Semiconductors, Computing & AI

The concept of the Software-Defined Vehicle (SDV) has rapidly emerged as a transformative trend reshaping the automotive industry. Yet, despite widespread use of the term, there remains significant confusion around its core meaning, structural elements, and real-world driving forces.

IDTechEx has released a brand-new market report, "Glass in Semiconductors 2026-2036: Applications, Emerging Technologies, and Market Insights", providing end-to-end market intelligence for seven distinct glass product segments, with technology deep-dives, benchmarking, supply chain mapping, adoption drivers, risk analysis, and unit and revenue forecasts 2025-2036.

The new IDTechEx market report "Glass in Semiconductors 2026-2036: Applications, Emerging Technologies, and Market Insights" provides the first bottom-up market model segmented by seven physical product classes, from carrier wafers through to photonic tiles. Readers will gain a clear picture of how large the opportunity is - US$4.4 billion by 2036.

Webinar: Commercial Quantum Computing: Cloud Services, AI, and Beyond Presenter: Noah El Alami, Technology Analyst, IDTechEx Date: Thursday 4 September 2025

In this article, IDTechEx examines the complex decisions shaping digital transformation in materials R&D and what they mean for the future of AI-powered innovation.

Thermal management technologies have a great prevalence across a number of sectors. This article covers some emerging thermal management methods taking place for EV batteries, data centers, and spacecrafts.

IDTechEx forecasts that the market size of thermal interface materials (TIMs) will exceed US$7 billion, covering multiple industries including EV batteries, EV power electronics (TIM1 and TIM2), data centers, advanced semiconductor packaging (TIM1 and TIM1.5), ADAS sensors, consumer electronics, and 5G. Find out more in this new article by Senior Technology Analyst Yulin Wang.

Quantum technology developments are creating opportunities for increased sensing sensitivity, extra secure communications, and high-speed computing. This article explores three of the main areas of quantum technology that are on the rise.

With the rising prevalence of these data centers, the accelerated computing chips needed within them are hot in today's markets. In the market report "AI Chips for Data Centers and Cloud 2025-2035: Technologies, Market, Forecasts", IDTechEx explores high-performance GPUs used in AI data centers and cloud computing. This article shows the scale of deployments from NVIDIA and AMD for today's AI infrastructure, and highlights technology enablers and challenges of these AI chips.

Webinar: Software Defined Vehicles: Central Compute, OTA Monetization & AI - Market Outlook to 2036 Presenter: Shihao Fu, Technology Analyst, IDTechEx Date: Thursday 21 August 2025 Can't attend live? Register anyway to receive the on-demand recording and presentation slides, available for a limited time.