Diverging Semiconductor Trends: IC Recovery Emerges as Cost and Supply Risks Resurface
2 Min Read April 9, 2026
Wafer pricing bottoms in 2025 with a 2026 recovery led by memory ICs, while pressure remains with Discrete/Power and SiC rising geopolitical cost risks.
Semiconductor wafer pricing bottomed in 2025 after a sharp correction, with early recovery emerging in 2026 led by IC segments, particularly memory. However, Discrete/Power and SiC remain under pressure, while geopolitical risks are reintroducing uncertainty in energy, materials, and supply chain costs.
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