According to the latest report from the International Semiconductor Industry Association, global silicon wafer shipments in the second quarter of 2023 increased by 2.0% quarter-on-quarter to 3.331 billion square inches, a decrease of 1.01% from 3.704 billion square inches in the same period last year. %.
The semiconductor industry continues to grapple with excess inventory in various market segments, and as a result, Q2 silicon wafer shipments lag behind their 2022 peak. Wafer shipments remained stable sequentially in the second quarter, with 300mm wafers showing quarterly growth across all wafer sizes.
Note: The International Semiconductor Industry Association (SEMI) includes more than 2,500 member companies and 1.3 million professionals worldwide, covering equipment, materials, design, packaging and testing, manufacturing, software and services in all fields of the microelectronic integrated circuit industry chain.
SEMI said that after the global semiconductor industry’s production capacity increased by 7.2% in 2022, it is expected to grow by 4.8% in 2023 and continue to grow by 5.6% in 2024.
As more suppliers provide foundry services and global production capacity increases, SEMI expects semiconductor expansion to lead semiconductor expansion with an investment of US$43.4 billion in 2023, a year-on-year decrease of 12.1%, and a year-on-year decrease of 12.1% in 2024. increased by 12.4% to US$48.8 billion.
SEMI predicts that in 2023, Memory storage chips will rank second in global spending, although the year-on-year decrease of 44.4% to 17.1 billion US dollars, but the investment in this field will increase to 28.2 billion US dollars in 2024.
In addition, unlike other market segments, SEMI predicts that spending in the automotive market will increase by 1.3% in 2023 to $9.7 billion, while investment in this sector will remain flat next year.
