, semiconductor CapEx, and equipment sales. Growth is being driven largely by AI, advanced logic, memory, advanced packaging, and test. Investment remains focused on technology transitions and high-value output rather than broad-based capacity expansion. 🔍 Learn more about the SMM report: https://lnkd.in/g4zjF9cm #SEMI #Semiconductor #IC #CAPEX #FAB #AI #MarketIntelligence
The latest Semiconductor Manufacturing Monitor (SMM) Report produced in collaboration with TechInsights is now available. The July report highlights include: • Broadest sequential improvement and upward revision to 2026 outlook across key industry markers including electronics, IC sales, semiconductor CAPEX, and equipment sales. • IC revenue is rising much faster than wafer volume, reflecting higher memory ASPs, a richer advanced-logic mix, and increasing AI silicon content. • Capacity expansion remains measured, as investment is directed more toward technology transitions and high-value output than broad-based wafer additions. • CAPEX and equipment spending are robust, and the mix continues to favor memory transitions, advanced packaging, and test over broad front-end expansion. • Momentum is concentrated in the AI-exposed stack: leading-edge logic, memory, advanced packaging, test, and related materials/substrates. Download a sample report: https://lnkd.in/gpVUaFFw Learn more about SEMI Market Intelligence reports: https://lnkd.in/eZw8Bp_q #Semiconductors #AI #IC #CAPEX #Fab #MarketIntelligence
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AI continues to drive growth in global silicon wafer shipments. The latest report from the SEMI Silicon Manufacturers Group (SMG) highlights increased shipments in Q2 2026, along with encouraging signs of recovery in the industrial and automotive markets. 🔍 Track silicon wafer shipment statistics collected through SEMI’s proprietary Data Collection Program in collaboration with leading silicon wafer suppliers: https://lnkd.in/gDe9iPXk #SEMI #SiliconManufacturersGroup #Semiconductor #SilliconShipments #AI
SEMI Reports Worldwide Silicon Wafer Shipments Increase 7.4% Year-on-Year in Q2 2026 📈 Worldwide silicon wafer shipments climbed to 3,573 million square inches (MSI) in the second quarter of 2026, according to the latest SEMI Silicon Manufacturers Group (SMG) report. Overall shipments increased 9.1% quarter-over-quarter from the 3,275 MSI recorded during the first quarter of 2026. “Silicon wafer shipments maintained steady growth in the second quarter, driven by strong and increasing AI-related demand beyond advanced logic and memory to include power devices, photonics, and other markets,” said Ginji Yada, Chairman of SEMI SMG and Managing Executive Officer, General Manager, Sales and Marketing Division at SUMCO. Learn more: https://lnkd.in/dkYtKJ-i #SEMI #SiliconManufacturersGroup #Semiconductors #SiliconShipments #AI
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𝗥𝗲𝗰𝗼𝗿𝗱 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗥𝗲𝗶𝗻𝗳𝗼𝗿𝗰𝗲𝘀 𝘁𝗵𝗲 𝗥𝗼𝗹𝗲 𝗼𝗳 𝟮𝟬𝟬𝗺𝗺 𝗙𝗮𝗯𝘀 Equipment investment in ≤200 mm fabs is projected to reach a record 𝗨𝗦$𝟭𝟬.𝟲 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 𝗶𝗻 𝟮𝟬𝟮𝟲 - 𝗺𝗼𝗿𝗲 𝘁𝗵𝗮𝗻 𝗱𝗼𝘂𝗯𝗹𝗲 𝘁𝗵𝗲 𝗹𝗲𝘃𝗲𝗹 𝗿𝗲𝗰𝗼𝗿𝗱𝗲𝗱 𝗶𝗻 𝟮𝟬𝟭𝟵. The continued strength of this manufacturing base reflects its economic and technical importance across a broad range of semiconductor applications. Power and analog devices remain major investment drivers, while photonics, MEMS, compound semiconductors, and other specialty technologies are creating additional demand. These devices support not only automotive, electrification, industrial, and consumer markets, but also the power semiconductors and optical connectivity required for AI infrastructure. The latest 𝗦𝗘𝗠𝗜 𝟮𝟬𝟬𝗺𝗺 𝗙𝗮𝗯 𝗢𝘂𝘁𝗹𝗼𝗼𝗸 examines fab investment, capacity expansion, regional activity, and the technologies sustaining the long-term role of 200 mm manufacturing. 🔎 Learn more about the report: https://lnkd.in/eJcTVuBb https://lnkd.in/eG4tqGzJ #Semiconductor #200mm #MatureNodes #FabInvestment #PowerSemiconductors #Analog #Photonics #MEMS #MarketIntelligence #SEMI
