Q2 silicon wafer shipments increased 7.4% YoY to 3,573 million square inches (MSI) from the 3,327 MSI recorded in Q2 2025 and 9.1% QoQ from the 3,275 MSI recorded oc Q12026. reports the SEMI Silicon Manufacturers Group (SMG). “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 Corporation. “In addition, industrial and automotive demand is recovering, while memory price pressures are contributing to constrained PC and smartphone demand. Device manufacturers are investing heavily in capacity expansion, and silicon wafer demand growth is expected to continue.”