© TSMC
Analysis |
Silicon area shipment trends – Semiconductor applications only
Global silicon wafer shipments dip 5% in Q1
Worldwide silicon wafer shipments decreased 5.4% quarter-over-quarter to 2,834 million square inches in the first quarter of 2024, a 13.2% drop from the 3,265 million square inches recorded during the same quarter last year, reports SEMI
“The continuing decline in IC fab utilisation and inventory adjustment led to negative growth across all wafer sizes in Q1 2024, with polished wafer shipments falling slightly more year-over-year than EPI wafer shipments,” said Lee Chungwei (李崇偉), Chairman of SEMI SMG and Vice President and Chief Auditor at GlobalWafers. “Notably, utilisation by some fabs bottomed out in Q4 2023 as growing AI adoption fueled rising demand for advanced node logic products and memory for data centers.”
| Millions of Square Inches | ||||||
| 4Q 2022 | 1Q 2023 | 2Q 2023 | 3Q 2023 | 4Q 2023 | 1Q 2024 | |
| Total | 3,589 | 3,265 | 3,331 | 3,010 | 2,996 | 2,834 |
