5 Expectations for the AI Market in 2026

From datacenter accelerators to 2nm process technology, learn what’s next for AI and the semiconductor industry.

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The acceleration of artificial intelligence (AI) adoption is fueling one of the most transformative periods in the history of semiconductors. As AI workloads expand across datacenters, edge devices, and consumer applications, they are driving new requirements in process technology, advanced packaging, and global market dynamics.

By 2026, datacenter accelerator markets alone are projected to exceed $300 billion, creating massive opportunities across the semiconductor value chain. But the implications go far beyond datacenters, shaping how AI models evolve, how power demands drive innovation, and how geopolitics will impact global supply chains.

What You’ll Learn:

In this webinar, TechInsights experts shared their perspectives on five critical expectations for AI markets in 2026, and what they mean for your strategy, designs, and investments.

AI model evolution – Where are workloads heading in 2026?

Edge AI vs. datacenter AI – The hidden opportunities beyond the headlines.

Power demand & technology innovation – How 2nm and co-packaged optics will reshape performance.

Geopolitical dynamics – US-China competition and its impact on the AI chip ecosystem.

Market outlook – What industry leaders need to anticipate now to stay ahead.

Whether you’re a strategist, chip designer, foundry manager, investor, or executive, this session will give you the insights you need to anticipate change, align your roadmap, and stay ahead of disruption.

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.

Rajesh Krishnamurthy

Senior Analyst/Technical Fellow

With 25+ years of experience in semiconductor process development and R&D of semiconductor materials and devices, Rajesh holds a PhD in Materials Engineering. Through reverse engineering analysis of advanced logic devices and processors, Rajesh provides unique insights into real-world semiconductor production technologies across diverse device architectures.

Once you’ve watched the 5 Expectations... what’s next?

That’s where TechInsights comes in. We’ll help you turn the AI predictions into actionable strategy—translating complex forecasts and emerging technology trends into real opportunities that accelerate innovation, strengthen your market position, and future-proof your business.

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