Silicon Wafer Prices to Surge 40% in 2027 as AI Demand Squeezes Supply Chain

Taiwan's CTEE reports polished silicon wafer prices will jump 40% in 2027, while epitaxial wafers rise 15–25%. Average wafer prices are projected to climb from $92 in 2026 to $122 in 2027 and $166 in 2028, with quarterly shipments growing from 11.9 million to 21.7 million.

• Polished wafers up 40%, epitaxial wafers up 15–25% in 2027
• Wafer price: $92 in 2026, $122 in 2027, $166 in 2028
• Quarterly shipments to grow from 11.9M to 21.7M wafers
• CoWoS capacity to rise 70.9%, GPU and ASIC demand 44.9%