Market and Industry Trend Forum
The $1T Threshold: Where AI Demand, Geopolitical Realignment, and Capital Cycles Collide
In 2026, the global semiconductor industry is charging toward the $1 trillion mark. But this isn't a smooth ascent — it's a
collision point where three forces are converging at once: AI Demand rewriting what silicon must deliver, Geopolitical
Realignment redrawing where it gets made, and Capital Cycles repricing who is positioned to win.
The Market and Industry Trend Forum brings together world-class strategists and analysts through a dual-lens approach to
the $1T threshold: a high-level view of the strategic megatrends shaping the decade ahead, followed by a ground-level
stress test against hard market data, supply chain intelligence, and capital market signals.
This is a must-attend forum for semiconductor executives, investment strategists, and business decision-makers who need
the frameworks, the intelligence, and the forward-looking perspectives to move with confidence in an industry being
reshaped in real time.
SEMI Member
Non-member
SEMI Member
Non-member
SEMI Member
Non-member
SEMI Member
Non-member