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The 2026 chip market is currently growing at its strongest rate ever in the industry’s 79-year history, up more than 100 percent in the first half of the year. June also marked 34 consecutive months of growth, the industry’s second-longest uninterrupted expansion, just one month short of the 35-month upturn from June 2002 to May 2005. On current trends, the market will smash that record in August and effortlessly break through the US$1 trillion barrier in September. Little wonder the chip world is punch-drunk on euphoria, citing “strong sales underscoring the strength of global chip demand and the vital role semiconductors play in powering the next generation of technology innovation and economic competitiveness.”
The market’s momentum is indisputable … but what could possibly go wrong? Two critical factors make these growth numbers potentially insecure. First, growth is being driven by ASPs, up 79.8 percent, rather than units, which are up only 12.1 percent. Second, the growth is not broadly based but is being driven by a single end-market application: the white-hot AI hyperscaler boom and its deep-pocketed customers. This concentration is starting to raise doubts about the boom’s ongoing sustainability.
• Is the current boom a transformational paradigm shift?
• Will the AI-driven boom keep the market afloat through 2027 and beyond?
• What if the AI investment boom slows—or, worse still, crashes and burns?
• Can traditional markets pick up the likely wafer fab and advanced packaging overcapacity capacity?
History tells us that it is always impossible to know in advance exactly where we are on the path in any boom-bust cycle. But there are signs to look out for that can help better prepare. Find out more at Future Horizons’ IFS2026 Industry Update Webinar, Tuesday 6 October 2026, at 3pm UK BST (GMT/UTC+1). Register now at: https://us06web.zoom.us/webinar/register/6717736719493/WN_h8vk25MLToeNmpCC9IYqBA
Full Details at: https://www.futurehorizons.com/page/136/Industry-Update-Webinar
Who Should Attend
All companies, small and large, from startups to established market leaders.
• Key decision-makers in the design, manufacture, or supply of semiconductors.
• Government organizations in industry, trade, and investment.
• Those involved in M&A, investment, or finance within the electronics industry.
• Industry executives planning future marketing strategy.
Fee
For a small investment of UK £180 (£150 plus £30 UK VAT you will gain accurate industry insight to make good strategic decisions in these uncertain times
• Discount available for 3 or more attendees from the same company/organisation
• Can’t attend? No need to miss out, order the webinar video recording and slides instead.
• If already registered or not directly suitable for you, please pass it to a colleague or associate.
• The event can also be repeated on-line or in-person in-house for your added convenience and flexibility.
Your Trusted Industry Advisor
Founded in 1989, Future Horizons has been in the business of forecasting and analyzing the semiconductor market for 37 years and has been a trusted advisor to governments, investors, startups, and most of the top global semiconductor firms. Our forecast track record and hands-on industry experience, dating back to the first commercial IC, longer than any other analyst and most industry execs, make this a must-attend event for key decision makers in semiconductors, electronics, and all related industries. We always present accurate and insightful analysis at these events, consistently helping our clients save time and money with our insightful and accurate analysis of the industry.