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𝗪𝗵𝗮𝘁 𝗰𝗮𝗻 𝗺𝗲𝗺𝗼𝗿𝘆 𝗶𝗻𝘃𝗲𝗻𝘁𝗼𝗿𝘆 𝘁𝗿𝗲𝗻𝗱𝘀 𝘁𝗲𝗹𝗹 𝘂𝘀 𝗮𝗯𝗼𝘂𝘁 𝘀𝗶𝗹𝗶𝗰𝗼𝗻 𝘄𝗮𝗳𝗲𝗿 𝗱𝗲𝗺𝗮𝗻𝗱? Memory market conditions have improved, supported by tighter finished-goods availability and stronger DRAM pricing. For the silicon wafer market, however, the more relevant question is how these downstream conditions translate into upstream production activity. Silicon wafer demand is shaped by wafer-start planning, work-in-process formation, raw-material procurement, and inventory rebuilding. These indicators may move on a different timeline from finished-goods inventories and memory pricing. The latest 𝗦𝗘𝗠𝗜 𝗦𝗶𝗹𝗶𝗰𝗼𝗻 𝗪𝗮𝗳𝗲𝗿 𝗠𝗮𝗿𝗸𝗲𝘁 𝗠𝗼𝗻𝗶𝘁𝗼𝗿 examines inventory conditions across raw materials, WIP, and finished goods to provide additional perspective on the timing and direction of silicon wafer shipment demand. 🔎 Learn more about the report: https://lnkd.in/eRdpHKZG #Semiconductor #Memory #DRAM #SiliconWafer #WaferShipments #SemiconductorCycle #MarketIntelligence #SEMI
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As the semiconductor industry pushes the boundaries of performance, glass is emerging as a key substrate material for next-generation advanced packaging. A new ecosystem is rapidly taking shape, with the potential to reshape the industry’s long-term landscape. The Glass Core Substrate Report explores this emerging ecosystem, the race toward commercialization, and the role glass could play in the future of advanced semiconductor packaging. Learn more about the report: https://lnkd.in/gUgA3Tbu #MarketIntelligence #SEMI #Semiconductors #GlassCoreSubstrates #AdvancedPackaging
As next-generation semiconductor packaging evolves, glass core substrates are emerging as a key mechanical structure for supporting larger packages and denser interconnects. In an interview with Silicon Semiconductor, Clark Tseng, Senior Director of SEMI Market Intelligence, discusses the commercialization race forming around glass core substrates. Recently, SEMI, in collaboration with Global Net Corp, released a report examining glass core substrate capabilities and the technology’s long-term outlook in advanced semiconductor packaging. 👉 Watch the interview today: https://lnkd.in/g8dGu9wY Download a sample report: https://lnkd.in/gRXFrXEG #MarketIntelligence #SEMI #Semiconductors #GlassCoreSubstrates #AdvancedPackaging
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Conferences like the Surface Preparation & Cleaning Conference (SPCC) play an important role in bringing the semiconductor community together to exchange ideas, address emerging challenges, and drive innovation. This year's discussions underscored the growing importance of advanced cleaning and surface preparation in enabling next-generation semiconductor technologies. SEMI's Advanced Cleaning & Surface Preparation Report provides additional context on the market trends and technologies supporting these advancements. 🔎 Learn more about the Advanced Cleaning and Surface Preparation Report: https://lnkd.in/gvBgmaNX #SEMI #SPCC #Semiconductors #IndustryCollaboration #Manufacturing
