|
Shipments Increase in 2025 Amid Strong AI-driven Demand, While Revenue Softens
MILPITAS, Calif., Feb. 10, 2026 /PRNewswire/ -- Worldwide silicon wafer shipments in 2025 increased 5.8% to 12,973 million square inches (MSI) while wafer revenue slipped 1.2% to $11.4 billion over the same period, the SEMI Silicon Manufacturers Group (SMG) reported in its year-end analysis of the silicon wafer industry.
2025 marks an inflection year for wafer shipments, with silicon MSI resuming growth supported by strong demand for advanced epitaxial wafers in logic and polished wafers for high-bandwidth memory (HBM), driven by AI applications. Softness in wafer revenue is mostly attributed to the slow momentum in traditional semiconductor applications where the demand and pricing environment are yet to improve.
"The 2025–2026 wafer market is shaped by diverging trends across technology nodes," said Ginji Yada, Chairman of SEMI SMG and Executive Office Deputy General Manager, Sales and Marketing Division at SUMCO Corporation. "Demand for 300mm wafers remains strong in advanced applications, particularly in AI-driven logic and high-bandwidth memory (HBM), supported by the ongoing adoption of sub-3nm processes. These technology transitions are driving increased requirements for wafer quality and consistency, reinforcing the need for advanced material solutions. Investments in data centers and generative AI continue to underpin demand in leading-edge segments, where performance and reliability are critical.
"In contrast, the legacy semiconductor segment shows gradual signs of stabilization. Wafer and chip inventory levels in mature-node applications—such as automotive, industrial, and consumer electronics—have begun to normalize after extended inventory adjustments. While supply-demand conditions are improving sequentially, the pace of recovery remains moderate, with demand recovery still sensitive to macroeconomic factors and end-market dynamics. As a result, the overall market outlook reflects a two-track trajectory: sustained demand and technical advancement in advanced nodes, alongside a cautious and incremental rebound for demand in mature technology segments."
Silicon wafers are the fundamental building material for the majority of semiconductors, which are vital components of all electronic devices. The highly engineered thin disks are produced in diameters of up to 300 mm and serve as the substrate material on which most semiconductors are fabricated.
The SMG is a sub-committee of the SEMI Electronic Materials Group (EMG) and is open to SEMI members involved in manufacturing polycrystalline silicon, monocrystalline silicon or silicon wafers (e.g., as cut, polished, epitaxial). The SMG facilitates collective efforts on issues related to the silicon industry, including the development of statistics about the silicon industry.
For more information, visit SEMI Worldwide Silicon Wafer Shipment Statistics or contact the SEMI Market Intelligence Team at mktstats@semi.org. Additional details on SEMI market data are available at SEMI Market Intelligence.
Follow SEMI
About SEMI
SEMI® is the global industry association connecting over 3,000 member companies and 1.5 million professionals worldwide across the semiconductor and electronics design and manufacturing supply chain. We accelerate member collaboration on solutions to top industry challenges through Advocacy, Workforce Development, Sustainability, Supply Chain Management and other programs. Our SEMICON® expositions and events, technology communities, standards and market intelligence help advance our members' business growth and innovations in design, devices, equipment, materials, services and software, enabling smarter, faster, more secure electronics. Visit www.semi.org, contact a regional office, and connect with SEMI on LinkedIn and X to learn more.
Association Contacts
Sherrie Gutierrez/SEMI
Phone: 1-831-889-3800
Email: sgutierrez@semi.org
Stephanie Quinn/Kiterocket (Media Inquiries)
Phone: 1-480-316-8370
Email: squinn@kiterocket.com
Shipments Increase in 2025 Amid Strong AI-driven Demand, While Revenue Softens
MILPITAS, Calif., Feb. 10, 2026 /PRNewswire/ -- Worldwide silicon wafer shipments in 2025 increased 5.8% to 12,973 million square inches (MSI) while wafer revenue slipped 1.2% to $11.4 billion over the same period, the SEMI Silicon Manufacturers Group (SMG) reported in its year-end analysis of the silicon wafer industry.
