5 Expectations for the Compute Market in 2026
Datacenter accelerators, advanced nodes, and geopolitical tensions—what’s next for compute semiconductors.
The compute semiconductor market is entering a transformative period. While datacenter accelerators drive rapid growth, traditional PC and mobile markets face challenges from potential tariffs and economic uncertainties. Advanced node transitions, chiplet architectures, and geopolitical factors are reshaping strategies for manufacturers and designers alike.
What You’ll Learn:
In this webinar, TechInsights experts highlighted five critical developments shaping the compute markets in 2026, providing actionable insights for architects, strategists, and executives navigating this dynamic landscape.
Custom Silicon & Arm Expansion – Driving IP and ASIC growth in datacenters.
AI-PC & Smartphone Refresh Risks – Navigating uncertain tariffs and market headwinds.
FinFET → Gate-All-Around Transition – Intel’s disruptive backside power delivery vs TSMC leadership at 2nm.
SoC Disaggregation & Chiplets – Reducing costs and increasing design flexibility.
China’s Strategic Independence – Technology and processor self-sufficiency amid US export restrictions.
Whether you’re a compute architect, foundry strategist, or semiconductor executive, this session will help you anticipate market changes, adapt roadmaps, and lead innovation.
Meet the presenters
Anand Joshi
AI Technology Analyst
Anand Joshi is an AI Technology Analyst with over 25 years of semiconductor experience. As an artificial intelligence industry veteran, he leads AI coverage at TechInsights through thorough analysis and groundbreaking predictions on AI semiconductors. Anand creates logical solutions for future AI technology market potential and strategy.
Eric Balossier
Lead Semiconductor Market Analyst
A semiconductor industry veteran with 15+ years of R&D experience in mobile and consumer computing platforms at STMicroelectronics and the International Semiconductor Development Alliance. He focuses on processors, accelerated computing, communication, and SoCs across all end-market verticals, working with analysts and reverse engineering teams to identify processing architecture trends.
Dr. Porter Seo
Senior Technology Fellow, Logic
Dr. Porter Seo has nearly 30 years of industry experience. He holds a Ph.D. in Electrical and Electronic Engineering, specializing in device physics and lithography development, delivering customer-focused insights navigate complex technologies in this rapidly evolving landscape.
Cameron McKnight-MacNeil
Process Analyst
Cameron McKnight-MacNeil is a Process Analyst with over a decade of experience analyzing compute devices including high-performance compute, AI, desktop, and mobile systems. He specializes in documenting how advanced compute devices are manufactured and what makes them unique. Cameron holds numerous patents in advanced packaging and compound semiconductors.
Once you’ve watched the 5 Expectations... what’s next?
That’s where TechInsights comes in. The Compute Outlook Report helps you turn processor roadmaps, architecture shifts, and platform-level innovations into actionable strategy. We break down performance trends, acceleration technologies, chiplet designs, and market dynamics—giving you the insight you need to optimize products, guide investment decisions, and stay competitive in a rapidly evolving compute landscape.
Already a subscriber? Log in to access the complete Outlook Report series—including the full Compute Report—and connect with your account manager to understand how upcoming compute trends will shape your technology, design, and long-term planning.
Ready to elevate your competitive advantage? View the full 2026 Compute Outlook Report for exclusive insights, expert analysis, and strategic guidance to help you build faster, more efficient systems and lead confidently in the next era of compute innovation.
Don’t just react to the compute market—lead it.
Watch the on-demand webinar for this exclusive compute outlook.
Originally aired: November 12, 2025
