GlobalWafers outlines 2026 recovery path, highlights tightening 12-inch wafer supply

, Hsinchu

May 6, 2026, 12:14 0

Credit: DIGITIMES

GlobalWafers expects the current semiconductor cycle to bottom in the first quarter of 2026, with both the speed and breadth of recovery exceeding prior expectations, as artificial intelligence (AI) demand continues to drive growth across the industry.

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