Datacenter wafer consumption is 15% of total currently (from Siltronic; AMAT has a similar estimate). Nearly 50% of the entire industry's incremental wafer demand in 2025 comes from just datacenter. PC turned the corner. Auto settling to low growth. Smartphones still the biggest wafer demand driver. Wafer shipments and consumption are heading to parity, meaning Siltronic's growth could resume.
Source: Sravan Kundojjala
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