5 Expectations for the Manufacturing Market in 2026

Discover the 5 Critical Manufacturing Market Trends Reshaping Semiconductors in 2026

AI-driven investments, sustainability, and advanced materials—what’s next for semiconductor manufacturing.

The semiconductor manufacturing industry is undergoing a transformative period as AI-driven investments accelerate, sustainability pressures mount, and foundries navigate capacity expansion amid weak consumer demand.

In this live TechInsights webinar, our manufacturing experts will highlight five critical developments shaping semiconductor fabrication and equipment markets in 2026, offering actionable insights for strategists, foundry operators, and equipment suppliers.

Key Topics You’ll Learn

• TSMC’s 2nm Mass Production Leadership – Achieving 7% of total capacity by 2026 while foundry/logic CAPEX rises for the first time since 2022.
• China’s Role in Equipment Sales – Export control uncertainties and slower recovery extending into 2027, with fabrication emissions projected to reach 200M metric tons CO₂e.
• Inventory Optimization & AI Growth – Leveraging oversupply in consumer, industrial, and automotive segments to focus on AI-driven production.
• Glass Substrates Challenge Traditional Materials – Superior flatness, signal integrity, and sub-2-micron via capabilities for AI accelerators and HBM applications.
• Wafer Fab Equipment Growth Focus – Concentration in microlithography for cutting-edge AI chips, with subsystem suppliers benefiting from Asian capacity expansions.