Overview
Live Podcast Recording — The Big Questions of 2026 and Beyond
The semiconductor industry is entering a decisive era. AI demand is reshaping architectures. Memory constraints are back on the board. CapEx bets are getting larger, riskier, and more geopolitical. Quantum is no longer theoretical—but still not practical. Startup economics are brutal, M&A is accelerating, and the margin for strategic error is shrinking.
Join The Circuit podcast and the Global Semiconductor Alliance Emerging Technologies Working Group on Friday, Feb 20th at 10 AM Pacific for a live, recorded forum discussion tackling the most consequential questions facing the industry in 2026 and beyond. This is not a scripted panel or a sales pitch. It’s an open, candid conversation focused on what’s actually coming next and how organizations should prepare.
Topics included:
- AI infrastructure and architectural inflection points
- Role of photonics in datacenters
- Memory supply, bottlenecks, and long-term constraints
- CapEx strategy in an uncertain macro environment
- Quantum computing: timelines vs. reality
- Startup viability, funding pressure, and consolidation
- M&A signals and strategic realignment
Attendees will have the opportunity to submit questions beforehand and during the podcast. If you build, fund, sell, or lead in semiconductors, this conversation is for you. Registration is free—reserve your seat and be part of the dialogue.