5 Top Expectations for the Semiconductor Industry in 2026
February 04, 2026 - 11:00 AM EST February 05, 2026 – 11:00 AM JST/KST
Discover the 5 Top Expectations for the Semiconductor Industry in 2026
From architectural shifts to geopolitical impacts, learn what’s next for the semiconductor industry.
The semiconductor industry faces critical crossroads in 2026. AI computing is hitting memory and power bottlenecks. The transition to 2nm GAA transistors represents the biggest architectural shift in over a decade. Co-packaged optics and advanced packaging are redefining thermal management and bandwidth. And escalating geopolitical tensions are fragmenting the supply chain.
Join TechInsights experts for this live webinar as we analyze the five pivotal trends that will define 2026—from datacenter AI architectures and next-generation power semiconductors to foundry competition, advanced packaging innovations, and the strategic implications of supply chain shifts driven by trade restrictions.
Key Topics You’ll Learn
- AI computing bottlenecks and the technologies solving them, including next-generation SiC and GaN power semiconductors
- The 2nm transition: GAA transistors, Intel vs. TSMC vs. Samsung vs. Rapidus competition, and early customer adoption signals
- Memory evolution: HBM4, the potential of high-bandwidth Flash to replace HBM, and constrained NAND supply
- Thermal and bandwidth breakthroughs: co-packaged optics, glass substrates, and advanced packaging solutions
- Navigating trade turbulence: tariffs driving supply chain relocations, China’s vertical integration for EVs, and advances in lithography tools
Meet the presenters
David MacQueen
Director, Executive Insights
As the Service Director for Executive Programs, David MacQueen is tasked with covering the semiconductor value-chain to identify emerging technologies and new opportunities for research teams, while ensuring alignment across the research produced by TechInsights. He has over 20 years of experience in semiconductor-related industries and has an inherent ability to contextualize data that helps clients understand the big picture.David’s instincts on research topics are consistently ahead of the curve. He was covering the smartphones market long before the iPhone transformed it and saw firsthand how streaming services and the App Store fundamentally changed consumer behavior. During his time at Strategy Analytics as the Director of Wireless Media Strategies, David provided insight and strategic advice on all aspects of consumer mobile data products and services, with a focus on mobile advertising, games, music, social networking, and video.
Dan Kim
Chief Strategy Officer
Dan Kim is a globally recognized expert and experienced leader in semiconductor markets and policy. Throughout his career, Kim has served in executive roles at semiconductor companies such as SK hynix and Qualcomm and as a senior official with the United States Government across four presidential administrations. Prior to joining TechInsights, he was chief economist and director of strategic planning and economic security at the U.S. Department of Commerce for its CHIPS for America program. While there, he set the strategic vision and implemented the $39 billion incentives program, which has since attracted more than $450 billion in capital investments.
Jack Narcotta
Head of Consumer Electronics, Market Analysis
As the Head of Consumer Electronics Market Analysis, Jack Narcotta joins TechInsights with over 20 years of experience in the technology sector. In this role, Jack is focused on helping clients find opportunities in a highly competitive and turbulent market. He has a keen awareness for how the technology we use every day is changing and how to help clients create opportunities in response. At TechInsights, Jack enjoys having the ability to collaborate and provide a thorough understanding of the ripple effects produced by the rapidly changing consumer electronics market. He has a passion for uncovering the deeper stories beneath the data and surfacing it in engaging and insightful ways.
Cameron McKnight-MacNeil
Process Analyst
Cameron McKnight-MacNeil is a Process Analyst with over a decade of experience analyzing semiconductor advanced packaging technologies. He regularly analyzes high-performance compute, AI, desktop, and mobile devices, documenting how they're made and what makes them unique. Cameron holds numerous patents in advanced packaging and compound semiconductors.
Be Prepared to Navigate the 2026 Semiconductor Landscape.
This webinar is essential for semiconductor professionals driving innovation, managing cost and risk, or targeting markets—including engineers, product developers, strategists, procurement leaders, and executives navigating an increasingly complex industry landscape.
Register now to gain the strategic insights you need to stay ahead in 2026.
