<p>➀ Q2 2025 silicon wafer shipments rose 9.6% YoY to 3,327 million square inches (MSI), with a 14.9% QoQ increase from Q1; </p><p>➁ SEMI SMG highlights strong demand for AI datacenter chips, including HBM, while fab utilization for other devices remains low; </p><p>➂ Geopolitical and supply chain uncertainties may affect future silicon shipment trends despite current recovery signs.</p>