Semiconductor Outlook: Key Forces Shaping 2026 and Beyond
ABSTRACT
The semiconductor industry is entering a pivotal period defined by structural shifts in demand, supply, and technology investment. This presentation explores the key forces shaping the market outlook for 2026 and beyond, with particular emphasis on how AI-driven infrastructure buildouts, evolving end-market demand, and changing spending dynamics are redefining traditional semiconductor cycles.
The session will examine how AI workloads are influencing investment priorities across compute, memory, storage, and manufacturing, while disciplined capital spending and slower technology transitions are contributing to tighter supply conditions. It will also assess how these dynamics are impacting pricing, strategic focus, and competitive positioning across key end markets. In addition, the presentation will provide IDC’s outlook for the semiconductor industry over the next several years.
BIOGRAPHY
Jeff Janukowicz leads IDC’s semiconductor research, covering global market trends across compute, memory, storage, and advanced manufacturing. His research focuses on how AI infrastructure, shifting end-market demand, and evolving investment cycles are reshaping the semiconductor industry, helping clients navigate market volatility while identifying new opportunities.
Mr. Janukowicz brings more than 30 years of experience in the technology industry, with an extensive background in semiconductors, storage, and memory. He advises vendors, OEMs, and financial institutions and is a trusted source for Wall Street on industry outlooks. Jeff holds a BS in Electrical Engineering from the University of Delaware and a Master’s degree in the Management of Technology from the University of Pennsylvania’s Wharton School and School of Engineering. He is a frequent speaker at industry events and a widely quoted analyst on semiconductor market trends.