VIDEO
AI continues to dominate the semiconductor space
Video Summary
David MacQueen, Service Director, Executive Programs at TechInsights, discusses the five key trends, as identified in the Outlook Report 2026, which will impact the semiconductors industry, with AI the main focus. AI inferencing is set to join the AI LLMs, while HBM, co-packaged optics and overall advanced packaging innovations will primarily be aimed at supporting the speed and density of the AI compute engines. David also identifies the transition from FinFETs to Gate All Around (GAA) transistors as well as the ongoing trade and tariff turbulence as other developments of note and has some interesting insights as to how the chip makers are responding to the challenges and opportunities of these various trends.
