The total area of shipped silicon wafers dropped 2% in Q3 compared with Q2, but that same 2% reduction has shown up in the same time frame over the past several years. There appears to be no significant impact on the silicon wafer area, which is flat at about 2.3 billion square inches.
Figure 1: The change in silicon wafer shipping area. Source: SEMI
Despite a rapid recovery after the ... » read more