02/14/2025, 06:15 AM UTC
2024年硅片出货量下降2.7%，收入下降6.5%2024 wafers down 2.7%; wafer revenues down 6.5%
➀ 根据SEMI硅片制造商集团（SMG）的报告，2024年硅片出货量下降了2.7%，达到12,266百万平方英寸，而硅片收入下降了6.5%，至115亿美元。
➁ 2024年下半年，全球对硅片的需求开始从2023年行业衰退中恢复，预计这种复苏将持续到2025年，并在下半年有所加强。
➂ 生成式AI和新的数据中心建设正在推动对先进代工厂和内存设备（如HBM）的需求，而大多数其他市场仍在从过剩库存中恢复。
➀ The SEMI Silicon Manufacturers Group (SMG) reported that 2024 silicon wafer shipments fell 2.7% to 12,266 million square inches and wafer revenue contracted 6.5% to $11.5 billion.
➁ Demand for silicon wafers in the second half of 2024 started to recover from the industry downcycle seen in 2023, and is expected to continue into 2025.
➂ Generative AI and new data-center construction are driving demand for advanced foundry and memory devices like HBM, while most other markets are still recovering from excess inventory.
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