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SEMI reports a decrease in global silicon wafer shipments and sales in 2024 compared to the previous year.

Market IntelMonday, Feb 10, 2025 9:40 pm ET

1min read

Securities Times e Company News, SEMI's annual analysis report on the wafer industry released recently shows that the global wafer shipments in 2024 will decrease by 2.7% YoY to 122.66 million square inches (MSI), while the wafer sales will decrease by 6.5% YoY to US$11.5 billion. The report indicates that the wafer demand began to recover from the industry's downturn cycle in 2023 in the second half of 2024, but the terminal demand in some segments was weak, affecting the wafer factory utilization and the wafer shipments of specific applications, and the inventory adjustment speed was slower. The recovery is expected to continue to 2025, with stronger improvement in the second half. SEMI SMG Chairman and GlobalWafers Vice President Lee Chungwei said: "Generative AI and new data center construction have been driving the most advanced fabs and storage devices such as high-bandwidth memory (HBM), but most other terminal markets are still recovering from excess inventory. As many customers have pointed out in their earnings reports, the industrial semiconductor market is still in a strong inventory adjustment, which affects the global wafer shipments."

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Stevitop

02/11

Global wafer shipments down, but not without hope. 2025 could be the year we see a stronger rebound, especially in the second half.

ttforum

@Stevitop What do you think will drive the rebound?

Eli9105

Inventory adjustments hit hard, but generative AI and data centers keep semis alive. Watch $NVDA for AI cues.

AdCommercial3174

@Eli9105 Watch NVDA, but what's your target?

sniperadjust

$AAPL and $TSLA rely on these semis, so there's potential for trickle-down growth. Patience is key as the market sorts through inventory issues.

acg7

Global wafer shipments down, but recovery on the horizon. Keep an eye on $AAPL's tech roadmap.

SISU-MO

SEMI's got the scoop, but the market's a puzzle. Balancing act between recovery and inventory clearance will make or break wafer shipments.

Oleksandr_G

Lee Chungwei hits the nail on the head. It's all about finding that balance between recovery and clearance. The road to 2025 looks bumpy.

Wafer shipments down, but not worried 😊

KookyPossibleTheme

AI hype train still rolling, but slowly.

SussyAltUser

Fabs are running hot, but not all markets are created equal. Keep an eye on how different segments rebound from those inventory woes. 😊

rareinvoices

@SussyAltUser What do you think about the AI impact on wafer demand?

spanishdictlover

Data centers are the new silicon gold rush.

High-bandwidth memory is the MVP. HBM's growth keeps fab utilization buzzing. 📈

JoinMySpaceship

@rareinvoices HBM's growth is lit, but the inventory adjustment is a drag.

TheRealJakeMalloy

AI and data centers are the MVPs here. HBM is where the action's at, but the rest of the market still shakes off that inventory baggage.

Dry_Entertainer_6727

Holding semis for the long haul. Diversification and innovation will bounce back stronger.

TeslaCoin1000000

@Dry_Entertainer_6727 How long you planning to hold semis? Any specific stocks catching your eye?

JobuJabroni

Inventory adjustments hit hard, but generative AI and data centers keep semis alive. Holding $NVDA for the long haul, despite short-term dips.

MyNi_Redux

Holding $NVDA long, expecting 2025 boom.