5 Expectations for the Power Market in 2026

Discover the 5 Critical Power Market Trends Reshaping Semiconductors in 2026

Wide-bandgap disruption, PMIC innovation, and datacenter power demand, what’s next for power semiconductors.

The rise of AI datacenters is driving unprecedented demand for power, creating both massive opportunities and major challenges for the power semiconductor industry. As computing power doubles nearly every six months, new technologies and global competition are reshaping the market faster than ever.

By 2026, datacenter power conversion markets are projected to reach nearly $4 billion, while silicon carbide (SiC) oversupply and intensifying Chinese competition will redefine strategies for global players. At the same time, the GaN industry faces transformation with TSMC’s exit, opening the door for new foundry opportunities, while China accelerates its self-sufficiency goals for wide-bandgap technologies by 2027.

In this live TechInsights webinar, our experts will break down five key developments that will define who leads, and who falls behind in the next two years.

Key Topics You’ll Learn

• Datacenter power conversion – $4B market growth by 2026 as AI accelerates.
• SiC oversupply & Chinese competition – How strategies must adapt.
• The GaN transition – TSMC exits, new foundry opportunities emerge.
• China’s wide-bandgap drive – Strategic self-sufficiency by 2027.
• PMIC evolution – Higher integration, intelligence, and co-design.