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2026-06-11
TechInsights
Wafer Demand Forecast – Q3 2025 Update
2 Min Read September 30, 2025
The semiconductor market is bifurcated, driven by AI growth in HBM, leading to an increase in DRAM's wafer allocation from 16% to nearly 21% by 2030.
The semiconductor market is increasingly bifurcated, with AI-related segments fueling robust growth while the rest of the industry faces headwinds from weaker end-m