5 Expectations for the Compute Market in 2026

Discover the 5 Critical Compute Market Trends Reshaping Semiconductors 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.

In this live TechInsights webinar, our compute experts will highlight five critical developments shaping the compute markets in 2026, providing actionable insights for architects, strategists, and executives navigating this dynamic landscape.

Key Topics You’ll Learn

• 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.