---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000835942.md"
description: "Silicon wafer production continues to tighten as demand recovers, said GlobalWafers, the world’s 3rd biggest maker, adding 12-inch, 8-inch and 6-inch capacity is nearly full, media report. Chair Doris Hsu said 2027 will see meaningful revenue growth as new 12-inch capacity comes online in Texas and Italy (Novara), along with the ramp up of high-end wafers such as SOI (Silicon-On-Insulator). GlobalWafers inked a 10-year agreement to supply Micron, gaining a US$500 million prepayment, and is now in talks with multiple clients on long term agreements (LTAs). $Micron Tech(MU.US) $SK Hynix(SKHY.US) $SSNLF #GlobalWafers #ShinEtsu #SUMCO #semiconductorsSource: Dan Nystedt"
datetime: "2026-08-05T01:56:54.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000835942.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000835942.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000835942.md)
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203.md)"
generator: "portal-rs"
---

# Silicon wafer production continues to tighten as d…


### Related Stocks

- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [SEI.US](https://longbridge.com/en/quote/SEI.US.md)
- [SKHY.US](https://longbridge.com/en/quote/SKHY.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**