2025 marks an inflection year for wafer shipments, with silicon MSI resuming growth supported by strong demand for advanced epitaxial wafers in logic and polished wafers for high-bandwidth memory (HBM), driven by AI applications. Softness in wafer revenue is mostly attributed to the slow momentum in traditional semiconductor applications where the demand and pricing environment are yet to improve.
"The 2025–2026 wafer market is shaped by diverging trends across technology nodes," said Ginji Yada, Chairman of SEMI SMG and Executive Office Deputy General Manager, Sales and Marketing Division at SUMCO Corporation. "Demand for 300mm wafers remains strong in advanced applications, particularly in AI-driven logic and high-bandwidth memory (HBM), supported by the ongoing adoption of sub-3nm processes. These technology transitions are driving increased requirements for wafer quality and consistency, reinforcing the need for advanced material solutions. Investments in data centers and generative AI continue to underpin demand in leading-edge segments, where performance and reliability are critical.
"In contrast, the legacy semiconductor segment shows gradual signs of stabilization. Wafer and chip inventory levels in mature-node applications—such as automotive, industrial, and consumer electronics—have begun to normalize after extended inventory adjustments. While supply-demand conditions are improving sequentially, the pace of recovery remains moderate, with demand recovery still sensitive to macroeconomic factors and end-market dynamics. As a result, the overall market outlook reflects a two-track trajectory: sustained demand and technical advancement in advanced nodes, alongside a cautious and incremental rebound for demand in mature technology segments."
Silicon wafers are the fundamental building material for the majority of semiconductors, which are vital components of all electronic devices. The highly engineered thin disks are produced in diameters of up to 300 mm and serve as the substrate material on which most semiconductors are fabricated.
The SMG is a sub-committee of the SEMI Electronic Materials Group (EMG) and is open to SEMI members involved in manufacturing polycrystalline silicon, monocrystalline silicon or silicon wafers (e.g., as cut, polished, epitaxial). The SMG facilitates collective efforts on issues related to the silicon industry, including the development of statistics about the silicon industry.
For more information, visit SEMI Worldwide Silicon Wafer Shipment Statistics or contact the SEMI Market Intelligence Team at mktstats@semi.org. Additional details on SEMI market data are available at SEMI Market Intelligence.
Follow SEMI
About SEMI
SEMI® is the global industry association connecting over 3,000 member companies and 1.5 million professionals worldwide across the semiconductor and electronics design and manufacturing supply chain. We accelerate member collaboration on solutions to top industry challenges through Advocacy, Workforce Development, Sustainability, Supply Chain Management and other programs. Our SEMICON® expositions and events, technology communities, standards and market intelligence help advance our members' business growth and innovations in design, devices, equipment, materials, services and software, enabling smarter, faster, more secure electronics. Visit www.semi.org, contact a regional office, and connect with SEMI on LinkedIn and X to learn more.
Association Contacts
Sherrie Gutierrez/SEMI
Phone: 1-831-889-3800
Email: sgutierrez@semi.org
Stephanie Quinn/Kiterocket (Media Inquiries)
Phone: 1-480-316-8370
Email: squinn@kiterocket.com
** The press release content is from PR Newswire. Bastille Post is not involved in its creation. **
SEMI Reports 2025 Annual Worldwide Silicon Wafer Shipments and Revenue Results
SEMI Reports 2025 Annual Worldwide Silicon Wafer Shipments and Revenue Results
|
Historic 100-Year Brand Partners with Omnichannel Distribution Leader Powered by Growvana, Operated by Rebelution
CHICAGO, Feb. 10, 2026 /PRNewswire/ -- Naturade, the pioneer in science-driven hydration and performance beverages founded in 1926, today announced a transformative strategic partnership powered by Growvana and operated by Rebelution. This alliance marks a pivotal moment in the brand's centennial history, leveraging Growvana's world-class omnichannel distribution platform and Rebelution's operational infrastructure to scale Naturade's 100-year legacy into a business built to thrive for the next century.
