PwC – Global Semiconductor Industry Outlook 2026

The main theme of the report is the analysis of the current state and development prospects of the global semiconductor industry until 2026.

Key findings include the rapid transformation of the industry under the influence of AI, geopolitical changes, and increased government investment in local production. There is an increasing demand for high-performance chips and a shift in supply chain dynamics. Innovation and strategic adaptation are necessary in sectors such as automotive, healthcare, and energy. The importance of supply chain resilience and technological sovereignty is emphasized. Ongoing efforts to diversify production and reduce dependency continue despite structural challenges. The impact of export controls, restrictions on critical materials, and changes in trade alliances on the industry is also discussed.