<p>➀ Q3 silicon wafer shipments rose 3.1% year-over-year to 3,313 million square inches (MSI), but saw a 0.4% sequential decline from Q2, indicating sluggish recovery, especially in epitaxial wafers.</p><p>➁ January-September 2025 shipments grew significantly, driven by 300 mm wafer demand for advanced logic, cloud infrastructure, and memory, with AI investments fueling advanced process expansions.</p><p>➂ SEMI Silicon Manufacturers Group (SMG), part of SEMI’s Electronic Materials Group, tracks wafer industry data and includes polycrystalline/monocrystalline silicon and wafer manufacturers.</p>