The Global Semiconductor Industry Analysts

The Global Semiconductor Industry Analysts

IFS Update 2026

Industry Update Webinar - 20 Jan 2026 Presented Via Zoom, 3pm-4pm UK BST (UMC/GMT+1)

Registration Open Now!

2025 was a tale of two markets … a red hot AI Infrastructure market that refused to cool or die, fuelling an insatiable demand for Processors, SOCs and Memory, offset by the traditional chip markets, such as smartphones, notebooks, wearables, TVs and even automotive, which were equally but oppositely locked in depression, weighed down by high inflation, geopolitical uncertainty and the absence of breakthrough features. The net result was a 22 percent market growth in value, but one driven by increased ASPs not units, with IC unit sales still locked in the doldrums. Entering 2026, the two big questions on everyone’s mind are “Is the AI investment boom a bubble set to burst” and “When will the traditional chip markets recover.”

• What is the outlook for growth in 2026?

• Will the AI boom keep driving the 2026 market?

• What would be the likely impact if the AI boom tapers off or crashes and burns?

Find out the likely scenarios at IFS2026, Future Horizons annual semiconductor industry forecast Tuesday 20 Jan 2026, at 3pm UK GMT/UTC, registration now open. Discount for 3 or more attendees from the same company.

Can't attend in person? Video recording option also available.

This one-hour broadcast will focus on the chip industry outlook, including:

  • What’s Happened So Far vs. September IFS Forecast?
  • What Are the Likely Growth Scenarios For 2026?
  • What’s Happening In CapEx & The China Ramifications?
  • AI Unplugged ... The Hope, Hype & Reality
  • Ask The Analyst Q&A Forum, Before, During & After

Founded in 1989, Future Horizons has been in the business of forecasting and analyzing the semiconductor market for 36 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.

Registration for 20 Jan 2026 open now.

View the Sept 2025 highlights here

View the May 2025 highlights here

View the Jan 2025 highlights here

View the Sept 2024 highlights here

View the May 2024 highlights here

View the Jan 2024 highlights here

View the Sept 2023 highlights here 

View the May 2023 highlights here

View the IFS2023 highlights here

View the Sep 2022 highlights here

View the May 2022 highlights here

View IFS2022 highlights here

View IFS2021-MT highlights here

View IFS2021 highlights here

View IFS2020-MT highlights here

Registration Fees

For a small investment of just UK £180 (£150 plus £30 UK VAT) you will gain accurate industry insight to make good strategic decisions in these uncertain times. Payment via bank transfer or credit card (via PayPal).

  • Discount is available for 3 or more attendees from the same company/organization.
  • 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.

Access codes are unique, all delegates must register separately.

Q&A is encouraged, both before, during, and after the event.

Respect copyright laws, for individual use only (site licence option available).

Benefits of Attending

  • Forecast data and industry market analysis will enable you to make more confident business decisions, allocate resources accordingly and help you analyse your business models and plans and adjust accordingly.
  • Immersing yourself in up-to-date industry information will give you the knowledge to move ahead of your competition.  
  • Following the forecast, you will have the 'know how' to identify industry patterns and market conditions you can expect to see in the immediate future and beyond.  
  • Insights based on the sound methodology and analyses honed over 55 years plus of direct industry experience, longer than any other analyst and most industry execs.

What Will I Learn?

  • Hear an independent assessment of the World Economic Environment
  • Get clarification of what is expected to happen in the semiconductor industry for the coming 6-12 months and beyond
  • Explanation of the industry cycles and their effect
  • See semiconductor market forecasts for the next five years
  • See the identification of key application markets and their contribution to the semiconductor market
  • Get statistics and analysis to use as a basis for company business decisions

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.
  • Senior industry executives planning future marketing strategy.

2026 Dates

  • 20 Jan 2026
  • 12 May 2026
  • 15 Sept 2026

Webinar Start Time (1 hour duration)

  • 7am USA PST
  • 9am USA CST
  • 10am USA EST
  • 3pm UK BST (GMT/UTC)
  • 4pm Central Europe
  • 5pm Russia (Moscow)
  • 6pm Armenia
  • 7.30pm India
  • 10pm China and Taiwan
  • 11pm Japan and South Korea