As Naturade celebrates a century of supporting endurance, recovery, and active lifestyles, the company is looking forward, not back. This partnership is designed to modernize the brand's U.S. footprint by unifying logistics, platform strategy, and operational execution across all sales channels—both digital and physical retail. Powered by Growvana's advanced platform and operated by Rebelution's infrastructure, the partnership will manage Naturade's complete channel ecosystem, deploying robust capital resources and global reach to drive expansion across e-commerce (a primary growth driver), traditional retail distribution, and key national retailers, including Amazon, Sprouts, Whole Foods, and Costco.
The collaboration brings the full force of Growvana's omnichannel distribution platform powered by Rebelution's operational infrastructure to the table. Together, they are not simply managing e-commerce—they are orchestrating Naturade's entire channel strategy, from digital marketplaces to brick-and-mortar retail and wholesale distribution. By integrating Growvana's platform technology with Rebelution's operational expertise across all sales channels, the partnership ensures that Naturade can meet surging consumer demand with efficiency and precision across every touchpoint.
"Naturade is a brand with an incredible 100-year history, and our mission is to build the scalable infrastructure that ensures it remains a leader for the next 100 years," said Melonie Carnegie, CEO at Rebelution. "Powered by Growvana's platform and operated by Rebelution's infrastructure, we are bringing our capital, our advanced omnichannel distribution network, and our global reach to this partnership. We're managing all of Naturade's channels, not just e-commerce. While e-commerce represents a significant portion of the business, we're equally focused on traditional retail distribution and wholesale, ensuring seamless execution across every channel. With Growvana's platform technology combined with Rebelution's deep integrations across multiple retailers and the tremendous expertise of our people, we are uniquely positioned to unlock new levels of growth and ensure this legacy brand is accessible to consumers everywhere."
Naturade continues to be supported by prominent long-term investors, including entrepreneur and NBA legend Magic Johnson and Hall of Famer Grant Hill. Their continued backing reinforces confidence in the brand's category leadership, governance, and the aggressive growth strategy now enabled by this partnership powered by Growvana and operated by Rebelution.
"Reaching our 100th anniversary is a testament to the quality and trust Naturade has built with generations of consumers," said Claude Tellis, CEO of Naturade. "To honor that legacy, we must innovate how we reach our customers. This partnership, powered by Growvana's platform and operated by Rebelution's infrastructure, gives us the technological edge and distribution muscle we need to scale effectively. This is not just about celebrating our past; it is about securing our future and delivering wellness to millions more Americans."
This engagement represents a comprehensive overhaul of Naturade's commercialization strategy, moving beyond traditional distribution to a modern, data-driven ecosystem. By leveraging Growvana's platform technology and Rebelution's multi-channel operational capabilities, Naturade strengthens its execution across the U.S. market, aligning operational scale with the rigorous demands of national retail ecosystems and investor expectations.
About Naturade
Founded in 1926, Naturade has established itself as a science-driven hydration brand with a century-long legacy supporting endurance, recovery, and active lifestyles. Committed to plant-based nutrition and wellness, Naturade provides high-quality products designed to help consumers live their best lives.
About Growvana & Rebelution
Growvana is an advanced omnichannel distribution platform that powers brand acceleration through sophisticated technology and multi-channel integration. Rebelution operates the infrastructure that brings the platform to life, providing capital efficiency, advanced logistics, and operational excellence. Together, powered by Growvana and operated by Rebelution, they partner with high-growth brands to scale operations across e-commerce, traditional retail distribution, and wholesale channels. Their combined expertise spans global supply chain management, data-driven marketing, strategic retail execution, and full-spectrum channel management.
Historic 100-Year Brand Partners with Omnichannel Distribution Leader Powered by Growvana, Operated by Rebelution
CHICAGO, Feb. 10, 2026 /PRNewswire/ -- Naturade, the pioneer in science-driven hydration and performance beverages founded in 1926, today announced a transformative strategic partnership powered by Growvana and operated by Rebelution. This alliance marks a pivotal moment in the brand's centennial history, leveraging Growvana's world-class omnichannel distribution platform and Rebelution's operational infrastructure to scale Naturade's 100-year legacy into a business built to thrive for the next century.
