capacity

SEMI predicts 300mm capacity to grow to almost 10,000 wafers per month in 2026, up from 6,500 in 2021.

Concerns that the diplomatic stand-off between Seoul and Tokyo could hit the supply chain rose again this weekend as South Korean politicians made a surprise visit to disputed islands.

If current market trends persist, shortages in wafers are likely to follow, hurting the ability of some companies to ship silicon and boost the prices for those who can.