2026 Manufacturing Outlook Report
The Manufacturing Outlook Report provides a comprehensive look into key trends in end markets and technologies. Unlock detailed analyses, forecasts, and expert perspectives on how the manufacturing market will evolve through 2026.
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What’s Driving Manufacturing in 2026
Driving Innovation
AI-driven demand is pushing semiconductor manufacturing toward 2nm nodes, advanced lithography, and complex packaging in 2026.
Managing Cost & Risk
Price volatility, sustainability pressures, and geopolitical policy drive cost and risk management in semiconductor manufacturing.
Targeting High-Growth Markets
Manufacturing growth is concentrated in AI-focused logic and memory, while consumer-driven segments remain weak.
The Five Expectations for Manufacturing in 2026
1. Top Foundries Prioritizing Leading-Edge Capacity Expansions
Investments in advanced technologies for 2nm nodes and smaller look to meet the rising demand for high performance computing.
2. China continues to play a role in Equipment Sales
Driven by investments in AI, the total equipment market is expected to grow in 2026, despite changing industry and tariff conditions.
3. Sustainability: As the Industry Grows, So Will Emissions
As chips grow more complex and incorporate more silicon through advanced packaging, emissions per chip are rising.
4. From Inventory Oversupply to Optimization: AI Powers Ahead While Consumer Markets Lag
Subsystems are positioned for sustained incremental growth in 2026, driven by capacity investments in AI; however, weakness in the consumer, industrial, and automotive sectors is weighing on the higher growth potential of subsystems.
5. Glass Challenges Organic Substrates
Substrates for semiconductor packaging are set to reach an inflection point in 2026 as the performance requirements, complexity and I/O density of advanced packages increase.
Get expert insights, forecasts, and competitive intelligence from the most trusted semiconductor market authority.
Missed the Outlook Summit Series Webinar? Watch the replay: “5 Expectations for the Manufacturing Market in 2026.”
