Semiconductors, Computing & AI

Semiconductor manufacturing processes require many chemicals and specialty gases. Owing to its cryogenic properties, exceptional thermal conductivity, chemical inertness, and high diffusivity, helium is used throughout the semiconductor manufacturing line, particularly for wafer cooling where there are no viable alternatives.

The gas sensor market is a diverse sector that incorporates a variety of core gas sensing technologies and emerging technologies for indoor and outdoor air quality monitoring. IDTechEx expects environmental applications of gas sensors to see the most growth going forward, as there is a need for measuring gases from a wider array of sources than ever before.

Tuesday 24 September 2024 - How Chronic Supply Challenges Are Reshaping Helium Use in Key Industries. An overview of global helium production and supply; Impact of supply challenges on different industries e.g. semiconductors and fiber optics manufacturing, cryogenics, and several others; Technological advances to reduce helium consumption (e.g. MRI and NMR); Trends in the adoption of substitutes or reclamation systems; Outlook for global helium production capacity and demand

The autonomous truck industry is experiencing a significant revival, with vehicle delivery numbers continuously breaking records. Companies across Asia, Europe, and the United States are eagerly advancing into the commercialization testing phase. Autonomous trucks are addressing critical real-world issues by reducing transportation costs and optimizing Total Cost of Ownership (TCO) through meticulous, practical calculations.

High-performance computing, 6G communication, autonomous vehicle chips, and consumer electronics are all key markets that benefit from advancing semiconductor packaging. IDTechEx's report, "Advanced Semiconductor Packaging 2024-2034: Forecasts, Technologies, Applications", goes into detail about emerging technologies, including 2.5D and 3D packaging.

The gas sensor market is a diverse sector that incorporates a variety of core gas sensing technologies and emerging technologies for indoor and outdoor air quality monitoring. IDTechEx expects environmental applications of gas sensors to see the most growth going forward, as there is a need for measuring gases from a wider array of sources than ever before.

The rise of co-packaged optics is transforming modern data centers and high-performance networks by addressing critical challenges such as bandwidth density, energy efficiency, and scalability. CPO enhances interconnect bandwidth and energy efficiency by integrating optics and electronics within a single package, significantly shortening electrical link lengths.

Helium is a finite resource that plays a critical role across several industries including medical imaging, thermal management systems for batteries, aerospace engineering, chemicals and pharmaceuticals, semiconductor manufacturing, fiber optics, particle physics, scientific balloons, and many more.

Thursday 12 September 2024 - How Is Critical Material Recovery Unlocking a Multi-Billion Dollar Market? Introduction to critical materials and key application markets; Critical material sources and why secondary material streams are rapidly emerging; Critical material recovery technology trends and their application in secondary sources; Valuable lessons to learn from established critical platinum group metal and semiconductor recovery; IDTechEx's outlook and conclusions on emerging critical material recovery markets and key growth opportunities.

End-of-life equipment from automotives, electric vehicles, e-waste and decarbonized energy technologies are rapidly emerging secondary raw material sources for valuable critical materials. A new report from IDTechEx forecasts that US$110B of critical materials will be recovered annually from secondary sources by 2045, with a combined weight of over 3.3 million tonnes.