GlobalWafers says AI demand is lifting utilization and new LTA talks are underway

DIGITIMESAugust 5, 2026en

GlobalWafers said semiconductor demand has rebounded as AI and high-performance computing applications expanded, keeping its factories highly utilized and prompting a new round of long-term supply agreement talks. The Taiwan-based wafer supplier also said tighter supply could push spot prices higher in the second half of 2026.

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