Silicon wafer shipments on the up, says SEMI
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After two quarters of sequential decline silicon wafer shipments increased in the 2Q23, according to the Silicon Manufacturers Group within industry body SEMI.
Worldwide wafer shipments increased 2.0 percent quarter-over-quarter to 3,331 million square inches in 2Q23. However, after two quarters of sequential decline the number is 10.1 percent down from the 3,704 million square inches of silicon shipped in 2Q22.
But this an indication of an inflection point in the market with a seasonal increase in shipments in 3Q23. Whether this will result in a sequentially increasing chip market depends on averaging selling prices and on the throughput of wafers through fabs.
“The semiconductor industry continues to work through excess inventory in various market segments, necessitating that fabs operate below full capacity,” said Anna-Riikka Vuorikari-Antikainen, chairman of SEMI SMG and chief commercial officer at wafer supplier Okmetic Oy. “As a result, silicon wafer shipments are lagging their 2022 peak. Second-quarter wafer shipments held steady quarter-on-quarter with 300mm showing quarterly growth among all wafer sizes.”
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