As Naturade celebrates a century of supporting endurance, recovery, and active lifestyles, the company is looking forward, not back. This partnership is designed to modernize the brand's U.S. footprint by unifying logistics, platform strategy, and operational execution across all sales channels—both digital and physical retail. Powered by Growvana's advanced platform and operated by Rebelution's infrastructure, the partnership will manage Naturade's complete channel ecosystem, deploying robust capital resources and global reach to drive expansion across e-commerce (a primary growth driver), traditional retail distribution, and key national retailers, including Amazon, Sprouts, Whole Foods, and Costco.
The collaboration brings the full force of Growvana's omnichannel distribution platform powered by Rebelution's operational infrastructure to the table. Together, they are not simply managing e-commerce—they are orchestrating Naturade's entire channel strategy, from digital marketplaces to brick-and-mortar retail and wholesale distribution. By integrating Growvana's platform technology with Rebelution's operational expertise across all sales channels, the partnership ensures that Naturade can meet surging consumer demand with efficiency and precision across every touchpoint.
"Naturade is a brand with an incredible 100-year history, and our mission is to build the scalable infrastructure that ensures it remains a leader for the next 100 years," said Melonie Carnegie, CEO at Rebelution. "Powered by Growvana's platform and operated by Rebelution's infrastructure, we are bringing our capital, our advanced omnichannel distribution network, and our global reach to this partnership. We're managing all of Naturade's channels, not just e-commerce. While e-commerce represents a significant portion of the business, we're equally focused on traditional retail distribution and wholesale, ensuring seamless execution across every channel. With Growvana's platform technology combined with Rebelution's deep integrations across multiple retailers and the tremendous expertise of our people, we are uniquely positioned to unlock new levels of growth and ensure this legacy brand is accessible to consumers everywhere."
Naturade continues to be supported by prominent long-term investors, including entrepreneur and NBA legend Magic Johnson and Hall of Famer Grant Hill. Their continued backing reinforces confidence in the brand's category leadership, governance, and the aggressive growth strategy now enabled by this partnership powered by Growvana and operated by Rebelution.
"Reaching our 100th anniversary is a testament to the quality and trust Naturade has built with generations of consumers," said Claude Tellis, CEO of Naturade. "To honor that legacy, we must innovate how we reach our customers. This partnership, powered by Growvana's platform and operated by Rebelution's infrastructure, gives us the technological edge and distribution muscle we need to scale effectively. This is not just about celebrating our past; it is about securing our future and delivering wellness to millions more Americans."
This engagement represents a comprehensive overhaul of Naturade's commercialization strategy, moving beyond traditional distribution to a modern, data-driven ecosystem. By leveraging Growvana's platform technology and Rebelution's multi-channel operational capabilities, Naturade strengthens its execution across the U.S. market, aligning operational scale with the rigorous demands of national retail ecosystems and investor expectations.
About Naturade
Founded in 1926, Naturade has established itself as a science-driven hydration brand with a century-long legacy supporting endurance, recovery, and active lifestyles. Committed to plant-based nutrition and wellness, Naturade provides high-quality products designed to help consumers live their best lives.
About Growvana & Rebelution
Growvana is an advanced omnichannel distribution platform that powers brand acceleration through sophisticated technology and multi-channel integration. Rebelution operates the infrastructure that brings the platform to life, providing capital efficiency, advanced logistics, and operational excellence. Together, powered by Growvana and operated by Rebelution, they partner with high-growth brands to scale operations across e-commerce, traditional retail distribution, and wholesale channels. Their combined expertise spans global supply chain management, data-driven marketing, strategic retail execution, and full-spectrum channel management.
** The press release content is from PR Newswire. Bastille Post is not involved in its creation. **
NATURADE SELECTS REBELUTION AND GROWVANA TO DRIVE U.S. DISTRIBUTION AND ACCELERATE MARKET GROWTH
