国际半导体产业协会（SEMI）发布数据显示，2026年第一季度全球硅晶圆出货量同比增长13.1%。AI数据中心对先进逻辑、存储及电源管理芯片的硅晶圆需求保持强劲，工业半导体板块需求改善带动库存消化。受AI高带宽内存产能分配影响，当季智能手机与PC出货量有所走弱，整体需求呈现结构性复苏特征。
SEMI Reports Worldwide Silicon Wafer Shipments Increase 13.1% Year-on-Year in Q1 2026
“Silicon wafer demand related to AI data centers continues to be strong, including advanced logic and memory, and also now extending to power management devices,” said Ginji Yada, Chairman of the SEMI Silicon Manufacturers Group and Managing Executive Officer, General Manager, Sales and Marketing Division at SUMCO Corporation. “Overall, silicon wafer demand has improved, but the recovery is not uniform. Many device companies have noted improvements in the industrial semiconductor segment, and this is creating a more broad-based recovery as wafer inventory is absorbed. Weaker smartphone and PC shipments in the first quarter of this year may show the impact of tighter supply of memory due to AI high bandwidth memory (HBM) allocation decisions.”
Get more insights from the Q1 Silicon Wafer Shipments analysis: https://t.co/kRyKaIa0s2
Learn more about SEMI Data Collection Programs: https://t.co/tC7nBa49e3
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