Wafer Demand by Product Category, Wafer Size, and Technology Forecast – Q1 2025 Update

Get insights into the semiconductor industry's 2025 bifurcation. This report details wafer production trends by size and technology node through 2029, highlighting AI-driven growth in GPUs and HBM.

The semiconductor industry continues to be bifurcated, with consumer and automotive markets exhibiting continued weakness early in the year while AI initiatives propel growth for GPUs and HBM. This report covers the number of wafers produced by year by wafer size and technology node through 2029.

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