High-Tech Industries in 2026: AI, Semiconductors, and Future Outlook

Thursday, December 18, 2025
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Co-hosted by Yale School of Management and Yale Center Beijing

Event Time

Thursday, December 18, 2025
8:30 pm-9:50 pm | China Standard Time (CST)

Thursday, December 18, 2025
7:30 am-8:50 am | Eastern Standard Time (EST)

Participation Format 

Registration is required to receive the ZOOM access link, which will be sent to your registered email address or phone number shortly. Please enter the Zoom room 15 minutes before the starting time. Once the Zoom room reaches full capacity, latecomers may be unable to join the event. 

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Registration and Fees

Registration
Please click “HERE” further below to register. Please send an email to yalecenterbeijing@yale.edu if there are any problems. 

Ticket: Free.

The language of the event will be English. 

 

The Event

Is AI a bubble? What is the role of circularity in AI deals? And why does Baumol’s cost disease matter for the future of high-tech industries? On December 18, join us for the latest installment of Ted and Logan’s Briefings on High-Tech Industries as they look ahead into the coming year. Featuring Logan Bender ’19, technology investor, he teams up with Edward (Ted) Snyder, former Dean of the Yale School of Management and Professor of Economics and Management, to outline the key developments to watch in 2026.

After a brief look back at 2025, they will dive into the most important transformations on the horizon, with a special focus on the rapidly evolving AI and semiconductor landscapes. They will highlight essential trends and offer practical insights on what investors and industry participants should pay attention to in the new year.

 

Speakers

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Edward (Ted) Snyder 
Former Dean & William S. Beinecke Professor of Economics and Management, Yale School of Management

Edward (Ted) Snyder is the William S. Beinecke Professor of Economics and Management at the Yale School of Management. He has applied IO frameworks to over thirty industries and product markets in the course of his academic and professional career. This set includes liquid crystal displays, video streaming, payment systems, pharmaceuticals, optical disk drives, and modem chips used in smartphones. He studied economics at the University of Chicago. He served as Dean of three business schools and founded the Global Network for Advanced Management.

 

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Logan Bender MBA '19
Technology Investor

Logan Bender is a CFA charter holder and Yale MBA (specialization in asset management). During his career as a global technology investor and research analyst at Putnam and First Analysis, Logan has specialized in high-tech industries including software, internet platforms, and semiconductors, with particular emphasis on the U.S. and China. Logan also has experience with venture investment focusing on series A and B stage investments in vertical SaaS, human capital technology, and other high growth differentiated software businesses.

Business & Finance

Public Event