Semiconductor Capacity Crunch 2026: Supply, Pricing & Risk
How Advanced-Node Constraints Are Reshaping the Semiconductor Value Chain
Join us for Capacity Crunch, a webinar powered by our proprietary data models delivering the market intelligence you need to navigate today’s semiconductor supply environment.
Mapping the Operational Impact
Advanced manufacturing for memory and leading-edge logic is sold out months—and in some cases years—in advance. Component prices are rising across multiple IC categories. These dynamics are causing supply-demand imbalances across segments and even influencing the types and magnitudes of materials used to fabricate these devices.
The challenge now is identifying exactly where pressure will likely persist. To understand how capacity constraints may affect pricing, materials consumption, component availability, and sourcing decisions, we need deeper visibility across the value chain.
This session will show you, down to the process level, how memory and leading-edge logic capacity shortages are affecting the semiconductor value chain.
Key Topics:
- How capacity constraints at advanced nodes are impacting semiconductor supply
- How these constraints are affecting material consumption and usage patterns
- Which IC categories are experiencing the greatest pricing and sourcing pressure
- How IC procurement teams can mitigate supply risk and improve sourcing flexibility
- The design implications of constrained component availability
- How the IC industry can reach $1.046 trillion in 2026 while simultaneously navigating headwinds unlike any other cycle
Who should attend:
- Procurement and sourcing professionals managing component and material availability
- Product managers and engineers navigating component constraints in design
- Strategy and market intelligence teams tracking industry dynamics
- Supply chain and operations leaders planning for volatility
Meet the Speakers
David MacQueen
Service Director, Executive Programs, TechInsights
Mike Walden
VP Critical Materials Information, TechInsights
James Sanders
Senior Analyst, TechInsights
