Semiconductors, Data Centers & AI

PIC transceivers are fast-becoming essential tools in the AI revolution, where they speed up connections between nodes in data centers whilst reducing power consumption, allowing larger AI models to be trained and executed. However, unlike purely electrical integrated circuits, PICs require the integration of a III-V semiconductor to function as the laser because silicon does not lase. As of 2026 the dominant material choice is Indium Phosphide (InP).

In this video IDTechEx explores the megatrends for more sustainable data centers.

Thermal management strategies are the underdogs of modern technologies, reducing the risks of overheating in cases where exponentially increasing demand for power can lead to component temperatures rising.

The 2025-2026 period has seen growing industry momentum behind 3D-stacked CPO network switches, with companies increasingly moving away from laterally placed architectures to accommodate AI data center scale-up. In this article, IDTechEx delves into the packaging advancements enabling this transition, and the technological barriers that face the key players driving it.

The battery sector is rapidly growing in multiple directions, with battery storage technologies expected to be responsible for powering many major sectors including data centers and 6G power stations, and solid-state batteries gaining increasing amounts of attention for their safer chemistries.

With human-like arms and legs, humanoid robots have recently been taking advantage of their stature to compete in the World Humanoid Games in China beginning on Saturday. IDTechEx's research uncovers the technologies that make these robots move.

Automotive interiors possess a new kind of intelligence, enabled by sensing technologies and advanced software. In-cabin sensing and autonomous driving software are two specific areas covered by IDTechEx in their research portfolio.

Deep diving into the smallest possible phenomena of the universe and solving the world's most difficult and incomprehensible problems is the work of quantum technology. This article covers quantum sensors and computing.

As the AI boom accelerates, unanswered questions remain around how to build more data centers sustainably. In this article, IDTechEx explores the crucial role of low-carbon power, energy efficiency, and reducing supply chain emissions.