AI infrastructure will claim more semiconductor capacity in 2027 than any other market.
AI infrastructure will claim more semiconductor capacity in 2027 than any other market. This session looks at where the revenue and the shortages will land, from HBM and NAND supply to the custom silicon taking over inference. Silicon photonics share of AI optical transceiver revenue Each topic draws on the 2027 Outlook reports. Bring your questions for the audience Q&A. For chip and system designers, memory will become an architectural constraint. Designs must now account for what memory types can actually be sourced. In 2027, focus shifts from training, where GPUs and NVIDIA have excelled, toward inference, where custom silicon such as Google TPU, AWS Inferentia, Meta MTIA and Microsoft Azure Maia is expected to be the fastest growing segment. Silicon photonics will account for 42% of AI optical transceiver revenue, and 1.6T optical ports will become the dominant port speed. The market for datacenter power ICs will surpass $4.5B. 2027 Outlook Webinar Series: AI, Packaging, Manufacturing & Sustainability Register for three 2027 outlook webinars. Get the free Five Trends report now, plus every 2027 Outlook report as it publishes in the TechInsights Platform. Apple A20 Pro: Inside the iPhone 18 Pro’s TSMC 2nm Processor TechInsights analyzes Apple’s A20 Pro processor, revealing TSMC N2 gate-all-around technology, expanded AI and graphics processing, and a new side-by-side memory packaging architecture. Watch TechInsights unbox the Apple iPhone 18 Pro Max before our experts begin detailed teardown and semiconductor analysis. Discover why TechInsights stands as the semiconductor industry's most trusted source for actionable, in-depth intelligence. Copyright © 2026 TechInsights Inc. All rights reserved. Accessibility|Privacy Policy|Terms & Conditions|Conflict of Interest & Confidential Information|Ethics & Compliance