SEMI’s annual Surface Preparation & Cleaning Conference (SPCC) brought together experts in advancing surface preparation, cleaning technologies, and wet processes for two days of in-depth discussions focused on addressing the biggest challenges affecting this area of the semiconductor industry. Leaders from Hilltop Economics, Kurita Water Industries Ltd, IBM, Mitsubishi Chemical Group, Micron Technology, Technic Inc. and JSR Corporation shared insights on the current market, from advanced packaging, power delivery, advanced DRAM, sustainability, and more. Four key themes arose during SPCC : - Hybrid Bonding & Flux - Wet Etch, Gate-All-Around, & Selectivity - Scaling DRAM to Advanced Nodes - Sustainable Materials & Stripping Solutions A big thank you to all our presenters for helping drive these important conversations forward: Meldrum Duncan, Inna Skvortsova, MBA, Srini Raghavan, Koji Nakata, Alma Margarita Vela Ramirez, Tomoki Nara, Shihui Yang, Hiroki Uoyama, Sina Kaabipour, Ph.D., Diane BIJOU, Chihiro Kobata 👉 Read the full recap: https://lnkd.in/g4TUpPe8 Get more details and download a free sample of the Glass Core Substrate Market and Development Trends report: https://lnkd.in/gUgA3Tbu #SEMI #SPCC #Semiconductors #IndustryCollaboration #Manufacturing
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SEMI's latest forecast highlights continued strong investment in semiconductor manufacturing equipment. As demand for more advanced AI chips continues to grow, expanding manufacturing capabilities will be essential to keeping pace with AI-driven demand. Learn more about the Equipment Market Data Subscription report: https://lnkd.in/d63u5YBR #SEMI #Semiconductor #MarketIntelligence #AI #SupplyChain #SemiconductorEquipment #AdvancedManufacturing #ChipManufacturing
📈 Global Semiconductor Equipment Sales Forecast to Reach a Record $229 Billion in 2028 Global sales of total semiconductor manufacturing equipment are forecast to reach a record $165.9 billion this year, up 23.2% year-on-year, according to the SEMI Mid-Year Total Semiconductor Equipment Forecast — OEM Perspective. “AI is accelerating demand for more powerful and efficient chips, driving increased investment across the semiconductor capital equipment market,” said Ajit Manocha, SEMI president and CEO. “The mid-year forecast points to a higher equipment spending trajectory as chipmakers invest in the leading-edge logic, advanced memory, test and packaging capabilities required for the AI era.” Learn more: https://lnkd.in/gKuPNWWM SEMI Market Intelligence #SEMI #Semiconductors #MarketIntelligence #AI #SupplyChain #SemiconductorEquipment #AdvancedManufacturing #ChipManufacturing
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Great to see continued growth in the electronic design industry. Strong demand for EDA tools and semiconductor IP reflects the ongoing investment in next-generation chip development. Learn more about the EDMD report: https://lnkd.in/d_nwsFaw
Electronic System Design industry revenue increased 12.7% year-over-year to reach $5,747.8 million, according to the Electronic Design Market Data (EDMD) report released today. “The electronic design automation industry continued to report strong year-over-year revenue growth in Q1 2026,” said Walden C. ( Wally ) Rhines, Executive Sponsor of the SEMI Electronic Design Market Data report and Chief Executive Officer of Silvaco Inc, “All product categories reported gains, with Computer-Aided Engineering and Semiconductor IP showing double digit growth. The Americas, EMEA, and APAC geographic regions reported growth in Q1, with double digit increases in EMEA and APAC.” 🔗 Learn more: https://lnkd.in/gnJNb7fM 👉 Access the Electronic Design Market Data (EDMD) report today: https://lnkd.in/gnTMjdmM ESD Alliance, a SEMI Technology Community #SEMI #Semiconductors #Research #MarketIntelligence #EDA