Wafer Demand Forecast - Q4 2025 Update
2 Min Read January 13, 2026
Global silicon wafer demand is expected to surge nearly 7% in 2026, driven by AI infrastructure growth and rising need for GPUs.
Global demand for silicon wafers is projected to increase nearly 7% in 2026, surpassing prior forecasts primarily due to the acceleration of AI infrastructure investment. Strong demand for AI-optimized chips, particularly GPUs and high-bandwidth memory (HBM), is driving most of this growth as companies expand compute-intensive datacenter capabilities.
This summary outlines the analysis* found on the TechInsights' Platform.
*Some analyses may only be available with a paid subscription.
